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Wells Fargo Upgrades Deltek (PROJ) to Outperform; Raising Estimates on Solid Q4

February 10, 2012 7:58 AM EST
PROJ Hot Sheet
Rating Summary:
    1 Buy, 0 Hold, 1 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 16 | Down: 7 | New: 23
Wells Fargo upgraded Deltek (NASDAQ: PROJ) from Market Perform to Outperform, price target range raised to $12-$14 from $7-9.

Wells analyst says, "Deltek is one of the key market leaders in the project-based enterprise applications market and targets service-based companies that have project as their primary unit of measurement. The addressable market for project-based enterprise applications is large and under-penetrated. Deltek has expanded its addressable market with its recent acqusitions and Saas products. In our view Deltek has room to gain market share and increase its penetration levels by cross-selling its existing customer base and expanding into additional verticals and international markets."

"We are raising our FY2012E revenue to $374.4MM from revenue of $368.9MM and raising our EPS to $0.58 from $0.50. Our FY2013 revenue estimate is $410.7MM, and our EPS estimate is $0.65."

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

Shares of Deltek closed at $10.05 yesterday, with a 52 week range of $5.47-$10.87.


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