CrowdStrike gets a $230 target from Stifel, AST SpaceMobile a $100 target from Piper Sandler, and Broadcom a $502 target from Morgan Stanley.
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Stifel analyst Adam Borg reiterated a buy rating on CrowdStrike Holdings and raised his price target to $230 from $220. After hosting European investor meetings with the CFO, Borg said the sessions increased his confidence that CrowdStrike is an "important, well-positioned cybersecurity platform vendor" that benefits from AI. The technology presents new software vulnerabilities that less sophisticated hackers can exploit, Borg noted. Companies are making cybersecurity a top priority, driving interest in the new AI Detection & Response solution and the broader Falcon platform. AI-related demand is expanding the pipeline and supporting confidence in the fiscal 2027 net new annual recurring revenue guidance, he added. CrowdStrike has multiple growth drivers that can sustain revenue growth in the high teens and improve profitability, Borg said. He ranks No. 651 among more than 12,300 analysts tracked by TipRanks, with a 65% success rate on his ratings. The stock carries an Alpha Score of 48 out of 100 from AlphaScala, labeled Mixed. CRWD stock page.
Piper Sandler analyst Alexander Potter initiated coverage of AST SpaceMobile with a buy rating and a $100 price target. Potter said he prefers the company over rocket builders SpaceX and Rocket Lab because of its "more palatable valuation and a clearer path to EBITDA upside." The company builds satellites that connect directly to smartphones, enabling network connectivity everywhere. Potter noted that AST SpaceMobile has collaborated with and received equity investments from large mobile network operators including AT&T, Vodafone, Verizon, and Rakuten. By working with these carriers instead of competing, the company gains access to more than 3 billion subscribers. Potter ranks No. 708 among analysts tracked by TipRanks, with a 48% success rate and an average return of 17.2% on his ratings.
Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom with a price target of $502. Moore said he is surprised by the stock's underperformance this year relative to peers, given continued AI-driven demand momentum. He acknowledged concerns that competitor MediaTek could gain market share in Google's tensor processing unit (TPU) chip business. Moore argued that MediaTek's role is growing but unlikely to disrupt Broadcom's position significantly. He expects Broadcom to remain the major TPU supplier, holding about 80% market share. "AVGO should retain majority share, sustain strong AI growth, and remain a core compute winner, close behind NVDA," Moore said. He cited Broadcom's advantage in high-bandwidth memory supply, chip packaging capabilities, and large-scale production. The analyst ranks No. 148 among analysts tracked by TipRanks, with a 60% success rate and an average return of 25.5% on his ratings. Broadcom has an Alpha Score of 59 out of 100 from AlphaScala, labeled Moderate. AVGO stock page.
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