Top Wall Street analysts are confident about these three stocks for the long term

Investors have struggled this week with bank earnings and geopolitical tensions, but continued volatility could help uncover a few attractive stock picks.

Stock ratings from top Wall Street analysts can help inform investors as they look for opportunities in the market. These experts arrive at their recommendations after a thorough analysis of the macro and micro factors affecting a company.

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.

This week’s first pick broadcom (AVGO), semiconductor and infrastructure software provider. The company’s custom chips, or Application-Specific Integrated Circuits, or ASICs, are in strong demand amid the ongoing AI boom.

Following an investor meeting at the Consumer Electronics Show in Las Vegas with Charlie Kawwas, president of Broadcom’s semiconductor solutions group, Bernstein analyst Stacy Rasgon reiterated her buy rating on Broadcom shares. price target $475. TipRanks’ AI Analyst has an “outperform” rating on AVGO shares with a $393 price target.

At the meeting, Rasgon concluded that investors’ concerns about the impact of increased competition and customer-owned tools on Broadcom’s AI positioning are “highly exaggerated, and the company is unlikely to be dethroned in the ASIC space any time soon.”

While Broadcom acknowledged that Nvidia (NVDA) is innovating faster than anyone else, Rasgon said the company is confident about being the only partner that can help XPU customers keep up. The five-star analyst noted that with innovations in 3D chip stacking and 400G SerDes, as well as a massive supply chain and in-house substrate manufacturing, Broadcom is moving forward in a way no one can match.

Broadcom is also expected to benefit from growing demand for tensor processing units, or TPUs, from Alphabet-owned Google ($GOOGL), given its partnership with Google in the development of these chips. Rasgon noted Kawwas’ comment that TPU v7 (ironwood) shipments will increase from hundreds of thousands of units in 2025 to “millions of units” in 2026. He added that TPU v8 shipments are expected to reach hundreds of thousands of units per month within a few months and millions of units by the end of this year. Additionally, Rasgon noted that the $73 billion order figure given in AVGO’s earnings statement was quite high today.

Rasgon is ranked #120 out of more than 12,000 analysts followed by TipRanks. It did well in the ratings 68% of the time and delivered an average return of 30.7%. See Broadcom Stats on TipRanks.

travel stock Airbnb (ABNB) is next on the list. Mizuho analyst Lloyd Walmsley called Airbnb one of the best ideas of 2026 in a research note on the outlook for the US internet space. The analyst reaffirmed his buy rating on ABNB shares. $156 price target. TipRanks’ AI Analyst also thinks Airbnb shares are bullish, with a price target of $153.

Walmsley expects room nights (a key metric in the hospitality industry) growth to accelerate again, driven by Airbnb’s strategy to add hotels to its offering; book now, pay later expansion pack; and comparisons are easier in the domestic market.

“We view Airbnb’s upcoming AI product as a buying option and see better deals here from other OTAs [online travel agents] given product-focused leadership,” Walmsley said.

The five-star analyst argues that investors have underappreciated Airbnb’s prospects and its potential to reignite growth in rooming accommodations. Walmsley believes the company’s strength will become even more evident as it rolls out its hotel strategy in three test markets this year and likely expands to more cities in late 2026. The analyst also expects Airbnb’s decision to add hotel inventory to expand the company’s addressable market beyond traditional short-term rentals.

Walmsley expects the hotel expansion, with bookings now, to pay conversion benefits later, accelerating growth again in the second half of 2026 and boosting ABNB shares’ valuation multiple.

Walmsley is ranked #158 out of more than 12,000 analysts tracked by TipRanks. It did well in the ratings 63% of the time and delivered an average return of 26.1%. Check out Airbnb Insider Trading Event on TipRanks.

Walmsley was also named social media giant Meta Platforms (META) as one of the internet’s best ideas for 2026. The highest-rated analyst reiterated his buy rating on META shares. price target $815. TipRanks’ AI Analyst has an “outperform” rating on META stock with a $753 price target.

Walmsley expects META shares to rise from current levels, given that Wall Street’s estimates are already pricing in the company’s higher costs and capital expenditure. He expects revenue growth and the company’s progress on the artificial intelligence front to ease investors’ fears about rising expenses.

“We believe Meta shares are working on positive revisions and multiple expansion as the company better demonstrates returns on its large AI investment,” Walmsley said.

The analyst emphasized that his contacts in the industry indicate that he is getting better advertising ROI or ROI on the platform. Moreover, Walmsley is optimistic about monetizing Meta Business AI and WhatsApp. He also sees the benefits of the power in AI/ML, or machine learning, engagement and ad targeting, to drive revenue growth in 2026.

Walmsley expects Meta Platforms to deliver improved quality for its broad language model and product capability, which he believes will alleviate investors’ concerns about the company’s high investments. The analyst is also encouraged by the company’s cost management efforts and is focusing on optimizing Reality Labs expenses.

See Meta Platform Ownership Structure on TipRanks.