Stocks to Buy Today
Five U.S.-listed AI leaders ranked after a broad earnings-led technology rally, with position size held back before the Fed chair’s Jackson Hole address.
Constructive • high event risk
U.S. session: closed; premarket opens at 4:00 a.m. ET
Latest regular close: Aug. 27, 2026
NVIDIA
The cleanest post-report AI infrastructure exposure: revenue and data-center growth again outran expectations, next-quarter guidance reset the earnings base higher, and the balance sheet remains unusually strong for this growth rate.
Price and analyst forecast
$227.98 Aug. 27 close; $226.15 after hours. Consensus target: $320.77. Recalculated upside from the regular close: 40.7%.
Latest confirmed results
Fiscal Q2 revenue was $96.2B, up 106% year over year; data-center revenue was $89.0B, up 117%. Adjusted EPS was $2.22; Q3 revenue guidance is $108B.
Forecast and valuation
Forward P/E: 19.2×. Three-year consensus growth: revenue 55.4%, EPS 58.7%. Trailing-12-month free cash flow was about $127.0B.
Model entry
Use $220–$226 for a small first tranche and reserve the larger order for $212–$216. Do not chase a print above $230 after Thursday’s 8.7% jump.
Next check
Whether $221.24, Thursday’s low, holds after the Fed speech; then track memory availability, Rubin demand and acceptance of the new $108B quarterly revenue guide.
Meta Platforms
Advertising growth is funding a large AI buildout, while the stock’s valuation and analyst upside remain more forgiving than most mega-cap peers. The model accepts near-term spending pressure in exchange for improving ad efficiency and optional compute monetization.
Price and analyst forecast
$571.10 close; $571.11 after hours. Consensus target: $754.77, implying 32.2% upside from the close.
Latest confirmed results
Q2 revenue rose 28% to $60.80B. Ad impressions increased 14%, average price per ad rose 12%, and daily active people averaged 3.60B.
Forecast and valuation
Forward P/E: 17.7×. Three-year consensus growth: revenue 21.5%, EPS 11.2%. Trailing-12-month free cash flow was about $41.0B.
Model entry
Use $560–$572 for the first tranche. Add only on a controlled pullback toward $545–$552; avoid sizing up into a gap above $580.
Next check
Whether ad-pricing gains persist while capex accelerates, and whether operating margin normalizes after legal, severance and infrastructure charges.
Alphabet
Google Cloud’s AI-led acceleration, a net-cash balance sheet and continued Search monetization provide three distinct earnings engines. The entry is more attractive after the stock closed below its 50-day average.
Price and analyst forecast
$340.65 close; $340.45 after hours. Consensus target: $428.07, for 25.7% upside.
Latest confirmed results
Q2 Google Cloud revenue increased 82% to $24.8B. Google Services operating income rose 20% to $39.5B, with a 41.8% margin.
Forecast and valuation
Forward P/E: 25.6×. Three-year consensus growth: revenue 21.8%, EPS 17.2%. Net cash was about $121.7B.
Model entry
Build between $334–$341. Keep a second limit at $326–$330; pause buying if the stock loses its 200-day area near $334 on heavy volume.
Next check
Cloud backlog conversion, Gemini-driven costs and Search resilience. The immediate test is the stock’s response to yields after the 10:00 a.m. ET Fed address.
Amazon
AWS growth has reaccelerated while retail scale continues to lift consolidated operating income. The stock offers useful AI exposure across cloud infrastructure, custom silicon and enterprise services, but capex requires a measured entry.
Price and analyst forecast
$256.26 close; $256.31 after hours. Consensus target: $327.00, implying 27.6% upside.
Latest confirmed results
Q2 net sales increased 20%; operating income rose 43% to $27.5B. AWS sales grew 37%, the fastest pace in more than four years.
Forecast and valuation
Forward P/E: 27.7×. Three-year consensus growth: revenue 15.2%, EPS 23.2%. Operating cash flow was $161.4B over the last 12 months.
