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Top Wall Street analysts are confident about these three stocks for the


Signage at the Broadcom Inc. headquarters in San Jose, California, June 2, 2025.

David Paul Morris | Bloomberg | Getty Images

Investors contended with bank earnings and geopolitical tensions this week, but the ongoing volatility may help uncover a few attractive stock picks.

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

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 pick is Broadcom (AVGO), a semiconductor and infrastructure software provider. The company’s custom chips or Application-Specific Integrated Circuits, or ASICs, are seeing strong demand amid the ongoing artificial intelligence boom.

Following 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 a buy rating on Broadcom stock with a price target of $475. TipRanks’ AI Analyst has an “outperform” rating on AVGO stock with a price target of $393.

The meeting made Rasgon conclude that investor concerns about the impact of rising competition and customer-owned tooling on Broadcom’s AI positioning are “hugely overblown and that the company is unlikely to be dethroned in the ASIC space anytime soon.”

While Broadcom acknowledges that Nvidia (NVDA) is innovating faster than anyone else, Rasgon noted that the company is confident about being the only partner that can help XPU customers keep up. With innovation related to 3D chip stacking and 400G SerDes to a massive supply chain and in-house substrate production, Broadcom is progressing in a way that no one can match, the five-star analyst noted.

Broadcom is also expected to benefit from the growing demand for Alphabet-owned Google’s ($GOOGL) tensor processing units, or TPUs, given its partnership with Google in developing these chips. Rasgon highlighted Kawwas’ commentary about TPU v7 (ironwood) shipments rising from hundreds of thousands of units in 2025 to “many many millions” in 2026. He added that TPU v8 shipments are expected to touch hundreds of thousands of units per month in a few months, and millions by the end of this year. Also, Rasgon noted that the $73 billion order figure given at AVGO’s earnings release is substantially higher today.

Rasgon ranks No. 120 among more than 12,000 analysts tracked by TipRanks. His ratings have been successful 68% of the time, delivering an average return of 30.7%. See Broadcom Statistics on TipRanks. 

Airbnb

Travel stock Airbnb (ABNB) is next on the list. In his research note on the outlook for the U.S. internet space, Mizuho analyst Lloyd Walmsley named Airbnb as one of the top ideas for 2026. The analyst reaffirmed a buy rating on ABNB stock with a…



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