Arabic version: المحللون يدعمون نمو كراودسترايك وديل وسان ديسك
According to Cnbc, top Wall Street analysts remain positive on CrowdStrike, Dell Technologies and SanDisk, citing long-term growth opportunities tied to cybersecurity, artificial intelligence infrastructure and storage. The outlook comes as geopolitical uncertainty in the Middle East and soaring bond yields weighed on global markets, while investors assessed AI-stock valuations and the sustainability of infrastructure spending.
Truist analyst Junaid Siddiqui reiterated a buy rating on CrowdStrike ahead of its fiscal second-quarter results scheduled for August 26, lifting his price target to $245 from $187.50. He pointed to Falcon Flex adoption, large-deal activity and momentum in emerging products. Siddiqui said he is focused on the durability of growth catalysts including platform consolidation and AI-led demand. CrowdStrike’s fiscal 2027 outlook assumes continued strength in net new annual recurring revenue.
Evercore analyst Amit Daryanani also reiterated a buy rating on Dell and raised his price target to $550 from $500. Dell shares have climbed 251% this year on demand for AI servers. Daryanani said the company’s Storage business is underappreciated and could support revenue, profit and margin expansion as enterprises bring workloads back on-premises. He estimated Storage accounts for 10% of fiscal 2027 revenue and carries a higher operating-margin profile than AI servers.
J.P. Morgan analyst Harlan Sur resumed coverage of SanDisk with a buy rating and a $2,250 price target after the company’s 2026 Investor Day. Sur said AI inference is driving a structural shift in NAND demand and highlighted SanDisk’s long-term agreements, technology and exposure to data-center demand. SanDisk has eight signed New Business Model agreements with total contract value of $94 billion and gross margin of about 80% at floor pricing, according to Sur.
