American Tower Corp. (NYSE:AMT): According to Deutsche Bank, there is a small headline risk to Tower stocks from the possible merger between Sprint (NYSE:S) and T-Mobile. The firm thinks that the recent master lease agreements have lowered its possible risk, and the firm keeps a Buy ratings on American Tower (NYSE:AMT), Crown Castle (NYSE:CCI), and SBA Communications (NASDAQ:SBAC).
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Youku.com Inc (ADR) (NYSE:YOKU): Citigroup has credited Youku.com’s 10 percent drop last night to an article on DoNews.com suggesting that user overlap could be up to 50 percent for the newly combined Youku and Tudou. The user-overlap estimate is far higher than the 18 percent cited by Youku’s Senior VP, Yu Zhou, at a recent conference. However, Citi believes that DoNews.com compared monthly data with weekly data which resulted in an incorrect conclusion. The firm keeps a Buy rating and a $36 price target on the stock.
Fusion-IO, Inc. (NYSE:FIO): According to William Blair, it left meetings with the company’s management with more conviction in regards to the company’s rapidly expanding market opportunity. The firm thinks that Fusion-io’s near-term trends appear to be favorable and that management has decided to be conservative for September’s quarter. The firm has decided to keep an Outperform rating on the stock.
Panera Bread Co. (NASDAQ:PNRA) earnings estimates have been increased by William Blair due to the expectations that the company’s sales trends saw good acceleration in August from July. The firm keeps an Outperform rating on the stock.
Edison International (NYSE:EIX): According to Barclays, Edison International has been trading towards its downside valuation and when factoring in risks, shares remain attractive. The firm give the shares an Overweight rating and a $49 price target.
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