Model entry
Start at $250–$257, then add near $244–$248. Avoid paying above $260 before the Fed chair’s remarks are absorbed.
Next check
AWS growth versus AI infrastructure depreciation, retail margin durability and whether capex begins to translate into positive free-cash-flow inflection.
Microsoft
The portfolio’s highest-quality enterprise software and AI distribution platform, supported by double-digit revenue and earnings growth. It ranks fifth because the shares are extended above key moving averages and offer the list’s lowest target upside.
Price and analyst forecast
$505.06 close; $503.09 after hours. Consensus target: $569.45, for 12.7% upside.
Latest confirmed results
Fiscal Q4 revenue rose 18% to $90.0B; operating income increased 18% to $40.6B. Non-GAAP EPS increased 23% to $4.74.
Forecast and valuation
Forward P/E: 25.6×. Three-year consensus growth: revenue 19.6%, EPS 18.5%. Trailing free cash flow was about $67.0B.
Model entry
Use a smaller first tranche at $490–$500. Prefer the second tranche at $476–$484; do not chase above $506.
Next check
Azure capacity additions, AI gross-margin pressure and capex efficiency. With the 14-day RSI near 70, entry quality improves on an orderly software pullback.
Forecast and valuation comparison
| Ticker | Price | Forecast | Fwd P/E | Avg target | Upside | Entry |
|---|---|---|---|---|---|---|
| NVDA | $227.98 | 3Y EPS +58.7% | 19.2× | $320.77 | +40.7% | $220–$226 |
| META | $571.10 | 3Y rev. +21.5% | 17.7× | $754.77 | +32.2% | $560–$572 |
| GOOGL | $340.65 | 3Y EPS +17.2% | 25.6× | $428.07 | +25.7% | $334–$341 |
| AMZN | $256.26 | 3Y EPS +23.2% | 27.7× | $327.00 | +27.6% | $250–$257 |
| MSFT | $505.06 | 3Y rev. +19.6% | 25.6× | $569.45 | +12.7% | $490–$500 |
Prices are the Aug. 27 regular-session closes and all upside figures are recalculated from those prices; after-hours quotes appear inside each stock card. Consensus estimates and targets can lag new information—especially Nvidia’s just-released results—and targets are uncertain, not promised returns.
100% allocated across five AI engines
How the model ranks today’s list
- 35%Results and estimate revisions
- 25%Cash flow and balance sheet
- 20%Valuation against forecast
- 15%Entry quality after the move
- 5%Near-term event risk
Keep dry powder through Jackson Hole
At 3:24 a.m. ET, official U.S. premarket trading has not opened. Place limits only after the 4:00 a.m. premarket begins, deploy no more than one-third before the 9:30 a.m. cash open, and retain at least half of each intended position through Kevin Warsh’s 10:00 a.m. ET speech. For NVDA, wait 30 minutes after the open; cancel growth-stock limits if the 10-year yield breaks sharply above 4.70%.
Good reports, weaker entries today
Fiscal Q2 revenue rose 11% to $11.35B and Agentforce plus Data 360 ARR grew more than 210% to nearly $3.9B, but the stock’s 22.6% one-day jump leaves no clean entry.
Fiscal Q2 revenue rose 25.8% to $1.47B, ARR reached $5.84B and guidance increased; the stock closed up 20.5% at $227.96.
Q2 revenue grew 93% and U.S. commercial revenue rose 149%, but the Aug. 27 close of $185.93 carried roughly 159× trailing earnings after a 4.8% gain.
Strong tape, demanding entries
7.7/10
Earnings revisions are strong and volatility is low, but Thursday’s 3.4% technology-sector surge reduced entry quality. The model stays invested while holding back capital for post-speech pullbacks.
One speech can reset the rate path
The 10-year yield is near 4.68%, WTI is around $83.10 and traders are assigning a meaningful probability to a September Fed hike. A hawkish 10:00 a.m. ET Jackson Hole message could push yields above 4.70%, compress growth-stock multiples and unwind part of Thursday’s narrow AI-led rally.