Earnings season has renewed investor interest in artificial intelligence trading. Strong consumption and strong demand for AI infrastructure bolstered analyst confidence in several stocks.
Top Wall Street analysts can help investors choose the right stock with strong long-term prospects, as these experts assign their ratings after examining all the key aspects of the company’s business and capital base.
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.
Advanced Micro Devices
A giant Advanced Micro Devices impressed investors with market-beating first-quarter results and strong guidance. The company now views its data center division as a “key driver” of its revenue growth and profits. AMD is confident of a significant acceleration in its server growth, supported by AI-led demand.
In response to the strong Q1 publication, TD Cowen analyst Joshua Buchalter reiterated a buy rating on AMD stock and raised his price target to $500 from $290. The analyst said a significant increase in guidance for AMD’s data center processing unit and growing confidence in the data center’s graphics processing unit offset his concerns about higher expectations.
The five-star analyst noted that the server CPU business grew more than 50% year-on-year across all businesses and clouds, mainly driven by units with a higher sales price, as Turin made up more than half of the mix. In addition, AMD expects its server CPU business to grow by more than 70 percent in Q2 2026. Buchalter added that the company sees continued momentum in this business during the second half of this year and next year, leading to increased earnings per share.
Additionally, Buchalter noted that near-term strength in server CPUs is consistent with significant increases in AMD’s long-term vision. Notably, AMD has doubled its average CPU configurable market from the past six months to nearly $120 billion, with AI technology driving CPU demand. Buchlater also noted continued strength in AMD’s Instinct GPUs, with the MI450 expected to see a sharp turnaround in the fourth quarter. He increased his data center for 2026 and 2027 the GPU estimated at about $ 17 billion and $ 38 billion, respectively.
“Net, AMD appears to be knee-jerk on its curve, building confidence among customers and investors that it can capture tangible value in TAM’s massive computing AI,” Buchalter said.
Buchalter is ranked No. 69 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 72% of the time, yielding an average return of 43.3%. See AMD Ownership Structure on TipRanks.
Microsoft
Another company benefiting from the AI boom Microsoft. The tech giant’s Azure cloud unit and AI-enabled productivity tools are expected to drive the company’s growth.
Recently, Tigress Financial analyst Ivan Feinseth reaffirmed a buy rating on Microsoft stock and raised his price target to $680 from $595, saying “AI-driven cloud flywheel is driving higher revenue acceleration and cash flow growth.”
Feinseth noted that Azure remains a key driver for Microsoft, with the unit delivering high-30% growth. He added that Azure is driving cloud revenue growth in the mid-20% range as businesses shift workloads and ramp up AI training and deployments in its environment.
The five-star analyst emphasized that AI is increasingly becoming the driver of Microsoft’s structural growth, and the company has already built a larger AI business than other established franchises. Feinseth emphasized that MSFT’s commercial cloud backlog has more than doubled over the past year to $625 billion, providing multi-year revenue visibility.
Also, the analyst noted that at the application layer, Microsoft integrates Copilot across Microsoft 365, Dynamics, security, and developer tools. This will lead to higher average revenue per unit, premium product mix, and stronger customer retention as AI-assisted workflows become commonplace across businesses.
Feinseth believes that Microsoft’s massive investment in AI data centers and proprietary models support the bulls’ case. This investment is expected to increase capital gains and shareholder value.
Feinseth is ranked No. 631 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 58% of the time, yielding an average return of 11.4%. See Buying Microsoft Stock on TipRanks.
Nvidia
All eyes are on the tech giant NvidiaFirst-quarter fiscal results are due on May 20. Investors will focus on the company’s ability to sustain strong sales momentum and demand for its AI GPUs amid growing competition concerns.
Ahead of Q1 earnings, Susquehanna analyst Christopher Rolland reiterated a buy rating on Nvidia stock and raised his price target to $275 from $250, saying “We expect better results and guidance as GB300 continues to reach 1H26.”
Rolland noted that at this year’s GTC event, CEO Jensen Huang said the company expects more than $1 trillion in combined revenue for Blackwell and Rubin in calendar year 2027, up from the previous estimate of $500 billion. The analyst added that the company is also suggesting a potential lift since the revised estimate does not include offerings from new platforms, such as the Groq LPX rack and the Vera CPU rack.
Therefore, the five-star analyst raised his data center estimates and now expects about $ 1 billion in Blackwell and Rubin revenue in 2027, from his previous forecast of $ 940 billion. He emphasized that the Rubin platform remains on track for launch in the second half of 2026, with the company shipping its first samples to customers in late February.
Also, Rolland expects more strength in NVDA’s data center networking business following an “outstanding” quarter in Q4 FY26, due to demand across its various networking systems, including NVLink, Infiniband, and Ethernet, as well as strong attach value to NVL72.
Meanwhile, the analyst expects Nvidia’s gross margin to be in line with expectations. He argued that although the company is trying to stabilize its gross margin in the mid-30s this year, it may face pressure in the second quarter due to the introduction of Rubin.
Rolland is ranked No. 23 among more than 12,200 analysts tracked by TipRanks. His estimates were profitable 68% of the time, yielding an average return of 45.5%. See Nvidia Options Activity on TipRanks.
