The Bad PlaceUS Top News and Analysis | Top Wall Street analysts are bullish on these 3 stocks for the long haul
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Long‑term investors should look past the market turbulence caused by Middle‑East conflict and focus on AI‑driven opportunities, according to CNBC’s TipRanks roundup. Wall Street’s top analysts spotlight three stocks: Lumentum Holdings (LITE), whose optical and photonic components for AI data‑centers have earned JPMorgan’s Samik Chatterjee a “buy” rating and an upgraded price target of $950, with EPS projected to rise above $36 by 2028; Broadcom (AVGO), boosted by a multi‑year AI‑compute deal with Meta and other partnerships, prompting Benchmark’s Cody Acree to keep a “buy” stance and set a $485 target as the company eyes over $100 billion in AI‑chip revenue by fiscal 2027; and Dell Technologies (DELL), which stands to capture a larger share of the AI‑server market as Mizuho’s Vijay Rakesh raises his price target to $215, citing Dell’s scale, balance sheet and supply‑chain advantages that could lift its AI‑server share from 19 % in 2025 to 25 % by 2029.
Read more: https://www.cnbc.com/2026/04/19/top-analysts-are-bullish-on-these-3-stocks-for-the-long-haul.html
#LumentumHoldings #Broadcom #DellTechnologies #SamikChatterjee #CodyAcree #VijayRakesh
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