Analyst Color

Citigroup has published a research report on Cobalt International Energy (NYSE: CIE) and has raised the price target from $26 to $42 believing that the company has a greater probability of success based on its conference call this morning. In the report, Citigroup writes, "We have increased the...

Collins Stewart reiterates its Buy rating on LinkedIn (NASDAQ: LNKD) and raises its price target to $95 from $86 a share on a wide-margin beat to Q4 earnings and higher-than-expected guidance for next quarter. Collins Stewart says, "We are raising our 2012 EPS estimates by $0.14 to reflect latest...

Benchmark lowers its rating on True Religion Apparel (NASDAQ: TRLG) to Hold from Buy and lowers its price target to $38 from $42 as Q4 falls short. BEnchmark notes, "Operating margin continues to contract as spending outpaces revenue growth. We do not believe True Religion has a revenue problem...

Wedbush reiterates its Neutral rating on Time Warner (NYSE: TWX) and raises its price target by $1 to $39 on Q4 beat. Wedbush sys, "Raising 2012E EPS to $3.18 (+10% y/y) from $3.12 (+11% y/y) on higher 2011 base after 4Q beat, although 2012 growth is now much more back-end weighted. Although the...

Evercore Partners reiterates its Equal-weight rating on XL Group (NYSE: XL) and lowers its rating to $21 from $24 on delayed ROE improvement. Evercore Partners says, "We are cautious on Equal-Weight rated XL Group after 4Q11 earnings and are reducing our 2012 and 2013 estimates by 25-35% and...

Evercore Partners reiterates its Overweight rating on Red Hat (NYSE: RHT) and raises its price target by $4 to $56 on upbeat meeting with the company's management. Evercore Partners says, "We hosted investor meetings on Thursday with Red Hat's CEO, CFO and CTO, and come away continuing to believe...

Evercore Partners reiterates its Equal-weight rating on Protective Life (NYSE: PL) and raises its price target by $2 to $29 on a solid quarter with good capital generation and deployment. Evercore Partners says, "While not likely fully sustainable, it was a very good EPS quarter for PL, showing...

Evercore Partners maintains its Overweight rating on Monolithic Power Systems (NASDAQ: MPWR) and raises its price target to $21 from $17 on impressive beat to earnings and raised guidance. Evercore Partners says, "We reiterate our Overweight rating and raise our PT to $21 following an impressive...

Evercore Partners reiterates its Equal-weight rating on Equifax (NYSE: EFX) and raises its price target to $43 from $40 on strong EPS for Q4 and improvement in credit demand and operating leverage. Evercore Partners says, "Equifax posted solid 4Q11 earnings driven by strengthening credit demand...

Evercore Partners reiterates its Overweight rating on Copa Holdings (NYSE: CPA) and raises its price target by $1 to $81 on growth and attractive valuation. Evercore Partners says, "Copa offers growth, supported by higher regional economic growth prospects and strong competitive position, at an...