Amgen, Inc. (NASDAQ: AMGN), Alexion Pharmaceuticals, Inc. (NASDAQ: ALXN), Franklin Financial (NASDAQ: FRNK), Baidu.com, Inc. (NASDAQ: BIDU), ChinaEdu (NASDAQ: CEDU) and KEMET Co. (NYSE: KEM) ratings and price targets.
Amgen, Inc. (AMGN) had its price target raised by Bank of America (NYSE:BAC) to $65.00.
Alexion Pharmaceuticals, Inc. (ALXN) had its “Outperform” rating reiterated by Leerink Swann.
Sandler O'Neill initiated coverage on Franklin Financial (FRNK). They placed a “Hold” rating on the company.
Baidu.com, Inc. (BIDU) was downgraded by Zacks Investment Research from an “Outperform” rating to a “Neutral” rating.
ChinaEdu (CEDU) was downgraded by Zacks Investment Research from a “Neutral” rating to an “Underperform” rating.
KEMET Co. (KEM) was upgraded by Zacks Investment Research from an “Underperform” rating to a “Neutral” rating.
Showing posts with label Baidu. Show all posts
Showing posts with label Baidu. Show all posts
Friday, December 30, 2011
Thursday, December 29, 2011
Mosaic (MOS) (DXCM) (BIDU) (UACL) (UTX) (KEM) Ratings, Price Targets
The Mosaic Company (NYSE: MOS), DexCom Inc. (NASDAQ: DXCM), Baidu.com, Inc. (NASDAQ: BIDU), Universal Truckload Services, Inc. (NASDAQ: UACL), United Technologies Co. (NYSE: UTX) and KEMET Co. (NYSE: KEM) ratings and price targets.
The Mosaic Company (MOS) had its “Buy” rating reiterated by Goldman Sachs (NYSE:GS).
DexCom Inc. (DXCM) is now covered by Wunderlich Securities. They placed a “Buy” rating and a price target of $12.00 on the firm.
Baidu.com, Inc. (BIDU) was downgraded by Zacks Investment Research from an “Outperform” rating to a “Neutral” rating.
Universal Truckload Services, Inc. (UACL) was downgraded by Zacks Investment Research from an “Outperform” rating to a “Neutral” rating.
United Technologies Co. (UTX) was downgraded by Argus from a “Buy” rating to a “Hold” rating.
KEMET Co. (KEM) was upgraded by Zacks Investment Research from an “Underperform” rating to a “Neutral” rating.
The Mosaic Company (MOS) had its “Buy” rating reiterated by Goldman Sachs (NYSE:GS).
DexCom Inc. (DXCM) is now covered by Wunderlich Securities. They placed a “Buy” rating and a price target of $12.00 on the firm.
Baidu.com, Inc. (BIDU) was downgraded by Zacks Investment Research from an “Outperform” rating to a “Neutral” rating.
Universal Truckload Services, Inc. (UACL) was downgraded by Zacks Investment Research from an “Outperform” rating to a “Neutral” rating.
United Technologies Co. (UTX) was downgraded by Argus from a “Buy” rating to a “Hold” rating.
KEMET Co. (KEM) was upgraded by Zacks Investment Research from an “Underperform” rating to a “Neutral” rating.
Thursday, December 1, 2011
Curis (CRIS) (VLTR) (ATML) (BAX) (EXC) (BECN) (BIDU) Ratings Reiterated
Curis, Inc. (NASDAQ: CRIS), Volterra Semi (NASDAQ: VLTR), Atmel (NASDAQ: ATML), Baxter International Inc. (NYSE: BAX), Exelon Co. (NYSE: EXC), Beacon Roofing Supply (NASDAQ: BECN) and Baidu.com, Inc. (NASDAQ: BIDU) had ratings on them reiterated by analysts.
Rodman & Renshaw reiterated its “Outperform” rating on Curis, Inc. (CRIS). They have a price target of $6.00 on the company.
Collins Stewart reiterated its “Buy” rating on Volterra Semi (VLTR). They have a price target of $29.00 on the company.
Atmel (ATML) received a new price target of $13.00 on them by Collins Stewart. They reiterated a “Buy” rating on the company.
Piper Jaffray (NYSE:PJC) reiterated its “Overweight” rating on Baxter International Inc. (BAX). They have a price target of $69.00 on the company.
ISI Group reiterated its “Buy” rating on Exelon Co. (EXC).
Piper Jaffray reiterated its “Neutral” rating on Beacon Roofing Supply (BECN). They have a price target of $21.00 on the company.
Oppenheimer reiterated its “Market Perform” rating on Baidu (BIDU).
Rodman & Renshaw reiterated its “Outperform” rating on Curis, Inc. (CRIS). They have a price target of $6.00 on the company.
Collins Stewart reiterated its “Buy” rating on Volterra Semi (VLTR). They have a price target of $29.00 on the company.
Atmel (ATML) received a new price target of $13.00 on them by Collins Stewart. They reiterated a “Buy” rating on the company.
