11 Unstoppable Stocks to Buy According to Analysts

8. Ciena (NYSE:CIEN)

Average Upside Potential: 75%

Market Cap: $42.11 billion

1-Year Performance: 52.89%

Fiscal 2026 revenue is now expected to reach $6.42 billion, plus or minus $50 million, after Ciena raised its forecast following a record quarter. Ciena builds the optical networking equipment that carries data across long distances, and AI data centers are driving a growing share of its sales. Two customers each accounted for more than 10% of third-quarter sales.

Revenue in the fiscal third quarter was a record $1.67 billion, up 37% from a year earlier. Profit grew much faster. Adjusted operating margin reached 22.5%, compared with 10.7% a year earlier, and adjusted earnings per share rose 215%, so Ciena is keeping more of each sales dollar as volume climbs.

Chief Executive Officer Gary Smith said AI keeps driving waves of network investment and that Ciena’s incumbency, technology and expertise give it a competitive edge. Chief Financial Officer Marc Graff said expanding supply capacity and rising operating leverage should help earnings keep accelerating in the quarters ahead. For a closer look at how the order book squares with the stock’s price, see our analysis of whether Ciena’s backlog justifies its premium.

7. DigitalOcean (NYSE:DOCN)

Average Upside Potential: 77%

Market Cap: $10.62 billion

1-Year Performance: 99.25%

DigitalOcean, a cloud company for developers and AI start-ups, is growing faster than it has in a decade. Third-quarter revenue rose 40% to $321 million, the fifth quarter in a row of faster growth. Annual recurring revenue from AI customers jumped 288% to $376 million.

Chief Executive Officer Paddy Srinivasan said big customers are adopting the whole platform instead of just renting computing power. He said usage of its inference tools, which run trained AI models, grew roughly tenfold from the previous quarter. He added that agents, the AI programs that do tasks on their own, need a different kind of cloud.

Management raised its outlook again. It now expects fourth-quarter revenue growth of 44% to 45%, and growth of more than 60% for full year 2027. The company also said it brought its 2026 capacity online on or ahead of schedule and secured more data center power for 2028. It plans to give detailed 2027 margin and cash flow guidance alongside its fourth-quarter results. A recent debt-funded expansion is the subject of our piece on DigitalOcean’s $725 million bet on AI.

6. Semtech (NASDAQ:SMTC)

Average Upside Potential: 77%

Market Cap: $11.29 billion

1-Year Performance: 79.01%

Semtech makes chips for AI data center networking and for connected devices, and its backlog is at a record. Net sales hit a record $341.9 million in the fiscal second quarter, up 33% from a year earlier. Its adjusted operating margin rose to 24.4% from 18.8% a year ago, so profit grew faster than sales.

Chief Executive Officer Hong Hou said bookings are accelerating and backlog is at a record. He pointed to a strong inflection in growth, with new sources of revenue and visibility that extend well into next fiscal year. He also cited progress in streamlining the product portfolio. Chief Financial Officer Mark Lin said the company turned record sales and wider margins into strong cash flow.

Guidance shows the step up. Semtech expects third-quarter net sales of $410.0 million, plus or minus $5.0 million, and adjusted earnings of $1.05 per share, compared with $0.71 in the second quarter. Management said it enters the third quarter expecting broad-based bookings strength to turn into steady growth in revenue, margin and earnings. Its wireless side is the focus of our look at how a security partnership could lift Semtech’s AirLink line.

5. Marvell Technology (NASDAQ:MRVL)

Average Upside Potential: 90%

Market Cap: $145.26 billion

1-Year Performance: 89.27%

Marvell sells the chips that link, switch and customize the computing inside AI data centers, and its growth is speeding up now. Revenue hit a record $2.739 billion in the fiscal second quarter, up 37% from a year earlier. Revenue from its data center business grew 46%.

Chairman and Chief Executive Officer Matt Murphy said AI-related bookings remain exceptionally strong and that he expects revenue growth to accelerate through the rest of fiscal 2027. For the fiscal third quarter, Marvell guided to revenue of $3.150 billion, plus or minus 5%.

Murphy is also making a bigger move. Marvell agreed to acquire an optical components maker in an all-stock deal, which the companies say will lift the combined company’s addressable market to $550 billion. They expect it to add to Marvell’s non-GAAP earnings per share in the first year after closing. Murphy called it a once-in-a-generation shift toward optical connectivity and will stay on as chairman and chief executive. You can see the other side of the debate in our look at what the few analysts without a buy rating see.