Top Wall Street Picks: Broadcom, Airbnb, and Meta Stand Out for Long-Term Growth

Wall Street analysts have highlighted three stocks—Broadcom, Airbnb, and Meta Platforms—as strong long-term bets amid ongoing market volatility. These companies are positioned to capitalize on trends in artificial intelligence, travel, and digital advertising, making them attractive options for investors seeking growth in uncertain times.

Broadcom, a semiconductor and infrastructure software provider, is thriving in the AI boom. Its custom chips, known as Application-Specific Integrated Circuits (ASICs), are in high demand as AI adoption accelerates. Bernstein analyst Stacy Rasgon recently reiterated a buy rating on Broadcom stock with a price target of $475, noting that the company’s competitive edge in the ASIC market is unlikely to be challenged soon. Rasgon emphasized Broadcom’s innovative strides in 3D chip stacking and its partnership with Google to develop tensor processing units (TPUs), which are expected to drive significant growth.

Airbnb is also on analysts’ radar, with Mizuho’s Lloyd Walmsley naming it a top pick for 2026. Walmsley expects Airbnb’s room nights growth to accelerate, driven by the company’s strategy to add hotels to its supply and expand its book now, pay later options. The analyst sees Airbnb’s upcoming AI product as a potential game-changer, positioning the company ahead of other online travel agents.

Meta Platforms, the social media giant, rounds out the list. Walmsley reiterated a buy rating on Meta stock with a price target of $815, citing the company’s progress in AI and machine learning as key drivers of future growth. Despite concerns about elevated spending, Walmsley believes Meta’s investments in AI will deliver strong returns, particularly in advertising and monetization of platforms like WhatsApp.

AI as a Catalyst for Growth

Each of these companies is leveraging AI to drive innovation and competitive advantage. Broadcom’s dominance in ASICs, Airbnb’s AI-driven travel products, and Meta’s AI investments in advertising and engagement highlight how AI is reshaping industries and creating opportunities for long-term growth.

For Broadcom, the AI boom is a tailwind that is unlikely to slow down. The company’s partnership with Google to develop TPUs and its leadership in 3D chip stacking technology position it as a critical player in the AI supply chain. As AI adoption grows, Broadcom’s ability to meet demand for advanced chips will likely translate into sustained revenue growth.

Airbnb’s AI initiatives are equally promising. By integrating AI into its platform, the company aims to enhance user experience and expand its addressable market. The addition of hotels to its supply and the rollout of book now, pay later options are strategic moves that could drive significant growth in the coming years.

Meta’s bet on AI is perhaps the most ambitious. The company’s investments in machine learning and large language models are designed to improve ad targeting, engagement, and monetization across its platforms. While the costs are high, the potential payoff is substantial, as AI-driven improvements could transform Meta’s revenue model and solidify its position in the digital advertising landscape.

Outlook for Investors

Investors looking for long-term opportunities may find Broadcom, Airbnb, and Meta compelling. Each company is well-positioned to capitalize on major trends, and their strategic investments in AI and innovation suggest strong growth potential. However, investors should remain mindful of market volatility and geopolitical risks, which could impact performance in the short term.

Broadcom’s dominance in the ASIC market, Airbnb’s expansion into new verticals, and Meta’s AI-driven innovations are all positive indicators for long-term success. As these companies continue to execute on their strategic visions, they are likely to remain top picks among Wall Street analysts.