Wall Street Analysts Highlight Long-Term Growth Potential for Netflix, DoorDash, and Oracle

Amid escalating geopolitical tensions in the Middle East and persistently high oil prices, global stock markets are experiencing volatility. Despite this environment, top Wall Street analysts are identifying opportunities for long-term investment, particularly in three companies: Netflix (NFLX), DoorDash (DASH), and Oracle (ORCL). These analysts leverage macroeconomic insights and company-specific factors to guide their recommendations.

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JPMorgan analyst Douglas Anmuth has reaffirmed a buy rating for Netflix with a price target of $120, positioning it as one of his top picks. Anmuth acknowledges concerns regarding large-scale media mergers and subscriber engagement but emphasizes Netflix's robust growth potential. He describes the company as a "healthy organic growth story," driven by a strong content library, global subscriber expansion, and an early-stage advertising tier that remains under-monetized. Anmuth projects a compound annual growth rate (CAGR) of over 12% for currency-neutral revenue and 24% for GAAP earnings per share from 2025 to 2028. He also anticipates that Netflix will leverage artificial intelligence to enhance content discovery and reduce production costs.

CNBCWall Street analysts are confident in these 3 stocks

Anmuth has also reiterated a buy rating for DoorDash, setting a price target of $272. He forecasts an 18% CAGR for U.S. marketplace gross order value from 2025 to 2028, driven by an increase in monthly active users and order frequency. Improvements in unit economics for U.S. restaurants are expected in 2026, alongside profitability in the grocery and retail segments. Anmuth highlights DoorDash's recent acquisitions, including Deliveroo, as pivotal for market share expansion. He notes that DoorDash's advertising revenue, currently less than 2% of gross order value, presents significant monetization opportunities, projecting an EBITDA growth of approximately 28% from 2025 to 2030.

CNBCWall Street analysts are confident in these 3 stocks

Guggenheim analyst John Difucci has reaffirmed a buy rating for Oracle with a price target of $400, following the company's strong fiscal third-quarter results, which showcased a 22% revenue growth. Difucci attributes Oracle's success to its technological advantages rather than aggressive pricing strategies. He emphasizes the company's momentum in AI infrastructure and traditional cloud workloads, alongside an accelerating applications business. Difucci believes that consistent execution on customer commitments is essential for maintaining investor confidence, despite external market pressures.

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The insights from analysts Douglas Anmuth and John Difucci underscore a positive outlook for Netflix, DoorDash, and Oracle, despite the current market challenges. Their assessments highlight the potential for sustained growth driven by strategic initiatives and technological advancements, making these stocks noteworthy considerations for long-term investors.

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