EMC Corp. (NYSE: EMC), Smart Balance Inc. (NASDAQ: SMBL), Cymer, Inc. (NASDAQ: CYMI), Epocrates, Inc. (NASDAQ: EPOC), First Horizon National Co. (NYSE: FHN) and Sourcefire, Inc. (NASDAQ: FIRE) ratings and price targets.
Smart Balance Inc. (SMBL) had its “hold” rating reiterated by Canaccord Genuity.
EMC Corp. (EMC) is now covered by Hilliard Lyons. They have a “Long-Term buy” rating and a price target of $31.00 on the firm.
Cymer, Inc. (CYMI) had its price target raised by Stifel Nicolaus from $52.00 to $59.00. They have a “buy” rating on the firm.
Epocrates, Inc. (EPOC) was downgraded by Raymond James (NYSE:RJF) from a “market perform” rating to an “underperform” rating.
First Horizon National Co. (FHN) was downgraded by Bank of America (NYSE:BAC) from a “neutral” rating to an “underperform” rating.
Sourcefire, Inc. (FIRE) was downgraded by Jefferies Group (NYSE:JEF) from a “buy” rating to a “hold” rating.
Showing posts with label Sourcefire. Show all posts
Showing posts with label Sourcefire. Show all posts
Monday, January 9, 2012
Thursday, November 3, 2011
Sourcefire (FIRE) (SNI) (TGI) (TLEO) (FLS) (HSIC) Price Targets Changed
Sourcefire, Inc. (NASDAQ: FIRE), Scripps Networks Interactive, Inc. (NYSE: SNI), Triumph Group, Inc. (NYSE: TGI), Taleo Corp (NASDAQ: TLEO), Flowserve Corp. (NYSE: FLS) and Henry Schein, Inc. (NASDAQ: HSIC) had price targets on them adjusted by analysts.
Sourcefire, Inc. (FIRE) had its price target raised by UBS AG (NYSE:UBS) from $32.00 to $34.00. They have a “Buy” rating on the company.
Scripps Networks Interactive, Inc. (NYSE: SNI) had its price target lowered by analysts at Wunderlich to $53.00.
Triumph Group, Inc. (TGI) had its price target raised by RBC Capital from $63.00 to $65.00. They have an “Outperform” rating on the company.
Taleo Corp. (TLEO) had its price target raised by FBR Capital from $29.00 to $31.00. They have a “Market Perform” rating on the company.
Flowserve Corp. (FLS) had its price target raised by UBS AG (NYSE:UBS) from $105.00 to $111.00. The analysts now have a “buy” rating on the company.
Henry Schein, Inc. (HSIC) had its price target lowered by UBS AG from $70.00 to $68.00. They have a “Neutral” rating on the company.
Sourcefire, Inc. (FIRE) had its price target raised by UBS AG (NYSE:UBS) from $32.00 to $34.00. They have a “Buy” rating on the company.
Scripps Networks Interactive, Inc. (NYSE: SNI) had its price target lowered by analysts at Wunderlich to $53.00.
Triumph Group, Inc. (TGI) had its price target raised by RBC Capital from $63.00 to $65.00. They have an “Outperform” rating on the company.
Taleo Corp. (TLEO) had its price target raised by FBR Capital from $29.00 to $31.00. They have a “Market Perform” rating on the company.
Flowserve Corp. (FLS) had its price target raised by UBS AG (NYSE:UBS) from $105.00 to $111.00. The analysts now have a “buy” rating on the company.
Henry Schein, Inc. (HSIC) had its price target lowered by UBS AG from $70.00 to $68.00. They have a “Neutral” rating on the company.
Friday, August 19, 2011
Allstate (ALL) (WGBS) (HPY) (MA) (FIRE) (AMRI) Get New Coverage
Allstate (NYSE: ALL), WaferGen Bio-systems, Inc. (NASDAQ: WGBS), Heartland Payment Systems Inc (NYSE: HPY), MasterCard (NYSE: MA), Sourcefire, Inc. (NASDAQ: FIRE) and Albany Molecular Research, Inc. (NASDAQ: AMRI) getting new coverage.
Madison Williams initiated coverage on WaferGen Bio-systems, Inc. (WGBS). They placed an “Accumulate” rating on the company.
Sterne Agee initiated coverage on Heartland Payment Systems Inc (HPY). They placed a “Buy” rating and a price target of $25.00 on the company.
