Barclays on Information Services: IHS a Top Pick, VRSK Makes Smart Deal, IT Chugs Along, Cautious on SLH
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Price: $111.67 +1.73%
Rating Summary:
2 Buy, 5 Hold, 0 Sell
Rating Trend:
Up
Today's Overall Ratings:
Up: 24 | Down: 17 | New: 24
Rating Summary:
2 Buy, 5 Hold, 0 Sell
Rating Trend:
Up
Today's Overall Ratings:
Up: 24 | Down: 17 | New: 24
Trade IHS Now!
Barclays on Information Services: IHS, VRSK, IT & SLH
Analyst, Manav Patnaik, commented on four companies including:
IHS Inc (NYSE: IHS) - we remain confident in the ability of the company to reach (and potential surpass) its 2015 aspirations of $2.5B in revenue and $1B in Adjusted EBITDA. Remains a Top Pick/Overweight rated. PT raised from $120 to $125.
Solera Holdings (NYSE: SLH): 60%+ European exposure, coupled with a potentially deteriorating US competitive landscape, is the primary reason for our caution on SLH. Equalweight rated, PT $42.
Gartner (NYSE: IT): reported a solid 2Q'12, proving yet again the consistency of the
business model despite the economic uncertainty. Maintain Overweight rated, PT $52.
Verisk Analytics, Inc. (Nasdaq: VRSK): An in-line 2Q12 result provided a healthy
correction in VRSK shares, which was soon offset by the $425M Argus acquisition -
which we view as money well spent, particularly since the deal will be $0.03 accretive to FY13 Adjust EPS... Best-of-Breed, waiting for dip to get more constructive. EW-rated, PT $50.
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Analyst, Manav Patnaik, commented on four companies including:
IHS Inc (NYSE: IHS) - we remain confident in the ability of the company to reach (and potential surpass) its 2015 aspirations of $2.5B in revenue and $1B in Adjusted EBITDA. Remains a Top Pick/Overweight rated. PT raised from $120 to $125.
Solera Holdings (NYSE: SLH): 60%+ European exposure, coupled with a potentially deteriorating US competitive landscape, is the primary reason for our caution on SLH. Equalweight rated, PT $42.
Gartner (NYSE: IT): reported a solid 2Q'12, proving yet again the consistency of the
business model despite the economic uncertainty. Maintain Overweight rated, PT $52.
Verisk Analytics, Inc. (Nasdaq: VRSK): An in-line 2Q12 result provided a healthy
correction in VRSK shares, which was soon offset by the $425M Argus acquisition -
which we view as money well spent, particularly since the deal will be $0.03 accretive to FY13 Adjust EPS... Best-of-Breed, waiting for dip to get more constructive. EW-rated, PT $50.
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