Top Wall Street analysts favor these stocks for the long haul

Core Viewpoint - The rising U.S. budget deficit is impacting investor sentiment, leading to stock sell-offs, which may present buying opportunities for informed investors [1] Group 1: Uber Technologies (UBER) - Uber Technologies is highlighted as a stock pick following its Go-Get 2025 event, where it introduced new products aimed at user attraction [3][4] - Evercore analyst Mark Mahaney reiterated a buy rating on UBER with a price target of $115, noting the launch of Price Lock and Prepaid Pass as significant new offerings [4][5] - Mahaney believes Uber can sustain approximately 30$1.028 billion [8] - Baird analyst Shrenik Kothari reaffirmed a buy rating on CYBR, raising the price target to $460, citing strong performance across key metrics [9][10] - Kothari noted that CyberArk's identity security platform continues to attract customers, with no impact from macro pressures on deal flow [12] Group 3: Palo Alto Networks (PANW) - Palo Alto Networks delivered market-beating earnings and revenue for Q3 FY25, although its adjusted gross margin fell short of expectations [14] - TD Cowen analyst Shaul Eyal reiterated a buy rating on PANW with a price target of$230, highlighting strong results and significant product revenue growth [15][16] - Eyal expects Palo Alto to remain a market leader in next-gen firewalls and to expand into adjacent security markets, leveraging its large customer base for cross-selling opportunities [18]