Special Reports

After-Hours Movers 02/07: (AVID) (BWLD) (CALX) (GUID) Higher; (SGI) (TNK) (OPNT) (SNCR) Lower Feb 7, 2012 06:34PM

Silicon Graphics (NASDAQ: SGI) 21% LOWER; reported Q2 EPS of $0.04, $0.21 worse than the analyst estimate of $0.25. Revenue for the quarter came in at $195.2 million versus the consensus estimate of $197.05 million. Sees FY2012 EPS of $0.15-$0.30, versus the consensus of $0.67. Sees FY2012 revenue of $770-$800 million, versus the consensus of $756.29 million.

Avid Technology, Inc. (NASDAQ: AVID) 16.5% HIGHER; reported Q4 EPS of $0.38, $0.22 better than the analyst estimate of $0.16. Revenue for the quarter came in at $185.3 million versus the consensus estimate of $176.97 million.

Buffalo Wild Wings, Inc. (NASDAQ: BWLD) 16% HIGHER; reported Q4 EPS of $0.73, $0.06 better than the analyst estimate of $0.67. Revenue for the quarter came in at $220.5 million versus the consensus estimate of $210.25 million.

Calix Networks (NYSE: CALX) 16% HIGHER; reported Q4 EPS of $0.08, $0.01 better than the analyst estimate of $0.07. Revenue for the quarter came in at $91.6 million versus the consensus estimate of $89.73 million.

Guidance Software, Inc. (NASDAQ: GUID) 15% HIGHER; reported Q4 EPS of $0.16, $0.07 better than the analyst estimate of $0.09. Revenue for the quarter came in at $29.9 million versus the consensus estimate of $28.31 million. Sees FY2012 EPS of $0.35-$0.42, versus the consensus of $0.29. Sees FY2012 revenue of $126-$131 million, versus the consensus of $113.28 million.

Teekay Tankers Ltd. (NYSE: TNK) 9.5% LOWER; plans to offer 15,000,000 shares of Class A common stock of the Company in a public offering. Teekay Tankers expects to grant the underwriters a 30-day option to purchase up to an additional 2,250,000 shares of Class A common stock to cover any over-allotments.

Opnet Technologies, Inc. (NASDAQ: OPNT) 9.1% LOWER; reported Q3 EPS of $0.26, $0.03 worse than the analyst estimate of $0.29. Revenue for the quarter came in at $46 million versus the consensus estimate of $46.38 million. Sees FY2012 revenue of $173-$177 million, versus the consensus of $176.68 million.

Synchronoss Technologies, Inc. (NASDAQ: SNCR) 9% LOWER; reported Q4 non-GAAP EPS of $0.34, $0.11 better than the analyst estimate of $0.23. Revenue for the quarter came in at $62.3 million versus the consensus estimate of $61.55 million. Looking for FY12 non-GAAP EPS of $1.07-$1.11 on sales of $280-$290 million. The Street is currently expecting FY12 EPS of $1.06 on sales of $275.5 million.

Western Union (NYSE: WU) 8.7% LOWER; reported Q4 EPS of $0.40, in-line with the analyst estimate of $0.40. Revenue for the quarter came in at $1.43 billion versus the consensus estimate of $1.44 billion. Western Union sees FY2012 EPS of $1.70-$1.75, versus the consensus of $1.80.

Rentrak Corp (NASDAQ: RENT) 7.8% LOWER; reported Q3 EPS of $0.02, $0.04 better than the analyst estimate of ($0.02). Revenue for the quarter came in at $22.2 million versus the consensus estimate of $22.67 million.

Cardica, Inc. (Nasdaq: CRDC) 7.7% LOWER; today announced that it intends to offer and sell, subject to market and other conditions, shares of its common stock in an underwritten public offering. There can be no assurance as to whether or when the offering may be completed, or as to the size or terms of the offering.