Piper Jaffray (NYSE:PJC) reiterated its “Overweight” rating on Baxter International Inc. (BAX). They have a price target of $69.00 on the company.
ISI Group reiterated its “Buy” rating on Exelon Co. (EXC).
Piper Jaffray reiterated its “Neutral” rating on Beacon Roofing Supply (BECN). They have a price target of $21.00 on the company.
Oppenheimer reiterated its “Market Perform” rating on Baidu (BIDU).
Thursday, November 17, 2011
Baidu (BIDU) (ACTV) (CTRP) (BX) (DGX) (FIG) Get New Coverage
Baidu.com, Inc. (NASDAQ: BIDU), Active Network (NASDAQ: ACTV), Ctrip.com International, Ltd. (NASDAQ: CTRP), The Blackstone Group L.P. (NYSE: BX), Quest Diagnostics Inc. (NYSE: DGX) and Fortress Investment Group LLC (NYSE: FIG) getting new coverage from analysts.
Raymond James (NYSE:RJF) initiated coverage on Baidu.com, Inc. (BIDU). They placed a “Strong Buy” rating on the company.
Raymond James initiated coverage on Active Network (ACTV). They placed a “Strong Buy” rating on the company.
Raymond James initiated coverage on Ctrip.com International, Ltd. (CTRP). They placed a “Market Perform” rating on the company.
Compass Point initiated coverage on The Blackstone Group L.P. (BX). They placed a “Neutral” rating on the company.
Mizuho initiated coverage on Quest Diagnostics Inc. (DGX). They placed a “Neutral” rating on the company.
Compass Point initiated coverage on Fortress Investment Group LLC (FIG). They placed a “Buy” rating on the company.
Raymond James (NYSE:RJF) initiated coverage on Baidu.com, Inc. (BIDU). They placed a “Strong Buy” rating on the company.
Raymond James initiated coverage on Active Network (ACTV). They placed a “Strong Buy” rating on the company.
Raymond James initiated coverage on Ctrip.com International, Ltd. (CTRP). They placed a “Market Perform” rating on the company.
Compass Point initiated coverage on The Blackstone Group L.P. (BX). They placed a “Neutral” rating on the company.
Mizuho initiated coverage on Quest Diagnostics Inc. (DGX). They placed a “Neutral” rating on the company.
Compass Point initiated coverage on Fortress Investment Group LLC (FIG). They placed a “Buy” rating on the company.
Monday, October 31, 2011
Baidu.com (BIDU) (SWN) (THRX) (VDSI) (AVT) (BG) Price Targets Changed
Baidu.com, Inc. (NASDAQ: BIDU), Southwestern Energy (NYSE: SWN), Theravance, Inc. (NASDAQ: THRX), VASCO Data Security International, Inc. (NASDAQ: VDSI), Avnet, Inc. (NYSE: AVT) and Bunge Limited (NYSE: BG) had price targets on them adjusted by analysts.
Baidu.com, Inc. (BIDU) had its price target raised by Brean Murray from $175.00 to $185.00. They have a “Buy” rating on the company.
Southwestern Energy (SWN) had its price target raised by Ladenburg Thalmann from $46.00 to $52.00. They have a “Buy” rating on the company.
Theravance, Inc. (THRX) had its price target raised by Bank of America (NYSE:BAC) from $26.00 to $30.00. They have a “Buy” rating on the company.
VASCO Data Security International, Inc. (VDSI) had its price target raised by Wunderlich from $7.00 to $8.25. They have a “Hold” rating on the company.
Avnet, Inc. (AVT) had its price target raised by Bank of America from $31.00 to $36.00. They have a “Buy” rating on the company.
Bunge Limited (BG) had its price target lowered by Credit Suisse (NYSE:CS) to $72.00. They have an “Outperform” rating on the company.
Baidu.com, Inc. (BIDU) had its price target raised by Brean Murray from $175.00 to $185.00. They have a “Buy” rating on the company.
Southwestern Energy (SWN) had its price target raised by Ladenburg Thalmann from $46.00 to $52.00. They have a “Buy” rating on the company.
Theravance, Inc. (THRX) had its price target raised by Bank of America (NYSE:BAC) from $26.00 to $30.00. They have a “Buy” rating on the company.
VASCO Data Security International, Inc. (VDSI) had its price target raised by Wunderlich from $7.00 to $8.25. They have a “Hold” rating on the company.
Avnet, Inc. (AVT) had its price target raised by Bank of America from $31.00 to $36.00. They have a “Buy” rating on the company.
Bunge Limited (BG) had its price target lowered by Credit Suisse (NYSE:CS) to $72.00. They have an “Outperform” rating on the company.
Friday, October 21, 2011
Baidu.com (BIDU) (SLH) (SON) (WDC) (BEN) (CLB) Downgraded
Baidu.com, Inc. (NASDAQ: BIDU), Solera Holdings, Inc. (NYSE: SLH), Sonoco Products (NYSE: SON), Western Digital (NYSE: WDC), Franklin Resources, Inc. (NYSE: BEN) and Core Labs (NYSE: CLB) were downgraded by analysts.
