Analyst Comments

Raymond James analyst Pavel Molchanov called the recent rally in SolarCity (NASDAQ: SCTY) "bubble-like." Comments follow a massive rally on no news, something Molchanov thinks will be very difficult to sustain in a more rational environment.

Raymond James didn't go as far as recommending shorting SolarCity but cautioned investors about June lockup expiration, which could, in Molchanov words "open the floodgates."

Raymond James has a Market Perform rating on SolarCity.

For an analyst ratings summary and ratings history on SolarCity (NASDAQ: SCTY)click here. For more ratings news on SolarCity click here.

Shares of SolarCity closed at $35.69 yesterday, with a 52 week range of $9.20-$39.00.

Dougherty & Co today maintained a Buy rating on SodaStream International (NASDAQ: SODA) with a price target of $60.00.

"March quarter profitability exceeded our estimates with greater operating leverage than we expected, which raises our confidence SODA can meet and exceed its revised guidance. We like SODA’s history of funding growth investment with cash generation and we believe a 27%+ revenue growth and 36%+ adjusted EBITDA growth outlook for 2013 presents a constructive investment case for the stock," said analyst Gregory J. McKinley.

For an analyst ratings summary and ratings history on SodaStream International (NASDAQ: SODA) click here. For more ratings news on SodaStream International click here.

Shares of SodaStream International closed at $63.46 yesterday, with a 52 week range of $29.44-$66.69.

Up 28% today, 42% over two-days, 137% over the last month and 283% YTD, to say SolarCity Corporation (NASDAQ: SCTY) is en fuego may be an understatement.

Shares first got going on a clear fundamental recovery in solar off of extremely depressed levels. More recently, SolarCity was bought as a sympathy play off Tesla (NASDAQ: TLSA), as they share the same founder in genius Elon Musk. And just yesterday, the company signed a lease financing agreement with Goldman Sachs (NYSE: GS) to fund more than $500 million in solar power projects; an estimated 110 megawatts in generation capacity for homeowners and businesses. The financing makes it possible for homeowners, businesses, government and other non-profit organizations to install solar panels with no upfront cost and pay less for clean, solar electricity than they currently pay for utility bills.

While the financing is seen as a positive, Goldman Sachs' own analysts aren't making a big deal about it, saying it is not "new" capital.

"... the company announced it had access to 158 MW of lease financing capacity on its May 13th conference call, which was reiterated in this morning’s press release, indicating that this is not "new” capital," analyst Brian Lee said. "Rather, we believe the announcement simply provides additional granularity for investors – i.e., that of its 158 MW of total financing capacity, c.84MW (or 50%-55%) comes from this $500mn investment fund. Therefore, while providing some scope around the scale and targeting of this specific funding, we believe overall financing capacity is unchanged, and thus we see no impact to our near-term estimates for MW installations, revenue and EPS." Lee rates shares a Neutral.

UBS today maintained a Buy rating on Gilead Sciences (NASDAQ: GILD) and raised its price target to $67.00 (from $63.00). Analyst Matthew Roden sees ongoing strength for its HIV franchise.

"Ahead of the second ph2 result expected near term for tenofovir alafenamide (TAF), a next-gen replacement for Viread, we spoke to 2 HIV experts and conducted a survey of top-volume prescribers to gauge initial receptiveness and expected utilization once available. Results were highly supportive of TAF, but also for GlaxoSmithKline's (NYSE: GSK) dolutegravir, which will compete against GILD's Stribild," said Roden.

For an analyst ratings summary and ratings history on Gilead Sciences (NASDAQ: GILD) click here. For more ratings news on Gilead Sciences click here.

Shares of Gilead Sciences closed at $54.96 yesterday, with a 52 week range of $39.21-$79.37.

Deutsche Bank today maintained a Buy rating on Access Midstream Partners, L.P. (NYSE: ACMP) and raised its price target to $57.00 (from $46.00). Access Midstream recently provided updated information at its Analyst Day, introducing guidance for 20% EBITDA growth into 2015.

Commenting, analyst Curt Launer said, "Based upon the information provided at the meeting and our increased estimates through 2015, we are increasing our target yield expectation for ACMP to 3.8% which results in an increase in our target price. . . The 3.8% target yield is still a premium to the drop-down growth opportunities shown by Western Gas (NYSE: WES) (current yield 3.5%) and EQT Midstream (NYSE: EQM) (current yield 3.1%)."

For an analyst ratings summary and ratings history on Access Midstream Partners, L.P. (NYSE: ACMP) click here. For more ratings news on Access Midstream Partners, L.P. click here.

Shares of Access Midstream Partners, L.P. closed at $43.00 yesterday, with a 52 week range of $27.27-$44.91.