Analysts are intrested in these 5 stocks: ( (SMTC) ), ( (EA) ), ( (CELH) ), ( (FCX) ) and ( (CRWV) ). Here is a breakdown of their recent ratings and the rationale behind them.
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Semtech is gaining attention from analysts with a recent upgrade to ‘Buy’ by Rick Schafer, who sees strategic growth opportunities in Active Copper Cable (ACC) and Linear Pluggable Optics (LPO) for data centers. The company is also experiencing increased adoption of LoRa technology in various sectors, including drones and robotics. Another analyst, Joshua Buchalter, initiated coverage with a ‘Buy’ rating, highlighting Semtech’s alignment with datacenter connectivity and its potential to generate significant revenue from this sector by 2029.
Electronic Arts (EA) is in the spotlight as it is being taken private by a consortium including Silver Lake and the Saudi PIF at $210 per share. Analysts James Heaney and Doug Creutz both downgraded EA to ‘Hold’, citing limited likelihood of competing bids and regulatory hurdles. The deal is expected to close by spring 2026, with EA continuing its operations under current management.
Celsius Holdings is on the rise, with analyst Eric Serotta upgrading the stock to ‘Buy’ and setting a price target of $70. The company is expected to see a reacceleration in growth, driven by its partnership with Pepsi and favorable pricing dynamics. The transition of Alani to the Pepsi system is anticipated to boost sales, and the company is poised to benefit from a low demand elasticity environment.
Freeport-McMoRan has caught the attention of analysts, with Lawson Winder and Daniel Major both upgrading the stock to ‘Buy’. Despite recent challenges at the Grasberg mine, analysts see the market as overly pessimistic about the company’s prospects. The copper market is expected to tighten, and Freeport-McMoRan is seen as attractively valued with potential for significant upside as operations normalize.
CoreWeave is emerging as a key player in the AI infrastructure space, with analyst Amit Daryanani initiating coverage with a ‘Buy’ rating and a $175 price target. The company is positioned as an ‘Infrastructure-as-a-Service’ provider for AI-centric customers, with strong growth prospects driven by partnerships with major players like NVIDIA and Google. CoreWeave’s ability to efficiently manage AI workloads sets it apart from competitors, making it a compelling investment opportunity.