Evercore Partners initiated coverage on Allstate (ALL). They placed an “Overweight” rating and a price target of $36.00 on the company.
Sterne Agee initiated coverage on MasterCard (MA). They placed a “Buy” rating and a price target of $390.00 on the company.
Jefferies (NYSE:JEF) initiated coverage on Sourcefire, Inc. (FIRE). They placed a “Buy” rating and a price target of $31.00 on the company.
Madison Williams initiated coverage on Albany Molecular Research, Inc. (AMRI). They placed a “Buy” rating and a price target of $7.00 on the company.
Madison Williams initiated coverage on WaferGen Bio-systems, Inc. (WGBS). They placed an “Accumulate” rating on the company.
Sterne Agee initiated coverage on Heartland Payment Systems Inc (HPY). They placed a “Buy” rating and a price target of $25.00 on the company.
Evercore Partners initiated coverage on Allstate (ALL). They placed an “Overweight” rating and a price target of $36.00 on the company.
Sterne Agee initiated coverage on MasterCard (MA). They placed a “Buy” rating and a price target of $390.00 on the company.
Jefferies (NYSE:JEF) initiated coverage on Sourcefire, Inc. (FIRE). They placed a “Buy” rating and a price target of $31.00 on the company.
Madison Williams initiated coverage on Albany Molecular Research, Inc. (AMRI). They placed a “Buy” rating and a price target of $7.00 on the company.
Friday, August 5, 2011
SPX (SPW) (AAP) (CHH) (CSC) (FIRE) (LINC) (MA) Price Targets Changed
SPX Corp (NYSE: SPW), Advance Auto Parts, Inc. (NYSE: AAP), Choice Hotels (NYSE: CHH), Computer Sciences (NYSE: CSC), Sourcefire, Inc. (NASDAQ: FIRE), Lincoln Educational Services Corp (NASDAQ: LINC) and MasterCard (NYSE: MA) price targets adjusted by analysts.
Advance Auto Parts, Inc. (AAP) had its price target lowered by Barclays Capital from $63.00 to $59.00. They have an “Equal Weight” rating on the company.
Choice Hotels (CHH) had its price target lowered by Barclays Capital from $37.00 to $34.00. They have an “Underweight” rating on the company.
Computer Sciences (CSC) had its price target lowered by Barclays Capital from $42.00 to $38.00. They have an “Equal Weight” rating on the company.
Sourcefire, Inc. (FIRE) had its price target raised by Barclays Capital from $22.00 to $24.00. They have an “Equal Weight” rating on the company.
Lincoln Educational Services Corp. (LINC) had its price target lowered by Barclays Capital from $14.00 to $11.00. They have an “Equal Weight” rating on the company.
MasterCard (MA) had its price target raised by Barclays Capital from $335.00 to $370.00. They have an “Overweight” rating on the company.
SPX Corp. (SPW) had its price target lowered by Barclays Capital from $104.00 to $80.00. They have an “Overweight” rating on the company.
Advance Auto Parts, Inc. (AAP) had its price target lowered by Barclays Capital from $63.00 to $59.00. They have an “Equal Weight” rating on the company.
Choice Hotels (CHH) had its price target lowered by Barclays Capital from $37.00 to $34.00. They have an “Underweight” rating on the company.
Computer Sciences (CSC) had its price target lowered by Barclays Capital from $42.00 to $38.00. They have an “Equal Weight” rating on the company.
Sourcefire, Inc. (FIRE) had its price target raised by Barclays Capital from $22.00 to $24.00. They have an “Equal Weight” rating on the company.
Lincoln Educational Services Corp. (LINC) had its price target lowered by Barclays Capital from $14.00 to $11.00. They have an “Equal Weight” rating on the company.
MasterCard (MA) had its price target raised by Barclays Capital from $335.00 to $370.00. They have an “Overweight” rating on the company.
SPX Corp. (SPW) had its price target lowered by Barclays Capital from $104.00 to $80.00. They have an “Overweight” rating on the company.
Sourcefire (FIRE) (GOOD) (LAZ) (LHCG) (LPNT) Upgraded
Sourcefire, Inc. (NASDAQ: FIRE), Gladstone Commercial Corp (NASDAQ: GOOD), Lazard Ltd (NYSE: LAZ), LHC Group, Inc. (NASDAQ: LHCG) and Lifepoint Hospitals (NASDAQ: LPNT) upgraded by analysts.
