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Top Wall Street analysts are upbeat on the long-term potential of these stocks
BKNGBooking Holdings(BKNG) CNBC·2025-03-02 12:03

Group 1: Booking Holdings - Booking Holdings (BKNG) reported strong fourth-quarter results driven by robust travel demand and is investing in generative AI technology to enhance value for travelers and partners [3][4] - Analyst Mark Mahaney from Evercore reiterated a buy rating on BKNG, raising the price target to 5,500from5,500 from 5,300, citing strong performance across all geographic markets and travel verticals [4][6] - BKNG's growth metrics, including bookings, revenue, and room nights, outpaced competitors like Airbnb and Expedia, with Mahaney highlighting BKNG as the highest quality online travel stock due to its scale and management [5][6] Group 2: Visa - Visa (V) discussed its growth strategy and revenue opportunities in Value Added Services (VAS) during its investor day on February 20, reaffirming a buy rating with a price target of 370[9][10]−Thecompanyestimatesa370 [9][10] - The company estimates a 41 trillion volume opportunity in Consumer Payments, with 23trillioncurrentlyunderserved,andprojectslong−termrevenuegrowthof923 trillion currently underserved, and projects long-term revenue growth of 9% to 12% in VAS [11][12] - Analyst Rufus Hone views Visa as a core holding in the U.S. financial space, expecting the company to sustain double-digit top-line growth [13] Group 3: CyberArk Software - CyberArk Software (CYBR) announced solid Q4 2024 results and discussed its growth prospects during its investor day, leading to a buy rating and an increased price target of 465 from 455[14][15]−Thetotaladdressablemarket(TAM)forCyberArkhasincreasedto455 [14][15] - The total addressable market (TAM) for CyberArk has increased to 80 billion, driven by demand for machine-identity solutions and AI-driven security [15][16] - Management targets annual recurring revenue of $2.3 billion and a free cash flow margin of 27% by 2028, supported by platform consolidation trends [18]