Baidu.com, Inc. (BIDU) was downgraded by Goldman Sachs (NYSE:GS) from a “Buy” rating to a “Neutral” rating.
Solera Holdings, Inc. (SLH) was downgraded by Goldman Sachs from a “Neutral” rating to a “Sell” rating.
Sonoco Products (SON) was downgraded by Deutsche Bank (NYSE:DB) from a “Buy” rating to a “Hold” rating.
Western Digital (WDC) was downgraded by Needham & Company from a “Strong Buy” rating to a “Buy” rating. They have a price target of $28.00 on the company, down from $45.00.
Franklin Resources, Inc. (BEN) was downgraded by Nomura from a “buy” rating to a “neutral” rating.
Core Labs (CLB) was downgraded by FBR Capital from an “Outperform” rating to a “Market Perform” rating. They have a price target of $115.00 on the company.
Baidu.com, Inc. (BIDU) was downgraded by Goldman Sachs (NYSE:GS) from a “Buy” rating to a “Neutral” rating.
Solera Holdings, Inc. (SLH) was downgraded by Goldman Sachs from a “Neutral” rating to a “Sell” rating.
Sonoco Products (SON) was downgraded by Deutsche Bank (NYSE:DB) from a “Buy” rating to a “Hold” rating.
Western Digital (WDC) was downgraded by Needham & Company from a “Strong Buy” rating to a “Buy” rating. They have a price target of $28.00 on the company, down from $45.00.
Franklin Resources, Inc. (BEN) was downgraded by Nomura from a “buy” rating to a “neutral” rating.
Core Labs (CLB) was downgraded by FBR Capital from an “Outperform” rating to a “Market Perform” rating. They have a price target of $115.00 on the company.
Monday, August 29, 2011
Baidu (BIDU) (AMR) (ORLY) (RHI) (Z) Get Upgrades, Downgrades
Baidu (NASDAQ:BIDU), AMR (NYSE:AMR), O'Reilly Automotive (NASDAQ: ORLY), Robert Half International (NYSE: RHI) and Zillow (NASDAQ:Z) get new upgrades and downgrades from analysts.
O'Reilly Automotive (ORLY) was upgraded by ISI Group from a "Sell" rating to a "Hold" rating. They have a price target of $64 on the company.
AMR (AMR) was upgraded by Ticonderoga Securities from a "Sell" to "Neutral" rating. They cited valuation as the catalyst behind the call.
Baidu (BIDU) was upgraded by Credit Suisse (NYSE:CS) from an "Underperform" to a "Neutral" rating. They have a price target of $135.50 on the company.
Robert Half International (RHI) was downgraded by Citigroup (NYSE:C) from a "Buy" rating to a "Hold" rating. They cut their price target from $40 to $25 on the company.
Citigroup initiated coverage on Zillow (Z). They started them with a "Buy" rating and a price target of $36.
O'Reilly Automotive (ORLY) was upgraded by ISI Group from a "Sell" rating to a "Hold" rating. They have a price target of $64 on the company.
AMR (AMR) was upgraded by Ticonderoga Securities from a "Sell" to "Neutral" rating. They cited valuation as the catalyst behind the call.
Baidu (BIDU) was upgraded by Credit Suisse (NYSE:CS) from an "Underperform" to a "Neutral" rating. They have a price target of $135.50 on the company.
Robert Half International (RHI) was downgraded by Citigroup (NYSE:C) from a "Buy" rating to a "Hold" rating. They cut their price target from $40 to $25 on the company.
Citigroup initiated coverage on Zillow (Z). They started them with a "Buy" rating and a price target of $36.
Thursday, July 28, 2011
Baidu.com (BIDU) (CNC) (EXPE) (HLX) (NOV) (NSC) (UA) Price Targets Changed
Baidu.com, Inc. (NASDAQ: BIDU), Centene Co. (NYSE: CNC), Expedia, Inc. (NASDAQ: EXPE), Helix Energy Solutions Group Inc. (NYSE: HLX), National-Oilwell Varco, Inc. (NYSE: NOV), Norfolk Southern Corp. (NYSE: NSC) and Under Armour, Inc. (NYSE: UA) price targets changed by analysts.
Baidu.com, Inc. (BIDU) had its price target raised by HSBC from $181.00 to $195.00. They have an “Overweight” rating on the company.
Centene Co. (CNC) had its price target raised by Goldman Sachs (NYSE:GS) to $41.00. They have a “Neutral” rating on the company.
Expedia, Inc. (EXPE) had its price target raised by The Benchmark Company from $26.00 to $34.00. They have a “Hold” rating on the company.
Helix Energy Solutions Group Inc. (HLX) had its price target raised by Morgan Keegan to $25.50.
National-Oilwell Varco, Inc. (NOV) had its price target raised by Howard Weil from $95.00 to $101.00. They have an “Outperform” rating on the company.
Norfolk Southern Corp. (NSC) had its price target raised by Stifel Nicolaus from $83.00 to $90.00. They have a “Buy” rating on the company.
