Observed Signal · Jul 26, 2026 · Financial Recommendation · Source: CNBC Investing · Impact: 2/5 · Sentiment: Positive
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.
Article reports analyst buy ratings and price targets for three technology-related companies; relevant to investors and provides insight on AI-driven demand and partnerships but not industry-shifting.
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Key Takeaways & Evidence Grounding
- Stifel analyst Adam Borg reiterated a buy rating on CrowdStrike and raised his price target to $230 from $220.
- CrowdStrike announced an expanded partnership with Schwarz Digits to bring its Falcon platform to European enterprises.
- Piper Sandler analyst Alexander Potter initiated coverage of AST SpaceMobile with a buy rating and a $100 price target.
- AST SpaceMobile builds satellites that connect directly to smartphones and has collaborated with or received equity investments from AT&T, Vodafone, Verizon, and Rakuten.
- Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom with a $502 price target and expects Broadcom to retain roughly 80% share as a TPU supplier.
Connected Companies & Entities
13 Entities mapped“Recently, Piper Sandler analyst Alexander Potter initiated coverage of space-related stocks....”
“Finally, let’s look at Broadcom, a provider of custom AI chips and networking solutions....”
“While the analyst assigned AST SpaceMobile a buy rating with a price target of $100, he has a neutral stance on rocket builders SpaceX and R...”
“Additionally, Potter noted that ASTS has collaborated with and received equity investments from some of the largest MNOs, including AT&T, Vo...”
“Moore cited concerns that competitor MediaTek could gain market share from Broadcom in Google’s tensor processing unit chip business and inv...”
“Recently, Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom stock with a price target of $502....”
““AVGO should retain majority share, sustain strong AI growth, and remain a core compute winner, close behind NVDA,” said Moore....”
“Additionally, Potter noted that ASTS has collaborated with and received equity investments from some of the largest MNOs, including AT&T, Vo...”
“Additionally, Potter noted that ASTS has collaborated with and received equity investments from some of the largest MNOs, including AT&T, Vo...”
Ontology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Wall Street Backs Three AI-Linked Growth Stocks
Top Wall Street analysts highlighted three technology companies—CrowdStrike, Dell Technologies and SanDisk—as having strong long-term growth potential driven in part by AI-related demand. Truist analyst Junaid Siddiqui reiterated a buy on CrowdStrike and raised his price target ahead of the company’s fiscal Q2 FY27 results. Evercore’s Amit Daryanani reiterated a buy on Dell and lifted his price target, citing an underappreciated Storage business alongside AI server demand. J.P. Morgan’s Harlan Sur resumed coverage of SanDisk with a buy and a high price target, pointing to signed long-term agreements (NBMs), NAND market growth, and new BiCS10 technology as key drivers. The article cites TipRanks for analyst rankings and performance metrics.
Top analysts favor Amazon, Marvell and AMD long-term
Top Wall Street analysts highlighted three long-term stock picks: Amazon, Marvell Technology and Advanced Micro Devices. TD Cowen analyst John Blackledge reiterated a buy on Amazon, citing strength in AWS, e-commerce and advertising and set a $340 price target. RBC Capital analyst Srini Pajjuri reiterated a buy on Marvell with a $360 target, forecasting sustained 40%+ growth driven by AI demand, optical connectivity and custom programs with large cloud providers. Wells Fargo analyst Aaron Rakers reaffirmed a buy on AMD, raised his price target to $615, and noted AI GPU and server CPU demand including MI450 and Helios ramps. The article cites TipRanks rankings when discussing analyst performance and situates the recommendations amid broader investor concerns about geopolitical tensions and the sustainability of AI-driven infrastructure spending.
Wall Street: AI Boosts Cybersecurity Stocks
Wall Street analysts are reframing AI as a tailwind for cybersecurity companies, citing increased demand for security as AI systems expand attack surfaces. Mizuho upgraded CrowdStrike to outperform and raised its price target to $520, citing healthy platform demand and strong AI security offerings. JPMorgan identified CrowdStrike and Palo Alto Networks as likely beneficiaries of threats tied to foundation models and agentic AI. The article notes partnerships such as Anthropic’s Project Glasswing (which named CrowdStrike and Palo Alto as partners) and highlights product and sales catalysts like CrowdStrike’s Falcon Flex and hyperscaler demand. Jim Cramer and his Investing Club hold both names (CrowdStrike rated strongly; Palo Alto rated a 3 to trim into strength). Stock moves and ETF exposures (IGV software ETF) suggest investor sentiment is shifting toward viewing AI as increasing security spend rather than stealing market share.
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