Wall Street’s Top Analysts Identify Three ‘Buy’ Stocks Poised for Long-Term Growth Amid Market Volatility

Recent geopolitical flare-ups in the Middle East have cast a shadow over global equity markets, intensifying investor unease. Simultaneously, there's growing scrutiny regarding the enduring strength of AI-fueled demand and the substantial infrastructure investments required to support it.

Despite this period of heightened market volatility, discerning investors seeking robust opportunities can find valuable guidance in the insights of leading Wall Street analysts. These seasoned professionals meticulously evaluate company fundamentals, growth trajectories, and potential risks before issuing their recommendations.

Leveraging data from TipRanks, a platform renowned for ranking analysts on their historical performance, we delve into three companies currently earning strong endorsements from some of Wall Street's most reputable experts.

Amazon

Kicking off our list is the e-commerce and cloud behemoth, Amazon (AMZN). Ahead of its second-quarter earnings release, TD Cowen analyst John Blackledge reaffirmed a "Buy" rating for AMZN. He highlighted robust performance across Amazon Web Services (AWS), its expansive e-commerce operations, and its growing advertising segment. While maintaining his positive outlook, Blackledge adjusted his price target slightly downwards from $350 to $340, reflecting updated estimates and a modest increase in capital expenditure forecasts.

Blackledge's projections anticipate Amazon achieving revenues of $200.1 billion, surpassing Street consensus by 2%. This optimistic forecast is primarily fueled by accelerated growth in AWS and advertising revenues. Furthermore, he noted that the company's e-commerce division would benefit from the strategic shift of Prime Day events in the U.S. and other major regions to the second quarter of the current year, a change from last year's third-quarter timing.

Focusing on AWS, Blackledge projects an impressive 35.5% year-over-year revenue growth for Q2 2026, a significant acceleration from the 28.4% seen in the previous year and 3.4% above market expectations. This five-star analyst attributes the surge to increasing generative AI workloads, facilitated by Amazon's substantial investments in AI infrastructure designed to alleviate supply bottlenecks.

Looking ahead to the third quarter, Blackledge remarked that his revenue and operating income estimates stand 0.3% and 3.2% above consensus, respectively, propelled by continued acceleration in AWS revenue stemming from robust AI demand.

With a ranking of 771 out of over 12,300 analysts on TipRanks, Blackledge boasts a 55% profitability rate on his ratings, yielding an average return of 11.2%.

Marvell Technology

Next, we turn our attention to semiconductor innovator Marvell Technology (MRVL). Following a series of discussions with the company's leadership, RBC Capital analyst Srini Pajjuri reaffirmed his "Buy" rating on MRVL, setting an ambitious price target of $360.

Pajjuri commented that these meetings solidified his belief in Marvell's capacity to maintain over 40% growth for the next three years, citing potent AI demand, its leading position in optical connectivity, and an expanding Custom solutions pipeline as key drivers.

The five-star analyst further emphasized that strong market demand coupled with constrained supply is enhancing Marvell's revenue visibility. Pajjuri noted that the company's data center segment is poised for over 50% growth both this year and the next. Additionally, Marvell's networking business is outperforming its compute segment, propelled by the rise of agentic AI and inferencing workloads.

Pajjuri also observed an extension in optical product lead times, now exceeding six months, with XPU clients placing purchase orders a full year ahead. While his immediate estimates remain constant, he foresees potential upside for the Optical business in the latter half of 2026, with even more substantial growth anticipated for 2027 and 2028.

Moreover, Pajjuri pointed to Marvell's "scale-across" offering as an emerging growth catalyst for 2027, alongside "scale-up" networking, which is projected to open a multi-billion-dollar greenfield serviceable addressable market. Management expressed optimism about Marvell's custom business, aiming for over $10 billion in revenue by 2028, bolstered by ongoing collaborations with Amazon's AWS, Microsoft, and numerous XPU attachment victories.

Srini Pajjuri holds a distinguished rank of 88 among over 12,300 analysts on TipRanks, with his ratings proving successful 75% of the time and delivering an impressive average return of 51.5%.

Advanced Micro Devices

Semiconductor powerhouse Advanced Micro Devices (AMD) is set to unveil its second-quarter earnings on August 4. The company's stock has experienced a significant year-to-date surge, largely attributed to robust demand for its AI GPUs and server CPUs.

In anticipation of AMD's Q2 results, Wells Fargo analyst Aaron Rakers reiterated his "Buy" rating and substantially increased his price target from $505 to $615. His bullish outlook is predicated on an "increasing focus on path to +$20/sh. EPS in CY28." Rakers also anticipates AMD will reaffirm its confidence in the MI450 series and Helios ramp-up, scheduled to commence in Q3 2026.

The five-star analyst revised his AMD server CPU revenue estimates upwards, now forecasting $16.0 billion (a 68% year-over-year increase) for 2026, $20.5 billion (up 28%) for 2027, and $25.0 billion (up 22%) for 2028. Rakers highlighted AMD's previous quarter's revision of its server CPU total addressable market (TAM) estimates to an impressive $120 billion by 2030, signifying a CAGR exceeding 35%.

Rakers anticipates AMD will report a further uptick in server CPU demand beyond its Q1 performance. He identifies agentic AI demand momentum, robust cloud adoption, and ongoing traditional enterprise modernization as key drivers for this upside. Supporting this view, Rakers noted Micron's recent upward revision of its 2026 server shipment guidance, alongside market checks indicating sustained growth in average selling prices.

Concurrently, Rakers' data center GPU estimates remain notably higher than consensus: $15.6 billion for 2026, $40.6 billion for 2027, and $63.0 billion for 2028. Conversely, his projections for AMD's client and gaming segments are slightly below Street consensus. In summation, Rakers forecasts EPS of $7.15, $13.40, and $18.75 for 2026, 2027, and 2028, respectively.

Aaron Rakers stands out at No. 5 among the more than 12,300 analysts tracked by TipRanks. His recommendations have a 73% success rate, yielding an impressive average return of 56.8%.