Signage at Broadcom’s corporate headquarters in San Jose, California on June 2, 2025.
David Paul Morris | David Paul Morris Bloomberg | Getty Images
Investors face worries over bank earnings and geopolitical tensions this week, but continued volatility could help uncover some attractive stock options.
Stock ratings from Wall Street’s top analysts can help investors gain information when looking for opportunities in the market. These experts arrive at recommendations after a thorough analysis of macro and micro factors affecting the company.
Here are three stocks favored by some of Wall Street’s top pros, according to TipRanks, a platform that ranks analysts based on past performance.
Broadcom
This week’s first choice is Broadcom (AVGO), a semiconductor and infrastructure software provider. The company has seen strong demand for its custom chips, or application-specific integrated circuits (ASICs), amid the ongoing artificial intelligence boom.
Following an investor meeting with Broadcom Semiconductor Solutions Group President Charlie Kawwas at the Consumer Electronics Show in Las Vegas, Bernstein analyst Stacy Rasgon reiterated a buy rating on Broadcom stock Target price $475. TipRanks’ AI analysts have an “outperform” rating on AVGO stock, with a price target of $393.
The meeting led Rasgon to conclude that investor concerns about the impact of increased competition and customer-owned tools on Broadcom’s AI positioning “are grossly exaggerated, and the company is unlikely to be toppled in the ASIC space anytime soon.”
While Broadcom acknowledged that Nvidia (NVDA) is innovating faster than anyone else, Rasgon noted that the company is confident it is the only partner that can help XPU customers keep up. The five-star analyst pointed out that with innovations related to 3D chip stacking and 400G SerDes, as well as large-scale supply chain and in-house substrate production, Broadcom is making progress in a way that no one can match.
Broadcom is also expected to benefit from growing demand for Alphabet’s Google ($GOOGL) tensor processing units (TPUs), given its partnership with Google to develop the chips. Rasgon highlighted Kawwas’ comments about TPU v7 (Ironwood) shipments increasing from hundreds of thousands of units in 2025 to “millions of units” in 2026. He added that TPU v8 shipments are expected to reach hundreds of thousands of units per month within a few months and reach millions of units by the end of this year. In addition, Rasgon pointed out that the $73 billion order figure given in AVGO’s financial report today was much higher.
Rasgon ranks No. 120 among more than 12,000 analysts tracked by TipRanks. His rating success rate is 68%, with an average return of 30.7%. See Broadcom statistics on TipRanks.
Airbnb
travel inventory Airbnb (ABNB) is next on the list. Mizuho analyst Lloyd Walmsley listed Airbnb as one of the top ideas for 2026 in his research report on the prospects of the US Internet sector. The analyst reiterated a buy rating on ABNB stock, Target price $156. TipRanks’ AI analysts are also bullish on Airbnb stock, with a price target of $153.
Walmsley expects growth in room nights, a key metric for the hotel industry, to reaccelerate, driven by Airbnb’s strategy of increasing hotel supply; book now, pay later expansion; and making it easier to compare in domestic markets.
“We view Airbnb’s upcoming AI offering as a bullish pick and think the prospects here are better than other OTAs (online travel agencies) given the product-focused leadership,” Walmsley said.
The five-star analyst believes investors are underestimating Airbnb’s prospects and its potential to re-accelerate room night growth. Walmsley believes the company’s strength will become even more evident this year as it launches its hotel strategy in three test markets, with the potential to expand to more cities by the end of 2026. The analyst also expects Airbnb’s decision to add hotel inventory will expand the company’s addressable market beyond traditional short-term rentals.
Walmsley expects hotel expansion and book-now, pay-later conversion gains to reaccelerate growth in the second half of 2026 and lift ABNB stock’s valuation multiple.
Walmsley ranks No. 158 among more than 12,000 analysts tracked by TipRanks. His rating success rate is 63%, with an average return of 26.1%. See Airbnb insider trading activity on TipRanks.
meta platform
Walmsley was also named a social media giant meta platform (Mehta) as one of his top ideas on the internet in 2026. This top analyst reiterates his buy rating on META stock Target price $815. TipRanks’ AI analysts have an “outperform” rating on META stock, with a price target of $753.
With Wall Street estimates already pricing in the company’s high costs and capital expenditures, Walmsley expects META shares to rise from current levels. He expects revenue growth and the company’s progress in artificial intelligence to reduce investor concerns about increased spending.
“We believe Meta’s stock will see positive corrections and multiple expansions as the company better demonstrates returns on its large-scale AI investments,” Walmsley said.
The analyst highlighted that his industry contacts indicate a higher return on advertising investment on the platform. Additionally, Walmsley is optimistic about the monetization of Meta Business AI and WhatsApp. In addition, he also believes that AI/ML (i.e. machine learning), engagement and ad targeting advantages will help drive revenue growth in 2026.
Walmsley expects Meta Platforms to deliver higher quality for large language models and product features, which he believes will calm investor concerns about the company’s high investment. The analyst is also encouraged by the company’s cost management efforts and focus on optimizing Reality Labs expenses.