Under Armour, Inc. (UA) had its price target raised by FBR Capital from $75.00 to $80.00. They have a “Market Perform” rating on the company.
Baidu.com, Inc. (BIDU) had its price target raised by HSBC from $181.00 to $195.00. They have an “Overweight” rating on the company.
Centene Co. (CNC) had its price target raised by Goldman Sachs (NYSE:GS) to $41.00. They have a “Neutral” rating on the company.
Expedia, Inc. (EXPE) had its price target raised by The Benchmark Company from $26.00 to $34.00. They have a “Hold” rating on the company.
Helix Energy Solutions Group Inc. (HLX) had its price target raised by Morgan Keegan to $25.50.
National-Oilwell Varco, Inc. (NOV) had its price target raised by Howard Weil from $95.00 to $101.00. They have an “Outperform” rating on the company.
Norfolk Southern Corp. (NSC) had its price target raised by Stifel Nicolaus from $83.00 to $90.00. They have a “Buy” rating on the company.
Under Armour, Inc. (UA) had its price target raised by FBR Capital from $75.00 to $80.00. They have a “Market Perform” rating on the company.
Wednesday, July 27, 2011
Baidu (BIDU) (NUVA) (NFLX) (TXN) (UCTT) (ETN) Price Targets Changed
Baidu.com, Inc. (NASDAQ: BIDU), NuVasive (NASDAQ: NUVA), Netflix, Inc. (NASDAQ: NFLX), Texas Instruments (NYSE: TXN), Ultra Clean Holdings, Inc. (NASDAQ: UCTT) and Eaton Corp. (NYSE: ETN) price targets adjusted by analysts.
Baidu.com, Inc. (BIDU) had its price target raised by Stifel Nicolaus from $172.00 to $190.00. They have a “Buy” rating on the company.
NuVasive (NUVA) had its price target raised by Piper Jaffray (NYSE:PJC) to $42.00.
Netflix, Inc. (NFLX) had its price target raised by Jefferies (NYSE:JEF) to $265.00. They have a “Hold” rating on the company.
Texas Instruments (TXN) had its price target cut by FBR Capital from $39.00 to $36.00. They have an “Outperform” rating on the company.
Ultra Clean Holdings, Inc. (UCTT) had its price target slashed by Needham & Company from $14.00 to $11.00. They have a “Buy” rating on the company.
Eaton Corp. (ETN) had its price target raised by UBS AG (NYSE:UBS) from $52.00 to $57.00. They have a “Neutral” rating on the company.
Baidu.com, Inc. (BIDU) had its price target raised by Stifel Nicolaus from $172.00 to $190.00. They have a “Buy” rating on the company.
NuVasive (NUVA) had its price target raised by Piper Jaffray (NYSE:PJC) to $42.00.
Netflix, Inc. (NFLX) had its price target raised by Jefferies (NYSE:JEF) to $265.00. They have a “Hold” rating on the company.
Texas Instruments (TXN) had its price target cut by FBR Capital from $39.00 to $36.00. They have an “Outperform” rating on the company.
Ultra Clean Holdings, Inc. (UCTT) had its price target slashed by Needham & Company from $14.00 to $11.00. They have a “Buy” rating on the company.
Eaton Corp. (ETN) had its price target raised by UBS AG (NYSE:UBS) from $52.00 to $57.00. They have a “Neutral” rating on the company.
Friday, April 29, 2011
Equinix (EQIX) (ENR) (EBAY) (CTXS) (BIDU) Price Targets Raised
Price targets on Equinix, Inc. (NASDAQ: EQIX), Energizer Holdings, Inc. (NYSE: ENR), eBay, Inc. (NASDAQ: EBAY), Citrix Systems, Inc. (NASDAQ: CTXS) and Baidu.com, Inc. (NASDAQ: BIDU) raised by analysts.
Citigroup (NYSE:C) raised their price target on Baidu.com, Inc. (BIDU) from $135.00 to $177.00. They have a “buy” rating on the company.
RBC Capital raised their price target on Citrix Systems, Inc. (CTXS) from $72.00 to $80.00. They have a “sector perform” rating on the company.
Piper Jaffray raised their price target on eBay, Inc. (EBAY) from $30.00 to $36.00. They have a “neutral” rating on the company.
RBC Capital raised their price target on Energizer Holdings, Inc. (NYSE: ENR) from $76.00 to $82.00. They have an “outperform” rating on the company.
RBC Capital raised their price target on Equinix, Inc. (EQIX) from $105.00 to $115.00. They have an “outperform” rating on the company.
Citigroup (NYSE:C) raised their price target on Baidu.com, Inc. (BIDU) from $135.00 to $177.00. They have a “buy” rating on the company.
RBC Capital raised their price target on Citrix Systems, Inc. (CTXS) from $72.00 to $80.00. They have a “sector perform” rating on the company.
Piper Jaffray raised their price target on eBay, Inc. (EBAY) from $30.00 to $36.00. They have a “neutral” rating on the company.
RBC Capital raised their price target on Energizer Holdings, Inc. (NYSE: ENR) from $76.00 to $82.00. They have an “outperform” rating on the company.
