Thursday's biggest analyst calls: Micron, Apple, Intel and more

Wall Street analysts issued a series of new ratings and pricetarget changes on Thursday across technology, finance, and consumer companies, with Micron, Apple, Intel, SanDisk, Netflix, Qualcomm, and CoreWeave among the names mentioned. Bank of America reiterated Micron as a buy after the chipmaker's earnings report, saying memory pricing appears stronger for longer and that AIrelated demand is supporting the cycle. Barclays kept Apple at underweight, pointing to an uncertain growth outlook, regulatory risks in services, and a lack of clarity around its AI strategy. Other calls included Goldman Sachs starting Intel at neutral, Morgan Stanley upgrading Qualcomm to equal weight, and Rosenblatt initiating CoreWeave at buy. Analysts also raised or lowered views on companies including SanDisk, Netflix, Workday, JFrog, Xylem, and Keurig Dr Pepper, citing valuation, demand trends, margins, and other business factors.