Widely followed tech analyst Dan Ives of Wedbush Securities has updated his closely watched “AI 30” list. Ives added fresh names like CrowdStrike (CRWD), Roblox (RBLX), GE Vernova (GEV), and Nebius (NBIS). Meanwhile, he removed previous picks such as CyberArk (CYBR), C3.ai (AI), Adobe (ADBE), and Elastic (ESTC) from the lineup.
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For context, the “AI 30” list is a selection of 30 tech companies chosen by Ives and his team at Wedbush. Ives has been following the tech sector on Wall Street for more than two decades. He serves as Managing Director and Senior Equity Research Analyst at Wedbush Securities. Notably, he holds a solid 4.6-star rating on TipRanks and is ranked 890 out of nearly 10,000 analysts tracked.
Ives Refreshes AI Stock Picks
In his Sunday note, Ives announced the addition of four new names to his “AI 30” list. Cybersecurity company CrowdStrike made to the list as demand for data protection rises alongside AI adoption. At the same time, electric services company GE Vernova was highlighted as a key player in powering the growing AI data center build-out.
In addition, gaming platform firm Roblox joined the list with its AI-driven discovery tools, boosting user engagement and monetization potential. Finally, Nebius, a cloud infrastructure provider backed by Nvidia (NVDA), earned a spot as demand for its services continues to outpace supply.
Ives believes his “AI 30” listed companies will “define the future of the AI theme over the coming years.” The list also powers the Dan Ives Wedbush AI Revolution ETF (IVES), which was launched in Q2. Since its inception, the fund has gained 11.4%.
Which of Dan Ives’ Fresh AI Stock Picks Is the Smartest Buy?
Using TipRanks’ Stock Comparison Tool, we placed CRWD, RBLX, GEV, and NBIS against each other to find the best stock, according to analysts. Among these companies, RBLX and NBIS are rated Strong Buy by analysts. However, the upside potential differs significantly. RBLX’s stock price target of $146.35 implies an upside of 22% from current levels, while Nebius offers a modest 3% upside.
On the other hand, CRWD and GEV are rated Moderate Buy by analysts.
