In this article, we will take a look at the 5 Best Blue Chip Stocks to Invest In According to Billionaires. For a deeper discussion and analysis, read 10 Best Blue Chip Stocks to Invest In According to Billionaires.
5. UnitedHealth Group Incorporated (NYSE:UNH)
Number of Billionaire Investors: 37
On May 1, Goldman Sachs added UnitedHealth Group Incorporated (NYSE:UNH) to its U.S. Conviction List as part of its monthly update. The firm believes the company is nearing the bottom of its underwriting cycle for Medicare Advantage, which makes up about 40% of its business. Goldman maintains a Buy rating on the shares with a $435 price target.
On April 21, Raymond James analyst John Ransom raised the firm’s price recommendation on UNH to $370 from $330. It reiterated an Outperform rating on the shares. The company reported better-than-expected Q1 results, with adjusted EBIT coming in $790M above estimates and a core underlying beat of about $1.19B. This translates to roughly $1.05 of EPS upside after adjustments, the analyst tells investors in a research note. Despite the strong quarter, management appears to have absorbed much of the upside through higher costs. Guidance is seen as conservative. The firm noted that the market may be looking for a stronger earnings baseline later in the year, even as the forward multiple has already moved up from recent lows.
UnitedHealth Group Incorporated (NYSE:UNH) is a healthcare and well-being company. Its segments include Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare, which covers Employer & Individual, Medicare & Retirement, and Community & State.
4. Visa Inc. (NYSE:V)
Number of Billionaire Investors: 40
On April 29, Oppenheimer raised its price recommendation on Visa Inc. (NYSE:V) to $403 from $391. It reiterated an Outperform rating. The firm pointed to a strong Q2. Net and gross revenue, along with EPS, came in well ahead of Street expectations. Data processing revenue was a key driver of the upside compared to its model. Yield rose 8% year over year, which it sees as a sign of steady pricing power.Q3 guidance for both revenue and EPS also came in above Street estimates. The company went a step further and raised its full-year FY26 outlook.
On the same day, Raymond James also lifted its price goal on V to $389 from $380 and kept an Outperform rating. The analyst noted that Visa delivered strong Q2 results, with both revenue and EPS beating expectations. Organic growth reached its highest level since 2022. This was supported by solid performance in value-added services and faster U.S. payment volumes, the analyst said in a research note. The company raised its FY26 outlook and issued Q3 guidance above consensus. That, in the firm’s view, supports further upward revisions to earnings estimates. It also reinforces a favorable risk-reward setup, even with some pressure from macro-related volatility in cross-border volumes.
Visa Inc. (NYSE:V) operates as a global payments technology company. It supports commerce and money movement across more than 200 countries and territories. Its network connects consumers, merchants, financial institutions, and governments. The business runs through its Payment Services segment.
3. NVIDIA Corporation (NASDAQ:NVDA)
Number of Billionaire Investors: 49
On May 3, Bloomberg reported that the list of Asian stocks benefiting from business partnerships with NVIDIA Corporation (NASDAQ:NVDA) is getting longer, as the region becomes more tied into the company’s ecosystem.
Investor interest in these firms, some still relatively unknown outside their industries or home markets, shows how Nvidia-driven demand is shaping stock performance across Asia’s tech supply chain. Asian suppliers now make up about 90% of Nvidia’s production costs, up from around 65% last year, based on Bloomberg data. The rapid growth in demand for its products has increased reliance on partners in Asia, especially in manufacturing, assembly, and key components.
NVIDIA has expanded its network of partners in the region over the past few years. Much of that growth has come through deeper chip-related ties with companies such as SK Hynix Inc. and Samsung Electronics Co. Those partnerships focused on scaling AI computing power. More recently, the direction has started to shift. New collaborations suggest a move beyond semiconductors and into physical AI, including robotics.
NVIDIA’s push into physical AI, covering robotics, autonomous systems, and AI-driven manufacturing, extends its reach beyond chips into real-world use. That shift positions Asia as a key partner in the next phase of growth. Chief Executive Officer Jensen Huang has described physical AI as the next stage after generative AI.
NVIDIA Corporation (NASDAQ:NVDA) operates as an artificial intelligence infrastructure company. It focuses on accelerated computing to solve complex computational problems. The company runs through two main segments: Compute & Networking and Graphics.
2. Meta Platforms, Inc. (NASDAQ:META)
Number of Billionaire Investors: 54
On May 1, Bloomberg reported that Meta Platforms, Inc. (NASDAQ:META) has acquired Assured Robot Intelligence, a startup focused on building artificial intelligence models for robots. The move is part of a broader push into humanoid technology.
Meta said the startup is “at the frontier of robotic intelligence designed to enable robots to understand, predict and adapt to human behaviors in complex and dynamic environments.” Financial terms were not disclosed.
The Assured Robot Intelligence team, including co-founders Lerrel Pinto and Xiaolong Wang, will join Meta’s Superintelligence Labs research division. The group is expected to work closely with Meta Robotics Studio, which the company launched last year to develop core technology for humanoid systems.
Meta is increasing its investment in humanoids, robots designed to move like humans and assist with physical tasks. Interest in this area has been rising across large technology companies, including Tesla, Alphabet’s Google, and Amazon. The company’s robotics team is working toward using the startup’s technology in its own humanoid systems. That effort includes building in-house hardware and developing the AI that powers it. Work is also underway on sensors, software, and related systems that could be made available across the industry.
Meta Platforms, Inc. (NASDAQ:META) focuses on building human connections through artificial intelligence and immersive technologies. Its products allow people to connect and share using mobile devices, personal computers, virtual reality and mixed reality headsets, augmented reality, and wearables.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Billionaire Investors: 66
On May 4, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to let other businesses store and ship goods through its logistics network. The offering covers everything from raw materials to finished products. The move puts the company in more direct competition with United Parcel Service and FedEx Corporation.
The new service, called “Amazon Supply Chain Services,” will be available to companies in sectors such as retail, healthcare, and manufacturing. It gives them access to a network that spans the ocean, road, rail, and air. The company is aiming to strengthen its position in the US logistics market. That could increase pressure on pricing and delivery speeds for established players.
Amazon already operates a fleet of more than 100 cargo planes, trailing only FedEx and UPS. It also runs a large system of warehouses and sorting hubs. The expansion opens another growth path for its e-commerce segment. It builds on existing services that support thousands of third-party sellers worldwide. Businesses using the service can tap into two-to-five-day delivery timelines. They can also use tools like inventory forecasting, along with other distribution and fulfillment capabilities.
The push targets the business-to-business shipping market, which tends to offer higher margins. These shipments are often more predictable and less costly to handle than consumer deliveries.
Amazon.com, Inc. (NASDAQ:AMZN) offers a wide range of products and services. Its stores include items it purchases for resale as well as goods sold by third-party sellers. The company operates through three segments: North America, International, and Amazon Web Services.
While we acknowledge the potential of AMZN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 10 Best Large Cap Dividend Growth Stocks to Invest In and 10 Best BDC Stocks to Buy Right Now.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
