Analyst Actions -- 10/25/2011

 | Oct 25, 2011 | 10:45 AM EDT  | Comments
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Amgen estimates, target increased at BMO

AMGN estimates were raised through 2012, BMO Capital said. Core growth could reaccelerate in the coming quarters. Outperform rating and new $73 price target.

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Bank of Hawaii numbers increased at Credit Suisse

BOH estimates were raised through 2012, Credit Suisse said. The company's portfolio is growing. Neutral rating and new $46 price target.

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Beam estimates, target boosted a Goldman

Shares of BEAM now seen reaching $52, according to Goldman Sachs. Estimates also upped, given higher realized organic growth. Buy rating.

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Bristol-Meyers Squibb target raised at Citigroup

BMY price target increased to $40, Citigroup said.  Adding Dapagliflozin sales into model.  Maintain Buy rating. 

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Caterpillar estimates, target raised at Credit Suisse

Shares of CAT now seen reaching $117, according to Credit Suisse. Estimates also increased, to match the company's new guidance. Outperform rating.

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Caterpillar estimates, target increased at UBS

Shares of CAT now seen reaching $93, according to UBS.  Estimates also increased on 3Q beat and continuing strength of upcycle.  Neutral rating. 

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Darden Restaurants added to Top Picks Live at Citigroup

DRI was added to TPL, Citigroup said.  Expect casual dining to industry to hold up and margins to be good. 

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Davita estimates increased at UBS

DVA estimates raised through 2011, UBS said.  More pronounced EPO utilization decline.  Maintain $90 price target and Buy rating.

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Dow Chemical estimates, target lowered at UBS

Shares of DOW now seen reaching $38, according to UBS.  Estimates also lowered on softer macro picture and falling ethylene margins.  Buy rating.

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Eaton estimates, target upped at Goldman

ETN estimates were boosted through 2013, Goldman Sachs said. Company is seeing better underlying sales trends. Buy rating and new $53 price target.

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Eaton estimates, target increased at UBS

Shares of ETN now seen reaching $47, according to UBS.  Estimates also increased on solid bookings across most end markets.  Neutral rating. 

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Entergy estimates, target raised at UBS

Shares of ETR now seen reaching $70, according to UBS.  Estimates also increased to reflect guidance.  Neutral rating. 

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Fortinet estimates, target boosted at Jefferies

Shares of FTNT now seen reaching $23, according to Jefferies. Estimates also upped, given better deal volumes. Hold rating.

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Hexcel estimates, target increased at Keybanc

HXL estimates were raised through 2012, Keybanc said.  Company should continue to see strong aerospace demand. Buy rating and new $31 price target.

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Hub Group downgraded at Baird

HUBG was downgraded from Outperform to Neutral, Robert Baird said. $36 price target. Pricing trends appear to be decelerating.

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Kimberly-Clark estimates, target raised at UBS

Shares of KMB now seen reaching $77, according to UBS.  Estimates also increased as costs should fall, prices rise, downtime moderates slightly, and F/X should prove fairly neutral.  Buy rating.

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Landstar downgraded at Baird

LSTR was downgraded from Outperform to Neutral, Robert Baird said. $51 price target. Truck pricing trends are moderating.

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Landstar estimates, target boosted at Credit Suisse

Shares of LSTR now seen reaching $53, according to Credit Suisse. Estimates also upped, to match the company's new guidance. Outperform rating.

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Level 3 Communications rated new Neutral at Citigroup

LVLT was initiated with a Neutral rating, Citigroup said.  GLBC acquisition helps leverage, but valuation still at a premium. 

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Lorillard estimates lowered at UBS

LO estimates lowered through 2012, UBS said.  Higher assumed interest expense.  Maintain $124 price target and Buy rating. 

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Lululemon rated new Neutral at Janney

LULU was initiated with a Neutral rating, Janney Montgomery said. $57 price target. Company could be hurt by weaker global economic growth.

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Masco estimates raised at UBS

MAS estimates increased through 2011, UBS said.  Better than expected profitability drives 3Q outperformance.  Maintain $7.50 price target and Neutral rating.

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Netflix estimates, target reduced at Jefferies

Shares of NFLX now seen reaching $90, according to Jefferies. Estimates also cut, given slower domestic subscriber growth. Hold rating.

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Netflix downgraded at JP Morgan

NFLX was downgraded from Overweight to Neutral, JP Morgan said. $67 price target. Company is facing higher content costs and is losing subscribers.

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Netflix estimates, target cut at UBS

Shares of NFLX now seen reaching $90, according to UBS.  Estimates also lowered on lowered guidance.  Neutral rating. 

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Newfield estimates, target cut at Goldman

NFX estimates were reduced through 2013, Goldman Sachs said. Company is seeing lower production and higher cost. Buy rating and new $50 price target.

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Pharmaceutical Product Development downgraded  at Jefferies

PPDI was downgraded from Buy to Hold, Jefferies said. $33.25 price target. CRO industry sales growth remains slow.

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Pharmasset cut from US 1 List at BofA/Merrill

VRUS was removed from the US 1 list, according to Bank of America/Merrill Lynch said.

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Roper estimates, target raised at Oppenheimer

Shares of ROP now seen reaching $89, according to Oppenheimer. Estimates also increased, given solid organic growth. Perform rating.

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Saks estimates, target boosted at Credit Suisse

Shares of SKS now seen reaching $10.50, according to Credit Suisse. Estimates also upped, given improved productivity. Neutral rating.

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Sysco estimates upped at Morgan Stanley

SYY estimates were boosted through 2014, Morgan Stanley said. Company is facing potential margin headwinds. Equal-weight rating.

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Teradata rated new Neutral at UBS

TDC was initiated with a Neutral rating, UBS said.  $62 price target.  Best of breed data warehouse vendors.

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Texas Instruments estimates lowered at BMO

TXN estimates were cut through 2012, BMO Capital said. Core business is deteriorating and the NSM purchase will dilute earnings. Market Perform rating and $25 price target.

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Texas Instruments numbers adjusted at UBS

Shares of TXN now seen reaching $35, according to UBS.  Estimates lowered on soft outlook.  Maintain Buy rating.

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VF Corp. numbers raised at Credit Suisse

Shares of VFC now seen reaching $154, according to Credit Suisse. Estimates also increased, as the Timberland purchase should add to earnings. Outperform rating.

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VF Corp. numbers increased at UBS

Shares of VFC now seen reaching $152, according to UBS.  Estimates also increased on strong 3Q and Timberland expectations for 2012.  Buy rating.

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Warnaco downgraded at Wells

WRC was downgraded from Outperform to Market Perform, Wells Fargo said. Company could continue to see weaker demand for women's jeanswear.

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Wendy's estimates lowered at UBS

WEN estimates lowered through 2012 to reflect higher GAAP taxes, UBS said.  Maintain $6.30 price target and Buy rating.

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