STOCK COMMENTS / EPS CHANGESAmerican Eagle ( AEO) numbers raised at Goldman.Shares of AEO now seen reaching $18, according to Goldman Sachs. Estimates also increased, given better sales momentum. Buy rating. American Eagle estimates raised at UBS through 2013. Top line is back but concerns remain over margins. Maintain $14 price target and Neutral rating. Aeropostale ( ARO) estimates lowered at Oppenheimer through 2012, Oppenheimer said. Failed to meet Thanksgiving expectations. Outperform rating. Avago Technologies ( AVGO) estimates lowered at Jefferies through 2012. Downside risk to industrial and wired forecast. Buy rating. Baxter ( BAX) estimates, target cut at Morgan Stanley. Shares of BAX now seen reaching $60, according to Morgan Stanley. Estimates also reduced, following recent meetings with management. Buy rating. Express ( EXPR) estimates, target boosted at Brean Murray. Shares of EXPR now seen reaching $29, according to Brean Murray. Estimates also upped, as the company has solid merchandising well and is expanding its customer base. Buy rating. Express estimates increased at UBS through 2013. Ability to win on comp and margin. Maintain $26 price target and Buy rating. Finisar ( FNSR) estimates lowered at Jefferies through 2012. Quarter slightly below expectations. Buy rating. Guess ( GES) numbers lowered at Jefferies. Shares of GES now seen reaching $55. Estimates also lowered on conservative guidance. Buy rating. Guess estimates, target reduced at Sterne Agee. Shares of GES now seen reaching $50. Estimates also cut, to match the company's new guidance. Buy rating. Hospira ( HSP) estimates lowered at Citigroup through 2012. Manufacturing issues appear increasingly problematic. Maintain $30 price target and Neutral rating. Johnson Controls ( JCI) estimates cut at Morgan Stanley through 2013, Morgan Stanley said. Company is leveraged to weaker macro conditions. Overweight rating and $48 price target. Marathon Petroleum ( MPC) estimates increased at Morgan Stanley through 2013. Company held an upbeat analyst meeting, highlighting growth prospects. Overweight rating and $53 price target. Rovi ( ROVI) estimates, target reduced at Morgan Stanley. Shares of ROVI now seen reaching $34, according to Morgan Stanley. Estimates also cut, to match the company's new guidance. Equal-weight rating. United Natural Foods ( UNFI) target raised at Jefferies. Shares of UNFI now seen reaching $44. Gross margins will begin to stabilize. Buy rating. UnitedHealth Group ( UNH) numbers raised at Oppenheimer. UNH estimates raised through 2012, Oppenheimer said. Several growth opportunities will lead to EPS accretion. Perform rating. Yum Brands ( YUM) numbers upped at BofA/Merrill. YUM estimates were boosted through 2013. Company will likely see higher sales growth in China. Buy rating and new $67 price target.
STRATEGY CALLS / MARKET CALLSPanasonic ( PC) forecast cut at JP Morgan.PC unit sales forecast was reduced because of lower disk-drive supply, according to JP Morgan. >To submit a news tip, email: email@example.com.
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