Wall Street Predicts These 3 AI Stocks Will Double in 4 Years

Wall Street analysts can’t get enough of AI stocks. Many equities in this category have soared past the S&P 500 while delivering tremendous revenue growth. Strong fundamentals imply the rallies for some AI stocks may be just getting started, and bullish ratings from Wall Street imply that these three AI stocks can double within the next three years.

Micron

While most investors are focused on AI chips, savvy investors are looking at companies that produce key components of AI infrastructure. Micron (NASDAQ:MU | MU Price Prediction) is one of those companies. It produces memory storage solutions that let AI chips handle intense workloads. The stock is up by more than 35% year-to-date, and its recent financial results suggest that the path to a $1 trillion market cap is  very feasible.

Revenue almost tripled year-over-year in Q2 FY26, and net income surged by 771% year-over-year. Micron also posted substantial sequential growth as the AI opportunity starts to materialize. The company also pivoted away from its consumer segment to fully focus on high-margin AI infrastructure.

Micron also posted stupendous guidance that implies the momentum will continue. The midpoint for Q3 FY26 revenue guidance stands at $33.5 billion, which represents a 40% sequential improvement on top of the most recent quarter’s blockbuster results.

IREN

IREN (NASDAQ:IREN) addresses the need for AI data centers. The company creates AI data centers from the ground up and owns the necessary energy and AI chips to power these sites. This level of control can lead to high margins in the future, but it has already established a strong demand for its services.

The company made headlines when it secured a 5-year, $9.7 billion deal with Microsoft (NASDAQ:MSFT) in November. The deal included a 20% prepayment and covers 200 megawatts. IREN now hasmore than 4.5 gigawatts in its pipeline after securing a 1.6 gigawatt site in Oklahoma earlier this year.

Some investors have been antsy as they wait for a new deal. IREN’s 1.4 gigawatt Sweetwater site coming online in April can be the catalyst, but the company’s recent actions suggest more deals will be on the way. The proven business concept with the Microsoft deal, the acquisition of the Oklahoma site, and the recent purchase agreement for over 50,000 Nvidia (NASDAQ:NVDA) GPUs all suggest demand is surging. While the next big deal is taking longer than some investors would like, the company’s prudent execution suggests that a lucrative deal may be announced in the upcoming months.

Corning

Corning (NYSE:GLW) is a leader in the high-performance fiber optics market. This technology connects all of the GPUs in AI data centers, making it a critical part of the AI bottleneck. The company, named after its Corning, NY, headquarters location, has surged by more than 160% over the past year. It’s one of the lesser-known AI stocks and still has an 0.88% yield, which is respectable for a growth stock.

Just like Micron, Corning stock had endured multiple years of stagnancy before its big AI boom. Luckily for shareholders, it isn’t just hype. Corning delivered 20% year-over-year revenue growth in Q4 2025, while citing a “significantly enhanced financial profile.” The firm expects year-over-year sales growth to accelerate in the first quarter and for the rest of the year. 

It’s also winning over big tech, which can unlock a gravy train of revenue. Earlier this year, Corning announced a multiyear $6 billion deal with Meta Platforms (NASDAQ:META) to develop critical technology for AI infrastructure needs. Corning is poised to win more contracts like this one as the AI buildout continues, especially if Meta Platforms likes the results of this agreement.