Wall Street Loves Carvana, Coinbase and META

After several record-setting days, markets are down. All as investors digest the latest round of earnings and President Trump’s meeting with Chinese President Xi Jinping. While we wait to see how markets react to the news, here are a few…

Published October 30, 2025, 10:25am ET · 2 min read

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A tall, multi-story glass building, the Carvana 'car vending machine,' is brightly lit with blue and white lights against a twilight sky that transitions from deep blue to orange and purple. The building's interior glass shelves are filled with colorful cars. Palm trees are silhouetted in the foreground and background, and a well-lit parking lot with streetlights surrounds the structure.
The distinctive Carvana 'car vending machine' glows against the twilight sky, representing the company's unique approach to auto retail as it navigates market adjustments and solid retail volumes. © Courtesy of Carvana

After several record-setting days, markets are down.

All as investors digest the latest round of earnings and President Trump’s meeting with Chinese President Xi Jinping. While we wait to see how markets react to the news, here are a few of the top stocks that analysts are even more bullish on today.

Carvana (NYSE: CVNA): | CVNA Price Prediction Analysts at Morgan Stanley just reiterated its overweight rating on CVNA following earnings. The firm argued that CVNA has an improved balance sheet. Unfortunately, CVNA earnings weren’t so hot. In its most recent quarter, its EPS of $1.03 missed by 29 cents. Revenue of $5.65 billion, up 54.4% year over year, beat by $550 million.

Coinbase (NASDAQ: COIN): Analysts at H.C. Wainwright upgraded Coinbase to a buy rating ahead of earnings. JPMorgan also upgraded COIN to an overweight rating, noting that COIN will explore a Base token and look into USD coin payouts.

Alphabet (NASDAQ: GOOG): Bank of America just reiterated its buy rating on GOOG, with a price target of $335 from $280 after earnings. Its EPS of $3.10 was better than expectations of $2.33. Revenue of $102.35 billion was also better than the estimates of $99.89 billion. The company also posted solid numbers in its cloud business thanks to growing demand for artificial intelligence.  And it increased capex for 2025.

Meta Platforms (NASDAQ: META): Bank of America also reiterated its buy rating on META, lowering its price target to $810 from $900 after earnings. While META posted its highest revenue growth since 2024, it did get hit with a one-time charge of $15.93 billion. EPS of $7.25 was better than the estimates of $6.69. Revenue of $51.24 billion was better than the estimates of $49.41 billion.

Microsoft (NASDAQ: MSFT): Morgan Stanley reiterated its overweight rating on Microsoft, raising its price target to $650 following earnings.  The company took a one-time hit of $3.1 billion in net income because of its investment in OpenAI. Net income still rose to $27.7 billion, or $3.72 a share, from $24.67 billion, or $3.30 a share, year over year.

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Ian Cooper

Ian Cooper is a veteran market analyst and investment strategist with more than 20 years of experience covering stocks, commodities, and macro trends. Since 1999, he has helped investors identify market opportunities using a blend of technical analysis, fundamental research, and market sentiment.

He is the creator of the ADD News Flow Strategy, which focuses on trading market reactions to major news events and investor psychology. Cooper was also among the analysts who warned about the 2008 financial crisis and major financial institution collapses ahead of the broader market.

Before joining 247 Wall St., Cooper wrote extensively for InvestorPlace and other financial publications, covering market trends, trading strategies, and investment opportunities.

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