Glu Mobile, Inc. (NASDAQ: GLUU) 6.8% HIGHER; reported Q4 EPS of ($0.02), $0.08 better than the analyst estimate of ($0.10). Revenue for the quarter came in at $15.2 million versus the consensus estimate of $16.92 million. Sees Q1 2012 EPS of $-0.08-$-0.09, versus the consensus of $-0.09.

Mitek Systems (NASDAQ: MITK) 6.8% HIGHER; reported Q1 EPS of $0.02, $0.01 better than the analyst estimate of $0.01. Revenue for the quarter came in at $3.5 million versus the consensus estimate of $3.5 million.

Cerner Corp (NASDAQ: CERN) 5.4% HIGHER; reported Q4 EPS of $0.55, $0.02 better than the analyst estimate of $0.53. Revenue for the quarter came in at $615.6 million versus the consensus estimate of $586.86 million. Sees Q1 2012 EPS of $0.48-$0.50, versus the consensus of $0.49. Sees Q1 2012 revenue of $565-$585 million, versus the consensus of $565 million.

Open Table, Inc. (NASDAQ: OPEN) 3.9% HIGHER; reported Q4 EPS of $0.37, $0.07 better than the analyst estimate of $0.30. Revenue for the quarter came in at $37.2 million versus the consensus estimate of $36.81 million.

Valueclick, Inc. (NASDAQ: VCLK) 3% HIGHER; reported Q4 EPS of $0.47, $0.18 better than the analyst estimate of $0.29. Revenue for the quarter came in at $182.6 million versus the consensus estimate of $175.6 million. Sees Q1 2012 EPS of $0.34-$0.35, versus the consensus of $0.23. Sees Q1 2012 revenue of $155-$160 million, versus the consensus of $158.2 million.

Panera Bread Co (NASDAQ: PNRA) 2.5% LOWER; reported Q4 EPS of $1.42, in-line with the analyst estimate of $1.42. Revenue for the quarter came in at $495.77 million versus the consensus estimate of $499.05 million. Sees Q1 2012 EPS of $1.33-$1.35, versus the consensus of $1.28. Panera Bread Co sees FY2012 EPS of $5.50-$5.55, versus prior guidance of $5.38-$5.48 and the consensus of $5.52.

Trading Radar for 02/08: Sprint (S), Visa (V), Cisco (CSCO), Groupon (GRPN), News Corp (NWSA) Report Feb 7, 2012 06:02PM

The Trading Radar highlights key earnings and economic announcements for tomorrow's trading session:

Before The Market Opens
Economic:
7:00am EST

• MBA Mortgage Index - no Street consensus

Earnings:

