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UBS Maintains a 'Neutral' on ValueClick (VCLK); Updates Outlook After Nice Q4 Beat

February 8, 2012 2:01 PM EST
VCLK Hot Sheet
Rating Summary:
    6 Buy, 6 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 19 | Down: 7 | New: 26
UBS maintains a 'Neutral' on ValueClick, Inc (NASDAQ: VCLK) price target raised from $17 to $19.

UBS analyst says, "VCLK delivered solid 4Q results driven by double-digit growth in 3 of 4 segments. Rev of $183MM (+42% Y/Y) beat our $177MM. Adj. EBITDA was $63MM (+50% Y/Y) with 34% margin (+180 bps Y/Y) vs. our $57MM. GAAP EPS was $0.38 vs. our $0.30."

"Mgmt reiterated F12 guidance of at least $700MM (vs. our $705MM) and 30% EBITDA margin. Additionally, VCLK increased repurchase authorization by $59MM, brining the total to $100MM after repurchasing 2.8MM shares for $44MM (avg $15.79 / share) during the qtr."

USB sees FY12 revs of $715.4 mln, but lowers EPS from $1.23 to $1.20. Sees FY13 revs of $776.79 mln and raises EPS from $1.26 to $1.30.

For an analyst ratings summary and ratings history on ValueClick, Inc click here. For more ratings news on ValueClick, Inc click here.

Shares of ValueClick, Inc closed at $18.59 yesterday, with a 52 week range of $13.35-$19.73.


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