Analyst EPS View

Morgan Stanley today maintained an Overweight Walter Energy (NYSE: WLT) with a price target of $47.00. Analyst Evan Kurtz sees huge upside in the stock and thinks shares could climb 200% even if the company announced an equity offering that increased share count by one-third, something management does not plan to due.

For an analyst ratings summary and ratings history on Walter Energy (NYSE: WLT) click here. For more ratings news on Walter Energy click here.

Shares of Walter Energy closed at $12.13 yesterday, with a 52 week range of $11.76-$48.99.

Wedbush initiated coverage on Intuitive Surgical (NASDAQ: ISRG) with an Outperform rating and a price target of $580.00. Analyst Tao Levy sees favorable risk/reward.

"While ISRG has encountered mounting criticisms from multiple parties, we find the risk/reward profile attractive at current levels. Our bullish outlook is predicated on the underpenetrated procedure opportunity, ongoing launch of new instruments and accessories, and ISRG's track record of innovation and new product development," said Levy.

For an analyst ratings summary and ratings history on Intuitive Surgical click here. For more ratings news on Intuitive Surgical click here.

Shares of Intuitive Surgical closed at $498.31 yesterday, with a 52 week range of $455.18-$585.67.

The latest e-commerce data from comScore published today shows healthy growth in May, noted a report by analyst Youssef Squali of Cantor Fitzgerald. In his view, this re-confirms the trend witnessed in April and outpaces 1Q levels.

"Online retail sales (ex. travel) tracking well for 2Q, with May up 14.6% Y/Y. While this is a slight slowdown from 16.9% Y/Y in April, the pace of growth in May is still the third highest for the year and well above the 12.0% and 12.9% recorded in February and March, respectively. QTD, online retail sales are up 15.8% vs. 13.3% in 1Q," said Squali.

"If sustained into June, this performance would bode well for 2Q results for most names in our coverage universe including (Nasdaq: GOOG), Amazon.com (Nasdaq: AMZN), eBay (Nasdaq: EBAY) and Expedia (Nasdaq: EXPE)," added the analyst.

Cantor Fitzgerald has a Buy rating on Google, Amazon.com, eBay, and Expedia.

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

Shares of Google closed at $875.04 yesterday, with a 52 week range of $556.52-$920.60.

Goldman Sachs today maintained a Neutral rating on Terex (NYSE: TEX) and lowered its price target to $31.00 (from $35.00). The change reflects reduced EPS estimates through 2015, which were lowered 17% to $2.04/$2.60/$3.09.

Commenting, Jerry Revich said, "We lower our EBIT forecasts by $54mn on average for 2013-2015, as European industrial crane orders appear to have weakened further and sustained profitability remains challenging. We now forecast an operating loss of $43 mn in 2013 (from $15 mn prior) versus prior guidance of 3-5% segment operating margin."

Goldman maintained a Buy rating on related stock, The Manitowoc Company (NYSE: MTW).

"We maintain our Buy rating and estimates on MTW, as the news implies modest (3-5%) cuts to TEX 2013 Crane sales growth guidance of 8-16%, driven primarily by Europe (30% of TEX vs. 10% of MTW). We continue to estimate 12% crane sales growth for MTW driven by accelerating US crane capex, where MTW has more significant exposure (40%) than TEX (20%)," said Revich.

For an analyst ratings summary and ratings history on Terex click here. For more ratings news on Terex click here.

Shares of Terex closed at $31.74 yesterday, with a 52 week range of $14.05-$37.12.

Deutsche Bank today maintained a Hold rating on Mondelez International (NASDAQ: MDLZ) with a price target of $30.00. Analyst Eric Katzman sees near term challenged and longer term questions that limit upside for the stock.

"The major themes to come out of our 10th conference include greater trepidation around emerging markets, a still challenging Europe but improving U.S. With close to 80% of the portfolio exposed to EM and EU, the macro-developments keep us on the sidelines," said Katzman. "We view Mondelez's recent, detailed emphasis on margin expansion as largely a pre-emptive move vs. activists. This is in contrast to the Board's clear Sept 2012 adoption and emphasis on above avg. top line growth along with heavy, multi-year reinvestment."

For an analyst ratings summary and ratings history on Mondelez International click here. For more ratings news on Mondelez International click here.

Shares of Mondelez International closed at $29.81 yesterday, with a 52 week range of $24.50-$32.10.