# 3 stocks Wall Street loves for the long haul

> Top analysts see Oracle, Rocket Lab, and Meta as decade-long winners despite market turbulence.
- Title: 3 stocks Wall Street loves for the long haul · CNBC | Shortify
- Summary: Top analysts see Oracle, Rocket Lab, and Meta as decade-long winners despite market turbulence. When markets are noisy, focus on companies with strong…
- Keywords: oracle, rocket lab, meta platforms, wall street analysts, long-term investing, ai infrastructure, cloud computing, space technology, frontier models, stock recommendations, tipranks, business
- Source: CNBC — https://cnbc.com/2026/09/20/top-wall-street-analysts-find-these-3-stocks-attractive-as-long-term-investments.html
- Author: TipRanks.com Staff
- Published: 2026-09-20T12:01:35+00:00
- Read time: 2 min
- Topics: oracle, rocket lab, meta platforms, wall street analysts, long-term investing, ai infrastructure, cloud computing, space technology, frontier models, stock recommendations, tipranks, business
## Why focus on long-term picks
Markets are volatile with oil prices high, geopolitical tensions rising, and Fed rate hikes ongoing. Looking past short-term noise to find stocks with strong growth potential helps investors navigate uncertainty.
## Oracle's AI infrastructure bet
Oracle reported strong Q1 results driven by cloud infrastructure growth. Analyst John DiFucci sees it as a decade stock, with AI training and inferencing creating a massive profitable opportunity ahead.

> We continue to believe ORCL is a decade stock, driven by the massive (and profitable) opportunity ahead for AI training and inferencing.
## Oracle's customer concentration easing
OpenAI's share of Oracle's remaining performance obligations dropped from 80% last June to about 50% now and is expected to keep falling. This reduces dependency on a single customer.
## Rocket Lab's vertical integration play
Raymond James analyst Brian Gesuale initiated Rocket Lab as a buy at $80. The Iridium acquisition makes it the only vertically integrated space company with positive free cash flow, adding a three billion dollar constellation.

> RKLB has assembled launch, spacecraft, components, payloads and optical communications, with Neutron and Iridium completing medium-lift and applications/spectrum in 2027.
## Rocket Lab's path to profitability
Rocket Lab's backlog more than doubled to $2.4 billion from $1.1 billion in Q3 2025. The company is moving from heavy investment into monetization, with 59% revenue growth expected in 2026.
## Meta's frontier AI models
J.P. Morgan analyst Doug Anmuth upgraded Meta to buy, raising his price target to $820 from $640. Meta's Superintelligence Labs team met its goal of delivering frontier AI models within a year, with Muse Spark 1.3 now competitive with Claude and GPT.

> Frontier models are at the core of Meta's product and monetization pipeline over a multi-year period, and its path toward superintelligence.
## Meta's distribution advantage
Meta's Watermelon product will expand AI opportunities across consumer products and business intelligence. With 4 billion users, Meta has a competitive advantage in bringing consumer-driven AI products to scale.
## How to pick winning analysts
TipRanks ranks analysts by past performance. DiFucci's ratings are profitable 62% of the time with 17.5% average returns. Gesuale is profitable 63% of the time with 17% average returns. Anmuth is profitable 57% of the time with 9.4% average returns.
## Key takeaway

When markets are noisy, focus on companies with strong multi-year growth drivers: Oracle's AI infrastructure, Rocket Lab's vertical integration, and Meta's frontier AI models.