Netflix, Inc. (NASDAQ: NFLX), Texas Instruments (NYSE: TXN), Ingram Micro Inc. (NYSE: IM), Comverge Inc (NASDAQ: COMV), BCD Semiconductor (NASDAQ: BCDS) and Advent Software Inc (NASDAQ: ADVS) ratings reiterated by analysts.
Citigroup (NYSE:C) reiterated its "Buy" rating on Netflix, Inc. (NFLX).
Bank of America (NYSE:BAC) reiterated its "Buy" rating on Texas Instruments (TXN).
Sterne Agee Ingram reiterated its "Buy" rating on Micro Inc. (IM). They have a price target of $24.00 on the company.
JPMorgan Chase & Co. (NYSE:JPM) reiterated its "Neutral" rating on Comverge Inc (COMV).
Oppenheimer reiteraed a "Market Perform" rating on BCD Semiconductor (BCDS).
JPMorgan Chase & Co. (NYSE:JPM) reiterated an "Underweight" rating on Advent Software Inc. (ADVS). They have a price target of $30.50 on the company.
Showing posts with label Ingram Micro. Show all posts
Showing posts with label Ingram Micro. Show all posts
Wednesday, July 27, 2011
Friday, April 29, 2011
Ratings of (IM) (GPRO) (NTCT) (OSK) (RCL) Downgraded
Analysts downgraded ratings of Ingram Micro Inc. (NYSE: IM), Gen-Probe Incorporated (NASDAQ: GPRO), NetScout Systems, Inc. (NASDAQ: NTCT), Oshkosh Truck (NYSE: OSK) and Royal Caribbean Cruises Ltd. (NYSE: RCL) today.
Brean Murray downgraded Ingram Micro Inc. (IM) from a “buy” rating to a “hold” rating.
Canaccord Genuity downgraded Gen-Probe Incorporated (GPRO) from a “buy” rating to a “hold” rating. They have a price target of $88.00 on the company.
Wunderlich downgraded NetScout Systems, Inc. (NTCT) from a “buy” rating to a “hold” rating. They have a price target of $26.00 on the company, down from $28.00.
The Benchmark Company downgraded Oshkosh Truck (OSK) from a “buy” rating to a “hold” rating. They have a price target of $35.00 on the company, down from $45.00.
Raymond James (NYSE:RJF) downgraded Royal Caribbean Cruises Ltd. (RCL) from a “buy” rating to an “outperform” rating.
Brean Murray downgraded Ingram Micro Inc. (IM) from a “buy” rating to a “hold” rating.
Canaccord Genuity downgraded Gen-Probe Incorporated (GPRO) from a “buy” rating to a “hold” rating. They have a price target of $88.00 on the company.
Wunderlich downgraded NetScout Systems, Inc. (NTCT) from a “buy” rating to a “hold” rating. They have a price target of $26.00 on the company, down from $28.00.
The Benchmark Company downgraded Oshkosh Truck (OSK) from a “buy” rating to a “hold” rating. They have a price target of $35.00 on the company, down from $45.00.
Raymond James (NYSE:RJF) downgraded Royal Caribbean Cruises Ltd. (RCL) from a “buy” rating to an “outperform” rating.
Ratings of (GPRO) (IM) (MEOH) (IMAX) (INFN) Downgraded
Analysts downgraded ratings of Gen-Probe Incorporated (NASDAQ: GPRO), Ingram Micro Inc. (NYSE: IM), Methanex Corporation (NASDAQ: MEOH), Imax Corporation (NASDAQ: IMAX) and Infinera Corp. (NASDAQ: INFN) today.
William Blair downgraded Gen-Probe Incorporated (GPRO) to a “market perform” rating.
Stifel Nicolaus downgraded Ingram Micro Inc. (IM) from a “buy” rating to a “hold” rating.
UBS AG (NYSE:UBS) downgraded Methanex Corporation (MEOH) from a “buy” rating to a “neutral” rating.
Canaccord Genuity downgraded Imax Corporation (IMAX) from a “buy” rating to a “hold” rating.
JPMorgan Chase & Co. (NYSE:JPM) downgraded Infinera Corp. (INFN) to an “underweight” rating.
William Blair downgraded Gen-Probe Incorporated (GPRO) to a “market perform” rating.
Stifel Nicolaus downgraded Ingram Micro Inc. (IM) from a “buy” rating to a “hold” rating.
UBS AG (NYSE:UBS) downgraded Methanex Corporation (MEOH) from a “buy” rating to a “neutral” rating.
Canaccord Genuity downgraded Imax Corporation (IMAX) from a “buy” rating to a “hold” rating.
JPMorgan Chase & Co. (NYSE:JPM) downgraded Infinera Corp. (INFN) to an “underweight” rating.
Friday, January 14, 2011
Barclays Reviews IBM (NYSE:IBM), Apple (Nasdaq:AAPL), Ingram Micro (NYSE:IM)Western Digital (Nasdaq:WDC), Seagate (NYSE:STX), EMC (NYSE:EMC), Xerox (NYSE:XRX) and Lexmark (NYSE:LXK)
Barclays gave a review of companies in IT Hardware, covering IBM (NYSE:IBM), Apple (Nasdaq:AAPL), Western Digital (Nasdaq:WDC), Seagate (NYSE:STX), EMC (NYSE:EMC), Xerox (NYSE:XRX), Lexmark (NYSE:LXK) and Ingram Micro (NYSE:IM), as earnings season approaches.
Apple (AAPL) on January 18 - Strong Momentum in All Products: We recently raised our EPS estimates for Apple for F1Q11 thru FY12 due to prospects for higher Mac, iPhone & iPad sales. We also believe our gross margin forecast of 37% for C4Q could have potential for upside. Guidance is likely to remain conservative. Reiterate Overweight.
