Top Wall Street analysts bullish on 3 stocks despite volatility

Nvidia, Palo Alto Networks, and Micron Technology seen as strong long-term picks

Published on Mar. 8, 2026

Got story updates? Submit your updates here. ›

Despite ongoing market volatility, top Wall Street analysts remain bullish on semiconductor giant Nvidia, cybersecurity firm Palo Alto Networks, and memory/storage provider Micron Technology. Analysts cite factors like networking growth, AI-driven demand, and resilient memory pricing as reasons for their optimism on these stocks.

Why it matters

These recommendations from top-ranked analysts provide valuable insights for investors navigating the current market environment marked by geopolitical tensions, AI disruption fears, and concerns about the sustainability of the tech boom. The analysts' long-term focus on companies' fundamentals and growth potential offers a counterpoint to short-term volatility.

The details

For Nvidia, UBS analyst Timothy Arcuri reiterated a buy rating and $245 price target after meeting with the company's CFO. Arcuri is bullish on Nvidia's networking growth and long-term margin outlook, with management expecting to surpass the combined revenue of other networking semiconductor suppliers by 2026. Palo Alto Networks received a buy rating and $255 price target from TD Cowen's Shaul Eyal, who cited strong demand for the company's unified security platform and the potential for agentic AI to drive further adoption. Eyal also highlighted Palo Alto's SASE momentum and plans for opportunistic acquisitions. For Micron, Stifel's Brian Chin raised his price target to $550, citing stronger-than-expected memory pricing and margin expansion potential, particularly in the server DDR5 product. Chin believes consensus estimates underestimate Micron's upside potential in the quarters ahead.

  • Nvidia expects to surpass the combined revenue of other networking semiconductor suppliers by the end of 2026.
  • Micron is scheduled to announce its fiscal Q2 2026 results on March 18, 2026.

The players

Nvidia

A semiconductor giant that is a leader in the networking semiconductor market.

Palo Alto Networks

A cybersecurity company that provides a unified platform for network security, SASE, endpoint, and SIEM solutions.

Micron Technology

A provider of memory and data storage solutions, benefiting from AI-driven demand and rising memory prices.

Timothy Arcuri

A five-star analyst at UBS who covers Nvidia.

Shaul Eyal

A five-star analyst at TD Cowen who covers Palo Alto Networks.

Brian Chin

A five-star analyst at Stifel who covers Micron Technology.

Got photos? Submit your photos here. ›

What they’re saying

“Management also sees financing mechanisms expanding from straight capex to leases, SPVs and other vehicles.”

— Timothy Arcuri, Analyst, UBS (CNBC)

“Opportunistic tuck-in acquisitions on an annual basis will remain an integral part of achieving $20B in NGS ARR by FY30.”

— Shaul Eyal, Analyst, TD Cowen (CNBC)

“Memory pricing is hitting levels we did not envision, evidence of the widening/persistent gap between supply and demand.”

— Brian Chin, Analyst, Stifel (CNBC)

What’s next

Micron is scheduled to announce its fiscal Q2 2026 results on March 18, 2026, which could provide further insights into the company's performance and outlook.

The takeaway

Despite ongoing market volatility, top Wall Street analysts remain bullish on Nvidia, Palo Alto Networks, and Micron Technology, citing factors like networking growth, AI-driven demand, and resilient memory pricing as reasons for their long-term optimism on these technology stocks.