Top analysts are bullish on the growth potential of these 3 stocks

Investors are grappling with volatility due to fears of AI disruption across various sectors, but attractive opportunities abound if they can look beneath the surface.

Investors with a long-term horizon can ignore the ongoing noise and follow the advice of top Wall Street analysts who do in-depth research and consider various aspects before assigning a buy rating to a stock.

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.

Datadog

AI-powered observability and security platform Datadog (DDOG) is this week’s first pick. Following the company’s Investor Day event 12 FebruaryBaird analyst William Power reiterates his buy rating on Datadog shares price target $180. Although Datadog did not offer any new long-term forecasts at the event, it continues to target an adjusted operating margin above 25%, reflecting a balanced approach between investment in future growth and near-term profitability, the analyst noted.

Power noted the strong demand for Datadog’s existing products, as well as growing opportunities in artificial intelligence, logs, developer tools and security. He added that given Datadog’s significant advantage over competitors in contextual data, the company is well positioned to help businesses as AI increases complexity in IT stacks.

The five-star analyst believes Datadog has the ability to meet the security needs of organizations, powered by its broad observability platform and key data insights. Power emphasized that although the company currently has approximately 8,500 security customers, including 70% of customers with annual recurring revenue (ARR) above $1 million, security accounts for only 2% of the total ARR of these large customers, reflecting this broad expansion opportunity.

“We remain positive about the company’s leadership position in the observability market, the continued success of its terrain and expansion movement, and long-term opportunities in new products (especially security),” Power said.

Power is ranked #459 out of more than 12,100 analysts followed by TipRanks. Their ratings were profitable 55% of the time, generating an average return of 15.8%. See Datadog Ownership Structure on TipRanks.

Vertiv Holdings

artificial intelligence infrastructure company Vertiv Holdings (VRT) provides power and cooling solutions to data centers. VRT recently rebounded after reporting optimistic results for the fourth quarter of 2025, with organic orders rising 252%.

Bank of America analyst Andrew Obin reiterated a buy rating on VRT stock and boosted the stock price, citing solid order growth and insights from Vertiv’s 10-K filings price target $277 Prices starting from $250.

Obin emphasized that the company expects the strong momentum in its orders to continue in 2026. “Growing beyond $17.8 billion in orders in 2025 (+81% organic annually) would be an impressive achievement,” the analyst said.

He noted CEO Giordano Albertazzi’s comment that the pipeline is not exhausted even after many large orders in the fourth quarter of 2025. Obin expects Vertiv’s 2026 orders to increase 5% to $18.6 billion. The analyst explained that even this modest year-over-year growth would result in significantly positive backlog statistics. Specifically, a 5% order growth would add $5 billion to the backlog (33% increase year-over-year). Obin forecasts $4.3 billion in orders for the first quarter of 2026 (+52% organic growth on an annual basis).

Among the key takeaways from the 10-K filing, Obin highlighted that Vertiv cited tariff and economic uncertainty, artificial intelligence and thermal product expansion, as well as three new trends: strengthening service capabilities, Nvidia (NVDA) and Caterpillar (CAT) and prefabricated product development.

Obin is ranked #87 out of more than 12,100 analysts followed by TipRanks. Their ratings were 70% profitable and delivered an average return of 19.2%. See Vertiv Holdings Statistics on TipRanks.

Arista Networks

Finally we look Arista Networks (ANET), providing networking solutions to large AI and data center environments. The company impressed investors with market-beating Q4 results and issued strong guidance.

Following a drop in ANET shares in response to Nvidia’s announcement that it will supply Meta Platforms (META) GPUs, CPUs and networking solutions, Needham analyst Ryan Koontz said he expects the deal to have “little to no impact” on Arista’s solid supplier position with Meta. Koontz reiterates buy rating on ANET shares price target $185. It’s worth noting that the analyst recently raised his price target for Arista shares from $165 to $185.

Koontz emphasized that the Meta Platforms-Nvidia deal raises concerns because Arista is a major network provider for the social media company. The analyst estimates Meta will account for 16% of Arista’s 2025 revenue. Based on various industry checks conducted following the deal’s announcement, Koontz continues to view ANET as a “dominant” supplier Meta Platforms For AI backend backend and scaling applications.

“Our checks indicate that the majority of NVDA’s network sales to Meta are and will continue to be NICs [network interface cards] This is a bridge that connects NVDA xPUs to the first layer of Spectrum-X switches powered by the ANET backbone and cross-scale networks,” Koontz noted.

The five-star analyst added that the announcement does not reflect any notable innovation in networking and is actually a follow-up to a similar announcement made at the Open Compute Project (OCP) conference in October 2025, where Nvidia announced that Meta would distribute Spectrum-X.

Koontz is ranked 277th out of more than 12,100 analysts tracked by TipRanks. Their ratings were profitable 51% of the time, with an average return of 24.7%. See Arista Networks Financials on TipRanks.