Arabic version: محللون يسلطون الضوء على كراود سترايك وAST سبيس موبايل وبرودكوم
According to Cnbc, leading Wall Street analysts see long-term growth potential in CrowdStrike, AST SpaceMobile and Broadcom as major indexes remain volatile. The recommendations, drawn from analysts tracked by TipRanks, focus on companies positioned to benefit from cybersecurity demand, space-based cellular broadband and artificial-intelligence infrastructure.
Stifel analyst Adam Borg reiterated a buy rating on CrowdStrike and lifted his price target to $230 from $220 after European investor meetings with the company’s chief financial officer. Borg said the cloud-native cybersecurity provider is well positioned as an AI beneficiary through its portfolio, data set and ability to secure AI while using AI to improve security. He said AI-related vulnerabilities are increasing cybersecurity demand and interest in CrowdStrike’s AI Detection & Response offering. Borg expects multiple growth drivers to support at least high-teens revenue growth and improved profitability in the years ahead.
Piper Sandler analyst Alexander Potter initiated coverage of AST SpaceMobile with a buy rating and a $100 price target. AST SpaceMobile is building a global cellular broadband network in space, using satellites designed to connect directly to smartphones. Potter said the technology could help mobile network operators broaden coverage and offer services to travelers and people in remote areas. He also cited the company’s collaborations and equity investments from AT&T, Vodafone, Verizon and Rakuten, saying those relationships provide access to more than 3 billion subscribers.
Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom with a $502 price target. Moore said Broadcom’s shares had underperformed peers despite continued AI-driven demand, with concerns including MediaTek’s growing role in Google’s tensor processing unit chip business. However, he expects Broadcom to remain the major TPU supplier with about 80% market share and said fears of a decline to 50% or an eventual replacement are premature. Moore cited Broadcom’s high-bandwidth memory supply advantage, chip packaging, large-scale production, AI ASIC chip position, networking business and new customer wins.
