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Wall Street analysts rate Nvidia, Broadcom, and Alphabet as top AI stocks to buy, with 56 of 59 Nvidia analysts and 44 of 47 Broadcom analysts surveyed recommending them as 'buy' or 'strong buy.'

Yahoo Finance AIApr 28, 20262 min read

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3 Key Points

  1. Nvidia remains the world's largest tech company and largest company overall by market cap, with its GPUs the most sought-after chips for powering AI models. Wall Street surveys show 56 of 59 analysts rated the stock as 'buy' or 'strong buy,' with a consensus 12-month price target reflecting potential upside of around 24%.

  2. Broadcom's AI semiconductor revenue soared 106% in the first quarter of 2026 compared with the year-over-year period, while overall revenue jumped 29% year over year. The company uses Application-Specific Integrated Circuits (ASICs—custom chips designed for specific tasks) to develop AI accelerators that reduce dependence on Nvidia's GPUs.

  3. Alphabet, Google's parent company, developed the Transformer neural network architecture (the 'T' in ChatGPT) through its Google Brain unit (now part of Google DeepMind). Google Cloud is the fastest-growing of the top three largest cloud providers, and Waymo leads in AI-powered autonomous ride-hailing services. Nearly nine out of 10 analysts surveyed by S&P Global (59 of 66) rated the stock as 'buy' or 'strong buy.'

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