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.
-----
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.
-----
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.
-----
Bristol-Meyers Squibb target raised at Citigroup
BMY price target increased to $40, Citigroup said. Adding Dapagliflozin sales into model. Maintain Buy rating.
-----
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.
-----
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.
-----
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.
-----
Davita estimates increased at UBS
DVA estimates raised through 2011, UBS said. More pronounced EPO utilization decline. Maintain $90 price target and Buy rating.
-----
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.
-----
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.
-----
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.
-----
Entergy estimates, target raised at UBS
Shares of ETR now seen reaching $70, according to UBS. Estimates also increased to reflect guidance. Neutral rating.
-----
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.
-----
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.
-----
Hub Group downgraded at Baird
HUBG was downgraded from Outperform to Neutral, Robert Baird said. $36 price target. Pricing trends appear to be decelerating.
-----
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.
-----
Landstar downgraded at Baird
LSTR was downgraded from Outperform to Neutral, Robert Baird said. $51 price target. Truck pricing trends are moderating.
-----
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.
-----
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.
-----
Lorillard estimates lowered at UBS
LO estimates lowered through 2012, UBS said. Higher assumed interest expense. Maintain $124 price target and Buy rating.
-----
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.
-----
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.
-----
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.
-----
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.
-----
Netflix estimates, target cut at UBS
Shares of NFLX now seen reaching $90, according to UBS. Estimates also lowered on lowered guidance. Neutral rating.
-----
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.
-----
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.
-----
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.
-----
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.
-----
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.
-----
Sysco estimates upped at Morgan Stanley
SYY estimates were boosted through 2014, Morgan Stanley said. Company is facing potential margin headwinds. Equal-weight rating.
-----
Teradata rated new Neutral at UBS
TDC was initiated with a Neutral rating, UBS said. $62 price target. Best of breed data warehouse vendors.
-----
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.
-----
Texas Instruments numbers adjusted at UBS
Shares of TXN now seen reaching $35, according to UBS. Estimates lowered on soft outlook. Maintain Buy rating.
-----
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.
-----
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.
-----
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.
-----
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.