Sourcefire, Inc. (FIRE) was upgraded by UBS AG (NYSE:UBS) from a “Neutral” rating to a “Buy” rating. They have a price target of $32.00 on the company.
Gladstone Commercial Corp. (GOOD) was upgraded by Hilliard Lyons from a “Neutral” rating to a “Buy” rating. They have a price target of $19.00 on the company.
Lazard Ltd (LAZ) was upgraded by Citigroup (NYSE:C) from a “Hold” rating to a “Buy” rating. They have a price target of $42.00 on the company.
LHC Group, Inc. (LHCG) was upgraded by Jefferies (NYSE:JEF) from an “Underperform” rating to a “Hold” rating. They have a price target of $20.00 on the company, up from $19.00.
Lifepoint Hospitals (LPNT) was upgraded by Leerink from an “Underperform” rating to a “Market Perform” rating.
Sourcefire, Inc. (FIRE) was upgraded by UBS AG (NYSE:UBS) from a “Neutral” rating to a “Buy” rating. They have a price target of $32.00 on the company.
Gladstone Commercial Corp. (GOOD) was upgraded by Hilliard Lyons from a “Neutral” rating to a “Buy” rating. They have a price target of $19.00 on the company.
Lazard Ltd (LAZ) was upgraded by Citigroup (NYSE:C) from a “Hold” rating to a “Buy” rating. They have a price target of $42.00 on the company.
LHC Group, Inc. (LHCG) was upgraded by Jefferies (NYSE:JEF) from an “Underperform” rating to a “Hold” rating. They have a price target of $20.00 on the company, up from $19.00.
Lifepoint Hospitals (LPNT) was upgraded by Leerink from an “Underperform” rating to a “Market Perform” rating.
Thursday, May 5, 2011
Price Targets on (ENOC) (ESS) (EXPD) (FIRE) (FMS) Updated by Analysts
Price targets on EnerNOC, Inc. (NASDAQ: ENOC), Essex Property Trust Inc (NYSE: ESS), Expeditors International (NASDAQ: EXPD), Sourcefire, Inc. (NASDAQ: FIRE) and Fresenius Medical (NYSE: FMS) were updated by analysts.
Needham & Company cut their price target on EnerNOC, Inc. (ENOC) from $30.00 to $22.00. They have a “buy” rating on the company.
Stifel Nicolaus raised their price target on Essex Property Trust Inc (ESS) from $135.00 to $150.00. They have a “buy” rating on the company.
UBS AG (NYSE:UBS) raised their price target on Expeditors International ( EXPD) from $59.00 to $61.00. They have a “buy” rating on the company.
Stifel Nicolaus cut their price target on Sourcefire, Inc. (FIRE) from $30.00 to $28.00. They have a “buy” rating on the company.
RBC Capital raised their price target on Fresenius Medical (FMS) from $69.00 to $79.00. They have an “outperform” rating on the company.
Needham & Company cut their price target on EnerNOC, Inc. (ENOC) from $30.00 to $22.00. They have a “buy” rating on the company.
Stifel Nicolaus raised their price target on Essex Property Trust Inc (ESS) from $135.00 to $150.00. They have a “buy” rating on the company.
UBS AG (NYSE:UBS) raised their price target on Expeditors International ( EXPD) from $59.00 to $61.00. They have a “buy” rating on the company.
Stifel Nicolaus cut their price target on Sourcefire, Inc. (FIRE) from $30.00 to $28.00. They have a “buy” rating on the company.
RBC Capital raised their price target on Fresenius Medical (FMS) from $69.00 to $79.00. They have an “outperform” rating on the company.
Friday, January 7, 2011
Sourcefire's (NASDAQ:FIRE) Immunet Strategy a Good One Says Needham
Liking the move of Sourcefire (NASDAQ:FIRE) away from its reliance on its core IPS product, Needham said it will probably come under fire for the dilutive aspect in the short term.
Needham says, "We like the strategic direction Sourcefire is pursuing with Immunet, as it broadens FIRE beyond its core IPS product for network security. The deal may be criticized for its near-term dilutive nature and its “free-to-premium pay” model. However, we believe FIRE is pursuing the same playbook as ArcSight (now HP), which maintained 20%+ topline growth while delivering flattish EPS, in the name of pursuing a vast network security spending opportunity. We continue to believe FIRE is an attractive M&A candidate.
