Signage at Broadcom Inc. headquarters in San Jose, California, June 2, 2025.
David Paul Morris | Bloomberg | Getty Images
Investors struggled with bank earnings and geopolitical tensions this week, but continued volatility could help uncover some attractive stock picks.
Stock ratings from top Wall Street analysts can help inform investors as they search for market opportunities. These experts arrive at their recommendations after a thorough analysis of the macro and micro factors that affect a business.
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.
Broadcom
This week’s first choice is Broadcom (AVGO), a provider of semiconductor and infrastructure software. The company’s custom chips, or application-specific integrated circuits (ASICs), are in strong demand amid the ongoing artificial intelligence boom.
After an investor meeting with Charlie Kawwas, president of Broadcom’s semiconductor solutions group, at the Consumer Electronics Show in Las Vegas, Bernstein analyst Stacy Rasgon reiterated her Buy rating on Broadcom shares with a price target of $475. TipRanks AI analyst rates AVGO stock “Outperform” with a price target of $393.
At the meeting, Rasgon concluded that investor concerns about the impact of increasing competition and customer-owned tools on Broadcom’s AI positioning “are grossly overblown and that the company is unlikely to be dethroned in the ASIC space anytime soon.”
While Broadcom acknowledges that Nvidia (NVDA) innovates faster than anyone else, Rasgon noted that the company is confident it is the only partner that can help XPU customers keep up. From innovations related to 3D chip stacking and 400G SerDes to a massive supply chain and in-house substrate production, Broadcom is making strides that no one can match, the five-star analyst noted.
Broadcom is also expected to benefit from growing demand for Alphabet-owned Google’s ($GOOGL) Tensor Processing Units (TPUs) as a result of its partnership with Google to develop these chips. Rasgon highlighted Kawwas’ comment that TPU v7 (Ironwood) shipments would increase from hundreds of thousands of units in 2025 to “many, many millions” in 2026. He added that TPU v8 shipments are expected to reach hundreds of thousands of units per month in a few months and millions by the end of this year. Rasgon also noted that the $73 billion contract value reported on AVGO’s earnings release is significantly higher today.
Rasgon is ranked #120 among more than 12,000 analysts tracked by TipRanks. His reviews were successful 68% of the time and delivered an average return of 30.7%. See Broadcom stats on TipRanks.
Airbnb
Travel supplies Airbnb (ABNB) is next on the list. In his research note on the outlook for the US internet space, Mizuho analyst Lloyd Walmsley named Airbnb as one of the top ideas for 2026. The analyst reiterated a Buy rating on ABNB stock with a price target of $156. TipRanks AI analyst is also bullish on Airbnb stock with a price target of $153.
Walmsley expects room nights growth (a key hospitality metric) to accelerate again, driven by Airbnb’s strategy to add hotels to its offering; Book now, pay later extension; and easier comparisons in the domestic market.
“We see Airbnb’s upcoming AI product as a call option and see better prospects here than with other OTAs.” [online travel agents] given the product-led leadership,” Walmsley said.
The five-star analyst claims that investors are underestimating Airbnb’s prospects and its potential to re-accelerate room night growth. Walmsley believes the company’s strength will be more evident this year as it rolls out its hotel strategy in three test markets and expands into additional cities, possibly in late 2026. The analyst also expects Airbnb’s decision to add hotel inventory will expand the company’s addressable market beyond traditional short-term rentals.
Walmsley expects the hotel expansion, along with Book Now, Pay Later Conversion benefits, to re-accelerate growth in the second half of 2026 and increase ABNB stock’s valuation multiple.
Walmsley is ranked #158 among more than 12,000 analysts tracked by TipRanks. His reviews were successful 63% of the time and delivered an average return of 26.1%. Check out Airbnb’s insider trading activity on TipRanks.
Metaplatforms
Walmsley was also named a social media giant Metaplatforms (META) as one of his top internet ideas for 2026. The top-rated analyst reiterated his Buy rating on META shares with a price target of $815. TipRanks AI analyst has an “outperform” rating on META stock with a price target of $753.
Walmsley expects META stock to rise from current levels as Wall Street estimates have already priced in the company’s high costs and capital expenditures. He expects rising sales and the company’s advances in AI to ease investor fears about increased spending.
“We believe Meta stocks are experiencing positive corrections and multiple expansion as the company is better able to demonstrate returns on its massive AI investments,” Walmsley said.
The analyst emphasized that his industry contacts point to better advertising ROI or return on investment on the platform. Additionally, Walmsley is bullish on Meta Business AI and WhatsApp monetization. He also sees strengths in AI/ML or machine learning, engagement and ad targeting to drive revenue growth in 2026.
Walmsley expects Meta Platforms to introduce improved quality for large language models and product capabilities, which he believes will ease investor concerns about the company’s heavy investments. The analyst is also encouraged by the company’s cost management efforts and its focus on optimizing Reality Labs spending.
See metaplatform ownership structure on TipRanks.