News about investment recommendations

Fears about the AI trade and higher oil prices are weighing on global markets, but analysts tracked by TipRanks still see growth potential in three stocks. Morgan Stanley's Erin Wright reiterated a buy on UnitedHealth with a $529 price target after a Q3 2026 beat and raise, lifting her 2026 EPS estimate to $20.65 and 2027 to $23.24. Guggenheim's Michael Morris kept a buy on Meta and raised his target to $850 from $700, citing Muse reaching 1.3 million daily active users in five weeks, though this is under 0.05% of Meta's 3.6 billion daily active users. Stifel's Tore Svanberg reiterated a buy on Marvell with a $370 target after its Investor Day raised its TAM estimate to $400 billion by 2030 and pointed to a $30 billion FY31 Custom revenue target. Svanberg expects Marvell's XPU Attach business to grow substantially, leading to a more balanced XPU and XPU Attach revenue mix.