"The general CY11 guidance of “at least 20%” revenue growth is in-line with consensus; however, the (0.10) dilution of the Immunet acquisition suggests $0.60 EPS in CY11, below $0.70 EPS consensus. We are maintaining our $157m, but lowering EPS to $0.60. Introducing CY12 of $191m and $0.80 EPS."
Needham & Company maintains a "Buy" rating on Sourcefire, which closed Thursday at $24.68, down $2.14, or 7.98 percent. Needham has a price target of $32 on them.
Needham says, "We like the strategic direction Sourcefire is pursuing with Immunet, as it broadens FIRE beyond its core IPS product for network security. The deal may be criticized for its near-term dilutive nature and its “free-to-premium pay” model. However, we believe FIRE is pursuing the same playbook as ArcSight (now HP), which maintained 20%+ topline growth while delivering flattish EPS, in the name of pursuing a vast network security spending opportunity. We continue to believe FIRE is an attractive M&A candidate.
"The general CY11 guidance of “at least 20%” revenue growth is in-line with consensus; however, the (0.10) dilution of the Immunet acquisition suggests $0.60 EPS in CY11, below $0.70 EPS consensus. We are maintaining our $157m, but lowering EPS to $0.60. Introducing CY12 of $191m and $0.80 EPS."
Needham & Company maintains a "Buy" rating on Sourcefire, which closed Thursday at $24.68, down $2.14, or 7.98 percent. Needham has a price target of $32 on them.
Friday, December 17, 2010
Sourcefire (NASDAQ:FIRE) May be Stronger Acquisition Target
Change in their strategy in regard to their “Next Generation Firewall" has Sourcefire (NASDAQ:FIRE) positioned stronger as a possible takeover target.
Needham says, "We recently caught up with Sourcefire management following an investor event on Dec 9th that clarified questions raised on the October conference call. The recent product strategy for “Next Generation Firewall” (broadening the FIRE product) was clarified and is logical, based on our discussion with network security industry contacts, and may make FIRE more attractive as an acquisition target. We also heard clarification that changes to the revenue model (flirting with subscription pricing) are not expected to have material impact for several quarters. That said, we believe our cost profile for CY11 needs to be more front-end loaded to account for increased S&M and R&D in 1H11, due to new product launch (R&D plus S&M/channel spend)."
Needham & Company maintains a "Buy" rating on Sourcefire, which closed Thursday at $26.03, up $0.82, or 3.25 percent. They raised their price target on them from $28 to $32.
Needham says, "We recently caught up with Sourcefire management following an investor event on Dec 9th that clarified questions raised on the October conference call. The recent product strategy for “Next Generation Firewall” (broadening the FIRE product) was clarified and is logical, based on our discussion with network security industry contacts, and may make FIRE more attractive as an acquisition target. We also heard clarification that changes to the revenue model (flirting with subscription pricing) are not expected to have material impact for several quarters. That said, we believe our cost profile for CY11 needs to be more front-end loaded to account for increased S&M and R&D in 1H11, due to new product launch (R&D plus S&M/channel spend)."
Needham & Company maintains a "Buy" rating on Sourcefire, which closed Thursday at $26.03, up $0.82, or 3.25 percent. They raised their price target on them from $28 to $32.
Friday, December 3, 2010
Sourcefire (NASDAQ:FIRE) Growing with Small Deals
Citing a number of $1 million deals referenced by Sourcefire (NASDAQ:FIRE), Jefferies maintains their "Buy" rating on them, while pushing up the price target.
Jefferies added, "NGFW expands Sourcefire's total addressable market by 3x. Management believes the long-term opportunity to provide commercial support for Razorback could be as large as Snort, which is a $100mm business."
The next generation firewall is due to be released in 2011.
Sourcefire closed Thursday at $27.77, dropping slightly by $0.09, or 0.32 percent. Jefferies raised their price target on them by $5 to $35.
Jefferies added, "NGFW expands Sourcefire's total addressable market by 3x. Management believes the long-term opportunity to provide commercial support for Razorback could be as large as Snort, which is a $100mm business."
The next generation firewall is due to be released in 2011.
Sourcefire closed Thursday at $27.77, dropping slightly by $0.09, or 0.32 percent. Jefferies raised their price target on them by $5 to $35.
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