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Collins Stewart: United Therapeutics Reiterates FY12/FY13 Revenue Guidance, Despite 4Q11 Miss
Tuesday, February 14, 2012 - 9:57am | 114In a research report published earlier today by Collins Stewart, United Therapeutics (NASDAQ: UTHR) reported 4Q11 total revenues of $195.2M this morning, below Street consensus of $204.8M. According to Collins Stewart, “4Q11 GAAP EPS was $0.77, also below consensus of $0.87 and CSe of $0.84, with...
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Collins Stewart: Palifosfamide P2 OS Data Bodes Well for P3
Monday, February 13, 2012 - 11:13am | 158According to a research report published today by Collins Stewart, Ziopharm Oncology's (NASDAQ: ZIOP) palifosfamide endured a positive interim OS trend. Collins Stewart reported, “Final OS data is expected at a medical meeting in 2H12. While we continue to believe the ongoing P3 PICASSO-3 study...
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Collins Stewart Sees No Meaningful Catalysts on the Horizon for Rovi
Monday, February 13, 2012 - 9:51am | 88In a recent research report, Collins Stewart reiterated its Neutral rating and $40 PT on Rovi Corporation (NASDAQ: ROVI) as no meaningful catalysts for the stock have appeared near-term. In the report, Collins Stewart said, “We continue to see TotalGuide CE & STB to ultimately be meaningful...
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Collins Stewart: 3 out of Last 4 Q's for NetApp Have Been Disappointing
Monday, February 13, 2012 - 9:50am | 150According to a research report published today by Collins Stewart, NetApp Inc. (NASDAQ: NTAP) will report its January quarter this Wednesday after market close. In the report, Collins Stewart noted that, “e. The company's results have been below Street expectations three of the past four quarters...
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UPDATE: Collins Stewart Raises Target to $95 on LinkedIn
Friday, February 10, 2012 - 2:34pm | 118Collins Stewart reiterates its Buy rating on LinkedIn (NASDAQ: LNKD) and raises its price target to $95 from $86 a share on a wide-margin beat to Q4 earnings and higher-than-expected guidance for next quarter. Collins Stewart says, "We are raising our 2012 EPS estimates by $0.14 to reflect latest...
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UPDATE: Collins Stewart Downgrades First Solar to Neutral
Friday, February 10, 2012 - 11:55am | 108According to Collins Stewart, First Solar (NASDAQ: FSLR) is downgraded to Neutral. Collins Stewart said that FSLR announced last evening that due to a construction permit issue, the Department of Energy loan approved for its Antelope Valley Solar Ranch One (AVSR) project has not been funded. “...
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Collins Stewart Maintains Lnkd at Buy, Raises PT from $86 to $95
Friday, February 10, 2012 - 9:18am -
Collins Stewart Downgrades First Solar from Buy to Neutral, Maintains PT at $40
Friday, February 10, 2012 - 8:37am -
UPDATE: Collins Stewart Upgrades Arris Group to Buy
Thursday, February 9, 2012 - 12:07pm | 65According to Collins Stewart, Arris Group (NASDAQ: ARRS) is upgraded to Buy. Collins Stewart said that despite inline results/guidance and disappointing results from Moxi (Gateway STBs), it is upgrading the stock to a BUY rating and $15 PT. “We remain convicted that ARRS stands to benefit...
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Collins Stewart Maintains Urban Outfitters at Neutral, Lowers PT from $26 to $25
Thursday, February 9, 2012 - 9:59am -
Collins Stewart Upgrades Arris Group from Hold to Buy, Raises PT to $15
Thursday, February 9, 2012 - 8:29am -
Collins Stewart Maintains ON Semiconductor at Buy, Raises PT from $10 to $11
Thursday, February 9, 2012 - 8:27am -
Collins Stewart Remains Neutral on Dolby's Stock Repurchase Announcement
Wednesday, February 8, 2012 - 1:55pm | 162Collins Stewart has published a research report on Dolby Laboratories (NYSE: DLB) after the company's recent increased stock repurchasing. In the report, Collins Stewart writes, "DLB announced today that it is increasing its stock repurchase program by an additional $100 million, bringing the...
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Collins Stewart Says to Buy Perrigo on Weakness
Wednesday, February 8, 2012 - 12:52pm | 132Collins Stewart has published a research report on Perrigo (NASDAQ: PRGO) saying that the company should be bought on weakness. In the report, Collins Stewart writes, "PRGO already knew about the 14 week quarter (versus 13 week quarter in F2011) when the company provided its F2012 guidance (see...
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UPDATE: Collins Stewart Downgrades Morgan Stanley to Hold
Wednesday, February 8, 2012 - 10:00am | 154Collins Stewart lowers its rating on Morgan Stanley (NYSE: MS) to Hold from Buy following the surge on shares to near 60 percent above last November's level. It raises its price target to $23 from $22. Collins Stewart says, "Morgan Stanley has been on a roll lately, reporting solid Q4 results and...