smsi posts
FeedPosted Jun 26th 2007 10:50AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Google (GOOG), Yahoo! (YHOO), Apple Inc (AAPL), Chipotle Mexican Grill'A' (CMG), Analyst initiations, ValueClick Inc (VCLK)
MOST NOTEWORTHY: Google (GOOG), Yahoo! (YHOO), Apple (AAPL), Cash Systems (CKNN) and Citrix (CTXS) were today's noteworthy initiations:
- Oppenheimer believes Google Inc (NASDAQ: GOOG) is the largest beneficiary of the secular growth trends in Internet advertising and transitioned coverage with a Buy rating and $625 target.
- Oppenheimer also believes the current price of Yahoo! (NASDAQ: YHOO) is an attractive entry point given the company's number one position in display advertising and the recent successful launch of Panama. The firm transitioned coverage of Yahoo! with a Buy rating and $34 target.
- RBC Capital sees continued upside for Apple Inc (NASDAQ: AAPL) based on achieving its 10M goal for iPhone, upside from Mac momentum and maintaining iPod/iTunes dominance helped by new products, and started shares with an Outperform rating and $160 target.
- Merriman believes Cash Systems (NASDAQ: CKNN) is positioned to gain meaningful share in the casino cash access industry through the near-term introduction of powercash and started shares with a Buy rating.
- Friedman Billings believes Citrix's (NASDAQ: CTXS) latest Presentation Server product release has some near-term risk given raised prices and initiated shares with a Market Perform rating and $35 target...
OTHER INITIATIONS:
- ValueClick (NASDAQ: VCLK) was initiated at Oppenheimer with a Buy rating.
- First Albany initiated coverage of dELiA's (NASDAQ: DLIA) with a Neutral rating.
- Banc of America initiated coverage of Jefferies Group (NYSE: JEF) with a Buy rating and $34 target.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).Posted Apr 19th 2007 11:36AM by Kevin Shult (RSS feed)
Filed under: Before the bell, Analyst upgrades and downgrades, Bad news, Netflix, Inc. (NFLX), Blockbuster Inc 'A' (BBI), , Domino's Pizza (DPZ), BP p.l.c. ADS (BP)
MOST NOTEWORTHY: Netflix, Inc (NFLX), Blockbuster Inc (BBI), The Mosaic Company (MOS) and Domino's Pizza, Inc (DPZ) were some of today's noteworthy downgrades:
- First Albany cut Netflix Inc (NASDAQ: NFLX) to Neutral from Buy to reflect weak industry subscriber additions.
- Citigroup cut The Mosaic Company (NYSE: MOS) to Sell from Hold on expectations for a sharp DAP price decline and valuation.
- Domino's Pizza Inc (NYSE: DPZ) was downgraded to Peer Perform from Outperform at Bear Stearns, citing valuation.
OTHER DOWNGRADES:
- Merrill Lynch downgrade BP Plc (NYSE: BP) to Neutral from Buy on valuation.
- Pacific Crest downgraded Linear Technology Corp (NASDAQ: LLTC) to Sector Perform from Outperform based on secular headwinds and an increase in DOI to 82 days.
- Piper Jaffray downgraded Compuware Corp (NASDAQ: CPWR) to Market Perform from Outperform following the disappointing Q4 guidance.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required). Posted Dec 26th 2006 12:07PM by Kevin Shult (RSS feed)
Filed under: Analyst upgrades and downgrades
MOST NOTEWORTHY:
- Wachovia(NYSE:WB) initiated KBR Inc (NYSE: KBR) with a Market Perform rating based on valuation, with a target range of $26-$29.
- Lehman Brothers (NYSE:LEH) initiated Constellation Energy Group (NYSE: CEG) with a Sector Performer rating and $26 target.
OTHER INITIATIONS:
- Hansen Medical (NASDAQ: HNSN) was initiated at JP Morgan(NYSE:JPM), as the firm believes Hansen's Sensei robotic remote catheter navigation system has potential to be a platform technology that could be used in a variety of procedures. The firm also considers Hansen's shares attractive at these levels.
- UBS (NYSE:UBS) initiated Smith Micro Software (NASDAQ: SMSI) with a Buy rating and $18 target; the firm expects Smith Micro to continue to benefit from growth at Verizon Wireless and for the company to continue to further divest its customer base.
Analyst summaries provided by TheFlyOnTheWall.com (subscription required).
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