Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Management raised full-year 2026 adjusted EPS guidance to $15.00 to $17.00. Our read is BUY with 31.18% upside to $324.47 and a 94% bullish analyst consensus (62 buy or strong buy ratings, 0 sells). CEO Gail Boudreaux told investors, "We are raising our 2026 adjusted EPS guidance to at least $27.00... reinforce our confidence in returning to at least 12% adjusted EPS growth in 2027." Four of the five carry BUY conviction with double-digit or better base case upside from current levels.