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The last profit season dealt with investor concerns about the mutation of artificial intelligence, thanks to strong growth expectations and capital spending expectations for many technology companies.
Investors looking for exposure to companies that are placed in a good position to capture the artificial intelligence -led growth growth can track the recommendations of senior Wall Street, who can help choose stocks that can provide attractive long -term returns.
Here are three shares preferred by the best street positives, according to Tipranks, a platform that classifies analysts based on the previous performance.
Broadcom
The semiconductor company Broadcom ((AVGOThe results of the third quarter of the impressive financials mentioned and issued Solid guidanceThanks to Ai Tailwinds. AVGO shares rose after the results, as the company stated that it had received a new agent of $ 10 billion.
Quoted by strong basics, JPMorgan Harlan Sur Reflection Restore a BroadCom and strengthened classification The target price to $ 400 From $ 325, saying that AVGO is still the best selection of semiconductors. Likewise, TIPRANKS has a “superiority” rating on AVGO shares with a price of $ 396.
SRRS has strengthened the strong Broadcom results and strong revenue expectations for October quarter to accelerate the demand for artificial intelligence, install semiconductor -semiconductor AI, and impressive momentum in VMWE business.
An analyst has noticed 5 stars in the 18 % sequential growth in AVGO Q3 FY25 AI revenues, as the company went by 19 % quarter of a quarter to $ 6.2 billion for the fourth fiscal quarter. He added that Broadcom is on the right path to provide about 20 billion dollars of artificial intelligence revenues in the fiscal year 2025.
Sur believes that the new agent that BROADCOM ORDERS acquired is Openai, taking into account the case of using artificial intelligence inference and previous research. An analyst now expects to increase artificial intelligence revenues by 125 % to 45 billion dollars in the fiscal year 2026, followed by an increase of 60 % in the fiscal year 2027. Sur said that the power in AI’s AI’s AIS revenue supports his view that the internal advanced AI chips of the company provides a meaningful distinction and efficiency of improved economies.
“Despite the total fluctuations, the various Broadcom courses and products support a strong file for revenue growth.”
Surfer 39 out of more than 10,000 analysts followed by Tipranks. His assessments were profitable 67 % of the time, achieving average return of 26.1 %. See Broadcom Statistics on Tipranks.
Zscaler
Next in this week’s list is Zscaler ((ZsA cyber security company recently provided strong results for the fourth quarter of the fiscal year 2025, driven by demand for its security solutions Zero Trust and AI.
Adam Borg was impressed by Q4 Fy25, and Stifel Burg’s STIFEL analyst repeated the purchase rating on ZSCaler shares and lifting Price expectations to $ 330 From $ 295. Interestingly, TIPRANKS’s artificial intelligence analyst has a “neutral” share on ZS shares with a $ 298 goal.
Borg said that ZSCaler has achieved solid results, in line with the positive tests of Stifel. He added that the company’s performance in the 25th fiscal year for the company was strong through the main standards, driven by strong implementation and demand for the zero portfolio. Burg was especially happy with strong growth in the remaining bills and performance obligations. It is worth noting that the growth of RPO (31 %) accelerated for the fourth quarter in a row.
An optimistic 5 -star analyst on adopting ZSCaler offers across emerging areas, such as artificial intelligence safety. Borg is also optimistic about the latest company solutions like Z-Flex. It is still believed that the leading ZSCaler wallet helps improve the security position of the institution, pays the unification of the sellers, and reduces costs. “
Bord expects ZSCaler to maintain at least higher growth in adolescents and expand margin in the coming years, driven by many drivers.
Burg is ranked 324 out of more than 10,000 analysts followed by Tipranks. His assessments were 77 % successful, with a average return of 16.9 %. See ZSCaler’s ownership structure on Tipranks.
Oracle
Database software maker and cloud infrastructure company Oracle ((Orcl) opinion Stock height This week, as the company Strong cloud growth expectations She overwhelmed her Miss Q1 profits. The company surprised the market by reporting the growth of 359 % on an annual basis in the remaining performance obligations, a measure of contracted revenue, to $ 455 billion.
Strong expectations of the Oracle of Jeffrey Brent analyst threw The target price to $ 360 From 270 dollars with a repeated purchase classification on stocks. TIPRANKS also has “Outperform” on Orcl shares with a $ 264 goal.
“RPO stole the show in F1Q”, Thill. The 5 -star analyst added that the estimates made by the Oracle Q1 RPO and strengthened his confidence in the company’s narration about accelerating its growth.
Thill highlighted that Oracle added $ 317 billion in succession in RPO, or nearly five times the estimate of the total financial revenue 2026 of $ 67 billion, which supports artificial intelligence optimism. He pointed out that this massive growth can be mainly due to four billions of dollars in three customers, with more deals to close soon and reap RPO to more than $ 500 billion.
The analyst also pointed out that OCI is expected to grow by 77 % to 18 billion dollars in the fiscal year 2026, then jump to $ 144 billion by 2030, and Thil added that these impressive growth expectations indicate a high demand for AI offers and training phrases, which the administration considers as a tough, arduous market that the company can be able to cost.
In addition, Thill mentioned the impressive boom in the revenue of the Oracle Multical database, although fewer numbers, indicating a quick dependence on the company’s multiple black strategy. In fact, Oracle now expects a remarkable growth in multiple black revenues every quarter for the next few years with expansion to 71 (net from 37 centers) through their superpowers.
Thill is 128 out of more than 10,000 analysts followed by Tipranks. His assessments were 67 % successful, with a average return on 14.9 %. See Oracle Insider on Tipranks.
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