Trading Radar for 11/1: Kellogg (K), Electronic Arts (EA), Mosaic (MOS), Herbalife (HLF), Western Union (WU) Report

Stifel Reiterates Buy on Square (SQ) Following 3Q and Guidance

Stifel maintained a Buy rating and $15.00 price target on Square (NYSE: SQ) following the company's 3Q earnings report. Adjusted revenue increased 51% y/y to $178mm, exceeding $174mm estimates and the $171mm high-end of the guided range. Management again raised its 2016 guidance to now reflect 50%... More

MKM Partners Reiterates Buy on Oclaro (OCLR) - PT to $11

MKM Partners reiterated a Buy rating on Oclaro (NASDAQ: OCLR), and raised the price target to $11.00 (from $10.00), following the company's 1Q earnings report. Revenues grew 8% sequentially to $136mn, which was $4mn above estimates. EPS came in at $0.14, or four-cents per share better than estimates.

Analyst... More

UBS Cuts Price Target on Sonic Automotive (SAH) Following 3Q

UBS maintained a Sell rating on Sonic Automotive (NYSE: SAH), and cut the price target to $16.00 (from $17.00), Following the company's 3Q earnings report. Sales of $2.56bn beat consensus of $2.49bn. However, margins were below estimates across all segments. UBS lowered 2016 EPS estimates from $2.05 to $1.95.... More

UBS Cuts Price Target on The Mosaic Company (MOS) to $30

UBS maintained a Buy rating on The Mosaic Company (NYSE: MOS), and cut the price target to $30.00 (from $31.00), following the company's 3Q earnings report.

Analyst John Roberts commented, "The upside in 3Q reflected in-line phosphate & potash gross profits, a big beat in... More

UBS Adjusts Estimates on Electronic Arts (EA) Following 2Q Report

UBS reiterated a Buy rating and $90.00 price target on Electronic Arts (NASDAQ: EA) following the company's 2Q earnings report. UBS adjusted non-GAAP revenue estimates to $2.11b from $2.10b. Adjusted EPS estimates was raised to $2.37 from $2.33.

Analyst Eric Sheridan commented, "In FQ2, EA once again... More

Avondale Partners Upgrades Enphase Energy (ENPH) to Market Outperform

Avondale Partners upgraded Enphase Energy (NASDAQ: ENPH) from Market Perform to Market Outperform.

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

Shares of Enphase Energy closed at $1.01 yesterday.

UBS Reiterates Sell on Devon Energy (DVN) - PT to $35

UBS reiterated a Sell rating on Devon Energy (NYSE: DVN), and raised the price target to $35.00 (from $32.00), following the company's 3Q earnings report. DVN reported a $0.03 EPS beat, driven by lower than expected costs & higher oil price realizations. DVN's 4Q16 production guidance of 524-546... More

Needham & Company Reiterates Buy on Cavium (CAVM) Following Solid 3Q

Needham & Company reiterated a Buy rating and $66.00 price target on Cavium Networks (NASDAQ: CAVM) following the company's 3Q earnings report. CAVM reported 3Q16 revenue and NG EPS of $168.1MM/$0.43, ahead of $162MM/$0.39 estimates. Strength was seen across nearly all of CAVM's new products during the quarter.... More

Needham & Company Raises Price Target on Sanmina (SANM) 4Q EPS Beat

Needham & Company reiterated a Buy rating on Sanmina-SCI Corp. (NASDAQ: SANM), and raised the price target to $33.00 (from $32.00), following the company's 4Q earnings report. SANM reported revenue of $1.67B, within the guidance range of $1.625-1.675B, but missed consensus of $1.71B. Non-GAAP EPS of $0.72 was... More

Leerink Partners Cuts Price Target on DexCom (DXCM) Following 3Q

Leerink Partners maintained an Outperform rating on DexCom (NASDAQ: DXCM), and cut the price target to $100.00 (from $115.00), following the company's 3Q earnings report. DXCM reported revenue of $148.6M, ahead of the Streets $146.6M. Higher OpEx drove EPS below expectations.

