Louis Navellier’s Top 5 Long-Term Stock Picks

In this article, we will list the Louis Navellier’s Top 5 Long-Term Stock Picks. Please visit Louis Navellier’s Top 10 Long-Term Stock Picks if you would like to see the extended list and the methodology behind it.

5. Microsoft Corporation (NASDAQ:MSFT)

Navellier & Associates Equity Stake: $6.56 Million

Navellier & Associates’ First Major Purchase: Q2 2015

Number of Hedge Fund Holders: 312

Microsoft Corporation (NASDAQ:MSFT) is one of Louis Navellier’s top long-term stock picks. On May 13, Microsoft Corporation (NASDAQ:MSFT) released a foundation model for solving power grid problems. GridSFM is the solution Microsoft is positioning to solve AC Optimal power flow problems in transmission power grids, thereby addressing $20 billion in annual congestion losses.

GridSFM is designed to approximate optimal power flow in milliseconds while giving operators direct visibility into congestion stability and overall system health. In addition, it can evaluate orders of magnitude more scenarios in real time, making it easier to make informed decisions and shift grid operations from reactive responses to proactive optimization.

Louis Navellier’s Top 5 Long-Term Stock Picks

Source: Pexels

Microsoft is positioning GridSFM as a model solution to grid problems, as surging power demand and the need to integrate renewable energy sources put pressure on power grids. In addition, it is positioning itself to provide a foundation for easily building advanced grid planning tools.

Previously, on May 8, Microsoft released an open US grid dataset for power research. The company said the dataset powers its GridSFM model. With a shared public model, policymakers, developers, and researchers get a common starting point for understanding grid bottlenecks.

Microsoft Corporation (NASDAQ:MSFT) offers a broad array of technology products, services, and solutions. In addition to its ubiquitous Windows operating system and Office productivity suite, Microsoft is also a leader in cloud computing.

4. Apple Inc. (NASDAQ:AAPL)

Navellier & Associates Equity Stake: $11.83 Million

Navellier & Associates’ First Major Purchase: Q2 2015

Number of Hedge Fund Holders: 169

Apple Inc. (NASDAQ:AAPL) is one of Louis Navellier’s top long-term stock picks. On May 14, Evercore ISI reiterated an Outperform rating on Apple Inc. (NASDAQ:AAPL) and raised the price target to $365 from $330.

The price target hike comes amid confidence in the company’s ability to compound earnings and free cash flow from a low to mid-teens pace. The research firm expects growth to come from modestly rising iPhone unit sales, driven by durable service growth and average selling price tailwinds.

The remarks come on the heels of the company delivering strong fiscal second-quarter 2026 results, characterized by record total revenue, iPhone revenue and earnings per share. Service revenue also reached an all-time high. Total revenue in the quarter totaled $111.2 billion, up 16.6% year over year, as diluted EPS increased 22% to $2.01, fuelled by exceptional demand for the iPhone 17 lineup.

Apple also generated over $28 billion in operating cash flow, allowing the board to approve a 4% increase in cash dividend to $0.27 a share.

Apple Inc. (NASDAQ:AAPL) is a technology company that designs, manufactures, and markets consumer electronics, software, and online services. Known for the iPhone, Mac, iPad, and Apple Watch, the company focuses on premium, integrated technology and generates revenue through hardware sales, digital content stores (App Store), streaming services, and AI initiatives.

3. Walmart Inc. (NASDAQ:WMT)

Navellier & Associates Equity Stake: $13.90 Million

Navellier & Associates’ First Major Purchase: Q1 2018

Number of Hedge Fund Holders: 114

Walmart Inc. (NASDAQ:WMT) is one of Louis Navellier’s top long-term stock picks. On May 12, Bernstein analyst Zhihan Ma touted Walmart Inc. (NASDAQ:WMT)’s long-term outlook, noting that the “One Big Beautiful Bill Act” is expected to boost retailers’ comparable sales momentum by catering to higher-income consumers.

