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. (NASDAQ:SMCI)’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. (NASDAQ:SMCI), 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. (NASDAQ:SMCI) is engaged in developing and selling server and storage solutions based on modular and open-standard architecture.
