3 Stocks for the Long Haul According to Top Wall Street Analysts

The latest earnings season has gone a long way toward easing investors’ nerves about the artificial intelligence boom. Many leading tech firms not only posted upbeat results but also outlined aggressive spending plans, reinforcing optimism about AI-driven growth ahead.

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For investors looking to ride this wave, following the insights of top-rated Wall Street analysts can provide an edge. These experts often highlight the companies best positioned to generate strong long-term returns. According to TipRanks, a platform that tracks analyst performance, here are three AI-linked stocks currently favored by the Street’s most reliable voices.

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Broadcom (AVGO)

Semiconductor powerhouse Broadcom recently reported standout fiscal third-quarter earnings and offered upbeat guidance, fueled by accelerating AI momentum. The stock climbed after management disclosed a major $10 billion customer win.

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JPMorgan analyst Harlan Sur, one of Wall Street’s top semiconductor watchers, reaffirmed a buy rating on Broadcom and lifted his price target from $325 to $400. Similarly, TipRanks’ AI Analyst maintains an “outperform” view with a $396 target.

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Sur credited Broadcom’s strong results to surging AI demand, stabilization in its non-AI chip business, and continued strength in VMware. He noted that Broadcom’s AI revenue surged 18% sequentially in Q3 FY25, with management guiding to another 19% jump in Q4 to $6.2 billion. For fiscal 2025, Broadcom is on pace to generate roughly $20 billion in AI revenue.

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Sur suggested that OpenAI may be the mysterious new $10 billion customer, given the AI inference applications. Looking further ahead, he forecasts AI revenue doubling to $45 billion by fiscal 2026 and climbing another 60% in 2027. In his view, Broadcom’s custom AI chips deliver efficiency, differentiation, and stronger economics that underpin its competitive edge.

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Despite broader macro uncertainty, Sur believes Broadcom’s diverse portfolio and favorable product cycles provide a sturdy growth foundation. Ranked No. 39 out of more than 10,000 analysts on TipRanks, his calls have been profitable 67% of the time with an impressive 26.1% average return.

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Zscaler (ZS)

Cybersecurity specialist Zscaler also turned heads this earnings season. The company reported strong fourth-quarter FY25 results, powered by heightened demand for its Zero Trust architecture and AI-driven security tools.

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Stifel analyst Adam Borg reaffirmed a buy rating on Zscaler and raised his price target from $295 to $330, citing broad-based strength. TipRanks’ AI Analyst takes a more cautious stance, assigning a “neutral” rating with a $298 target.

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Borg praised Zscaler’s execution, highlighting robust growth in billings and remaining performance obligations (RPO). Importantly, RPO jumped 31% year-over-year, marking the fourth straight quarter of accelerating growth. He sees demand expanding across emerging areas such as AI security, while newer products like Z-Flex add further momentum.

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Borg emphasized that Zscaler’s suite not only enhances enterprise security but also drives vendor consolidation and cost savings. Looking ahead, he expects Zscaler to deliver sustained top-line growth in the high-teens along with margin expansion.

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On TipRanks, Borg ranks No. 324 overall, with his stock calls proving correct 77% of the time and delivering an average return of 16.9%.

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Oracle (ORCL)

Database and cloud giant Oracle saw its shares jump this week after issuing a powerful growth outlook, even though first-quarter earnings slightly missed estimates. The real headline was a staggering 359% year-over-year surge in remaining performance obligations (RPO) to $455 billion a clear signal of robust future revenue.

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This outlook prompted Jefferies analyst Brent Thill to boost his price target from $270 to $360 while keeping a buy rating. TipRanks’ AI Analyst also projects an “outperform” rating with a $264 target.

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“RPO stole the show,” Thill remarked, pointing out that Oracle’s sequential RPO increase of $317 billion was nearly five times its projected fiscal 2026 revenue. He linked this surge to four multi-billion-dollar deals across three customers, with more large contracts expected soon likely pushing RPO past $500 billion.

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Thill expects Oracle Cloud Infrastructure (OCI) to grow 77% to $18 billion in fiscal 2026, then soar to $144 billion by 2030. This growth reflects surging demand for AI training and inference workloads, which Oracle sees as a vast market opportunity.

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He also highlighted rapid adoption of Oracle’s multicloud database services, even off a smaller base, suggesting accelerating traction in its multicloud strategy. Oracle plans to nearly double its hyperscaler data centers to 71, a move expected to support sustained expansion.

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Thill ranks No. 128 on TipRanks, with successful calls 67% of the time and an average return of 14.9%.

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