Big Analyst Calls on Major Companies

Barclays has initiated coverage of CEG with an Overweight rating and a price target of $211, signaling confidence in the company's future performance. Meanwhile, the firm has reaffirmed its Overweight stance on Disney, despite the entertainment giant's recent earnings report. In contrast, Intel continues to struggle, with analysts noting a decline in market share across critical sectors such as AI, data centers, and personal computing, projecting ongoing challenges through 2025. In a positive shift, Redburn Atlantic Equities has upgraded Vornado Realty Trust (VNO) to Outperform, raising its target price to $40, reflecting optimism about the company's prospects. The firm also reiterated its Buy ratings for Microsoft and Amazon, encouraging investors to capitalize on any dips in these stocks. Micron Technology has emerged as a top pick, with analysts suggesting that the ongoing DRAM upturn, driven by reduced capacity, will support better-than-expected pricing in the third quarter of 2024. Despite a mixed quarter for Arm Holdings, which reported solid results but a weak guidance for the second quarter of 2025, the company remains a leader in mobile computing and is expanding its influence in AI. Mizuho has initiated coverage of Westlake Chemical with an Outperform rating, while Bank of America has downgraded Topgolf to Neutral, citing a challenging outlook despite attractive valuations. Additionally, Bank of America and JPMorgan have maintained their Buy and Overweight ratings on Shopify and SolarEdge, respectively, following their earnings reports.