The latest earnings season has addressed investors’ concerns about the AI ​​boom, thanks to strong growth prospects and capital expenditure forecasts for many tech companies.

Companies seeking to reach out to good companies to capture AI-LED growth can track advice from top Wall Street analysts that can help select stocks that can provide attractive returns over the long term.

According to Tipranks, these are three stocks favored by the top professionals on the street, which ranks analysts based on past performance.

Semiconductor companies Broadcom ((avgo) reported impressive fiscal third quarter results and have been released Reliable guidancethanks to the headwind of AI. AVGO stock rallied after the results as the company said it had gained new $10 billion customers.

JPMorgan analyst Harlan Sur reiterated his buy rating on Broadcom stock and improved the buy rating and the rating Price target to $400 Starting at $325, it is said that Avgo is still the first choice for semiconductors. Similarly, Tipranks AI analysts rated AVGO stock as “outperforming the market” with a target of $396.

Sur attributes Broadcom’s strong results and reliable revenue outlook in the October quarter to accelerate AI demand and stabilize impressive momentum in non-AI semiconductors and VMware’s businesses.

The five-star analyst noted that AVGO’s AI revenue grew 18% in the third quarter of Q3, and the company directed a quarter-quarter growth to $6.2 billion in the fourth quarter. He added that Broadcom is expected to provide approximately $20 billion in AI revenue in fiscal 2025.

Sur believes that Broadcom has acquired $10 billion in new customers from it, considering AI reasoning use cases and its previous research. The analyst now expects AI revenue to grow 125% to $45 billion in fiscal 2026, followed by a 60% increase in fiscal 2027. SUR said the strength of Avgo’s AI revenue supports his view that custom AI chips developed in-house offer meaningful differences, efficiency and improvements in economics.

“Despite macro volatility, Broadcom’s diversified portfolio and product cycles support a solid revenue growth profile.” Sur concluded.

SUR ranks 39th among the more than 10,000 analysts tracked by Tipranks. His ratings are 67% of the time and the average return is 26.1%. See Broadcom statistics for Tipranks.

Next on this week’s list is ZScaler ((ZS), a cybersecurity company that recently achieved good results in the fourth quarter of fiscal 2025, driven by demand for its zero trust and AI security solutions.

The Q4 FY25 print impressed, Stifel analyst Adam Borg reiterated his buy rating on Zscaler stock and improved his Price forecast to $330 Starting from $295. Interestingly, Tipranks’ AI analysts have “neutral” stocks for ZS stock, with a target share price of $298.

Borg said Zscaler provides solid results, consistent with Stifel’s positive check. He added that the company’s fourth-quarter results performed well in key indicators, which was driven by strong execution and demand for the company’s expansion of its zero-trust portfolio. Borg’s statement and the growth of residual performance obligations was particularly satisfied. It is worth noting that RPO accelerated RPO growth for the fourth consecutive quarter (31%).

Five-star analysts are optimistic about adopting ZScaler products in emerging areas such as AI security. Borg is also optimistic about the company’s new solutions, such as Z-FLEX. He continues to believe that “the leading model of Zscaler helps improve organizational safety posture, drive supplier consolidation and reduce costs.”

Bord hopes Zscaler will maintain top-level growth and expansion of profit margins in the next few years, driven by multiple drivers.

Borg ranked 324th among the more than 10,000 analysts tracked by Tipranks. His ratings succeeded 77% of the time, with an average return of 16.9%. See Zscaler ownership structure on Tipranks.

Database software manufacturers and cloud infrastructure companies Oracle ((ORCL) Saw Its stock spike This week, as a company Strong cloud growth forecast It covers its first-quarter earnings mistakes. The company surprised the market by reporting its remaining performance obligations (measured by $455 billion in contract revenue) by reporting 359% year-on-year.

Oracle’s powerful appearance adds to Jefferies analyst Brent Thill Price target to $360 Starting at $270, it reiterates its buy rating for the stock. AI analysts at Tipranks also rated ORCL stock as “outperforming the market” with a target of $264.

“RPO stole the show in F1Q,” Thiel said. The five-star analyst added that Oracle’s first-quarter RPO undermined estimates and strengthened his confidence in the company’s narrative of accelerated growth.

Thill stressed that Oracle has increased by $317 billion in its RPO, almost five times the total revenue estimate for fiscal 2026. This supports growing AI optimism. He noted that this massive increase was mainly attributed to the $400 million contracts of three clients, with more such deals expected to end and bringing the RPO to more than $500 billion.

The analyst also noted that the Oracle Cloud Infrastructure (OCI) business is expected to grow 77% to $18 billion in fiscal 2026, before reaching $144 billion by fiscal 2030. This impressive growth forecast shows that this demand for AI and training efforts is increasing, and the company’s overall sales to the company can occupy measurable companies, which can collectively occupy measurable companies.

Additionally, Thill mentioned an impressive surge in Oracle’s Multicloud database revenue, albeit in a small number, indicating the company’s rapid adoption of its multicloud strategy. In fact, Oracle now expects significant growth in multi-cloud revenue in the coming years, while expanding to 71 data centers (net increase of 37) among its super-rated peers.

Thill ranks 128th out of more than 10,000 analysts tracked by Tipranks. His ratings succeeded 67% of the time, with an average return of 14.9%. See Oracle Insider Trading Activity on Tipranks.