Guggenheim Partners

Wall Street Analysts Back Three Long-Term Growth Stocks

Top Wall Street analysts highlighted three stocks they believe have strong long-term growth potential: CrowdStrike, AST SpaceMobile, and Broadcom. Stifel analyst Adam Borg reiterated a buy on CrowdStrike and raised his price target, citing AI-driven demand for cybersecurity and CrowdStrike’s expanded European partnership. Piper Sandler’s Alexander Potter initiated coverage of AST SpaceMobile with a buy and a $100 target, noting its space-based cellular broadband technology and partnerships with major mobile network operators. Morgan Stanley’s Joseph Moore reiterated a buy on Broadcom with a $502 target, emphasizing Broadcom’s advantages in AI chips, packaging, and networking despite competitive concerns from MediaTek. The article aggregates analyst ratings and the strategic drivers behind each company’s outlook.

Salesforce Agentforce Adoption Raises AI Readiness Concerns

Salesforce’s Agentforce — an agentic AI platform launched in 2024 — has seen slower-than-expected customer adoption, prompting analyst downgrades and large market-value declines. KeyBanc and Bernstein flagged weak adoption and product immaturity, with KeyBanc estimating roughly 23,000 of Salesforce’s 150,000 customers are using Agentforce. Analysts cite two primary barriers: poor data readiness across enterprise CRM systems and the platform remaining in proof-of-concept stages for many customers. Salesforce disputes the negative assessments, with CEO Marc Benioff calling critiques a “bad call” and pointing to internal metrics showing rapid product growth. Other firms (Andreessen Horowitz, Guggenheim, Monness Crespi Hardt) offered more positive views or upgraded ratings. The article argues marketers should prioritize data quality, integration, and governance before broad deployment of autonomous AI agents.

What Netflix Can Say After Earnings

Netflix, the dominant streaming platform, reports quarterly earnings after the bell on Thursday as analysts search for a meaningful catalyst to revive a stock that has fallen about 19% year-to-date and more than 40% over the past 12 months. Wall Street is focused on subscriber churn after price increases, engagement metrics, content spending and whether second-quarter subscriptions meet internal expectations. Some analysts hope M&A could provide a spark after consolidation moves elsewhere in the sector, while reports say Netflix is considering adding live TV and bundled subscriptions. A Guggenheim survey found Netflix was the top short idea ahead of the quarter. Analysts from Jefferies, Citigroup, Morgan Stanley and Bank of America have all flagged the lack of obvious near-term catalysts for the company.