Top Wall Street analysts back these 3 stocks for their long-term growth potential
Investors with a long-term horizon should look beyond the ongoing noise and focus on stocks that are well-positioned to generate strong returns.
Signage at the Broadcom Inc. headquarters in San Jose, California, June 2, 2025.
David Paul Morris | Bloomberg | Getty Images
Major indexes remain volatile as investors assess key earnings releases and geopolitical tensions in the Middle East. Investors with a long-term horizon should look beyond the ongoing noise and focus on stocks that are well-positioned to generate strong returns.
In this regard, recommendations of top Wall Street analysts can help shortlist stocks with robust growth opportunities. These experts conduct an in-depth analysis of all the macro and micro factors affecting a company, focusing on its long-term growth potential.
Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
CrowdStrike
CrowdStrike Holdings is a cloud-native cybersecurity provider. The company recently announced an expanded partnership with Schwarz Digits to bring its Falcon platform to European enterprises.
After hosting several European investor meetings with the CrowdStrike CFO, Stifel analyst Adam Borg reiterated a buy rating on CRWD stock and increased his price target to $230 from $220.
The five-star analyst said that the meetings increased his confidence about CrowdStrike being an "important, well-positioned cybersecurity platform vendor that is an AI beneficiary given its expansive portfolio, unique data set, and ability to both secure AI and use AI to improve security."
Among the key takeaways, Borg noted that AI is driving a major shift in cybersecurity demand as it presents software vulnerabilities that can be exploited by less sophisticated hackers with capabilities that were once limited to government-backed hacking groups. This has led to companies making cybersecurity a top priority, driving customer interest in CrowdStrike's new AI Detection & Response solution and its broader security platform.
Borg added that AI-driven demand is expanding CrowdStrike's pipeline and supporting confidence in the company's higher fiscal 2027 net new annual recurring revenue guidance issued last quarter. Overall, Borg believes that CrowdStrike has multiple growth drivers that can help maintain revenue growth in at least the high-teens and drive improved profitability in the years ahead.
Borg ranks No. 651 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 65% of the time, delivering an average return of 15%. See CrowdStrike Ownership Structure on TipRanks.
AST SpaceMobile
Moving on to AST SpaceMobile, a company building a global cellular broadband network in space. Recently, Piper Sandler analyst Alexander Potter initiated coverage of space-related stocks. While the analyst assigned AST SpaceMobile a buy rating with a price target of $100, he has a neutral stance on rocket builders SpaceX and Rocket Lab due to valuation concerns.
"We prefer ASTS, due to a more palatable valuation, and a clearer path to EBITDA upside," said Potter.
The five-star analyst highlighted that AST SpaceMobile builds satellites that connect directly to smartphones, ensuring network connectivity for users everywhere and enabling applications like video calls, streaming, and gaming. Potter added that ASTS' technology helps Mobile Network Operators, or MNOs, expand coverage and offer add-on services to travelers and users in remote locations.
Additionally, Potter noted that ASTS has collaborated with and received equity investments from some of the largest MNOs, including AT&T, Vodafone, Verizon and Rakuten. He explained that by working with these carriers instead of competing against them, ASTS gains access to more than 3 billion subscribers.
Potter ranks No. 708 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 48% of the time, delivering an average return of 17.2%. See AST SpaceMobile Technical Analysis on TipRanks.
Broadcom
Finally, let's look at Broadcom, a provider of custom AI chips and networking solutions. Recently, Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom stock with a price target of $502.
The five-star analyst is surprised by the underperformance of AVGO stock so far this year compared to its peers, especially given continued momentum in AI-driven demand. Moore cited concerns that competitor MediaTek could gain market share from Broadcom in Google's tensor processing unit chip business and investor preference for faster-growing AI chip names as reasons for the underperformance.
While Moore acknowledged that MediaTek's role in Google's TPU business is growing, he contends that it is unlikely to disrupt Broadcom's position significantly. He expects Broadcom to continue to be the major TPU supplier, with about 80% market share. Overall, Moore believes that concerns about a decline in AVGO's market share to 50% or its eventual replacement seem premature.
"AVGO should retain majority share, sustain strong AI growth, and remain a core compute winner, close behind NVDA," said Moore.
The analyst explained that his bullish outlook on Broadcom is based on the company's solid advantage in high-bandwidth memory supply, chip packaging capabilities, and large-scale production. Moore also highlighted AVGO's dominance in AI ASIC chips, strong networking business, and new customer wins.
Moore ranks No. 148 among more than 12,300 analysts tracked by TipRanks. His ratings have been successful 60% of the time, delivering an average return of 25.5%. See Broadcom Insider Trading Activity on TipRanks.
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