Analyst Alerts: ARM Holdings, Walt Disney, Caribou Coffee, Martin Marietta, RealD May 7th

ARM Holdings plc (NASDAQ:ARMH): Piper Jaffray views shares of ARM Holdings as compelling and said it would be aggressive buyers of the stock at current levels. The firm sees a number of catalysts for shares over the next several quarters and keeps an Overweight rating on the name with a $34 price target.

Walt Disney Co. (NYSE:DIS): Deutsche Bank raised its estimates and price target for Disney and believes the company has favorable dynamics and strong competitive positions. The firm keeps a Buy rating on the stock.

Caribou Coffee Company, Inc. (NASDAQ:CBOU): William Blair sees value in shares of Caribou Coffee (NASDAQ:CBOU) following the pullback on Green Mountain’s (NASDAQ:GMCR) lowered guidance. The firm estimates Caribou Coffee received 17% of sales and 28% of segment-level profit in 2011 from its Green Mountain relationship, but points out the stock is down 27% since the Green Mountain announcement. William Blair also estimates Starbucks (NASDAQ:SBUX) and Dunkin’ Brands (NASDAQ:DNKN) will generate roughly 2% of total revenue from K-Cups in 2012. The firm has Outperform ratings on Caribou Coffee, Starbucks and Dunkin’ Brands and recommends buying shares of Caribou on the recent pullback.

Martin Marietta Materials Inc. (NYSE:MLM): Jefferies views the four month injunction against Martin Marietta (NYSE:MLM) from proceeding with its merger attempt with Vulcan Materials (NYSE:VMC) as a setback, but says the upcoming Department of Justice decision on the assets that need to be divested remains the key decision. The firm has a Buy rating on Martin Marietta shares.

RealD Inc. (NYSE:RLD): William Blair believes shares of RealD remain attractive after Titanic and the Avengers both posted stronger than expected 3D results. The firm points out The Avengers registered an opening weekend 3-D viewership rate of 52%.

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