Analysts See Upside in CrowdStrike, AST SpaceMobile and Broadcom

According to CNBC, top Wall Street analysts turned bullish on CrowdStrike Holdings, AST SpaceMobile and Broadcom, citing AI-driven demand, satellite broadband growth and continued strength in custom AI chips. Stifel raised its price target on CrowdStrike to $230 from $220 after European investor meetings, Piper Sandler initiated AST SpaceMobile at buy with a $100 target, and Morgan Stanley kept a buy rating on Broadcom with a $502 target. Stifel’s Adam Borg said CrowdStrike is well positioned as an AI beneficiary and said demand is boosting its pipeline and supporting fiscal 2027 net new annual recurring revenue guidance. Piper Sandler’s Alexander Potter said he prefers AST SpaceMobile because of its valuation and a clearer path to EBITDA upside, while Morgan Stanley’s Joseph Moore said Broadcom should retain majority share in Google’s tensor processing unit chip business and remain a core AI compute winner.