Agrium, Inc. (NYSE: AGU) - consensus EPS $2.00
Alere (NYSE: ALR) - consensus EPS $0.70
Apartment Investment & Management Co. (NYSE: AIV) - consensus EPS $0.41
Apollo Investment Corporation (Nasdaq: AINV) - consensus EPS $0.22
Benihana Inc. (Nasdaq: BNHN) - consensus EPS $0.11
CAE, Inc. (NYSE: CAE) - consensus EPS $0.17
CVS Caremark (NYSE: CVS) - consensus EPS $0.89
CYS Investments (NYSE: CYS) - no Street consensus
Clicksoftware Technologies Ltd) - consensus EPS CKSW) - consensus EPS $0.15
Cognizant Technology Solutions) - consensus EPS CTSH) - consensus EPS $0.77
Computer Sciences Corp. (NYSE: CSC) - consensus EPS $0.58
Consolidated Graphics, Inc. (NYSE: CGX) - consensus EPS $1.42
Coventry Health Care, Inc. (NYSE: CVH) - consensus EPS $0.63
CSP, Inc. (Nasdaq: CSPI) - no Street consensus
Curis, Inc. (Nasdaq: CRIS) - consensus EPS $0.06
Elan Corp. (NYSE: ELN) - consensus loss $0.03
Genesee & Wyoming Inc. (NYSE: GWR) - consensus EPS $0.72
hhgregg, Inc. (NYSE: HGG) - consensus EPS $0.60
HNI Corp. (NYSE: HNI) - consensus EPS $0.40
Hawaiian Electric Industries, Inc. (NYSE: HE) - consensus EPS $0.36
IEC Electronics Corp. (NYSE: IEC) - consensus EPS $0.00
Ingersoll-Rand (NYSE: IR) - consensus EPS $0.66
Intercontinentalexchange (NYSE: ICE) - consensus EPS $1.69
Jones Group (NYSE: JNY) - consensus EPS $0.01
Level 3 Communications, Inc. (Nasdaq: LVLT) - consensus loss $1.02
Madison Square Garden, Inc. (NYSE: MSG) - consensus EPS $0.24
Moodys Corp. (NYSE: MCO) - consensus EPS $0.48
PennyMac Mortgage Investment Trust (NYSE: PMT) - no Street consensus
Prologis (NYSE: PLD) - no Street consensus
RBC Bearings Incorporated (Nasdaq: ROLL) - consensus EPS $0.50
Radvision Ltd (Nasdaq: RVSN) - consensus loss $0.20
Ralph Lauren Corp (NYSE: RL) - consensus EPS $1.67
Reynolds American, Inc. (NYSE: RAI) - consensus EPS $0.69
Sinclair Broadcast Group, Inc. (Nasdaq: SBGI) - consensus EPS $0.32
Sparton Corp. (NYSE: SPA) - no Street consensus
Sprint Nextel (NYSE: S) - consensus loss $0.37
Theratechnologies Inc. (Nasdaq: THER) - no Street consensus
Time Warner, Inc. (NYSE: TWX) - consensus EPS $0.87
Triple-s Management Corp. (NYSE: GTS) - consensus EPS $0.52
United Microelectronics (NYSE: UMC) - consensus EPS $0.01
Vical, Inc. (Nasdaq: VICL) - consensus loss $0.12
Vishay Precision Group (NYSE: VPG) - no Street consensus
Vitran Corporation, Inc. (Nasdaq: VTNC) - consensus loss $0.09
Wright Express Corp. (NYSE: WXS) - consensus EPS $0.91
Wyndham Worldwide (NYSE: WYN) - consensus EPS $0.44

Intraday or Not Specified
Economics:
10:00am EST

• Crude Inventories - no Street consensus

After the Market Closes
Earnings:

