When multiple analysts line up behind a stock with meaningful upside targets, it usually means something real is happening at the trading level. This is true even if the broader market has not yet caught on.
Here are two AI stocks where professional analysts see 70% or more upside, and one where the consensus has flipped decisively to sell.
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Nabius group(NASDAQ: NBIS ) Not a famous name among retail investors. The company builds vertically integrated AI cloud infrastructure, meaning it designs its own server racks, runs its own data centers, and operates its own graphics processing unit (GPU) clusters, all specifically optimized for AI workloads. Based in the Netherlands, it emerged from the breakup of Russian Internet giant Yandex, bringing with it hundreds of experienced infrastructure engineers and about $2.5 billion in seed capital. CEO Arkady Voloz, who founded Yandex in 1997, has been running large data centers for decades.
Recent catalysts are hard to ignore. In March 2026, Nvidia Directly invested $2 billion in Nebius as part of a strategic partnership to develop next-generation hyperscale AI cloud infrastructure. same week, Meta Platforms Announced a five-year deal with Nebius for up to $27 billion in AI cloud capabilities. Combined with the previous $19.4 billion deal MicrosoftThe company’s total contracted revenue backlog is approaching $50 billion, compared to 2025 revenue of just $530 million. The difference between current revenue and contracted future revenue is the story here.
Analysts covering Nebius Group have buy ratings and price targets ranging from $143 to $211. At current trading levels, this indicates meaningful upside for patient investors.
Based in the UK Linde(NASDAQ: LIN ) is the world’s largest industrial gas company, and it recently became one of the most unexpected AI-savvy beneficiaries of the geopolitical disruption. In March 2026, an Iranian attack on Qatar’s liquefied natural gas (LNG) facilities disrupted nearly a third of global helium supplies. Helium is non-replaceable in semiconductor manufacturing. Helium cools wafers, enables EUV lithography, and maintains the ultra-clean environments required by chip fabs. No replacement.
Linde maintains enough helium storage to cover approximately six months of global demand, a huge strategic inventory advantage that many competitors cannot match.
JP Morgan In March 2026, Linde was upgraded to overweight, citing a particularly tightening helium market as the primary catalyst and raising its price target to $525. Linde has historically demonstrated strong pricing power during supply shocks. This means the company tends to raise prices faster than its costs rise, which expands margins. As demand for semiconductors continues to accelerate as AI infrastructure builds, Linde’s helium franchise may be entering the most favorable pricing environment in years.
C3.ai(NYSE:AI) A cautionary tale of the AI age. It’s a semi-easy stock to team up against, as shares are down more than 55% year-to-date. Wall Street’s current consensus is a moderate sell, with many analysts assigning a clear sell rating. The company’s actual subscription revenue fell 16% year over year. Total revenue fell 46% year over year, and management lowered fiscal 2026 guidance by about $51 million.
The company is now exploring strategic options, including a possible sale, after its founder stepped aside for health reasons. C3.ai still carries a forward price-to-sales multiple that doesn’t reflect a business with shrinking billings, deteriorating free cash flow margins, and go-to-market issues.
The most followed valuation story shows C3.ai’s fair value at around $6 per share, with the stock currently trading close to $8.50. Math is holding up to a hype story that has run out of substance.
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JPMorgan Chase is an advertising partner of Motley Fool Money. Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends JPMorgan Chase, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends C3.ai and Linde. Motley Fool has a disclosure policy.
2 AI stocks Wall Street says could rise 70% or more from here, and 1 says it’s an immediate selloff Originally published by The Motley Fool.
