Analyst Actions -- 10/31/2011

 | Oct 31, 2011 | 10:30 AM EDT  | Comments
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Stock quotes in this article:

biib

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brcm

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cvx

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msft

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nwsa

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sndk

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cl

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csco

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wfm

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dis

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mdr

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intc

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fslr

Amerigroup estimates, target raised at Oppenheimer

Shares of AGP now seen reaching $66, according to Oppenheimer. Estimates also increased, to match the company's new guidance. Outperform rating.

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Arch Coal estimates, target boosted at Sterne Agee

Shares of ACI now seen reaching $25, according to Sterne Agee. Estimates also upped, given higher met coal pricing. Neutral rating.

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Avnet estimates, target upped at Credit Suisse

Shares of AVT now seen reaching $34, according to Credit Suisse. Estimates also boosted, to match the company's new guidance. Neutral rating.

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BE Aerospace numbers upped at Oppenheimer

BEAV estimates were boosted through 2012, Oppenheimer said. Company's backlog is building. Outperform rating and new $43 price target.

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Biogen numbers increased at UBS

Shares of BIIB now seen reaching $132, according to UBS.  Estimates also increased on solid 3Q performance in core products and upside from pipeline. 

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Broadcom upgraded at JMP

BRCM was upgraded from Market Perform to Market Outperform, JMP securities said.  $42 price target.  Industry checks point towards ongoing market share dominance.

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Cablevision Systems estimates, target lowered at UBS

Shares of CVC now seen reaching $16, according to UBS.  Estimates also lowered as EBITDA growth turns negative and revenue growth slows.  Neutral rating.

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Carter's downgraded at Sterne Agee

CRI was downgraded from Buy to Neutral, Sterne Agee said.  $43 price target.  Valuation call.

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Chevron downgraded at BofA Merrill

CVX was downgraded from Buy to Neutral, Bank of America Merrill Lynch said.  $127 price target.  Production stalls, capex risked higher.

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Chevron estimates increased at Jefferies

CVX estimates were raised through 2012, Jefferies said. Company is leveraged to higher energy prices. Buy rating and $120 price target.

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Cigna estimates, target increased at Oppenheimer

CI estimates were raised through 2012, Oppenheimer said. HS acquisition should add to earnings. Outperform rating and new $58 price target.

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Cisco Systems numbers upped at Oppenheimer

CSCO estimates were boosted through 2013, Oppenheimer said. Channel checks show solid business momentum. Outperform rating and new $21 price target.

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Colgate-Palmolive estimates reduced at Jefferies

CL estimates were cut through 2012, Jefferies said. Currency and margins are hurting earnings. Hold rating and $92 price target.

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Commercial Metals numbers lowered at Jefferies

CMC estimates were cut through 2012, Jefferies said. Earnings recovery may take longer than expected. Hold rating and new $14 price target.

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Complete Production Services downgraded at Canaccord

CPX was downgraded from Buy to Hold, Canaccord said.  $33 price target.  Investors can get better annualized returns in other completion names.

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Commvault estimates, target boosted at ThinkEquity

Shares of CVLT now seen reaching $50, according to ThinkEquity. Estimates also upped, as the company is gaining market share. Buy rating.

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Constellation Energy estimates increased at UBS

CEG estimates raised through 2012, UBS said.  Wholesale margins show some improvement.  Maintain $42 price target and Neutral rating.

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Esterline downgraded at Credit Suisse

ESL was downgraded from Outperform to Neutral, Credit Suisse said. $67 price target. Company lacks near-term catalysts.

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FirstEnergy rated new Neutral at UBS

FE was initiated with a Neutral rating, UBS said.  $47 price target.  Retail strategy should offset merchant decline, continued growth into '12.

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First Solar numbers cut at ThinkEquity

Shares of FSLR now seen reaching $57, according to ThinkEquity. Estimates also lowered, given slower demand. Hold rating.

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Goodyear estimates increased at UBS

GT estimates raised through 2012, UBS said.  $22 price target.  Undervalued versus near/medium term earnings power.  Maintain $22 price target and Buy rating. 

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Hess estimates, target boosted at Oppenheimer

HES estimates were upped through 2012, Oppenheimer said. Shale development and offshore exploration are driving demand. Outperform rating.

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Intel estimates, target boosted at Credit Suisse

Shares of INTC now seen reaching $32, according to Credit Suisse. Estimates also upped, as emerging markets should drive growth. Outperform rating.

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Interpublic estimates, target raised at Morgan Stanley

Shares of IPG now seen reaching $12, according to Morgan Stanley. Estimates also increased, given higher realized margins.

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Lamar Advertising upgraded at Wedbush

LAMR was upgraded from Neutral to Outperform, Wedbush said. $27 price target. Fundamentals appear to have bottomed.

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Lifepoint Hospitals numbers raised at Jefferies

Shares of LPNT now seen reaching $47, according to Jefferies. Estimates also increased, given cost-cutting efforts. Buy rating.

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McDermott estimates, target lowered at Keybanc

MDR estimates were cut through 2012, Keybanc said. Company reduced its guidance. Buy rating and new $18 price target.

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Microsoft estimates lowered at UBS

MSFT estimates lowered through 2013, UBS said.  Gross margins under pressure and need to return to explicit guidance.  Buy rating.

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Nabors Industries upgraded at Dahlman

NBR was upgraded to Buy, Dahlman Rose said. $30 price target. Recent management changes should help the company.

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National Oilwell Varco numbers boosted at Morgan Stanley

Shares of NOV now seen reaching $79, according to Morgan Stanley. Estimates also upped, given solid rig demand. Equal-weight rating.

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Newell Rubbermaid numbers increased at Morgan Stanley

NWL estimates were raised through 2013, Morgan Stanley said. Company is cutting costs and has better earnings visibility.

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News Corp. rated new Neutral at UBS

NWSA was initiated with a Neutral rating, UBS said.  $19 price target.  Ad recovery moderating. 

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Olin downgraded at BofA Merrill

OLN was downgraded from Buy to Underperform, Bank of America Merrill Lynch said.  $24 price target.  Weaker volume outlook and limited upside to chlor-alkali prices. 

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Patterson-UTI estimates cut at Credit Suisse

PTEN estimates were reduced through 2013, Credit Suisse said. Domestic business remains slow. Outperform rating and new $33 price target.

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RadioShack estimates, target cut at Credit Suisse

Shares of RSH now seen reaching $13, according to Credit Suisse. Estimates also reduced, Company faces lower near-term demand. Neutral rating.

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Safeway rated new Neutral at JP Morgan

SWY was initiated with a Neutral rating, JP Morgan said. Valuation call, based on a $22 price target. Consensus expectations appear conservative.

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Sandisk downgraded at Sterne Agee

SNDK was downgraded from Buy to Neutral, Sterne Agee said. $58 price target. Company is leveraged to the move toward SSD.

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Tenneco estimates, target reduced at Jefferies

Shares of TEN now seen reaching $43, according to Jefferies. Estimates also cut, as the company is realizing lower margins. Buy rating.

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Varian Medical Systems numbers increased at UBS

Shares of VAR now seen reaching $62, according to UBS.  Estimates also increased on higher revenues.  Neutral rating. 

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Walt Disney numbers lowered at Evercore

DIS estimates were cut through 2012, Evercore Partners said. Cable network and studio growth could fall short of expectations. Overweight rating and new $42 price target.

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Whole Foods rated new Neutral at JP Morgan

Coverage of WFM was started with a Neutral rating, JP Morgan said. Valuation call, based on a $76 price target.

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