Top analysts are confident about these 3 stocks for the long haul

Global stock markets are under pressure as geopolitical tensions re-emerge in the Middle East. Moreover, investors remain concerned about the sustainability of AI-driven demand and infrastructure spending.

However, those looking for attractive stock picks amid ongoing volatility can gain important insights by following the recommendations of leading Wall Street analysts. These experts determine ratings after thoroughly analyzing a company’s fundamentals, growth opportunities, and risks.

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.

Amazon

E-commerce and cloud computing giant Amazon (AMZN) is this week’s first pick. Heading into the company’s second-quarter earnings call, TD Cowen analyst John Blackledge reiterated his buy rating on AMZN shares, noting the strength in its e-commerce and advertising businesses as well as its Amazon Web Services cloud unit. Analyst lowered the price AMZN stock price target is $340 It revised its forecasts, slightly raising its capex forecasts to $350.

Specifically, Blackledge expects Amazon to report revenue of $200.1 billion, 2% above the Street’s forecast, driven by acceleration in AWS and advertising revenue. It also expects the company’s e-commerce business to reflect a shift in Prime Day to the second quarter of this year in the U.S. and other key markets, compared to the third quarter of last year.

Specifically, Blackledge expects AWS revenue to increase 35.5% in the second quarter of 2026 compared to the same quarter in the previous year; This represents a 28.4% acceleration from the prior-year quarter and a 3.4% increase above the Street’s expectations. The 5-star analyst expects revenue to come from increasingly productive AI workloads as the company’s significant AI infrastructure spending helps alleviate supply constraints.

Regarding the third-quarter outlook, Blackledge said: “Our revenue and Operating Income estimates are 0.3% and 3.2% above consensus due to further acceleration of AWS revenue growth driven by AI demand.”

Blackledge is ranked #771 out of more than 12,300 analysts followed by TipRanks. Their ratings were profitable 55% of the time, generating an average return of 11.2%. See Amazon Ownership Structure on TipRanks.

Marvel Technology

Transition to semiconductor company Marvel Technology (MRVL). After several meetings with management, RBC Capital analyst Srini Pajjuri reiterated a buy rating on MRVL shares. price target $360.

“Overall, the meetings reinforced our belief that MRVL can sustain growth of over 40% over the next 3 years, driven by strong AI demand, optical connectivity leadership and expanding Private pipeline,” Pajjuri said.

The 5-star analyst added that strong demand and limited supply provide greater revenue visibility. Marvell’s data center business is on track to grow more than 50% this year and next year, Pajjuri said. Additionally, growth in the company’s networking business is outpacing computing, driven by agency AI and inference workloads.

Meanwhile, Pajjuri stated that optical product delivery times have extended by more than six months, while XPU customers placed their purchase orders 12 months in advance. While the analyst did not change his forecasts, he sees an upside possibility in the Optical business for the second half of 2026, with a more significant upside potential for 2027 and 2028 forecasts.

Additionally, Pajjuri noted that Marvell’s scale-up offering emerges as an additional growth catalyst for 2027, while scale-up networking is expected to deliver a multi-billion dollar greenfield serviceable addressable market. Additionally, management is optimistic about Marvell’s private business; the company is targeting more than $10 billion in revenue for 2028, driven by existing programs on Amazon’s AWS and Microsoft and multiple XPU insertion victories.

Pajjuri is ranked #88 out of more than 12,300 analysts followed by TipRanks. It did well in the ratings 75% of the time, with an average return of 51.5%. Check out the Marvell Options Event on TipRanks.

Advanced Micro Devices

chip maker Advanced Micro Devices (AMD) is scheduled to report second-quarter earnings on August 4. Shares have rebounded strongly since the beginning of the year, driven by demand for the company’s AI GPUs and server CPUs.

Wells Fargo analyst Aaron Rakers reaffirmed his buy rating on AMD shares ahead of second-quarter earnings. price target $615 Prices start at $505, citing “increased focus on +$20/year EPS in CY28.” The analyst expects AMD to reiterate its confidence in the MI450 series and the Helios launcher starting in the third quarter of 2026.

The 5-star analyst raised his estimates for AMD server CPU revenue to $16.0 billion (up 68%), $20.5 billion (up 28%) and $25.0 billion (up 22%) for 2026, 2027 and 2028, respectively. Rakers noted that in the previous quarter, AMD increased its server CPU total addressable market forecast to $120 billion by 2030, representing a compound annual growth rate of over 35%.

Rakers expects AMD to comment on the additional increase in server CPU demand since its first quarter results. Agency AI demand momentum is seeing a positive development driven by cloud demand and traditional enterprise modernization. In this context, the analyst highlighted that Micron recently increased its 2026 server shipment guidance. In addition, checks show that the increase in the average sales price continues.

Meanwhile, Rakers’ data center GPU forecasts remain above consensus at $15.6 billion, $40.6 billion and $63.0 billion for 2026, 2027 and 2028, respectively, while forecasts for consumer and gaming businesses remain below the Street’s consensus. Overall, the analyst estimates earnings per share to be $7.15, $13.40, and $18.75 for 2026, 2027, and 2028, respectively.

Rakers is ranked #5 out of more than 12,300 analysts followed by TipRanks. It did well in the ratings 73% of the time, with an average return of 56.8%. Check out the AMD Insider Trading Event on TipRanks.