In this article, we will discuss the 10 Most Promising AI Stocks to Buy and Hold for the Next 2 Years.
As per Julius Baer, a wealth management firm, equities are supported by strong earnings and structural growth drivers, including the AI investment cycle. The US regained its leadership position, while the opportunities continue to broaden throughout regions. The firm believes investors should remain balanced and selective across regions, sectors, and themes for H2 2026.
AI is the dominant market driver, with a strong ramp-up in the investment cycle, thanks to the robust capex and elevated demand trends for the data center capacity. Furthermore, the signs of monetization continue to reinforce earnings growth. Within AI, infrastructure, including semiconductors, memory, and data center components remain a promising segment, backed by the healthy pricing power and visibility. The firm further highlighted that software opportunities remain more selective, with the need for clear pathways to monetization.
Amidst such trends, we will now have a look at the 10 Most Promising AI Stocks to Buy and Hold for the Next 2 Years.
Our Methodology
To list the 10 Most Promising AI Stocks to Buy and Hold for the Next 2 Years, we sifted through screeners and well-reputed research platforms to shortlist the companies catering to the broader AI sector. Next, we narrowed our list down to the ones that have EPS forward long term growth (3-5 years CAGR) of at least ~15%. We also mentioned hedge fund sentiments around each stock, as of Q1 2026. The stocks are arranged in an ascending order of their hedge fund sentiments.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10 Most Promising AI Stocks to Buy and Hold for the Next 2 Years
10. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 49
Projected Long-Term EPS Growth (3-5 years CAGR): ~29.2%
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, GF Securities upgraded the company’s stock to “Buy” with a price objective of $48. As per the analyst Evan Lee, while the upcoming ~15% dilution has impacted the company’s stock price, it can be seen as an attractive entry point. This is because underlying demand fundamentally supports long-term growth.
This, along with the upside from SpaceX and strong general/HGX server momentum led by Agentic AI, supports the firm’s opinion that Super Micro Computer, Inc.’s outlook remains stronger than its previous view. The analyst further believes that SpaceX has been pushing further into neocloud space. This can be helpful for Super Micro Computer, Inc., considering the existing relationship.
Considering the company is a major OEM supplier of NVL72 systems for Colossus 2, it can capture significant upside, added Lee.
Super Micro Computer, Inc. is engaged in developing and selling server and storage solutions based on modular and open-standard architecture.
9. JFrog Ltd. (NASDAQ:FROG)
Number of Hedge Fund Holders: 47
Projected Long-Term EPS Growth (3-5 years CAGR): ~27.1%
JFrog Ltd. (NASDAQ:FROG) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 18, TD Cowen lifted its price objective on the company’s stock to $100 from $80 and maintained a “Buy” rating on the shares. As per the firm, JFrog Ltd. has proved that it has AI tailwinds over the previous year, with coding agents resulting in a strong increase in the amount of software packages.
Furthermore, the firm believes that such tailwinds are durable and it views significant upside to the cloud estimates. It also anticipates continued strength in JFrog Ltd.’s security business, led by the Curation product. As per the analyst, JFrog Ltd. can sustain premium valuation multiple, considering its growth durability. The firm opines that the company is an AI winner.
In a separate release, Barclays analyst Raimo Lenschow lifted its price objective on the company’s stock to $88 from $75 and maintained an “Overweight” rating. This comes after the company unveiled a plugin for Claude Code.
JFrog Ltd. offers the cloud-native software supply chain platform.
8. Arista Networks, Inc. (NYSE:ANET)
Number of Hedge Fund Holders: 85
Projected Long-Term EPS Growth (3-5 years CAGR): ~18%
Arista Networks, Inc. (NYSE:ANET) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 18, KeyBanc analyst Brandon Nispel lifted the firm’s price objective on the company’s stock to $200 from $178 and maintained an “Overweight” rating on the shares. This comes after meetings with the company, confirming strong demand, an important catalyst from XPU, as well as an additional catalyst from Inference.
The supply concerns and deferred revenue confusion are now largely addressed, and these issues are short-term in the context of a secular demand profile. As per the firm, Arista Networks, Inc.’s revenue growth outlook remains intact.
In a different release, the company announced the Arista 7060XE7 Series, which is a new portfolio of 1.6T networking platforms designed particularly as the foundation for rack-scale AI infrastructure. The 7060XE7 Series reflects the company’s shift from providing high-performance switches to delivering comprehensive rack-scale systems.
Arista Networks, Inc. is a computer hardware company that develops client-to-cloud networking solutions for AI, data center, campus, and routing environments.
7. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 134
Projected Long-Term EPS Growth (3-5 years CAGR): ~59%
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 16, it was announced that Advanced Micro Devices, Inc. and Rackspace Technology signed a definitive agreement. This is for the deployment of an initial 30 MW footprint dedicated to AMD-based compute deployments throughout Rackspace’s global data centers, starting in late 2026 through 2028. The agreement operationalizes the Memorandum of Understanding, which was announced on May 7. Furthermore, it also establishes Advanced Micro Devices, Inc. as the strategic technology partner at the silicon layer of Rackspace’s governed AI stack.
Since the agreement brings together the leadership AMD AI compute solutions and Rackspace’s governed cloud operating model, regulated enterprises can deploy high-performance AI infrastructure with the openness, scalability, and accountability that is required to run AI at enterprise scale.
At full deployment, 30 MW of dedicated AMD compute throughout Rackspace’s footprint would demonstrate significant capacity to serve regulated enterprise workloads.
Advanced Micro Devices Inc. is a leading semiconductor company specializing in high-performance computing and graphics solutions. Its broad product portfolio includes microprocessors, graphics processors, and system-on-chip (SoC) solutions designed for data centers, gaming, and embedded systems.
6. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 173
Projected Long-Term EPS Growth (3-5 years CAGR): ~45.8%
Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 11, Timothy Arcuri of UBS was bullish on the company’s stock and maintained a “Buy” rating with a price objective of $485. That being said, the firm’s analyst opines that supply constraints might result in uncertainty around Google’s future roadmap. However, the analyst remains optimistic about Broadcom Inc.’s long-term AI opportunity. The demand from OpenAI and Anthropic is robust, with both companies building out AI infrastructure, added Arcuri.
In a different update, Wolfe Research also remains optimistic. As per the firm, Apollo and Blackstone partnership is expected to aid future demand from OpenAI and Anthropic. That being said, the firm noted that some investors were disappointed after Broadcom Inc. didn’t increase the outlook after the latest earnings report.
Broadcom Inc. is engaged in designing, developing, and supplying various semiconductor devices and infrastructure software solutions.
5. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 262
Projected Long-Term EPS Growth (3-5 years CAGR): ~21%
Meta Platforms, Inc. (NASDAQ:META) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 19, Reuters, while citing Bloomberg News, highlighted that Meta Platforms, Inc. secured new agreements to get AI computing power from Crusoe (data center developer). This comes as the company focuses on strengthening the infrastructure needed to support the AI expansion. Notably, the tech giant will buy computing capacity at 2 data centers that are situated in Childress, Texas and Warrenton, Missouri.
Reuters, while citing the report, highlighted that Meta Platforms, Inc. is expected to get ~1.6 gigawatts of capacity combined throughout the 2 sites, with a single gigawatt sufficient enough to power ~750,000 US homes. Meta Platforms, Inc. continues to invest billions in AI data centers and computing power. This comes as demand has been surpassing the supply.
Reuters also noted that Meta Platforms, Inc. plans to invest $600 billion in U.S. infrastructure and jobs over the upcoming 3 years.
Meta Platforms, Inc. develops products that allow people to share and connect with their family and friends using PCs, mobile devices, virtual reality (VR) headsets, and AI glasses.
4. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 265
Projected Long-Term EPS Growth (3-5 years CAGR): ~16%
Alphabet Inc. (NASDAQ:GOOGL) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 18, WSJ reported that the tech giant targets an ambitious strategy to grab a bigger market share of the most critical market of the current time, i.e., chips powering AI. WSJ noted that Alphabet Inc. is supporting an AI data center project, called Lake Mariner, in western New York. This support comes with the financial guarantee of $3.2 billion.
Notably, the developers of the facility would be leasing computing power from thousands of Google TPUs to Anthropic. This paves the way for Alphabet Inc. to sell its own AI infrastructure beyond internal use.
In a different update, Reuters reported that Alphabet Inc. increased the size of its equity offerings to $84.75 billion. This comes as the big tech giants are expanding AI infrastructure and computing power.
Alphabet Inc. is a holding company that operates Google services such as search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers.
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 275
Projected Long-Term EPS Growth (3-5 years CAGR): ~45.1%
NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, the company announced that a record 35 NVIDIA AI HPC supercomputers are in development throughout Europe. They equip over 3 million researchers with next-generation infrastructure for continental AI, accelerated science, and industrial innovation. These are built on full-stack NVIDIA AI infrastructure, and the systems would be supporting research throughout climate science, healthcare, clean-energy decarbonization, quantum computing, as well as fundamental science.
NVIDIA Corporation further highlighted that the NVIDIA Blackwell and NVIDIA Hopper™ platforms continue to power a significant portion of Europe’s AI factory buildout. Notably, 800 AI exaflops have been deployed or announced since last year. The researchers will be able to simulate more complex systems, train the scientific AI models, and build agentic AI workflows with the help of NVIDIA accelerated computing.
NVIDIA Corporation is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 282
Projected Long-Term EPS Growth (3-5 years CAGR): ~16.1%
Microsoft Corporation (NASDAQ:MSFT) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, it was announced that ICON plc selected Microsoft Corporation as the preferred technology partner. This further advances ICON’s previously announced plan to make investments in digital innovation and AI over the upcoming 3 years. As a result of this partnership, there will be an enterprise-wide deployment of Microsoft 365 Copilot, together with an enterprise-grade cloud, data, and AI infrastructure. This will help further scale Orbis, which is ICON’s secure and governed agentic AI platform.
The partnership with Microsoft Corporation directly aids the 3 key focus areas of ICON’s AI strategy, i.e., Intelligence Layer, Productivity, and Domain-specific agents. ICON’s deployment of Microsoft 365 Copilot throughout the organisation, along with Azure and Fabric, demonstrates a significant step and a strong commitment towards embedding AI at scale throughout the clinical trial lifecycle.
Microsoft Corporation is a global technology company that develops and sells a wide range of software, cloud services, devices, and business solutions, serving both individual users and enterprise customers worldwide.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 353
Projected Long-Term EPS Growth (3-5 years CAGR): ~21.4%
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 18, analyst Brian Pitz from BMO Capital reiterated a “Buy” rating on the company’s stock and has a price objective of $355.00. The analyst’s rating is backed by factors that are related to Amazon.com, Inc.’s strengthening AI and cloud positioning.
The analyst sees AWS’ Bedrock and AgentCore as forming the comprehensive platform for building, securing, as well as deploying AI agents amidst increasing usage, which highlighted early but robust enterprise adoption trends. Furthermore, the AI-driven automation has been offering tangible productivity gains for customers, which demonstrates the commercial value of Amazon.com, Inc.’s solutions.
As per the analyst, the company remains structurally well-placed, with enterprises in the initial stages of AI adoption. AWS is expected to remain a leader throughout critical layers of the generative AI and machine learning stack.
Amazon.com Inc. operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.
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