Android app on Google Play

Nomura Securities on Software: Stocks We Like In A More Difficult Environment in 2012

May 11, 2012 10:31 AM EDT Send to a Friend
Get Alerts ORCL Hot Sheet
Price: $40.65 -0.76%

Rating Summary:
    23 Buy, 15 Hold, 2 Sell

Rating Trend: = Flat

Today's Overall Ratings:
    Up: 26 | Down: 29 | New: 6
Trade ORCL Now!
Join SI Premium – FREE
Nomura Securities on Software: Stocks we like in a more difficult environment in 2012:

Analyst, Rick Sherlund, said, "Our coverage faces more difficult yoy comparisons in 2012 as well as a tough enterprise spending environment. We believe investors must look for stocks with product cycle stories or catalysts to accelerate growth and improve investor sentiment. Thoughts on selected stocks follow: Oracle (Nasdaq: ORCL) (Buy, $32): Attractive valuation and HW inflection in Fs 2Q (Nov); SAP (NYSE: SAP) (Buy, PT EUR58): Stock should do better into seasonally stronger 2nd half; Salesforce (NYSE: CRM) (Buy, PT $155): 1Q’13 weakness could provide buying opportunity; Microsoft (Nasdaq: MSFT) (Buy, PT $37); Four major new products ship later this year."




You May Also Be Interested In


Related Categories

Analyst Comments, Analyst EPS View

Related Entities

Nomura

Add Your Comment