Consequently, the analyst has reiterated an Outperform rating on Walmart stock and increased the price target to $145 from $134, citing the potential impact of improving macroeconomic conditions. However, the analyst has warned that fuel pressures, general inflation, and a reduction in social transfers will impede potential gains.

Similarly, analysts at UBS have reiterated their Buy rating on Walmart, expecting the company to deliver a solid earnings report that meets market expectations. The research firm expects the retailer to deliver a 4.5% comparable sales increase driven by e-commerce growth of more than 25%. However, the company is likely to feel the impact of a moderate decline in store sales due to a softer trend in health and wellness.

Walmart Inc. (NASDAQ:WMT) is a massive multinational retailer. It operates an omnichannel strategy by combining over 10,500 physical stores and eCommerce websites. The company sells groceries, general merchandise, and services at low prices. It leverages a sophisticated supply chain and technology to deliver goods.

2. Quanta Services, Inc. (NYSE:PWR)

Navellier & Associates Equity Stake: $25.45 Million

Navellier & Associates’ First Major Purchase: Q4 2020

Number of Hedge Fund Holders: 90

Quanta Services, Inc. (NYSE:PWR) is one of Louis Navellier’s top long-term stock picks. On May 1, Stifel analyst Brian Brophy touted Quanta Services, Inc. (NYSE:PWR) first-quarter 2026 results, which came in above expectations. Consequently, he raised the stock’s price target to $784 from $654 while reiterating a Buy rating.

The company delivered exceptional first-quarter results, characterized by strong double-digit growth in revenue and adjusted EBITDA per share, as well as a record backlog of $48.5 billion. Revenues came in at $7.87 billion, up from $6.23 billion a year ago, in the same quarter, while net income attributable to shareholders increased to $220.6 million or $1.45 a share, from $144.3 million, or $0.96 a share, in Q1 of 2025.

The better-than-expected results underscored the power of a differentiated solutions-based operating model. Consequently, Quanta Services raised its full-year guidance, as it remains on track to deliver another year of double-digit earnings-per-share growth.

According to Stifel, the confirmation of doubling of square footage capacity across manufacturing, fabrication, and logistics signals an award from a major hyperscaler to build modularized data centers leveraging off-site construction. Consequently, the company should benefit in the subsequent quarters.

Quanta Services, Inc. (NYSE:PWR) is a leading specialized contracting company that provides end-to-end engineering, procurement, and construction (EPC) services for the electric power, renewable energy, communication, and pipeline industries. They design and build critical infrastructure, including power grids, substations, underground utilities, and renewable generation facilities (wind/solar).

1. NVIDIA Corporation (NASDAQ:NVDA)

Navellier & Associates Equity Stake: $104.14 Million

Navellier & Associates’ First Major Purchase: Q4 2017

Number of Hedge Fund Holders: 264

NVIDIA Corporation (NASDAQ:NVDA) is one of Louis Navellier’s top long-term stock picks. On May 12, NVIDIA Corporation (NASDAQ:NVDA) and Fortinet expanded their partnership to secure enterprise AI systems. As part of the new pact, Fortinet is to tap into Nvidia’s AI platforms and software to provide real-time protection for AI workloads.

This arrangement is built around Fortinet’s FortiAIGate solution, which provides security guardrails for large language models and AI agents. The solution leverages the zero-trust principle to manage traffic between applications and AI models, block threats, and filter unauthorized content. It also logs prompts and responses of suspicious incidents.

With this expanded partnership, Nvidia and Fortinet aim to address the needs of enterprises looking to prevent model misuse and data leakage. The joint solution also aims to protect data and autonomous agents in real time in data centers while making it easier for organizations to monitor AI usage. FortiAI Gate-based AI security can be deployed across cloud, edge, on-premises, and hybrid settings.

NVIDIA Corporation (NASDAQ:NVDA) is a technology giant that provides advanced graphics processing chips and software that go with them. Its chips have broad applications, including powering AI systems, autonomous cars, data centers, and gaming devices.

While we acknowledge the potential of NVDA 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 NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

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