RBC Capital raised their price target on Equinix, Inc. (EQIX) from $105.00 to $115.00. They have an “outperform” rating on the company.
Delphi Fin (DFG) (ECPG) (EBAY) (CTXS) (BIDU) Price Targets Raised
Price targets on Delphi Fin (NYSE: DFG), Encore Capital Group, Inc. (NASDAQ: ECPG), eBay, Inc. (NASDAQ: EBAY), Citrix Systems, Inc. (NASDAQ: CTXS) and Baidu.com, Inc. (NASDAQ: BIDU) raised by analysts.
Piper Jaffray raised their price target on Baidu.com, Inc. (BIDU) from $143.00 to $181.00. They have an “overweight” rating on the stock.
ISI Group raised their price target on Citrix Systems, Inc. (CTXS) from $70.00 to $80.00. They have a “hold” rating on the stock.
Wunderlich raised their price target on Delphi Fin (DFG) from $34.00 to $37.00. They have a “buy” rating on the stock.
Benchmark Co. raised their price target on eBay, Inc. (EBAY) from $30.00 to $36.00.
Piper Jaffray raised their price target on Encore Capital Group, Inc. (ECPG) from $37.00 to $38.00.
Piper Jaffray raised their price target on Baidu.com, Inc. (BIDU) from $143.00 to $181.00. They have an “overweight” rating on the stock.
ISI Group raised their price target on Citrix Systems, Inc. (CTXS) from $70.00 to $80.00. They have a “hold” rating on the stock.
Wunderlich raised their price target on Delphi Fin (DFG) from $34.00 to $37.00. They have a “buy” rating on the stock.
Benchmark Co. raised their price target on eBay, Inc. (EBAY) from $30.00 to $36.00.
Piper Jaffray raised their price target on Encore Capital Group, Inc. (ECPG) from $37.00 to $38.00.
Thursday, April 28, 2011
Price Targets on (CSGP) (BIDU) (CEVA) (CTXS) (DAN) Raised
Price Targets Costar Group Inc (NASDAQ: CSGP), Baidu.com, Inc. (NASDAQ: BIDU), Ceva Inc (NASDAQ: CEVA), Citrix Systems, Inc. (NASDAQ: CTXS) and Dana Holding Co. (NYSE: DAN) raised by analysts.
Credit Suisse (NYSE:CS) raised their price target on Baidu.com, Inc. (BIDU) from $99.00 to $107.00.
Wunderlich raised their price target on Ceva Inc (CEVA) from $27.00 to $32.00.
Needham & Company raised their price target on Costar Group Inc (CSGP) from $63.00 to $70.00. They have a “buy” rating on the company.
FBR Capital raised their price target on Citrix Systems, Inc. (CTXS) from $65.00 to $77.00. They have a “market perform” rating on the company.
Jefferies (NYSE:JEF) raised their price target on shares of Dana Holding Co. (NYSE: DAN) from $20.00 to $23.00.
Credit Suisse (NYSE:CS) raised their price target on Baidu.com, Inc. (BIDU) from $99.00 to $107.00.
Wunderlich raised their price target on Ceva Inc (CEVA) from $27.00 to $32.00.
Needham & Company raised their price target on Costar Group Inc (CSGP) from $63.00 to $70.00. They have a “buy” rating on the company.
FBR Capital raised their price target on Citrix Systems, Inc. (CTXS) from $65.00 to $77.00. They have a “market perform” rating on the company.
Jefferies (NYSE:JEF) raised their price target on shares of Dana Holding Co. (NYSE: DAN) from $20.00 to $23.00.
Price Targets on (BIDU) (ARW) (CBT) (CEVA) (CFR) Raised
Price Targets Baidu.com, Inc. (NASDAQ: BIDU), Arrow Electronics, Inc. (NYSE: ARW), Cabot Co. (NYSE: CBT), Ceva Inc (NASDAQ: CEVA) and Cullen/Frost Bankers, Inc. (NYSE: CFR) raised by analysts.
Miller Tabak raised their price target on Arrow Electronics, Inc. (ARW) from $50.00 to $54.00.
Stifel Nicolaus raised their price target on Baidu.com, Inc. (BIDU) from $144.00 to $172.00. They have a “buy” rating on the company.
JPMorgan Chase & Co. (NYSE:JPM) raised their price target on Cabot Co. (CBT) from $44.00 to $50.00. They have a “neutral” rating on the company.
RBC Capital raised their price target on Ceva Inc (CEVA) from $24.00 to $28.00. They have a “sector perform” rating on the company.
JPMorgan Chase & Co. raised their price target on Cullen/Frost Bankers, Inc. (CFR) from $63.00 to $64.00.
Miller Tabak raised their price target on Arrow Electronics, Inc. (ARW) from $50.00 to $54.00.
Stifel Nicolaus raised their price target on Baidu.com, Inc. (BIDU) from $144.00 to $172.00. They have a “buy” rating on the company.
JPMorgan Chase & Co. (NYSE:JPM) raised their price target on Cabot Co. (CBT) from $44.00 to $50.00. They have a “neutral” rating on the company.