1st United Bancorp, Inc. (Nasdaq: FUBC) - consensus EPS $0.05
Accuray Incorporated) - consensus EPS ARAY) - consensus loss $0.19
Akamai Technologies, Inc. (Nasdaq: AKAM) - consensus EPS $0.40
Albany International Corp. (NYSE: AIN) - consensus EPS $0.42
Alterra Capital Holdings (Nasdaq: ALTE) - consensus EPS $0.29
Ambassadors Group, Inc. (Nasdaq: EPAX) - consensus loss $0.45
Amer Captl Mtg Invt (Nasdaq: MTGE) - consensus EPS $0.83
Amerco, Inc. (Nasdaq: UHAL) - no Street consensus
American Pacific Corp (Nasdaq: APFC) - no Street consensus
Arris Group, Inc. (Nasdaq: ARRS) - consensus EPS $0.20
Atmel Corp (Nasdaq: ATML) - consensus EPS $0.09
BioMed Realty Trust, Inc. (NYSE: BMR) - consensus EPS $0.29
Brandywine Realty Trust (NYSE: BDN) - no Street consensus
CBL & Associates Properties, Inc. (NYSE: CBL) - consensus EPS $0.55
Callidus Software, Inc. (Nasdaq: CALD) - consensus EPS $0.01
Cash Store Financial Services, Inc. (Nasdaq: CSFS) - consensus EPS $0.11
Chesapeake Lodging Trust (Nasdaq: CHSP) - consensus EPS $0.16
Cincinnati Financial Corp (Nasdaq: CINF) - consensus EPS $0.59
Cisco Systems, Inc. (Nasdaq: CSCO) - consensus EPS $0.43
Copa Holdings (NYSE: CPA) - consensus EPS $1.93
Corrections Corp. Of America (NYSE: CXW) - consensus EPS $0.37
Covanta Holding (NYSE: CVA) - consensus EPS $0.23
Diodes, Inc. (Nasdaq: DIOD) - consensus EPS $0.10
eGain Communications (Nasdaq: EGAN) - consensus EPS $0.00
Enersys, Inc. (NYSE: ENS) - consensus EPS $0.69
Equifax, Inc. (NYSE: EFX) - consensus EPS $0.67
Everest Re Group Ltd. (NYSE: RE) - consensus loss $0.71
Evolution Petroleum (NYSE: EPM) - consensus EPS $0.05
Exelixis, Inc. (Nasdaq: EXEL) - consensus loss $0.11
FEI Co (Nasdaq: FEIC) - consensus EPS $0.64
FMC Corp. (NYSE: FMC) - consensus EPS $1.37
Fidelity National Financial, Inc. (NYSE: FNF) - consensus EPS $0.72
Fifth St Finance (NYSE: FSC) - consensus EPS $0.28
Fleetcor Technologies (NYSE: FLT) - consensus EPS $0.50
Furniture Brands International, Inc. (NYSE: FBN) - consensus loss $0.14
General Growth Properties, Inc. (NYSE: GGP) - consensus EPS $0.28
Gildan Activewear Inc. (NYSE: GIL) - consensus loss $0.38
Globecomm Systems, Inc. (Nasdaq: GCOM) - consensus EPS $0.16
Groupon (NYSE: GRPN) - consensus EPS $0.03
Hanger Orthopedic Group, Inc. (NYSE: HGR) - consensus EPS $0.50
Hanover Insurance Gp (NYSE: THG) - consensus EPS $0.80
Ingram Micro Inc. (NYSE: IM) - consensus EPS $0.56
INTL FCStone Inc. (Nasdaq: INTL) - no Street consensus
iRobot Corporation (Nasdaq: IRBT) - consensus EPS $0.32
Kimco Realty Corp. (NYSE: KIM) - consensus EPS $0.30
Kite Realty Group Trust (NYSE: KRG) - consensus EPS $0.11
Matrix Service Co (Nasdaq: MTRX) - consensus EPS $0.26
Mettler-Toledo Intl (NYSE: MTD) - consensus EPS $2.79
Misonix, Inc. (Nasdaq: MSON) - no Street consensus
Nanometrics, Inc. (Nasdaq: NANO) - consensus EPS $0.00
Neurocrine Biosciences, Inc. (Nasdaq: NBIX) - consensus EPS $0.02
News Corp (Nasdaq: NWSA) - consensus EPS $0.34
ON Semiconductor Corp (Nasdaq: ONNN) - consensus EPS $0.06
O'Reilly Automotive, Inc. (Nasdaq: ORLY) - consensus EPS $0.85
OraSure Technologies, Inc. (Nasdaq: OSUR) - consensus loss $0.05
Orchids Paper Products, Inc. (NYSE: TIS) - consensus EPS $0.22
Pennant Investment Corp (Nasdaq: PNNT) - consensus EPS $0.31
Plains All American Pipeline L.p. (NYSE: PAA) - consensus EPS $1.50
Prudential Financial, Inc. (NYSE: PRU) - consensus EPS $1.76
pSivida Corp. (Nasdaq: PSDV) - consensus loss $0.18
RailAmerica (NYSE: RA) - consensus EPS $0.21
Roadrunner Transportation Systems (Nasdaq: RRTS) - consensus EPS $0.23
Sangamo Biosciences, Inc. (Nasdaq: SGMO) - consensus loss $0.12
Select Comfort Corp (Nasdaq: SCSS) - consensus EPS $0.22
Service Corp. International (NYSE: SCI) - consensus EPS $0.18
Spartan Stores, Inc. (Nasdaq: SPTN) - consensus EPS $0.21
SPS Commerce, Inc. (Nasdaq: SPSC) - consensus EPS $0.08
Support.com, Inc. (Nasdaq: SPRT) - consensus loss $0.09
Supreme Industries, Inc. (NYSE: STS) - no Street consensus
Taubman Centers, Inc. (NYSE: TCO) - consensus EPS $0.85
The Andersons, Inc. (Nasdaq: ANDE) - consensus EPS $0.97
Thoratec Corp (Nasdaq: THOR) - consensus EPS $0.33
Tripadvisor (Nasdaq: TRIP) - consensus EPS $0.24
Triquint Semiconductor, Inc. (Nasdaq: TQNT) - consensus EPS $0.07
USA Technologies, Inc. (Nasdaq: USAT) - consensus loss $0.08
Valence Technology, Inc. (Nasdaq: VLNC) - no Street consensus
Visa (NYSE: V) - consensus EPS $1.45
Whole Foods Market, Inc. (Nasdaq: WFM) - consensus EPS $0.60

