As major indexes swing through volatility driven by earnings reports and Middle East geopolitical tensions, several highly ranked Wall Street analysts are pointing investors toward stocks they believe have the fundamental strength to deliver long-term returns.
According to TipRanks, which tracks analyst performance, three companies stand out in recent analyst recommendations: CrowdStrike Holdings, AST SpaceMobile, and Broadcom. Each analyst backing these names ranks among the platform’s top performers based on historical accuracy and returns.
CrowdStrike’s AI-Driven Cybersecurity Opportunity
Stifel analyst Adam Borg recently raised his price target on CrowdStrike to $230 from $220 while maintaining a buy rating. The adjustment came after the analyst hosted investor meetings in Europe with the company’s CFO, which reinforced his view of CrowdStrike as a well-positioned cybersecurity platform benefiting from artificial intelligence trends.
Borg highlighted a significant shift in the cybersecurity landscape: AI is creating new software vulnerabilities that less sophisticated hackers can now exploit with capabilities previously reserved for state-sponsored groups. This development has elevated cybersecurity to a top priority for many companies, driving interest in CrowdStrike’s AI Detection & Response solution.
The analyst noted that AI-related demand is expanding CrowdStrike’s sales pipeline and supporting the company’s higher net new annual recurring revenue guidance for fiscal 2027. Borg believes multiple growth drivers should enable the company to maintain revenue growth in at least the high-teens percentage range while improving profitability in coming years.
CrowdStrike recently announced an expanded partnership with Schwarz Digits to bring its Falcon platform to European enterprises, further extending its reach.
Borg ranks among the top analysts tracked by TipRanks, with a track record showing 65% of his ratings proving profitable and delivering an average return of 15%.
AST SpaceMobile’s Satellite Network Vision
Piper Sandler analyst Alexander Potter initiated coverage of space-related stocks with a buy rating on AST SpaceMobile and a $100 price target. The company is building a global cellular broadband network in space designed to connect directly to smartphones.
Potter cited a more attractive valuation and clearer path to positive earnings before interest, taxes, depreciation, and amortization as reasons for favoring AST SpaceMobile over rocket builders like SpaceX and Rocket Lab.
The analyst explained that AST SpaceMobile’s satellites enable network connectivity for users anywhere, supporting applications including video calls, streaming, and gaming. The technology helps mobile network operators expand coverage and offer services to travelers and users in remote locations.
Importantly, AST SpaceMobile has established partnerships and received equity investments from major carriers including AT&T, Vodafone, Verizon, and Rakuten. By collaborating with these operators rather than competing against them, the company gains potential access to more than 3 billion subscribers, according to Potter.
Potter’s ratings have been profitable 48% of the time, with an average return of 17.2%.
Broadcom’s Position in AI Chips
Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom with a $502 price target, expressing surprise at the stock’s underperformance this year relative to peers despite continued momentum in AI-driven demand.
Moore acknowledged investor concerns about competitor MediaTek potentially gaining market share in Google’s tensor processing unit chip business, as well as preference for faster-growing AI chip names. However, he argued that fears about Broadcom losing significant TPU market share appear premature.
The analyst expects Broadcom to maintain its position as the major TPU supplier with approximately 80% market share. Moore believes concerns about a decline to 50% share or eventual replacement are overblown.
Moore’s bullish case rests on Broadcom’s advantages in high-bandwidth memory supply, chip packaging capabilities, and large-scale production. He also pointed to the company’s dominance in AI ASIC chips, strong networking business, and new customer wins as supporting factors.
Among more than 12,300 analysts tracked by TipRanks, Moore ranks highly with a 60% success rate and an average return of 25.5% on his ratings.
Source: www.cnbc.com — https://www.cnbc.com/2026/07/26/top-analysts-back-these-3-stocks-for-their-long-term-growth-potential.html
This article is for informational purposes only and does not constitute financial, investment, tax, or legal advice. Do your own research and consult a licensed professional before making financial decisions.
