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Due to the robust growth prospects and capital expenditure projections of many technology companies, the latest profit season gave investors the concerns of investors about the boom for artificial intelligence.
Investors who are committed to companies that are well positioned to capture the AI-led growth can follow the recommendations of Top Wall Street analysts that can help to select the shares that can achieve attractive returns in the long term.
Here are three shares that are preferred by the top professionals on the street, according to Tipranks, a platform, the analysts based on previous performance.
Broadcom
Semiconductor Broadcom ((Avgo) reported impressive results in the third quarter and, thanks to AI back wind, showed a solid guide. The AVO share gathered according to the results when the company found that it had secured a new customer of $ 10 billion.
Centing to strong foundations, Harlan Sur, the analyst from JPMorgan, confirmed a merchanting for Broadcom share and increased the price target from USD $ 400. The AI ​​analyst from Tipranks also has an “outperform” rating for AVGO shares with a price target of USD 396.
Sur attributed the strong results and the solid sales prospects of Broadcom to the acceleration of AI demand, the stabilization of non-AI haulders and an impressive dynamic in the VMware business.
The 5-star analyst determined the 18% sequential growth of AVGO sales of 25% for the quarter of the financial year, whereby the company was growing from a quarter and quarter to $ 6.2 billion for the fourth quarter of the financial year. He added that Broadcom generated sales of around 20 billion US dollars of AI revenue in the 2025 financial year.
Sur is of the opinion that the new customer, from which Broadcom has secured orders worth 10 billion US dollars, is open in view of the AI ​​infection if applicable and its previous research results. The analyst now expects the AI ​​turnover to increase by 125% to 45 billion US dollars in the 2026 financial year, followed by an increase in the 2027 financial year. Sur said the strength in AVGO's income from the AI ​​revenue supports his view that the company's internally developed map chips offer sensible differentiation, efficiency and improved economics.
“Despite the macrovolatility, the diversified portfolio and product cycles of Broadcom support a solid sales growth profile,” concluded Sur.
Sur is among more than 10,000 analysts persecuted by Tipranks, number 39. In 67% of the cases, his ratings were profitable and provided an average return of 26.1%. See Broadcom statistics on Tipranks.
Zscaler
Next on the list of this week is Zscaler (ZS) A cybersecurity company that recently achieved strong results in the fourth quarter of the 2025 financial year, which is due to the demand for its zero trust and AI security solutions.
The Stifel -Analyst Adam Borg was impressed by the fourth quarter for the financial year25 and repeated a merchanting for the ZSCALER share and increased the price forecast from USD $ 330. Interestingly, the Tipranks AI analyst has a “neutral” share of ZS shares with a price target of USD 298.
Borg explained that ZSCALER delivered solid results, which matched the positive checks of Stifel. He added that the company's performance for the fourth FJ25 in the most important metrics was strong, which is due to a strong execution and demand for the wider zero-trust portfolio of the company. Borg was particularly satisfied with robust growth in the billing and the remaining performance obligations. Remarkably accelerated RPO growth (31%) in a row in the fourth quarter.
The 5-star analyst is optimistic about the introduction of the offers of ZSCALER in aspiring areas such as AI security. Borg is also optimistic about the newer solutions of the company like Z-Flex. He also believes that “Zscaler's main portfolio helps to improve a company's security, promote the consolidation of the providers and reduce costs”.
Board expects ZSCALER to maintain at least teen-top line growth and margin expansion in the coming years, which is powered by several drivers.
Borg ranks 324 among more than 10,000 analysts, which were followed by Tipranks. His reviews were successful 77% of cases and provided an average return of 16.9%. See ZSCALER -owner structure on Tipranks.
oracle
Database software manufacturer and cloud infrastructure company oracle ((Orcl) saw his stock spike this week when the robust cloud growth propr to the company overshadowed his earnings errors in the first quarter. The company surprised the market by reporting a growth of 359% in the remaining performance obligations, a measure of contractual income, to $ 455 billion.
Oracle's robust view had the Jefferies analyst Brent Thill increased its price target from USD $ 360 and at the same time repeated a business rating for the share. The Tipranks's AI analyst also has an “outperform” rating for Orcl shares with a price target of $ 264.
“RPO stole the show in F1Q,” said Thill. The 5-star analyst added that the Q1-RPO from Oracle destroyed estimates and increased its confidence in the company's narrative about the acceleration of its growth.
Thill emphasized that Oracle added 317 billion US dollars to RPO in succession, almost five times the sales estimate of 67 billion US dollars for 2026, which supports the cultivation of AI optimism. He found that this massive growth can mainly be attributed to four multi-billion dollars contracts for three customers, with further offers expected to complete soon and RPO over $ 500 billion.
The analyst also pointed out that the Ocal Cloud Infrastructure (OCI) -D business (OCI) will probably grow by 77% to $ 18 billion in the financial year 2026 and will increase to $ 144 billion by 2030.
In addition, Thill mentioned the impressive increase in Oracle's MultCloud database database, although they indicate a quick introduction of the company's Multicloud strategy from smaller numbers. In fact, Oracle now expects a remarkable growth of sales in several years in the next few years every quarter and at the same time expands 71 ​​(net access of 37) data centers in hyperscal colleagues.
Thill ranks 128 among more than 10,000 analysts, which were followed by Tipranks. His ratings were 67% of the cases successful and delivered an average return of 14.9%. See Oracle Insider Trade Activity on Tipranks.