Ruckus (RKUS) was upgraded at Goldman Sachs to buy. $18.25 price target. Stock has pulled back 27% over the past month and growth can accelerate in 2014, Goldman said.
Trulia (TRLA)was downgraded at Goldman Sachs to neutral from buy. Less of a tailwind from macro housing environment, and share of mobile consumers declining, Goldman said. $41 price target.
Twitter (TWTR) was initiated with an underperform rating at Bank of America/Merrill Lynch. Valuation call, as the company has an enterprise value of 21 times expected 2015 sales, BofA/Merrill said. $36 price target.
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Twitter was initiated with a buy rating at Deutsche Bank. $50 price target. Company is the best way to play mobile growth, Deutsche Bank said.
Twitter was initiated with an equal-weight at Morgan Stanley. Stock is already pricing in a lot of expected future growth, Morgan Stanley said.
Twitter was initiated with a buy rating at Goldman Sachs. $46 price target. Company has compelling user growth and monetization opportunities, Goldman said.
Twitter was initiated with a neutral rating at J.P. Morgan. $40 price target. Uniquely positioned, but fully valued, J.P. Morgan said.
Urban Outfitters (URBN) was downgraded at Sterne Agee to neutral from buy. $42 price target. Estimates were also cut, as recent checks were unfavorable, Sterne Agee said.
Stock Comments / EPS Changes
Amazon (AMZN) price target was lifted at Goldman Sachs. Well-positioned to outpace the growth of e-commerce by taking share in verticals and geographies, Goldman said. $450 price target and buy rating.
Colfax (CFX) price target, estimates were increased at UBS. Recent refinancing is a tailwind, strong earnings growth driven by cost savings at ESAB, accretion from recent M&A, and sales growth at Gas/Fluid, said UBS. $66 price target and buy rating.
Harley-Davidson (HOG) price target and earnings estimates were increased at UBS. Harley-Davidson raised its own numbers. Retail sales are up double digits year over year, UBS said. $67 price target and neutral rating.
Lululemon (LULU) was added to the Best Ideas List at Janney Montgomery. Customer base remains loyal, given recent channel checks, Janney Montgomery said. New $90 price target.
Marketo (MKTO) was added to the Conviction Buy List at Goldman Sachs. $45 price target. Stock has lagged the market, but billings can continue to outperform, along with market trends, Goldman said.
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