Top Wall Street analysts are bullish on these three stocks for the long term

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

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

Here are three stocks favored by some of Wall Street’s top pros, according to the TipRanks platform.

This week’s first pick Broadcom (AVGO), a semiconductor and infrastructure software provider. The company’s custom chips, or application integrated circuits, or ASICs, are in high demand in the ongoing artificial intelligence boom.

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

At the meeting, Rasgon concluded that investor concerns about the impact of increased competition and consumer-owned tools on Broadcom’s AI position were “far overblown and the company is unlikely to be dethroned in the ASIC space any time soon.”

While Broadcom acknowledged that Nvidia ( NVDA ) innovates faster than others, Rasgon noted that the company is confident that it will be the only partner to help support XPU customers. Broadcom is developing like no other with innovations in 3D chip assembly and large-scale 400G SerDes supply chain and in-house substrate manufacturing, the Five Star analyst noted.

Broadcom is also expected to benefit from growing demand for Tensor Processing Units, or TPUs, from Alphabet-owned Google ($GOOGL), given Google’s partnership in making those chips. Rasgon highlighted Kauvas’s explanation of TPU v7 (ironwood) shipments rising from hundreds of thousands of units in 2025 to “many millions” in 2026. He said shipments of the TPU v8 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. Rasgon also noted that the $73 billion order figure given in AVGO’s earnings release is significantly higher today.

Rasgon is ranked #120 out of over 12,000 analysts tracked by TipRanks. Its success rate was 68%, the average success rate was 30.7%. Check out Broadcom’s stats on TipRanks.

Travel fund Airbnb (ABNB) is next on the list. Mizuho analyst Lloyd Walmsley called Airbnb one of the best ideas for 2026 in a research note on the outlook for the US internet space. The analyst affirmed a buy rating on ABNB shares. target price $156. TipRanks’ AI analyst also estimates Airbnb’s stock price at $153.

Walmsley expects room nights (a key hospitality industry metric) to accelerate growth based on Airbnb’s strategy of adding hotels to its supply chain; book now, pay for expansion later; and easy comparison within the domestic market.

“We see Airbnb’s upcoming AI product as a calling option and better prospects than other OTAs (online travel agents) given their product-focused leadership,” Walmsley said.

Five Star analysts believe investors are underestimating Airbnb’s future and its potential to accelerate room-nightly growth. Walmsley believes the company’s strength will be more evident this year when it launches its hotel strategy in three test markets and expands to more cities, possibly by the end of 2026. The analyst also expects Airbnb’s decision to add hotel stock to expand the company’s addressable market beyond traditional short-term rentals.

Walmsley expects to accelerate growth in the second half of 2026 and pay for ABNB’s share price multiple, with a hotel expansion now on the books and a conversion discount later.

Walmsley is ranked #158 out of more than 12,000 analysts tracked by TipRanks. Its success rate was 63%, with an average success rate of 26.1%. Check out Airbnb Insider Trading Activity on TipRanks.

Walmsley also called the social media giant Meta platforms (META) as one of his top ideas for the Internet space for 2026. A top-rated analyst reiterated a buy rating on META shares target price $815. TipRanks’ AI analyst has an “outperform” rating on META stock with a price target of $753.

Walmsley expects META shares to rise from current levels, given Wall Street’s assessment of the company’s high costs and capital expenditures. He expects higher earnings and the company’s progress on the AI ​​front to ease investors’ fears about higher costs.

“We believe Meta stock is in for a positive turnaround and multiple expansions as the company better demonstrates the return on its large investment in AI,” Walmsley said.

The analyst pointed out that its industry connections show a better advertising ROI, or return on investment, on the platform. Meanwhile, Walmsley is optimistic about Meta Business AI and WhatsApp monetization. It also sees the benefits of 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 larger language model and product features, which he believes will quell investors’ concerns about the company’s high investments. The analyst will also be involved with the company’s cost management efforts and focus on optimizing the costs of Reality Labs.

Check out the ownership structure of Meta Platforms on TipRanks.