2 of Robinhood's Top 10 Stocks Are Best Buys According to Wall Street

By Leo Sun – Feb 18, 2026 at 4:30PM ESTKey PointsAlphabet and Amazon are two of Robinhood’s top stocks.Alphabet is evolving into a leading AI play.Amazon’s e-commerce and cloud businesses are firing on all cylinders.We’re bullish on these 10 stocks ›NASDAQ: HOODRobinhood MarketsMarket Cap$68BToday's Changeangle-down(-0.30%) $0.23Current Price$75.21Price as of February 18, 2026 at 3:58 PM ETAlphabet and Amazon are both reliable evergreen stocks.Robinhood (HOOD 0.30%), the online brokerage that popularized commission-free trades, is often associated with meme stocks and riskier investments. Yet according to Robinhood, the ten most owned stocks across its platform are Amazon (AMZN +1.81%), Apple, Alphabet (GOOGL +0.43%)(GOOGL +0.43%), Tesla, Nvidia, Palantir, Meta Platforms, Microsoft, Netflix, and Ford Motor Company. All of those stocks, with the exception of Palantir, can be considered blue chip stocks. Therefore, the average Robinhood investor still seems focused on higher-growth tech plays -- but they're not all chasing volatile meme stocks like Gamestop. Image source: Getty Images. Out of those ten stocks, two stocks have secured more buy ratings from Wall Street analysts than all the others: Alphabet and Amazon, which are tied at 58 buy ratings as of this writing. Let's see why these two stocks stand above the rest -- and if they're worth buying right now. Alphabet is becoming an AI play Alphabet's Google already owns the world's top search engine, mobile operating system (Android), web browser (Chrome), webmail platform (Gmail), and streaming video service (YouTube). It also operates one of the world's leading cloud infrastructure platforms and cloud-based productivity suites, and its Gemini generative AI platform is growing rapidly. ExpandNASDAQ: GOOGLAlphabetToday's Change(0.43%) $1.31Current Price$303.33Key Data PointsMarket Cap$3.7TDay's Range$301.25 - $305.3852wk Range$140.53 - $349.00Volume28MAvg Vol38MGross Margin59.68%Dividend Yield0.27% Google's massive ecosystem makes it one of the most balanced ways to profit from the secular expansion of the digital advertising, cloud infrastructure, and AI markets. Its platform is a gold mine of data for targeted ads and generative AI services, and it can easily bundle its services to fend off smaller competitors in those markets. Antitrust regulators have consistently targeted it, but it has weathered numerous such probes and lawsuits over the past decade. Google still generates most of its revenue from targeted ads, but it's been diversifying its business with subscription-based services (such as Google One and YouTube Premium).

Its Google Cloud platform is also growing rapidly as more companies upgrade their cloud infrastructure to handle the latest generative AI applications. From 2025 to 2028, analysts expect Alphabet's revenue and EPS to grow at CAGRs of 15% and 12%, respectively. It's still reasonably valued at 26 times this year's earnings, and it has plenty of room to grow as the cloud and AI markets expand. Amazon's core businesses will keep growing Amazon is already the world's largest e-commerce and cloud infrastructure company. It generates most of its revenue from its retail business, but most of its profits actually come from Amazon Web Services (AWS), the world's largest cloud infrastructure platform. ExpandNASDAQ: AMZNAmazonToday's Change(1.81%) $3.64Current Price$204.79Key Data PointsMarket Cap$2.2TDay's Range$201.51 - $206.8652wk Range$161.38 - $258.60Volume51MAvg Vol47MGross Margin50.29% AWS' profits enable Amazon's retail business to expand through lower-margin, loss-leading strategies. That's why it can continuously attract more Prime members through its exclusive discounts, free shipping, streaming services, and other perks. It's already locked in more than 240 million Prime members worldwide, which gives it a wide moat against other retailers. Amazon's e-commerce business will continue to grow as it upgrades its logistics networks, accelerates its shipping capabilities, and expands into new regions. Its cloud infrastructure business will also benefit from the AI market's breakneck growth. To capitalize on that trend, it's rolling out more AI development tools, purpose-built AI services, and machine learning services. It's also expanding its higher-margin advertising business into a secondary profit engine. From 2025 to 2028, analysts expect Amazon's revenue and EPS to grow at CAGRs of 12% and 18%, respectively. It also doesn't seem pricey at 26 times this year's earnings, and it could have plenty of upside potential as its e-commerce and cloud businesses evolve and expand. Should you buy Alphabet and Amazon right now? I believe Alphabet and Amazon are both evergreen stocks that deserve Wall Street's bullish ratings. It's encouraging to see Robinhood's investors stick with these two stocks rather than more speculative ones, and they're still both worth buying in this choppy market.Read NextJan 9, 2026 •By Marc Guberti1 Stock I'd Buy Before DEO in 2026Oct 1, 2025 •By John BallardThe Secret to Finding the Next Amazon Is Hiding in Plain SightDec 25, 2021 •By Will Healy2 Robinhood Stocks to Buy Before the Year EndsDec 15, 2021 •By James Brumley4 Robinhood Stocks Investors Can't Get Enough OfAug 17, 2021 •By John BallardCould Robinhood Stock Help You Become a Millionaire By 2030?About the AuthorLeo Sun is a contributing Motley Fool stock market analyst who has worked with the company since 2013, covering technology, consumer goods, industrial, and financial sectors. He became a self-made millionaire by age 40 through long-term investing, crediting lessons from Warren Buffett and Peter Lynch. Leo is a regular guest on CNBC Asia providing stock analysis on Chinese technology companies, including Tencent, Baidu, and Alibaba. He previously wrote for InvestorGuide and holds a bachelor’s degree in English from the University of Texas at Austin.TMFSunLionX@TMFSunLionStocks MentionedRobinhood MarketsNASDAQ: HOOD$75.21 (0.30%) $0.23AlphabetNASDAQ: GOOGL$303.45 (+0.47%) $+1.43AmazonNASDAQ: AMZN$204.79 (+1.81%) $+3.64Meta PlatformsNASDAQ: META$643.67 (+0.69%) $+4.38NetflixNASDAQ: NFLX$78.06 (+1.38%) $+1.06MicrosoftNASDAQ: MSFT$399.83 (+0.75%) $+2.97AppleNASDAQ: AAPL$264.64 (+0.29%) $+0.76Ford Motor CompanyNYSE: F$13.87 (1.88%) $0.27TeslaNASDAQ: TSLA$411.42 (+0.19%) $+0.79NvidiaNASDAQ: NVDA$188.19 (+1.74%) $+3.21GameStopNYSE: GME$23.90 (+2.75%) $+0.64Palantir TechnologiesNASDAQ: PLTR$135.42 (+1.80%) $+2.40*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.