Top Wall Street analysts see strong growth potential in these 3 stocks

Tensions in the Middle East due to the US-Iran war and rising oil prices continued to affect stock markets this week. Investors with a long-term investment horizon should look beyond short-term challenges and take advantage of ongoing volatility to select stocks trading at attractive valuations.

Following top Wall Street analysts can help investors gain important insights; because these experts give ratings after thoroughly analyzing a company’s fundamentals and the macro and micro factors affecting its performance.

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

We start this week with the e-commerce and cloud computing giant Amazon (AMZN). Recently, JPMorgan analyst Doug Anmuth reiterated his buy rating on AMZN shares and price target $280 It starts at $265, which he says “remains the best idea.”

The 5-star analyst revised his forecasts to reflect strong demand and capacity expansion at its Amazon Web Services (AWS) cloud unit. In contrast, less favorable changes in foreign exchange, rising fuel prices, international expansion initiatives and increased costs related to the accelerated launch of Amazon Leo negatively affected the forecasts.

Specifically, Anmuth predicts AWS will grow at 29%, 30%, 29%, and 28% for the 1st, 2nd, 3rd, and 4th quarters of 2026, respectively, followed by 26% growth in 2027. The analyst attributed his improved forecasts to the migration of traditional workloads to the cloud and the increase in the adoption of artificial intelligence. Anmuth also noted that AWS has expanded its partnership with ChatGPT maker OpenAI to a $138 billion deal spanning eight years. It expects the backlog on AWS to increase by $100 billion in the first quarter of 2026 compared to the previous quarter.

Overall, Anmuth emphasized that demand trends are increasing as Amazon catches up with the artificial intelligence race. While higher fuel prices and international growth investments are expected to weigh on near-term operating income, the analyst is optimistic about mid-term margin expansion driven by AMZN’s North American inventory optimization efforts, same-day delivery, accelerated robotics and automation deployment, and advertising business.

Anmuth is ranked #352 out of more than 12,100 analysts followed by TipRanks. Their ratings were profitable 57% of the time, with an average return of 15.3%. See Amazon Stock Buybacks on TipRanks.

SanDisk

Switching to a flash memory creator SanDisk (SNDK) is profiting from powerful AI-led demand for its products. After meetings with the company’s CFO Luis Visoso and other executives, Bank of America analyst Wamsi Mohan reaffirmed his buy rating on SNDK shares. price target $900“Secular opportunities such as AI inference make NAND more indispensable.”

Mohan said he is now more confident about the sustainability of NAND demand, given the strong necessity of hyperscalers and AI inference. Interestingly, the analyst noted that SanDisk and its customers are willing to sign long-term supply agreements under a new business model that can offset cyclicality.

Pricing in these contracts has fixed and variable components. Mohan added that these long-term contracts are available to SanDisk’s customers in the Cloud, Client and Consumer segments, but the highest demand is in the data center business.

Among the key takeaways from the meetings, the analyst noted that management said SanDisk would not move beyond the high-teens supply growth planned for 2026-2027, given the risks associated with capacity expansion. Moreover, the company continues to focus on moving to cloud in the mix. Additionally, management expects SanDisk to gain market share in the high-margin eSSD (enterprise solid-state drives) market, with BiCS8 eSSDs to drive revenue in the second half of 2026 and beyond.

about concerns about Google’s TurboQuant compression methodology, which reduces LLM (large language model) memory usage and negatively impacted SanDisk, Mohan believes that this method can increase the ROI (return on investment) of hyperscalers’ capital expenditures, and the increased efficiency could potentially increase demand even further.

Mohan is ranked 67th out of more than 12,100 analysts followed by TipRanks. Their ratings were profitable 62% of the time, with an average return of 29.4%. See SanDisk Ownership Structure on TipRanks.

nebius

cloud computing company nebius (NBIS) is also one of the beneficiaries of the strong demand for AI infrastructure. The company recently announced a $27 billion, five-year artificial intelligence infrastructure deal with the social media giant. Meta Platforms (META).

In reaction to the deal, DA Davidson analyst Alexander Platt reiterated a buy rating on Nebius shares and boosted the stock price. price target $200 Prices starting from $150. The analyst noted that this new agreement is in addition to the $3 billion agreement announced by the two companies last year.

Platt underlined that the new agreement consists of two parts: The first includes the calculation of $ 12 billion, according to which Nebius will provide Vera Rubin systems to Meta in 2027; and a second part that would allow Meta to purchase up to $15 billion in additional computing capacity. Given the scale and timing of these contracts, the analyst expects them to be located in Nebius’ new greenfield data center locations.

The 5-star analyst noted that Nebius’ backlog now includes up to $19.4 billion in Microsoft contracts and Meta Platforms’ capacity deals worth nearly $30 billion. Interestingly, Platt still believes Nebius could sign at least one more major hyperscaler deal in the next 12 months. In this context, the analyst emphasized that Nebius recently outlined its plan to deploy more than 5 GW of capacity by the end of 2030, supporting Platt’s expectation of another deal.

Overall, Platt believes the Meta deal confirms that “Nebius is one of the leading neocloud players alongside CoreWeave.” The deal reinforces Platt’s optimism about NBIS’s growth trajectory and expectations for improvement in margins and unit economics.

Platt is ranked #416 out of more than 12,100 analysts tracked by TipRanks. Their ratings were profitable 88% of the time, with an average return of 100%. Check out Nebius Financials on TipRanks.