Wall Street analysts are identifying long-term investment opportunities by looking beyond immediate market volatility. Three top picks include Datadog (DDOG), benefiting from AI and cloud migration trends; Nvidia (NVDA), a leader in the AI semiconductor space navigating supply chain challenges; and SpaceX (SPCX), demonstrating massive scale and revenue growth through its integrated business model and AI initiatives.
These companies are favored by analysts like Bank of America’s Koji Ikeda for Datadog, Morgan Stanley’s Joseph Moore for Nvidia, and Needham’s Ryan Koontz for SpaceX, who cite strong demand, technological innovation, and strategic execution as key drivers for future growth.
Wall Street Bullish on These 3 Tech Giants for Long-Term Growth
Amidst the current market noise from earnings seasons, geopolitical tensions, and upcoming elections, some Wall Street analysts are looking past the short-term to identify stocks poised for sustained long-term returns. Leveraging insights from TipRanks, a platform that ranks analysts by performance, we highlight three companies that top professionals are backing for the long haul.
Datadog (DDOG)
Datadog, an AI-powered platform for observability and security, is expected to see strong demand driven by cloud migration and the accelerating adoption of AI. TipRanks' Key Performance Indicators tool shows a consistent growth in Datadog's customer base, indicating increasing market penetration.
TipRanks
Heading into its Q3 FY26 earnings report, Bank of America analyst Koji Ikeda reiterated a 'Buy' rating on Datadog, raising his price target to $335 from $305. Ikeda believes that companies demonstrating AI as a growth catalyst will see their valuations improve, even at premium multiples. He notes that the total addressable market for observability is expanding faster than anticipated, fueled by enterprise and consumer AI growth. While Ikeda estimates Q3 revenue growth at 28.7% (slightly below the consensus of 29.1%), he is confident that the market underestimates the growth potential of Datadog's security offerings. He acknowledged concentration risk from large customers but asserted that Datadog is a strong contender in the expanding observability market.
Ikeda, ranked in the top 673 out of over 12,500 TipRanks analysts, has a 55% success rate on his ratings, averaging a 10.9% return.
Nvidia (NVDA)
Semiconductor giant Nvidia continues to be a primary beneficiary of AI-driven demand. Following Nvidia's GTC Berlin conference, Morgan Stanley analyst Joseph Moore reaffirmed his 'Buy' rating and $300 price target, naming NVDA a top pick in the semiconductor sector.
TipRanks
Moore is convinced that Nvidia is effectively overcoming supply chain, infrastructure, and funding bottlenecks, positioning itself for continued advantage through 2027. Although GTC Berlin offered limited new updates, the conference reinforced Nvidia's growing market strength. Moore highlighted the company's efforts to close the demand-supply gap, focusing on substrate, packaging, and testing deals, while acknowledging TSMC's 3nm wafer supply as a key challenge that is expected to improve over time. Vera Rubin is reportedly gaining traction, though details on Rubin Ultra were less extensive than anticipated.
Moore, ranked No. 142 by TipRanks, boasts a profitable rating history 59% of the time with an average return of 23.4%.
SpaceX (SPCX)
Aerospace innovator SpaceX recently reported strong third-quarter results, with its AI revenue experiencing a significant surge to $7.56 billion from $813 million year-over-year. This performance has led Needham analyst Ryan Koontz to reiterate his 'Buy' rating and set a price target of $250.
TipRanks
Koontz noted that SpaceX's Q3 results significantly surpassed expectations, underscoring the effectiveness of its vertically integrated business model in achieving massive scale. The company saw a 161% year-over-year increase in Q3 2026 revenue, with its Connectivity segment growing by 69.5% and generating $2.37 billion in operating income, supported by 13.6 million subscribers. SpaceX's AI revenue showed a remarkable 195.2% sequential growth, driven by wholesale spot compute deals. Management is increasingly prioritizing its AI strategy, aiming to add 10 gigawatts of incremental capacity in 2027. Koontz expressed increased confidence in Starship re-use, leading to a significant upward revision of his estimates.
Koontz ranks No. 357 among over 12,500 TipRanks analysts. His ratings have been profitable 42% of the time, yielding an average return of 23.7%.
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