RBC Capital raised their price target on Ceva Inc (CEVA) from $24.00 to $28.00. They have a “sector perform” rating on the company.
JPMorgan Chase & Co. raised their price target on Cullen/Frost Bankers, Inc. (CFR) from $63.00 to $64.00.
Monday, April 11, 2011
Buy Yahoo! (YHOO) Sell Baidu (BIDU)?
Even though Baidu (NASDAQ:BIDU) has enjoyed the type of investor love Google (NASDAQ:GOOG), in what may be shocking to some, Yahoo! (NASDAQ:YHOO) at this time may be the better buy of the two, after Baidu's long run over the last couple of years which has pushed its share price up 11 fold.
Obviously you wanted to hold Baidu during that time, but that was then and this is now.
Even more surprising to investors in 2011, Yahoo is expected to earn over 14 percent for the year, bringing its total earnings to $997 million, while Baidu's earnings are estimated to reach $876 million.
And taking into account the fact that Yahoo's cash holdings are $3.5 billion, about three times the amount Baidu has on hand.
So with Yahoo selling at 1.77 times book value and Baidu at 38 times book value, you can see the extreme undervaluation of Yahoo when taking the above data into account versus Baidu's potential to be in a bubble situation.
Baidu was trading at $145.90, gaining $4.02, or 2.83 percent, as of 12:40 PM EDT. Yahoo was trading at $16.65, falling $0.12, or 0.72 percent.
Obviously you wanted to hold Baidu during that time, but that was then and this is now.
Even more surprising to investors in 2011, Yahoo is expected to earn over 14 percent for the year, bringing its total earnings to $997 million, while Baidu's earnings are estimated to reach $876 million.
And taking into account the fact that Yahoo's cash holdings are $3.5 billion, about three times the amount Baidu has on hand.
So with Yahoo selling at 1.77 times book value and Baidu at 38 times book value, you can see the extreme undervaluation of Yahoo when taking the above data into account versus Baidu's potential to be in a bubble situation.
Baidu was trading at $145.90, gaining $4.02, or 2.83 percent, as of 12:40 PM EDT. Yahoo was trading at $16.65, falling $0.12, or 0.72 percent.
Thursday, March 24, 2011
Ken Fishers Best Picks: (BIDU) (NOV) (EMC) (CAT)
Among the best performers of Billionaire investor Ken Fisher via his Fisher Investments, are his holdings in BAIDU INC (NASDAQ: BIDU), National Oilwell Varco INC (NYSE: NOV), EMC CORP (NYSE:EMC), Caterpillar (NYSE: CAT) and Banco Santander S.A. (NYSE: STD), as of the end of December.
Baidu was by far the top performer of the companies he has significant investment in, up 31.7 percent during that period of time.
Following far behind, but still performing strong is National Oilwell Varco, which is up 17.0 percent.
Next is EMC Corp, generating 15.1 percent since December, followed closely by Caterpillar with 14.6 percent and Banco Santander with 14.4 percent gains.
After those, the next two best performers were Boeing (NYSE: BA) at 10.7 percent and Dover Corp. (NYSE: DOV) with 10.5 percent.
Fisher appears to have positioned the fund to benefit from a decline in the U.S. dollar, which would generate billions for him when looking at the overall portfolio.
Baidu was by far the top performer of the companies he has significant investment in, up 31.7 percent during that period of time.
Following far behind, but still performing strong is National Oilwell Varco, which is up 17.0 percent.
Next is EMC Corp, generating 15.1 percent since December, followed closely by Caterpillar with 14.6 percent and Banco Santander with 14.4 percent gains.
After those, the next two best performers were Boeing (NYSE: BA) at 10.7 percent and Dover Corp. (NYSE: DOV) with 10.5 percent.
Fisher appears to have positioned the fund to benefit from a decline in the U.S. dollar, which would generate billions for him when looking at the overall portfolio.
Monday, March 21, 2011
Ford (F) Beats Apple (AAPL) as Top March Stock Pick of March
Voting by readers of CNNMoney ended with their top stock pick in March being Ford Motor (NYSE:F), pushing the company handily past its nearest competitor Apple (NASDAQ:AAPL) by a margin of 57 percent to 43 percent for the month.
Other competitors they easily beat included Exxon Mobil (NYSE:XOM), Netflix (NASDAQ:NFLX), AT&T (NYSE:T) and Baidu (NASDAQ:BIDU).
The voting was participated in in rounds, with Ford winning in all rounds by a range of 60 percent to 80 percent.
As for Apple, they did well in all rounds with the exception of the one in direct competition with Ford, winning against formidable opponents like Sirius XM (NASDAQ:SIRI), with 94 percent of the votes in the first round, 82 percent versus Amazon (NASDAQ:AMZN) in round two, and more than 70 percent of the votes against Google (NASDAQ:GOOG) in round three. In the Final Four, 66 percent of voter chose Apple over manufacturing company Caterpillar (NYSE:CAT).
