Analyst Actions -- 11/16/2011

 | Nov 16, 2011 | 8:36 AM EST  | Comments
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Stock quotes in this article:

hd

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jec

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tibx

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dks

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fl

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dell

,

a

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spls

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mdr

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akam

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wmt

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rimm

Agilent Technology estimates increased at UBS

A estimates increased through 2011, UBS said.  Guidance better than expected.  Maintain $43 price target and Buy rating.

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Akamai rated new Outperform at JMP

Coverage of AKAM was started with an Outperform rating, JMP Securities said. $36 price target. Company can continue to deliver above-average growth.

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Alterra Capital rated new Neutral at UBS

ALTE was initiated with a Neutral rating, UBS said.  $23 price target.  Fairly valued and no near term catalysts.

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Arthur J. Gallagher rated new Hold at Deutsche Bank

AJG was initiated with a  Hold rating, Deutsche Bank said.  $32 price target.  Growth is already fully priced into the stock.

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Ashland target raised at Keybanc

Shares of ASH now seen reaching $70, according to Keybanc. Company held an upbeat analyst meeting and the ISP purchase should be accretive to earnings.

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Autodesk estimates increased at Morgan Stanley

ADSK estimates were raised through 2014, Morgan Stanley said. Solid sales are driving margin expansion. Equal-weight rating.

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Autodesk estimates raised at UBS

ADSK estimates increased through 2012, UBS said.  Clean beat and guidance viewed as conservative.  Maintain $43 price target and Buy rating.

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Concur Technologies numbers cut at Jefferies

Shares of CNQR now seen reaching $53, according to Jefferies. Estimates also reduced, as the company is investing more in future growth. Buy rating.

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Concur Technologies target raised at Oppenheimer

Shares of CNQR now seen reaching $52, Oppenheimer said. Seeing robust demand and strong customer deployments. Outperform rating.

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Cooper Companies downgraded at BMO

COO was downgraded from Outperform to Market Perform, BMO Capital Markets said.  $64 price target.  Expanded its recall on limited lots of Avaira Toric contact lenses. 

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Dell estimates upped at Credit Suisse

DELL estimates were boosted through 2013, Credit Suisse said. Margins appear to be peaking, even though the company's sales growth remains anemic. Underperform rating and $16 price target.

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Dell estimates raised at UBS

DELL estimates increased through 2013, UBS said.  Previous estimates could prove conservative.  Maintain $19 price target and Buy rating.

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Dick's Sporting Goods added to Conviction Buy List at Goldman

DKS was placed on the Conviction Buy list, according to Goldman Sachs. Growth trajectory continues to rise. $49 price target.

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Dick's Sporting Goods numbers increased at UBS

Shares of DKS now seen reaching $47, according to UBS.  Estimates also increased as margins continue to be impressive.  Buy rating.

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Foot Locker estimates upped at Jefferies

FL estimates were boosted through 2012, Jefferies said. Company remains leveraged to a strong product cycle.

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Home Depot numbers increased at Jefferies

HD estimates were raised through 2012, Jefferies said. Company boosted its guidance. Hold rating and new $34 price target.

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Home Depot estimates, target increased at UBS

Shares of HD now seen reaching $44, according to UBS.  Estimates also increased on strong operational results as consistency is settling in.  Buy rating.

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Jacobs Engineering numbers raised at Credit Suisse

Shares of JEC now seen reaching $48, according to Credit Suisse. Estimates also increased, as backlog and pricing are improving. Outperform rating.

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Jacobs Engineering numbers increased at UBS

Shares of JEC now seen reaching $41, according to UBS.  Estimates also increased as backlog growth supports higher confidence.  Maintain $41 price target and Neutral rating.

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K12 estimates, target cut at Morgan Stanley

Shares of LRN now seen reaching $37, according to Morgan Stanley. Estimates also reduced, as operating costs remain high. Overweight rating.

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Kodiak Oil & Gas Company numbers raised at Oppenheimer

Shares of KOG now seen reaching $10.50, Oppenheimer said. Estimates also raised on growth outlook improvement. Outperform rating.

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McDermott International numbers lowered at Citigroup

Shares of MDR now seen reaching $15, according to Citigroup. After the company shared a downbeat 2012 outlook. Hold rating.

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Noble Energy estimates, target raised at UBS

Shares of NBL now seen reaching $117, according to UBS.  Estimates also increased on attractive and visible 5 year and 10 year production growth.  Buy rating.

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Och-Ziff Capital Management numbers lowered at Citigroup

Shares of OZM now seen reaching $12, according to Citigroup. Estimates also lowered on a $250 million equity offering. Buy rating.

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Protective Life numbers boosted at Credit Suisse

Shares of PL now seen reaching $24, according to Credit Suisse. Estimates also upped, as the company is buying back more stock. Neutral rating.

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Research in Motion upgraded at Goldman

RIMM was upgraded from Sell to Neutral, Goldman Sachs said. $18 price target. Stock is attractive on a sum-of-the-parts valuation.

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Staples estimates lowered at UBS

SPLS estimates lowered through 2013, UBS said.  International segment is an Achilles heel.  Maintain $18 price target and Buy rating.

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Tenet Healthcare downgraded at Leerink

THC was downgraded to Market Perform, Leerink Swann said. Stock has bounced back 43% from October lows and lacks significant potential catalysts.

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Tibco rated new Market Perform at BMO

TIBX was initiated with a Market Perform rating, BMO Capital said. Valuation call, based on a $33 price target.

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Tractor Supply target boosted at Keybanc

Shares of TSCO now seen reaching $85, according to Keybanc. Company can continue to gain market share. Buy rating.

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Ulta numbers raised at Oppenheimer

Shares of ULTA now seen reaching $85, Oppenheimer said. Estimates also raised on as the beauty category continues to be very healthy. Outperform rating.

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Wal-Mart estimates reduced at BMO

WMT estimates were cut through 2012, BMO Capital said. Company is seeing slower traffic and lower margins. Market Perform rating and $58 price target.

 

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