With major indexes still moving unevenly as investors weigh earnings results and geopolitical tensions in the Middle East, some market watchers are steering attention toward companies that may have stronger long-term growth profiles. According to TipRanks, several top-ranked Wall Street analysts currently favor CrowdStrike, AST SpaceMobile, and Broadcom for reasons tied to expanding demand in cybersecurity, satellite connectivity, and artificial intelligence infrastructure.
CrowdStrike drew a more upbeat view from Stifel analyst Adam Borg, who reiterated a buy rating and lifted his price target to $230 from $220 after meeting with the company’s CFO in Europe. Borg said the discussions reinforced his view that CrowdStrike is well placed as a cybersecurity platform vendor and could benefit from AI on both sides of the business: protecting AI systems and using AI to improve security. He pointed to rising demand tied to new software vulnerabilities and said that interest in CrowdStrike’s AI Detection & Response offering is helping widen the company’s pipeline. Borg believes the company can sustain revenue growth in at least the high-teens while improving profitability over time.
AST SpaceMobile also attracted a positive call from Piper Sandler’s Alexander Potter, who initiated coverage with a buy rating and a $100 price target. Potter prefers the stock over SpaceX and Rocket Lab, citing valuation and a clearer path to EBITDA upside. He highlighted AST SpaceMobile’s plan to build satellites that connect directly to smartphones, supporting services such as video calls, streaming, and gaming. He also noted partnerships and equity investments from major mobile operators including AT&T, Vodafone, Verizon, and Rakuten, saying the company’s approach gives it access to more than 3 billion subscribers. For Broadcom, Morgan Stanley’s Joseph Moore reiterated a buy rating and set a $502 target, saying the stock has lagged peers despite continued AI-related demand. Moore said he was surprised by the underperformance and pointed to concerns about competitor MediaTek as part of the backdrop.
Together, the three names reflect different ways analysts are positioning for growth: cybersecurity demand tied to AI, satellite-based mobile coverage, and AI chip and networking infrastructure. The common thread, according to the report, is that each company is seen as having room to benefit from long-term secular trends even as broader markets remain volatile.
Source: cnbc.com
