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Collins Stewart Upgrades Force Protection (FRPT) to Buy; Adjusts 2009-10 Estimates

October 1, 2009 7:49 AM EDT
FRPT Hot Sheet
Rating Summary:
    2 Buy, 2 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 25 | Down: 12 | New: 36
Collins Stewart upgrades Force Protection (Nasdaq: FRPT) to Buy. Price target $7

Collins analyst says, "We believe the company has the ability to produce $450 million of ongoing revenues for some time. Given the high operational tempo in Iraq and Afghanistan, we think this lower level of revenues is still some time away. In addition, we believe this revenue has upside opportunities from potential Cheetah sales, the Oceleot entry in the UK's Light Protected Patrol Vehicle (LPPV) program, Force Armor and possible acquisitions...The catalyst for the change is the company's announcement of a cost cutting program to align its expense base with a lower vehicle production outlook. This is a move we have long called for, but the magnitude and timing are bigger and faster than we modeled. We are raising our 2010 EPS estimates, while 2009 falls due to lower than previously modeled margins."

To see more analyst ratings on FRPT Click Here.


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