Wall Street analysts are recommending Oracle, Rocket Lab, and Meta Platforms as promising long-term investment opportunities. Oracle (ORCL) reported better-than-expected results for Q1 FY27, with cloud infrastructure revenue growth of 120% constant currency, while customer concentration from OpenAI decreased from 80% to 50%. Rocket Lab (RKLB) was initiated as a buy with an $80 price target following the Iridium acquisition, which will make it the only vertically integrated space company with positive free cash flow, boasting a backlog of $2.4 billion and estimated revenue growth of 59% in 2026. Meta Platforms (META) was upgraded to buy by JPMorgan with a price target raised to $820, analyst Doug Anmuth highlighting the potential of its frontier AI models and Muse AI agent for a user base of 4 billion.
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