IBM (IBM) on January 18 - Strong Hardware, Subdued Signings: We see upside to EPS & 2011 guidance, but signings trends may mute some optimism. IBM will also shift to reporting results and guidance on an operating basis. Make sure you are ready.
Western Digital (WDC) on January 18 - Margins Improving: Our recent checks within the HDD industry indicate that industry trends have been improving throughout C4Q and indications for demand and pricing (C4Q and outlook into 2CQ 11) appear to be quite stable as HDD makers remain disciplined. WD margins could benefit. Reiterate Overweight.
Ingram Micro (IM) on February 10 - Solid Top Line: We believe IM will issue a positive 4Q report with potential for revenue upside & some EPS leverage. We would expect the stock to see support in the $19-$20 range at report (around estimated BV/TBV).
Seagate (STX) on January 19 - Buybacks & Some Stability: EPS could see upside as a result of margin upside & the recently announced $2B share repurchase program, which could amount to $300-$400 per quarter.
EMC (EMC) on January 25- Expecting Upside due to High-end Strength: Our checks indicate that EMC's 4Q10 may be tracking above the upper end of its guidance and could see a few cents upside given continued strong demand for its high-end & cloud offerings.
Xerox (XRX) on January 26 - Another Steady Performance: We believe Xerox is set to post modest upside to our $0.28 with solid cash flow, helped by share gains & cost controls. Given XRX raised 2011 guidance in C3Q, we do not look for any major change to outlook. Focus will likely be around plans for major share repurchase in 2H11.
Lexmark (LXK) on February 1 - Watching Europe: We believe LXK's 4Q10 EPS has potential upside to consensus of $1.11 (LXK guided $1.03-$1.13) w/support from a lower tax rate (extension of R&D credit). However, we wouldn't be surprised to see EPS guidance below the street for 1Q11 given typical conservatism & some weakness in Europe.
Apple (AAPL) on January 18 - Strong Momentum in All Products: We recently raised our EPS estimates for Apple for F1Q11 thru FY12 due to prospects for higher Mac, iPhone & iPad sales. We also believe our gross margin forecast of 37% for C4Q could have potential for upside. Guidance is likely to remain conservative. Reiterate Overweight.
IBM (IBM) on January 18 - Strong Hardware, Subdued Signings: We see upside to EPS & 2011 guidance, but signings trends may mute some optimism. IBM will also shift to reporting results and guidance on an operating basis. Make sure you are ready.
Western Digital (WDC) on January 18 - Margins Improving: Our recent checks within the HDD industry indicate that industry trends have been improving throughout C4Q and indications for demand and pricing (C4Q and outlook into 2CQ 11) appear to be quite stable as HDD makers remain disciplined. WD margins could benefit. Reiterate Overweight.
Ingram Micro (IM) on February 10 - Solid Top Line: We believe IM will issue a positive 4Q report with potential for revenue upside & some EPS leverage. We would expect the stock to see support in the $19-$20 range at report (around estimated BV/TBV).
Seagate (STX) on January 19 - Buybacks & Some Stability: EPS could see upside as a result of margin upside & the recently announced $2B share repurchase program, which could amount to $300-$400 per quarter.
EMC (EMC) on January 25- Expecting Upside due to High-end Strength: Our checks indicate that EMC's 4Q10 may be tracking above the upper end of its guidance and could see a few cents upside given continued strong demand for its high-end & cloud offerings.
Xerox (XRX) on January 26 - Another Steady Performance: We believe Xerox is set to post modest upside to our $0.28 with solid cash flow, helped by share gains & cost controls. Given XRX raised 2011 guidance in C3Q, we do not look for any major change to outlook. Focus will likely be around plans for major share repurchase in 2H11.
Lexmark (LXK) on February 1 - Watching Europe: We believe LXK's 4Q10 EPS has potential upside to consensus of $1.11 (LXK guided $1.03-$1.13) w/support from a lower tax rate (extension of R&D credit). However, we wouldn't be surprised to see EPS guidance below the street for 1Q11 given typical conservatism & some weakness in Europe.
Thursday, January 13, 2011
SYNNEX Corp.'s (NYSE:SNX) Small, Medium Business Demand Exceeds Expectations
Citing better-than-expected demand in the small and medium business sector for SYNNEX Corp. (NYSE:SNX), Goldman Sachs (NYSE:GS) raised their EPS estimates and price target on the company.
Demand in the small and medium business sector accounts for close to 50 percent of overall revenue for SYNNEX.
For full year 2011 and 2012, they boosted their EPS estimates from
$3.60 and $3.95 to $3.70 and $4.10. They initiated a full year 2012 estimate of $4.50.
SYNNEX will also benefit in distribution from their acquisition with Ingram Micro (NYSE:IM), said Goldman, which sees potential of 26 percent upside from it.
Goldman maintains a "Neutral" rating on SYNNEX, which closed Wednesday at $34.28, up $0.54, or 1.60 percent. Goldman raised their price target on SNX from $33.50 to $35.50.
Demand in the small and medium business sector accounts for close to 50 percent of overall revenue for SYNNEX.
For full year 2011 and 2012, they boosted their EPS estimates from
$3.60 and $3.95 to $3.70 and $4.10. They initiated a full year 2012 estimate of $4.50.
SYNNEX will also benefit in distribution from their acquisition with Ingram Micro (NYSE:IM), said Goldman, which sees potential of 26 percent upside from it.
Goldman maintains a "Neutral" rating on SYNNEX, which closed Wednesday at $34.28, up $0.54, or 1.60 percent. Goldman raised their price target on SNX from $33.50 to $35.50.
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