Check out our Earnings Insider for news and updates on earnings as they happen!

Notable 52-Week Highs and Lows of the Day 02/07: (CSTR) (SPF) (YUM) High; (TBSI) Low Feb 7, 2012 03:27PM

This report is an intraday check of some of the more notable stocks that have hit a 52-week high or low so far today.

52-Week High:

• Coinstar, Inc. (Nasdaq: CSTR) high of $60.81. Coinstar moving higher following fourth-quarter numbers. Earnings were $1.00 per share on revenue of $520.5 million, versus consensus views calling for earnings of 64 cents per share and revenue of $498.1 million.
  
  Looking ahead, Coinstar issued an outlook expecting first-quarter EPS of 76 cents to 91 cents and revs of $530 million to $555 million, versus views expecing EPS of 86 cents and sales of $514.5 million. For fiscal 2012, Coinstar is modeling EPS of $3.80 - $4.30 on sales of $2.08 billion to $2.25 billion. The Street is currently expecting EPS of $3.86 on sales of $2.17 billion.
  
  
• Standard Pacific Corp (NYSE: SPF) high of $4.85. Standard Pacific reported fourth-quarter earnings of 4 cents per share and revenue of $293.2 million, versus views calling for EPS of 2 cents and revs of $275.2 million.
  
  
• Yum! Brands, Inc. (NYSE: YUM) high of $65.79. Yum! reported fourth-quarter sales of $4.11 billion and earnings of 75 cents, beating vuews expecting EPS of 74 cents and revs of $4.03 billion. Shares moved 4.1 percent on the session.
  
  
• NCR Corp. (NYSE: NCR) high of $21.37. Another earnings mover as NCR reported fourth-quarter EPS of 65 cents and revs of $1.64 billion, compared with views calling for EPS of 56 cents and revs of $1.58 billion. For 2012, the Company sees EPS of $2.36 to $2.43, topping expectations of $2.18.

52-Week Low:

• TBS International plc (Nasdaq: TBSI) low of $0.1250. TBS hit after filing for Chapter 11 bankruptcy. From the SEC filing: TBS "has reached an agreement with its lenders on the terms of a comprehensive debt restructuring. The proposed plan will restructure the Company's secured debt and pay in full allowed claims of unsecured creditors, to align the Company's operations and capital structure with the current and expected demand in the global markets. To implement the restructuring, the Company and its subsidiaries negotiated and received affirmative votes from all voting lenders to accept a pre-packaged chapter 11 Plan of Reorganization that was filed today with the United States Bankruptcy Court in the Southern District of New York."

Unusual 11 Midday Movers 02/07: (SATC) (MNI) (CSTR) (SPF) Higher; (NSU) (CBM) (ASTX) Lower Feb 7, 2012 02:14PM

Satcon Technology Corporation (NASDAQ: SATC) 50% HIGHER; announced a partnership with Great Wall Computer Company Limited. The partnership will position Satcon to capitalize on the estimated 14GW of utility scale projects under development, fueled by the country’s Feed-In Tariff program. Of the 14GW of identified non-residential solar projects in development in China today, the majority are expected to be developed by China State Owned Entities.

