Investors are grappling with higher oil prices and ongoing global tensions, but those who can ignore the short-term noise may fare better in the long run.
The opportunity to pick some attractive stocks with strong long-term growth potential is emerging, and investors can use the ratings of top Wall Street analysts to inform their search.
The recommendations and analysis of these experts can provide useful information in stock selection.
Here are three stocks that some of Wall Street’s top experts love, according to TipRanks, a platform that ranks analysts based on their past performance.
Seagate Technology
This week’s first pick is a storage solutions provider Seagate Technologywhich impressed investors with its market-beating results in the third quarter of fiscal 2026 and a strong outlook. The company is benefiting from strong demand for AI-driven maintenance.
In response to the Q3 FY26 release, TD Cowen analyst Krish Sankar reiterated a buy rating on Seagate stock and raised his price target to $850 from $500, citing a “flawless quarter.” The analyst noted that the company’s earnings per share of $5 in the fiscal fourth quarter exceeded Street expectations by 25%.
The five-star analyst added that the $35 to $40 bull EPS case for 2027 that he highlighted in his preview looks more realistic following Q3 FY26 results. The analyst has now conservatively revised his 2027 EPS estimate to $34. He continues to see potential in the high-$30s, supported by his expectation of 60% revenue based on 9% growth in average selling price, or ASP, and 25% growth in exabyte shipments.
Sankar also noted that Seagate’s outlook for the June quarter implies a gross margin of about 50%. It projects 7% year-over-year growth in ASP following a 4% increase in the March quarter. The analyst asserts that there is some upside to price estimates, particularly due to the strength of NAND prices, which have risen 200% this year.
In fact, Sankar’s research shows that hard disk drives, or HDDs, are getting shorter than NAND. Therefore, he thinks that the market may be too rigid in thinking that HDD manufacturers can only raise prices in high digits.
Sankar is ranked No. 16 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 69% of the time, yielding an average return of 49.4%. Check out Seagate Technical Analysis on TipRanks.
Marvell Technology
We move on to the chip company Marvell Technology. It will benefit from a major deal recently announced Amazon and Anthropic, where Anthropic will spend more than $100 billion on Amazon Web Services’ technology over the next decade. Amazon is building its Trainium chips with input from Marvell.
After the deal, RBC Capital analyst Srini Pajjuri reaffirmed a buy rating on Marvell stock and raised her price target to $170 from $115. The analyst considers Marvell to be the main beneficiary of the Amazon-Anthropic deal, as long as the company provides Trainium application-specific integrated circuits, Ethernet switches, data processing units, and virtual digital signal processors on AWS.
Pajjuri estimates that each gigawatt is worth $2.5 billion to $3 billion of the configurable XPU market, of which he expects Marvell to capture at least 50%. He projects about $1.6 billion — up about 17% — in custom silicon revenue from AWS in 2026 and expects the upside to be somewhat limited due to the availability of a solid 3nm wafer.
That said, the five-star analyst sees an imminent rise driven by strong demand for PAM-4 optical connectivity. He expects the Amazon-Anthropic deal to support strong double-digit growth through fiscal 2028 and beyond. Through fiscal 2028, Pajjuri expects 50% growth in AWS, with further development likely. He added that Marvell’s opportunity with Trainium 4 looks very attractive, given its growing optical capabilities and its UALink and NVLink Fusion offerings.
“Our new PT is based on our 31x CY27 EPS estimate of $5.51 (21x prior), which we believe is appropriate given AWS’s improving visibility, strong demand for optics, and the upcoming MSFT ASIC ramp,” Pajjuri concluded.
Pajjuri is ranked No. 142 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 75% of the time, yielding an average return of 40.7%. See Marvell Technology Crowd Wisdom on TipRanks.
Amazon
IE-commerce and cloud computing giant Amazon reported better-than-expected first-quarter results on Wednesday. Notably, AWS revenue grew 20% year over year, marking the cloud unit’s fastest growth in more than three years.
Impressed by the results, TD Cowen analyst John Blackledge reiterated a buy rating on Amazon stock and raised his price target to $350 from $300. The analyst emphasized that the company’s first-quarter revenue and operating income exceeded the Street consensus estimates by 2% and 15% respectively, with all segments performing better than expected.
Blackledge emphasized that AWS’s revenue growth increased to more than 28%, driven by the crowded chips and Bedrock businesses. Specifically, management highlighted that the internal chip business (Graviton, Trainium, and Nitro) has a run rate of more than $20 billion, up from more than $10 billion in Q4 2025. In addition, Bedrock consumption increased 170% in the quarter.
Also, the five-star analyst noted a 98% year-over-year growth in AWS pending at $364 billion, which represents an acceleration from the 38% growth in Q4 2025. Overall, Blackledge raised its 2026 revenue estimate for Amazon by 2%, mainly to reflect AWS’s higher revenue.
“Long-term, we raised our revenue forecast by 6% on average annually from ’26-’31; our AWS revenue estimates rose 14% on avg. per year during the period of higher-than-expected AI revenue,” Blackledge said.
Blackledge is ranked No. 843 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 54% of the time, yielding an average return of 10.2%. See Amazon Ownership Structure on TipRanks.
