Resilient Long-Distance Runners Amidst Volatility in US Stocks: Wall Street Bets on Pinterest, Uber, and General Motors

According to the Zhitong Finance APP, recent fluctuations in the US stock market have intensified, with investors closely monitoring the latest developments in the China-US trade war and the earnings reports of major US companies. Despite these challenges, there are still stocks of companies in the market that can cope with short-term pressures and achieve strong long-term returns. Currently, top experts on Wall Street favor the following three stocks.

Pinterest (PINS.US)

The first stock is the social media company Pinterest, which is scheduled to release its third-quarter earnings report on November 4. Ahead of the earnings release, TD Cowen analyst John Blackledge reiterated his "Buy" rating on Pinterest and set a target price of $44. TipRanks' AI analysts are also optimistic about Pinterest, giving it an "Outperform" rating and a target price of $40.

Blackledge expects Pinterest's third-quarter revenue to grow by 16.6% year-over-year, a growth rate that aligns with Wall Street consensus expectations and is close to the upper limit of the company's own performance guidance. He stated, "We expect EBITDA to grow by 20% year-over-year, exceeding revenue growth, primarily due to moderate optimization of revenue costs and R&D expenses."

This five-star analyst remains confident in his forecast that Pinterest's revenue will continue to grow at a double-digit year-over-year rate in the second half of 2025 to 2026. This expectation is partly due to advertisers' continued adoption of the company's Performance+ marketing tool.

After communicating with an agency that manages over $4 billion in advertising spending annually regarding digital advertising research, Blackledge noted that Pinterest's advertising spending is expected to grow by 63% year-over-year in the third quarter of 2025, slightly slowing from 66% in the previous quarter. An expert from TD Cowen stated that the adoption rate of Pinterest's Performance+ marketing type remains stable.

In fact, some advertisers have shifted their entire advertising budget on Pinterest to Performance+. Blackledge introduced that Performance+ was launched at the end of 2024, initially featuring automated creative tools, and has now added automated bidding tools and other AI-driven automation features.

Uber Technologies (UBER.US)

The second recommended stock is the ride-hailing and delivery platform Uber Technologies. Recently, Evercore analyst Mark Mahaney co-hosted a quarterly webinar with Harry Campbell, founder of "The Rideshare Guy" and "The Autonomous Vehicle Summary," to discuss the latest trends in the ride-hailing, delivery, and autonomous vehicle (AV) ecosystem. After the meeting, Mahaney reiterated his "Buy" rating on Uber and set a target price of $150 within 12 months. In agreement with Mahaney, TipRanks' AI analysts are also optimistic about Uber stock, giving it an "Outperform" rating and a target price of $108 Mahani pointed out that Campbell holds a positive attitude towards the dynamics of the ride-hailing supply side, believing that driver earnings are stable and substantial. Campbell observed that ride-hailing demand remains consistently stable, with ample driver supply, especially on the Uber platform, where operational levels are approaching "historical peaks." Despite strong performance on the supply side, ride-hailing pricing remains high, reflecting the persistence of demand elasticity and indicating that consumers lack alternative options (especially in airport transfers and nighttime travel scenarios).

This top analyst also specifically mentioned Campbell's comments on early changes in autonomous vehicle collaborations—highlighting adjustments in Alphabet's Waymo regarding its "in-house operations versus third-party collaborations" strategy, as well as Uber's continuously expanding roadmap for integrating autonomous vehicles.

Mahani further noted that Uber driver earnings are stable, and platform profit margins continue to expand. Notably, Uber's model of "splitting passenger fares and driver earnings" has driven incremental improvements in profit margins, even with stable driver earnings.

Through gradual functional innovations, Uber is committed to enhancing the "user stickiness" of its ecosystem. The company recently held the "Only on Uber" event, which introduced several minor functional updates, including tip guarantees and enhanced safety measures. Mahani stated that while these updates are not disruptive, Campbell believes they are part of Uber's "broader strategy—to create alternative income channels for drivers as the market share of autonomous vehicles gradually expands."

General Motors (GM.US)

The third recommended stock is General Motors. Despite a slight decline in sales, the parent company of Cadillac and Buick still exceeded Wall Street's revenue and profit expectations, with its stock price rising 15% on Tuesday. General Motors also raised its future performance guidance, stating that the impact of tariffs was lower than expected.

After the release of the third-quarter financial report, Mizuho Securities analyst Vijay Rakesh reiterated a "Buy" rating on General Motors and raised the target price from $67 to $76. In contrast, AI analysts at TipRanks set a target price of $66 for General Motors, rating it as "Outperform."

Rakesh stated, "We remain optimistic about General Motors due to reduced tariff burdens and risks, improved profitability, and the momentum from domestic production of internal combustion engine (ICE) SUVs and pickups through the C26E+ platform."

This five-star analyst pointed out that driven by lower-than-expected tariff impacts, General Motors raised its guidance for 2025 earnings before interest and taxes (EBIT), earnings per share (EPS), and adjusted free cash flow. At the same time, General Motors is scaling back some electric vehicle (EV) plans to enhance profitability, including selling equity in its Michigan electric vehicle battery plant to LG Energy Solution (while retaining two other battery plants) and planning to transition the Orion plant from focusing on electric vehicle production to internal combustion vehicle production by 2027.

Rakesh believes that reduced losses in the electric vehicle business, alleviated tariff challenges, lower warranty costs, and an increased proportion of internal combustion models will help General Motors achieve its target of an 8% to 10% EBIT margin in its North American operations Other driving factors include the $5 billion deferred revenue (with a gross margin of approximately 70%) from OnStar and Super Cruise models, as well as stable average selling prices