ARM, NVDA, MU: 3 Hot Tech Stocks Rated ‘Buy’ by JP Morgan’s Top Analyst

Finding winning stocks is tough in a fast-changing market, which is why many investors turn to top-performing Wall Street analysts with proven track records. Tools like TipRanks’ Expert Center help identify these analysts based on performance. Within the technology sector, JP Morgan analyst Harlan Sur stands out, holding a five-star rating and ranking #33 out of more than 12,000 analysts. He has a 67% success rate and an average return of 31%. Building on this track record, Sur recently reaffirmed his Buy rating on several top tech names. His picks include ARM Holdings ARM +2.33% ▲ , Micron Technology MU +11.45% ▲ , and Nvidia NVDA +1.41% ▲ , all of which carry Strong Buy ratings.

End of Quarter Sale - 50% Off TipRanks

Forget margin or options. Here’s how the pros trade NVDA

next

stay

CC

SettingsOffArabicChineseEnglishFrenchGermanHindiPortugueseSpanish

Font ColorwhiteFont Opacity100%Font Size100%Font FamilyArialText ShadownoneBackground ColorblackBackground Opacity50%Window ColorblackWindow Opacity0%

WhiteBlackRedGreenBlueYellowMagentaCyan

100%75%50%25%

200%175%150%125%100%75%50%

ArialGeorgiaGaramondCourier NewTahomaTimes New RomanTrebuchet MSVerdana

NoneRaisedDepressedUniformDrop Shadow

WhiteBlackRedGreenBlueYellowMagentaCyan

100%75%50%25%0%

WhiteBlackRedGreenBlueYellowMagentaCyan

100%75%50%25%0%

For context, TipRanks tracks and evaluates tens of thousands of financial experts, ranking them based on three key metrics: success rate, average return, and statistical significance. These rankings reflect an analyst’s ability to generate returns through their recommendations. TipRanks’ Top Analysts tool provides leading analysts across multiple sectors.

Let’s take a look at these stocks.

**ARM Holdings PLC ARM +2.33% ▲ **

ARM Holdings designs and licenses energy-efficient semiconductor chips used in smartphones, data centers, and IoT devices worldwide. Year-to-date, ARM stock has gained 41%.

Looking ahead, Wall Street analysts maintain a Strong Buy rating on ARM stock, with 21 Buys, three Holds, and one Sell assigned over the past three months. At $174.68, the ARM Holdings average share price target implies a 13% upside potential.

**Micron MU +11.45% ▲ **

Micron produces DRAM for fast memory and NAND chips for long-term storage in computers, data centers, and smartphones. MU stock is up by over 30% so far in 2026.

Micron stock has a consensus Strong Buy rating among 28 Wall Street analysts. That rating is based on 26 Buys and two Holds assigned in the last three months. The average MU price target of $533.40 implies 42.7% upside from current levels.

**Nvidia NVDA +1.41% ▲ **

Nvidia designs high-performance GPUs and AI chips that power data centers, gaming, and artificial intelligence applications worldwide. Year-to-date, NVDA stock is down by 5%.

Overall, Wall Street has a Strong Buy consensus rating on Nvidia stock based on 41 Buys, one Hold, and one Sell recommendation. The average NVDA stock price target of $273.34 indicates 54.5% upside potential.

Disclaimer & DisclosureReport an Issue