Nevsun Resources Ltd. (NYSE: NSU) 30% LOWER; the company offered it 2012 outlook for planned gold production of 190,000 to 210,000 ounces from the Bisha mine in Eritrea. Click here for the full report.

McClatchy Co. (NYSE: MNI) 25.5% HIGHER; reported Q4 EPS of $0.49, $0.09 better than the analyst estimate of $0.40. Revenue for the quarter came in at $351.4 million versus the consensus estimate of $347.8 million.

Coinstar, Inc. (NASDAQ: CSTR) 18.5% HIGHER; reported Q4 EPS of $1.00, $0.36 better than the analyst estimate of $0.64. Revenue for the quarter came in at $520.5 million versus the consensus estimate of $498.09 million. Sees Q1 core EPS of 76-91 cents, which compares to the Street estimate of 86 cents. Sees sales of $530-$555 million, which compares to the Street estimate of $514.5 million. Sees FY12 EPS $3.80-$4.30 on sales of $2.08-$2.25 billion. The Street is currently expecting EPS of $3.86 on sales of $2.17 billion. Also announced it will acquire the assets of NCR's (NYSE: NCR) DVD business. Terms were not disclosed.

Cambrex Corp. (NYSE: CBM) 16.3% LOWER; reported Q4 EPS of $0.10, $0.02 worse than the analyst estimate of $0.12. Revenue for the quarter came in at $67.1 million versus the consensus estimate of $64.85 million. Sees FY2012 EBITDA of $47-$53 million. Sees FY2012 revenue of growth of 2-6%, versus the consensus of 5%.

Standard Pacific Corp. (NYSE: SPF) 16.5% HIGHER; reported Q4 EPS of $0.04, $0.02 better than the analyst estimate of $0.02. Revenue for the quarter came in at $293.2 million versus the consensus estimate of $275.21 million.

Astex Pharmaceuticals, Inc. (Nasdaq: ASTX) 15.8% LOWER; according to FDA briefing documents from this morning, a study for dacogen failed to demonstrate benefit based on statistical interpretation.

BroadVision (Nasdaq: BVSN) 15.6% LOWER; after rallying nearly 13 percent at the open, the stock tumbled by nearly 30 percent on no apparent news. Volume spiked sharply as downside intensified.

Plug Power (Nasdaq: PLUG) 15.2% HIGHER; after opening flat this morning, the stock moved over the $2.10 level and then bounced off that as support when the price was tested on the downside. Shares saw resistance at the $2.30 level, however are now over that price.

Biosante Pharma (Nasdaq: BPAX) 15.2% LOWER; investors taking profits today following six straight sessions of upside. The stock surged nearly 42 percent yesterday following a bullish SeekingAlpha article. The stock is back under $1 today.

Smith Micro Software (Nasdaq: SMSI) 14.1% HIGHER; shares popped above their 200-day moving average yesterday on substantially heavier than average volumes and continue to rise today.

Streetinsider.com's Hot Lunchtime Reads 02/07: (JOY)/(CAT) (IOC) (EMC) (RIMM) (BA) Feb 7, 2012 12:16PM

The following is a list of notable articles to help get you through the lunch hour:

• Forget Joy Global (JOY), Take Caterpillar (CAT) Instead - Cramer -> Read this!
  
  
• TBS Int'l (TBSI) Hit After Filing for Ch. 11 Bankruptcy; Gets $42.3M of DIP Financing -> Read this!
  
  
• RIM (RIMM) Says 6M Apps Downloaded Every Day; Aims to Lure Developers -> Read this!
  
  
• InterOil (IOC) Higher As Korea Gas Consortium Could Bid To Partner on LNG Project -> Read this!
  
  
• Oppenheimer Raises Target on EMC (EMC), Says VFCache a Good First Step -> Read this!
  
  
• Canaccord Genuity Morning Coffee on Boeing (BA): Ready for Takeoff? -> Read this!
  
  
• Goldman Sachs Lifts Numbers On Towers Watson (TW) After "Beat and Raise" Q2 -> Read this!

And don't forget to get updated by our other Special Reports. Access those here.