The Top 5 Stocks to Double Up on Right Now
The Motley Fool·2026-02-03 03:15

Core Viewpoint - The current stock market presents opportunities to increase holdings in five specific stocks that are expected to thrive in the coming years, despite the market being near all-time highs. Group 1: Nvidia - Nvidia has been a top-performing stock and continues to benefit from significant spending in the artificial intelligence sector, with data center buildouts still ongoing [2][4] - The stock is currently priced at $185.71, with a market cap of $4.6 trillion and a gross margin of 70.05% [3][4] - Analysts project over 50% year-over-year revenue growth for fiscal 2027, with the stock trading at 25 times full-year 2027 earnings, indicating it is undervalued [4] Group 2: The Trade Desk - The Trade Desk is trading at a low valuation of 15 times forward earnings, while experiencing healthy growth, with a reported 18% year-over-year revenue increase in Q3 2025 [5][6] - Despite market pessimism due to slowing growth and rising competition, it remains a leading advertising platform, making it an attractive investment opportunity [6] Group 3: MercadoLibre - MercadoLibre offers exposure to the Latin American market and has shown strong performance over the past decade, including recent quarterly results [7][9] - The stock is currently priced at $2,147.20, with a market cap of $109 billion, and is down approximately 13% from its peak in July 2025, presenting a buying opportunity [8][9] Group 4: Nebius Group - Nebius Group provides full-stack AI computing solutions, with management expecting significant growth, projecting an annual run rate of $7 billion to $9 billion by year-end [10][11] - The company’s annual run rate was only $551 million at the end of the last quarter, indicating substantial growth potential for 2026 [11] Group 5: Broadcom - Broadcom is focusing on AI computing units, partnering with AI hyperscalers to design specialized computing units, which may offer better results at lower costs compared to traditional GPUs [12] - The stock is currently priced at $331.11, with a market cap of $1.6 trillion and a gross margin of 64.71% [13]

Broadcom-The Top 5 Stocks to Double Up on Right Now - Reportify