Top Wall Street analysts are maintaining strong buy ratings on Broadcom and Meta Platforms, citing durable growth drivers and strategic positioning in semiconductors and digital advertising. These stocks are emerging as cornerstone holdings for long-term portfolios.
- Broadcom’s revenue forecasted to exceed $60 billion by 2028, driven by AI and data center chip demand
- Meta’s operating margins expected to surpass 45% by 2027 amid AI-enhanced ad targeting
- Per-user ad revenue at Meta rose 25% in 2025, with digital commerce revenue above $18 billion annually
- Analyst price targets for AVGO and META show an average 20% upside over 18 months
- Institutional ownership in AVGO reached 89% in Q4 2025, reflecting strong confidence
- Both stocks rank in top 10% globally for ROIC over the past three years
Wall Street’s top analysts are signaling sustained confidence in three equities, with Broadcom (AVGO) and Meta Platforms (META) standing out as key long-term recommendations. Analysts cite Broadcom’s leadership in high-performance semiconductors, particularly in data center and AI infrastructure, as a primary driver of its projected 18% compound annual growth rate in revenue over the next five years. Meta, meanwhile, continues to demonstrate resilience in its core advertising business, with operating margins projected to exceed 45% by 2027, supported by AI-enhanced ad targeting and cost discipline. The consensus among major brokerages is that Broadcom’s acquisition strategy and expansion into next-generation networking chips will position it to capture over $60 billion in annual revenue by 2028. For Meta, analysts highlight a 25% increase in per-user ad revenue in 2025, driven by native AI features across Instagram and Facebook, with recurring revenue from its digital commerce ecosystem now exceeding $18 billion annually. These financial fundamentals are underpinning a 20% average price target increase across the analyst community over the next 18 months. Investors are responding with renewed interest, as institutional ownership in AVGO rose to 89% in Q4 2025, and META’s insider buying activity reached a three-year high. The long-term outlook is particularly favorable for technology-focused portfolios, with both companies ranked in the top 10% of global firms for return on invested capital (ROIC) over the past three years. As global demand for AI-driven infrastructure and digital engagement continues to expand, these names are increasingly seen as structural growth plays rather than cyclical bets.