Observed Signal · Aug 23, 2026 · Analyst Rating Update · Source: CNBC Investing · Impact: 1/5 · Sentiment: Neutral
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.
Analyst ratings and price-target changes for three technology companies; relevant for investors but only indirectly related to AdTech/MarTech and not industry-shifting.
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Key Takeaways & Evidence Grounding
- Truist analyst Junaid Siddiqui reiterated a buy on CrowdStrike and raised his price target to $245 from $187.50.
- CrowdStrike was scheduled to announce fiscal second-quarter results on August 26, FY27.
- Evercore analyst Amit Daryanani reiterated a buy on Dell Technologies and raised his price target to $550 from $500; Dell shares had rallied 251% year-to-date.
- J.P. Morgan analyst Harlan Sur resumed coverage of SanDisk with a buy rating and a $2,250 price target; SanDisk has eight signed New Business Model (NBM) agreements with a total contract value of $94 billion.
- The article cites TipRanks as the source that ranks analysts and reports their historical success and average returns.
Connected Companies & Entities
7 Entities mapped“Cybersecurity company CrowdStrike Holdings (CRWD) is this week’s first stock pick....”
“Shares of personal computer maker Dell Technologies (DELL) have rallied 251% this year, driven by strong demand for AI servers....”
“SanDisk (SNDK) is benefiting from AI-driven demand for its memory and storage products....”
“Recently, Evercore analyst Amit Daryanani reiterated a buy rating on DELL and raised his price target to $550 from $500....”
“Following the company’s 2026 Investor Day event, J.P. Morgan analyst Harlan Sur resumed research coverage of SNDK with a buy rating and a pr...”
“Michael Nagle | Bloomberg | Getty Images (photo credit for image used in the article)....”
“Michael Nagle | Bloomberg | Getty Images (photo credit for image used in the article)....”
Ontology Mapping & Concepts
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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.
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.
Analysts Favor Amazon, SanDisk, Nebius for AI Growth
Top Wall Street analysts highlighted Amazon, SanDisk and Nebius as stocks with strong AI-driven growth potential. J.P. Morgan analyst Doug Anmuth reiterated a buy on Amazon and raised his price target to $280, citing AWS demand, capacity expansion and increased AI adoption (he cited an expanded AWS–OpenAI agreement and a projected $100B QoQ AWS backlog increase in Q1 2026). Bank of America’s Wamsi Mohan reaffirmed a buy on SanDisk with a $900 target, pointing to sustained NAND demand from hyperscalers, long-term supply agreements and product mix shifts toward cloud and eSSD. D.A. Davidson’s Alexander Platt raised his Nebius target to $200 after Nebius announced a $27 billion five‑year AI infrastructure agreement with Meta and cited additional large hyperscaler backlog (including a Microsoft contract).
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