Analyst Danielle Antalffy commented, "DXCM shares could underperform today despite a 3Q16 sales beat given: (1) The company... More

Needham & Company Raises price Target on Oclaro (OCLR) to $14

Needham & Company reiterated a Strong Buy rating on Oclaro (NASDAQ: OCLR), and raised the price target to $14.00 (from $11.00), following the company's 1Q report. Oclaro visited ZTE last week. ZTE expects very strong optical growth on a continuing basis in CY4Q and CY17.

Analyst Alex... More

Needham & Company Raises price Target on Pros Holdings (PRO) Following Solid 3Q

Needham & Company reiterated a Buy rating on PROS Holdings (NYSE: PRO), and raised the price target to $25.00 (from $22.00), following the company's 3Q earnings report. PRO reported revenue of $38.4mm, ahead of $35.6mm estimates. EPS of ($0.19) also beat ($0.35) estimates.

Analyst Scott Berg commented, "Pros reported... More

RBC Capital Cuts Price Target on Ametek (AME) to $57; Reiterates Outperform

RBC Capital maintained an Outperform rating on Ametek Inc. (NYSE: AME), and cut the price target to $57.00 (from $59.00), following the company's 3Q earnings report. AME reiterated 2016 EPS estimates to $2.30, though lowered 2017 estimates to 10c to $2.40. AMETEK also issued 4Q16 EPS guidance of $0.57-$0.59.... More

Leerink Partners Remains Bullish on Cerner (CERN) Following Weak 3Q Report

Leerink Partners maintained an Outperform rating on Cerner (NASDAQ: CERN), and cut the price target to $65.00 (from $70.00), following the company's 3Q earnings report. CERN reported adjusted EPS of $0.59 compared to the consensus of $0.60. Revenue of $1.185B missed the consensus estimate of $1.244B.... More

RBC Capital Raises Price Target on Etsy (ETSY) Following 3Q Report

RBC Capital reiterated a Sector Perform rating on Etsy (NASDAQ: ETSY), and raised the price target to $15.00 (from $13.00), following the company's 3Q earnings report. Etsy reported revenues of $87.6MM, which was above the Street estimates of $86.8MM. Management re-iterated its long-term guidance.

Analyst... More

Leerink Partners Cuts Price Target on Endologix (ELGX) Following In-Line 3Q

Leerink Partners maintained a Market Perform rating on Endologix (NASDAQ: ELGX), and cut the price target to $11.00 (from $13.00), following the company's 3Q earnings report. Revenues of $52.1MM was above the Street's $51.9MM as OUS sales came in slightly above expectations. EPS reported a loss of ($0.11), beating... More

DeVry Education Group (DV) Misses Q1 EPS by 2c

DeVry Education Group (NYSE: ) reported Q1 EPS of $0.39, $0.02 worse than the analyst estimate of $0.41. Revenue for the quarter came in at $450 million versus the consensus estimate of $443.62 million.

We are off to a solid start to fiscal 2017, as evidenced by our improved first quarter results and the notable... More

Houlihan Lokey (HLI) Misses Q2 EPS by 6c

Houlihan Lokey (NYSE: HLI) reported Q2 EPS of $0.31, $0.06 worse than the analyst estimate of $0.37. Revenue for the quarter came in at $187 million versus the consensus estimate of $180.15 million.

"We finished the first half of fiscal 2017 with record results for the... More

ICF International (ICFI) Reports In-Line Q3 EPS

ICF International (NASDAQ: ) reported Q3 EPS of $0.81, in-line with the analyst estimate of $0.81. Revenue for the quarter came in at $306.5 million versus the consensus estimate of $302.02 million.

As expected, third quarter results represented a strong start to the second half of this year. We achieved significant year-on-year revenue growth... More

Intevac. (IVAC) Tops Q3 EPS by 5c

Intevac. (NASDAQ: ) reported Q3 EPS of ($0.02), $0.05 better than the analyst estimate of ($0.07). Revenue for the quarter came in at $22.6 million versus the consensus estimate of $21.88 million.

We are pleased to announce financial results for the third quarter that exceeded our expectations, commented Wendell Blonigan, Intevacs president and chief... More

NACCO Industries (NC) Reports Q3 EPS of $0.07

NACCO Industries (NYSE: NC) reported Q3 EPS of $0.07. Revenue for the quarter came in at $220.8 million.

