rewrite this title Top Wall Street analysts suggest these 3 stocks for their long-term prospects

The earnings season has revived investors’ interest in artificial intelligence trades. Robust spending and strong demand for AI infrastructure have reinforced analysts’ confidence in several stocks.

Top Wall Street analysts can help investors choose the right stock with strong long-term prospects, as these experts assign their ratings after evaluating all key aspects of a company’s business and the macro backdrop.

Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

Advanced Micro Devices

Chip giant Advanced Micro Devices impressed investors with its market-crushing first-quarter results and solid guidance. The company now views its data center division as the “primary driver” of the growth in its revenue and earnings. AMD is confident about significant acceleration in its server growth, backed by AI-led demand.

In reaction to the strong Q1 print, TD Cowen analyst Joshua Buchalter reiterated a buy rating on AMD stock and boosted his price target to $500 from $290. The analyst said that the notable rise in AMD’s data center central processing unit guidance and rising confidence in data center graphics processing unit engagements addressed his concerns about elevated expectations.

The five-star analyst noted that server CPU business grew by more than 50% year-over-year across enterprise and cloud, mainly driven by units with a higher average selling price, as Turin constituted over half of the mix. Furthermore, AMD expects its server CPU business to grow by over 70% in Q2 2026. Buchalter added that the company sees continued momentum in this business through the second half of this year and next year, driving further share gains.

Additionally, Buchalter noted that near-term strength in server CPU is accompanied by a significant increase in AMD’s long-term outlook. Notably, AMD doubled its CPU total addressable market estimate from just six months ago to about $120 billion, with agentic AI boosting CPU demand. Buchlater also noted the ongoing strength in AMD’s Instinct GPUs, with MI450 expected to see a sharp inflection in the fourth quarter. He raised his 2026 and 2027 data center GPU estimates to about $17 billion and $38 billion, respectively.

“Net, AMD appears to be hitting the knee in its curve, building confidence with customers and investors that it can meaningfully capture value across the massive AI compute TAM,” said Buchalter.

Buchalter ranks No. 69 among more than 12,200 analysts tracked by TipRanks. His ratings have been profitable 72% of the time, delivering an average return of 43.3%. See AMD Ownership Structure on TipRanks. 

Microsoft 

Another company gaining from the AI boom is Microsoft. The tech giant’s Azure cloud unit and AI-powered productivity tools are expected to drive the company’s growth.

Recently, Tigress Financial analyst Ivan Feinseth reaffirmed a buy rating on Microsoft stock and raised his price target to $680 from $595, saying “AI-driven cloud flywheel is driving accelerating high-margin revenue and cash flow growth.”

Feinseth noted that Azure remains the key catalyst for Microsoft, with the unit delivering high‑30% growth. He added that Azure is driving the company’s cloud revenue growth in the mid‑20% range as enterprises shift workloads and ramp up AI training and inference deployments on its platform.

The five-star analyst highlighted that AI is increasingly becoming a structural growth driver for Microsoft, with the company already building an AI business larger than some established franchises. Feinseth emphasized that MSFT’s commercial cloud backlog has more than doubled over the past year to $625 billion, providing multi-year revenue visibility.

Also, the analyst noted that at the application layer, Microsoft is integrating Copilot across Microsoft 365, Dynamics, security, and developer tools. This will result in higher average revenue per unit, a premium product mix, and stronger customer retention as AI‑assisted workflows become the norm across enterprises.

Feinseth believes that Microsoft’s massive capital investments in AI data centers and proprietary models support the bull case. These investments are expected to boost return on capital and shareholder value.

Feinseth ranks No. 631 among more than 12,200 analysts tracked by TipRanks. His ratings have been profitable 58% of the time, delivering an average return of 11.4%. See Microsoft Stock Buybacks on TipRanks.

Nvidia

All eyes are on tech giant Nvidia‘s upcoming fiscal first-quarter results on May 20. Investors will focus on the company’s ability to sustain strong sales momentum and demand for its AI GPUs amid concerns about growing competition.

Ahead of Q1 earnings, Susquehanna analyst Christopher Rolland reiterated a buy rating on Nvidia stock and increased his price target to $275 from $250, saying “We expect better results and guidance as GB300 continues to ramp through 1H26.”

Rolland noted that at this year’s GTC event, CEO Jensen Huang said that the company expects more than $1 trillion in combined Blackwell and Rubin revenue through calendar year 2027, up from the previous estimate of $500 billion. The analyst added that the company is even suggesting potential upside as the updated estimate doesn’t include contributions from new platforms, such as the Groq LPX rack and the Vera CPU rack.

Consequently, the five-star analyst raised his data center estimates and now expects about $1 trillion in Blackwell and Rubin revenue through 2027, up from his prior forecast of $940 billion. He highlighted that the Rubin platform remains on track for a launch in the second half of 2026, with the company sending its first samples to customers in late February.

Also, Rolland expects further strength in NVDA’s data center networking business following a “standout” quarter in Q4 FY26, thanks to demand across its various networking protocols, including NVLink, Infiniband, and Ethernet, and a strong attach rate to NVL72.

Meanwhile, the analyst expects Nvidia’s gross margin to be in line with expectations. He contended that while the company is trying to sustain its gross margin in the mid-30s this year, it may face pressure in the second half due to the Rubin launch.

Rolland ranks No. 23 among more than 12,200 analysts tracked by TipRanks. His ratings have been profitable 68% of the time, delivering an average return of 45.5%. See Nvidia Options Activity on TipRanks.