Ford was trading at $14.59, up $0.10, or 0.66 percent, as of 2:42 PM EDT. Apple was trading at $339.01, gaining $8.33, or 2.52 percent.
Source
Other competitors they easily beat included Exxon Mobil (NYSE:XOM), Netflix (NASDAQ:NFLX), AT&T (NYSE:T) and Baidu (NASDAQ:BIDU).
The voting was participated in in rounds, with Ford winning in all rounds by a range of 60 percent to 80 percent.
As for Apple, they did well in all rounds with the exception of the one in direct competition with Ford, winning against formidable opponents like Sirius XM (NASDAQ:SIRI), with 94 percent of the votes in the first round, 82 percent versus Amazon (NASDAQ:AMZN) in round two, and more than 70 percent of the votes against Google (NASDAQ:GOOG) in round three. In the Final Four, 66 percent of voter chose Apple over manufacturing company Caterpillar (NYSE:CAT).
Ford was trading at $14.59, up $0.10, or 0.66 percent, as of 2:42 PM EDT. Apple was trading at $339.01, gaining $8.33, or 2.52 percent.
Source
Tuesday, February 1, 2011
Baidu.com (Nasdaq:BIDU), Parexel (Nasdaq:PRXL), Orexigen (Nasdaq:OREX), AMD (NYSE:AMD) Among Big Movers Today
While most people today know about Orexigen (Nasdaq:OREX), which has dropped over 70 percent on the news their diet pill had been rejected by the FDA, other big movers today include Baidu.com (Nasdaq:BIDU), Parexel International (Nasdaq:PRXL) and Advanced Micro Devices Inc. (NYSE:AMD).
Also plunging were shares of Parexel International Corp., which fell after the pharmaceutical research contractor lowered its guidance for fiscal 2011, citing slow progress in signing new contracts with drugmakers.
Shares of Advanced Micro Devices Inc. continued to rise on Intel's (NASDAQ:INTC) chip problems and fallout from the unexpected firing of their CEO which brought the shares down.
Baidu.com continues to soar as they tripled their profit in the last quarter, beating analysts' estimates and looking good going forward.
Parexel International Corp. was trading at $20.99, dropping $2.22, or 9.56 percent, as of 3:32 PM EST. Orexion was at $2.60, plummeting $6.49, or 71.40 percent. AMD was up to $8.22, gaining $0.39, or 4.98 percent. Baidu.com was trading at $119.17, gaining $10.54, or 9.70 percent.
Also plunging were shares of Parexel International Corp., which fell after the pharmaceutical research contractor lowered its guidance for fiscal 2011, citing slow progress in signing new contracts with drugmakers.
Shares of Advanced Micro Devices Inc. continued to rise on Intel's (NASDAQ:INTC) chip problems and fallout from the unexpected firing of their CEO which brought the shares down.
Baidu.com continues to soar as they tripled their profit in the last quarter, beating analysts' estimates and looking good going forward.
Parexel International Corp. was trading at $20.99, dropping $2.22, or 9.56 percent, as of 3:32 PM EST. Orexion was at $2.60, plummeting $6.49, or 71.40 percent. AMD was up to $8.22, gaining $0.39, or 4.98 percent. Baidu.com was trading at $119.17, gaining $10.54, or 9.70 percent.
Novellus Systems (Nasdaq:NVLS), Anadarko (NYSE:APC), Baidu (Nasdaq:BIDU) Active After Hours Trading
Novellus Systems (Nasdaq:NVLS), Anadarko (NYSE:APC) and Baidu (Nasdaq:BIDU) all were active in after hours trading, as each company reported their quarterly results Monday.
Novellus Systems' fourth-quarter profits were driven by ongoing demand for semiconductors, with profits more than doubling during the period. Semiconductor sales continue to be robust because of the strong personal-computer and laptop-computer demand as the adoption of Microsoft Corp's (NASDAQ:MSFT) Windows 7 software remains unabated. Shares rose 3.41 percent, to $37.30 in after-hours trading, as Novellus' bottom line was greater than its December estimate.
Anadarko Petroleum's fourth-quarter profit dropped 52% as the oil-and-gas producer reported higher derivative gains a year ago, while overall production and revenue increased during the latest quarter. Excluding items, Anadarko's bottom line, easily surpassed Wall Street's expectations, although top-line growth fell short of projections. Shares fell $0.83, or 1.08 percent, to $76.25 in after-hours trading.
Baidu's fourth-quarter revenue almost doubled, and its earnings more than doubled - as China's top Internet search engine posted results which exceeded analysts' estimates. The American depositary shares of the company were up 7.57 percent at $116.75 after hours.
Novellus Systems' fourth-quarter profits were driven by ongoing demand for semiconductors, with profits more than doubling during the period. Semiconductor sales continue to be robust because of the strong personal-computer and laptop-computer demand as the adoption of Microsoft Corp's (NASDAQ:MSFT) Windows 7 software remains unabated. Shares rose 3.41 percent, to $37.30 in after-hours trading, as Novellus' bottom line was greater than its December estimate.
