Top Street analysts like these 3 stocks for their long-term prospects

Investors are grappling with high oil prices and ongoing geopolitical tensions, but those who can ignore the short-term noise may be better positioned in the long run.

The opportunity arises to select some attractive stocks with strong long-term growth potential, and investors can use ratings from top Wall Street analysts to guide their research.

The advice and analysis of these experts can provide useful information for stock selection.

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.

Seagate Technology

This week’s top pick is storage solutions provider Seagate TechnologyIt impressed investors with its market-beating results and solid outlook for the third quarter of fiscal 2026. The company is capitalizing on strong AI-driven storage demand.

TD Cowen analyst Krish Sankar reiterates buy rating, reacting to fiscal 26 press Seagate increased its shares price target $850 Prices start at $500, citing a “flawless quarter.” The analyst noted that the company’s fiscal fourth-quarter earnings per share outlook of $5 beat the Street’s expectations by 25%.

The five-star analyst added that the $35 to $40 EPS bull case for 2027 he highlighted in his preview looks more realistic following fiscal year 26 results. The analyst has now cautiously raised his 2027 EPS forecast to $34. It continues to see potential upside into the high $30s, supported by 9% growth in average selling price (ASP) and expectations for a 60% gross margin based on a 25% increase in exabyte shipments.

Sankar also noted that Seagate’s outlook for the June quarter implies gross margins of around 50%. It forecasts a 7% year-on-year growth in ASP, following a 4% increase in the March quarter. The analyst suggests further increases in price forecasts due to strength in NAND prices, which are particularly up 200% this year.

In fact, Sankar’s research shows that hard disk drives, or HDDs, are in shorter supply than NAND. As a result, he thinks the market may be too conservative in assuming that HDD manufacturers can only increase prices by the high single digits.

Sankar is ranked 16th out of more than 12,200 analysts followed by TipRanks. Their ratings were profitable 69% of the time, with an average return of 49.4%. See Seagate Technical Analysis on TipRanks.

Marvel Technology

Moving on to chip company Marvel Technology. will benefit from the recently announced massive agreement between. Amazon and Anthropic will spend more than $100 billion on Amazon Web Services technologies over the next decade. Amazon is building its Trainium chips with input from Marvell.

Following the deal, RBC Capital analyst Srini Pajjuri reaffirmed her buy rating. Marvel increased its shares and price target $170 Prices start from $115. The analyst sees Marvell as a major beneficiary of the Amazon-Anthropic deal, as the company supplies AWS with integrated circuits, Ethernet switches, data processing units, and optical digital signal processors specific to the Trainium application.

Pajjuri estimates that each gigawatt accounts for $2.5 billion to $3 billion of the XPU serviceable addressable market, which he expects Marvell to capture at least 50% of. It forecasts a 17% increase in custom silicon revenues from AWS to about $1.6 billion in 2026, and expects the rise to be somewhat limited due to tight 3nm wafer supply.

However, the five-star analyst predicts that strong demand for the PAM-4 optical link will drive an upside development in the near term. It expects the Amazon-Anthropic deal to support strong double-digit growth in fiscal 2028 and beyond. Pajjuri expects 50% growth in AWS for fiscal 2028, and this growth has the potential to increase further. He added that Marvell’s Trainium 4 opportunity looks even more attractive given its growing optical capabilities and UALink and NVLink Fusion offerings.

“Our new PT is based on CY27 to 31x our EPS forecast of $5.51 (previous 21x), which we believe is justified given increased visibility in AWS, strong optical demand and the upcoming MSFT ASIC ramp-up,” Pajjuri said.

Pajjuri is ranked #142 out of more than 12,200 analysts followed by TipRanks. Their ratings were profitable 75% of the time, generating an average return of 40.7%. Check out Marvell Technology Crowd Wisdom on TipRanks.

Amazon

E-commerce and cloud computing giant Amazon reported better-than-expected first-quarter results on Wednesday. Notably, AWS revenue increased 20% year over year; This marks the cloud unit’s fastest growth in more than three years.

Impressed with the results, TD Cowen analyst John Blackledge reiterated his buy rating Amazon increased its stock and price target $350 Prices starting from $300. The analyst highlighted that the company’s first-quarter revenue and operating income beat the Street’s consensus estimates by 2% and 15%, respectively, and that all segments performed better than expectations.

Blackledge emphasized that AWS revenue growth exceeded 28%, driven by increased chips and Bedrock business. Management specifically highlighted that its on-premises chip business (Gaviton, Trainium, and Nitro) has a sales rate of more than $20 billion in Q4 2025, up from more than $10 billion. Moreover, Bedrock spending increased 170% quarter-over-quarter.

Additionally, the five-star analyst noted that the AWS backlog increased by 98% year-on-year to $364 billion, reflecting an acceleration of the 38% growth in Q4 2025. Overall, Blackledge raised its 2026 revenue forecast for Amazon by 2%, primarily reflecting higher AWS revenue.

“Over the long term, we increased our revenue forecast by an average of 6% annually from ’26-’31; our AWS revenue estimates increased by an average of 14% annually during a period of higher-than-expected AI revenue,” Blackledge said.

Blackledge is ranked #843 out of more than 12,200 analysts followed by TipRanks. Their ratings were profitable 54% of the time, with an average return of 10.2%. See Amazon Ownership Structure on TipRanks.