Top Wall Street analysts bet on the potential of these 3 stocks for the long haul

The latest net play has addressed investors' concerns astir the artificial quality boom, acknowledgment to the robust maturation outlook and superior spending projections of galore tech companies.

Investors seeking vulnerability to companies that are well-positioned to seizure AI-led maturation tin way the recommendations of apical Wall Street analysts, who tin assistance prime the stocks that tin present charismatic returns implicit the agelong term.

Here are 3 stocks favored by the Street's apical pros, according to TipRanks, a level that ranks analysts based connected past performance.

Semiconductor institution Broadcom (AVGO) reported awesome fiscal third-quarter results and issued solid guidance, acknowledgment to AI tailwinds. AVGO banal rallied pursuing the results, arsenic the institution stated that it has secured a caller $10 cardinal customer. 

Citing beardown fundamentals, JPMorgan expert Harlan Sur reaffirmed a bargain standing connected Broadcom banal and boosted the price people to $400 from $325, saying that AVGO remains a apical prime successful semiconductors. Likewise, TipRanks' AI Analyst has an "outperform" standing connected AVGO banal with a terms people of $396.

Sur attributed Broadcom's beardown results and coagulated gross outlook for the October 4th to accelerating AI demand, stabilizing non-AI semiconductors, and awesome momentum successful the VMware business.

The 5-star expert noted the 18% sequential maturation successful AVGO's Q3 FY25 AI revenue, with the institution guiding a 19% quarter-over-quarter maturation to $6.2 cardinal for the fiscal 4th quarter. He added that Broadcom is connected way to present astir $20 cardinal successful AI gross successful fiscal 2025.

Sur believes that the caller lawsuit from whom Broadcom secured orders worthy $10 cardinal is OpenAI, considering the AI inference usage lawsuit and his anterior research. The expert present expects AI gross to summation by 125% to $45 cardinal successful fiscal 2026, followed by a 60% summation successful fiscal 2027. Sur said the spot successful AVGO's AI gross supports his presumption that the company's internally developed customized AI chips connection meaningful differentiation, ratio and improved economics.

"Despite macro volatility, Broadcom's diversified portfolio and merchandise cycles enactment a coagulated gross maturation profile," concluded Sur.  

Sur ranks No. 39 among much than 10,000 analysts tracked by TipRanks. His ratings person been profitable 67% of the time, delivering an mean instrumentality of 26.1%. See Broadcom Statistics connected TipRanks.

Next connected this week's database is Zscaler (ZS), a cybersecurity institution that precocious delivered beardown results for the 4th fourth of fiscal 2025, driven by request for its Zero Trust and AI information solutions.

Impressed by the Q4 FY25 print, Stifel expert Adam Borg reiterated a bargain standing connected Zscaler banal and raised the price forecast to $330 from $295. Interestingly, TipRanks' AI Analyst has a "neutral" banal connected ZS banal with a terms people of $298.

Borg stated that Zscaler delivered coagulated results, accordant with Stifel's affirmative checks. He added that the company's Q4 FY25 show was beardown crossed cardinal metrics, driven by beardown execution and request for the company's broadening Zero-Trust portfolio. Borg was peculiarly pleased with robust maturation successful billings and remaining show obligations. Notably, RPO maturation (31%) accelerated for the 4th consecutive quarter.

The 5-star expert is optimistic astir the adoption of Zscaler's offerings crossed emerging areas, similar AI security. Borg is besides upbeat astir the company's newer solutions similar Z-Flex. He continues to judge that "Zscaler's leading-portfolio helps amended an organization's information posture, drives vendor consolidation, and reduces costs."

Bord expects Zscaler to prolong astatine slightest high-teens top-line maturation and borderline enlargement successful the coming years, driven by aggregate drivers.

Borg ranks No. 324 among much than 10,000 analysts tracked by TipRanks. His ratings person been palmy 77% of the time, delivering an mean instrumentality of 16.9%. See Zscaler Ownership Structure connected TipRanks.

Database bundle shaper and unreality infrastructure institution Oracle (ORCL) saw its banal spike this week, arsenic the company's robust unreality maturation projections overshadowed its Q1 net miss. The institution amazed the marketplace by reporting a 359% year-over-year maturation successful its remaining show obligations, a measurement of contracted revenue, to $455 billion.

Oracle's robust outlook made Jefferies expert Brent Thill summation his price people to $360 from $270 portion reiterating a bargain standing connected the stock. TipRanks' AI Analyst besides has an "outperform" standing connected ORCL banal with a terms people of $264.

"RPO stole the amusement successful F1Q," stated Thill. The 5-star expert added that Oracle's Q1 RPO crushed estimates and reinforced his assurance successful the company's communicative astir acceleration successful its growth.

Thill highlighted that Oracle added $317 cardinal sequentially successful RPO, astir 5 times the fiscal 2026 full gross estimation of $67 billion, which supports increasing AI optimism. He noted that this monolithic maturation tin beryllium chiefly attributed to 4 multi-billion-dollar contracts crossed 3 customers, with much specified deals expected to adjacent soon and thrust RPO beyond $500 billion.

The expert besides pointed retired that the Oracle Cloud Infrastructure (OCI) concern is expected to turn by 77% to $18 cardinal successful fiscal 2026 and past leap to $144 cardinal by fiscal 2030. Thill added that this awesome maturation forecast indicates the rising request for AI inference and grooming workloads, which absorption sees arsenic a monolithic full addressable marketplace that the institution tin capture.

Additionally, Thill mentioned the awesome surge successful Oracle's multicloud database revenue, though disconnected smaller numbers, suggesting accelerated adoption of the company's multicloud strategy. In fact, Oracle present expects notable maturation successful multicloud gross each 4th for the adjacent respective years portion expanding to 71 (net summation of 37) information centers crossed hyperscaler peers.

Thill ranks No. 128 among much than 10,000 analysts tracked by TipRanks. His ratings person been palmy 67% of the time, delivering an mean instrumentality of 14.9%. See Oracle Insider Trading Activity connected TipRanks.