Anadarko Petroleum's fourth-quarter profit dropped 52% as the oil-and-gas producer reported higher derivative gains a year ago, while overall production and revenue increased during the latest quarter. Excluding items, Anadarko's bottom line, easily surpassed Wall Street's expectations, although top-line growth fell short of projections. Shares fell $0.83, or 1.08 percent, to $76.25 in after-hours trading.
Baidu's fourth-quarter revenue almost doubled, and its earnings more than doubled - as China's top Internet search engine posted results which exceeded analysts' estimates. The American depositary shares of the company were up 7.57 percent at $116.75 after hours.
Friday, January 28, 2011
Baidu's (NASDAQ:BIDU) Growth Challenged by Google (Nasdaq:GOOG), Taobao
There's no doubt Baidu's (NASDAQ:BIDU) fourth quarter results will be impressive, as growth is expected to be over 80 percent for 2010. The question is how Baidu will do going forward, as competition heats up from Google (Nasdaq:GOOG) and privately held Taobao.
Auriga says, "We maintain our rating on BIDU ahead of 4Q10 results despite our expectations of a strong quarter. While BIDU is likely to report Y/Y growth north of 80% in 2010, we believe full year 2011 could be a tough year in terms of competition and growth compared to 2010. We believe increasing competition from Google (GOOG)(NR) and Taobao (private) can impose pressure on BIDU's growth. Consensus' expectations of 61% Y/Y revenue growth are aggressive we believe. Based on our updated model and estimates, we believe the stock is worth $107 vs. our previous price target of $79 and it is fairly valued at these levels. The upside for the stock price from here in 2011 could be limited."
Auriga maintains a "Hold" rating on Baidu (BIDU), which was trading at $106.61, dropping $2.44, or 2.24 percent, as of 1:11 PM EST. Auriga raised their price target on Baidu from $79 to $107.
Auriga says, "We maintain our rating on BIDU ahead of 4Q10 results despite our expectations of a strong quarter. While BIDU is likely to report Y/Y growth north of 80% in 2010, we believe full year 2011 could be a tough year in terms of competition and growth compared to 2010. We believe increasing competition from Google (GOOG)(NR) and Taobao (private) can impose pressure on BIDU's growth. Consensus' expectations of 61% Y/Y revenue growth are aggressive we believe. Based on our updated model and estimates, we believe the stock is worth $107 vs. our previous price target of $79 and it is fairly valued at these levels. The upside for the stock price from here in 2011 could be limited."
Auriga maintains a "Hold" rating on Baidu (BIDU), which was trading at $106.61, dropping $2.44, or 2.24 percent, as of 1:11 PM EST. Auriga raised their price target on Baidu from $79 to $107.
Thursday, January 27, 2011
Baidu (NASDAQ:BIDU) Remains Interesting Growth Story Says Kaufman
With Netflix (NASDAQ:NFLX), Apple (NASDAQ:AAPL) and Qualcomm (NASDAQ:QCOM) dominating the tech news recently, Baidu (NASDAQ:BIDU) and others have been quietly in the background, although that should change when it reports earnings on Monday, which should reinforce their growth narrative as a long and sustainable one.
Kaufman says, "Baidu reports 4Q results Monday, January 31st after the close. We estimate 4Q gross revenues of $364M (97% Y/Y, 93% constant currency, 8% Q/Q), which is in line with the consensus estimate of $362M and at the high end of BIDU's guidance range of $354.2M-$364.7M. We estimate over 13,000 net new customer additions for 4Q from 272,000 reported in 3Q. We expect average revenue per customer to be up 54% Y/Y and 3% Q/Q. We expect PF EPS to be largely in line with our and the consensus estimate of $0.46; however, we would not be surprised to see the company come in modestly above this number with the potential for better than expected operating leverage. We anticipate that the company may issue conservative 1Q11 top-line guidance, perhaps lower at the midpoint than the current consensus of $354M."
Kaufman Bros. maintains a 'Buy' rating on Baidu (BIDU), which was trading at $109.63, gaining $1.68, or 1.56 percent, as of 2:34 PM EST. Kaufman has a price target on Baidu of $118.
Kaufman says, "Baidu reports 4Q results Monday, January 31st after the close. We estimate 4Q gross revenues of $364M (97% Y/Y, 93% constant currency, 8% Q/Q), which is in line with the consensus estimate of $362M and at the high end of BIDU's guidance range of $354.2M-$364.7M. We estimate over 13,000 net new customer additions for 4Q from 272,000 reported in 3Q. We expect average revenue per customer to be up 54% Y/Y and 3% Q/Q. We expect PF EPS to be largely in line with our and the consensus estimate of $0.46; however, we would not be surprised to see the company come in modestly above this number with the potential for better than expected operating leverage. We anticipate that the company may issue conservative 1Q11 top-line guidance, perhaps lower at the midpoint than the current consensus of $354M."
Kaufman Bros. maintains a 'Buy' rating on Baidu (BIDU), which was trading at $109.63, gaining $1.68, or 1.56 percent, as of 2:34 PM EST. Kaufman has a price target on Baidu of $118.
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