For earnings history and earnings-related data on NACCO Industries (NC) click here.

NMI Holdings (NMIH) Tops Q3 EPS by 2c

NMI Holdings (NASDAQ: ) reported Q3 EPS of $0.10, $0.02 better than the analyst estimate of $0.08. Revenue for the quarter came in at $35.5 million versus the consensus estimate of $30.28 million.

Bradley Shuster, chairman and CEO of National MI, said, "We continued our positive momentum in the third quarter, delivering record net... More

North American Energy Partners (NOA) Misses Q3 EPS by 1c

North American Energy Partners (NYSE: ) reported Q3 EPS of ($0.05), $0.01 worse than the analyst estimate of ($0.04). Revenue for the quarter came in at $48.2 million versus the consensus estimate of $32.39 million.

urther Mr. Ferron commented, "Looking ahead we remain on target to achieve similar EBITDA to last year, even after... More

Northwest Pipe (NWPX) Tops Q3 EPS by 2c

Northwest Pipe (NASDAQ: NWPX) reported Q3 EPS of ($0.65), $0.02 better than the analyst estimate of ($0.67). Revenue for the quarter came in at $41.1 million versus the consensus estimate of $41 million.

For earnings history and earnings-related data on Northwest Pipe (NWPX) click here.

SM Energy (SM) Tops Q3 EPS by 7c

SM Energy (NYSE: SM) reported Q3 EPS of ($0.52), $0.07 better than the analyst estimate of ($0.59). Revenue for the quarter came in at $352 million versus the consensus estimate of $370.86 million.

Our confidence in our ability to realize exceptional value from these newly acquired properties is based on... More

RenaissanceRe (RNR) Misses Q3 EPS by 10c

RenaissanceRe (NYSE: ) reported Q3 EPS of $2.09, $0.10 worse than the analyst estimate of $2.19. Revenue for the quarter came in at $442.46 million versus the consensus estimate of $422.91 million.

Kevin J. O'Donnell, CEO, commented: "We reported $146.8 million of net income and 3.9% growth in tangible book value per share plus accumulated... More

Argo Group (AGII) Tops Q3 Expectations

Argo Group (NASDAQ: AGII) reported Q3 EPS of $1.12, $0.34 better than the analyst estimate of $0.78 (May not compare). Revenue for the quarter came in at $416.7 million versus the consensus estimate of $353.68 million.

Continued improvement in our underwriting results combined with strong alternative investment... More

Viavi Solutions (VIAV) Tops Q1 EPS by 2c

Viavi Solutions (NASDAQ: VIAV) reported Q1 EPS of $0.09, $0.02 better than the analyst estimate of $0.07. Revenue for the quarter came in at $210.8 million versus the consensus estimate of $208.14 million.

"We executed well in fiscal Q1 2017 as our results were driven by solid... More

Western Union (WU) Reports In-Line Q3 EPS

Western Union (NYSE: WU) reported Q3 EPS of $0.44, in-line with the analyst estimate of $0.44. Revenue for the quarter came in at $1.4 billion versus the consensus estimate of $1.39 billion.Western Union reaffirmed FY2016 guidance.

Our diversified global business and strategic initiatives enabled us to... More

Oppenheimer Reiterates Outperform on Macquarie Infrastructure (MIC) Following 3Q

Oppenheimer reiterated an Outperform rating and $100.00 price target on Macquarie Infrastructure (NYSE: MIC) following the company's 3Q earnings report. IMTT reported $87.0M of Adj. EBITDA, vs. $72.9M in 3Q15. FCF/share of $1.62 surpassed $1.48 estimates.

Analyst Ian Zaffino commented, "Helped by strength in Aviation,... More

Aircastle Limited (AYR) Declares $0.26 Quarterly Dividend; 5.1% Yield

Aircastle Limited (NYSE: AYR) declared a quarterly dividend of $0.26 per share, or $1.04 annualized.

The dividend will be payable on December 15, 2016, to stockholders of record on November 29, 2016, with an ex-dividend date of November 25, 2016.

The annual yield on the dividend is 5.1 percent.

For a... More