Analyst Insights: TransAct Technologies, Polycom, Greenbrier, Wabash National, Parametric Technology April 11th

TransAct Technologies Incorporated (NASDAQ:TACT): After Transact Technologies’ largest investor, Roumell Asset Mgt, asked the company to begin a strategic review, Roth Capital doesn’t expect the board to comply with the request in the near-term. The firm thinks that the company has a limited time to take action that will increase its stock price before other shareholders “get more aggressive,” and Roth maintains a Buy rating on the stock.

Polycom, Inc. (NASDAQ:PLCM): Argus lowered its target on Polycom after the company reduced its Q1 guidance. However, the firm thinks that the decline in the stock is overdone as the company’s revenue growth could accelerate. The firm reiterates a Buy rating.

Greenbrier Companies (NYSE:GBX): After Greenbrier reported that its margin declined in Q2, Sterne Agee expects margins to increase and surpass the peak reached during the previous cycle. The firm raised its estimates and maintains a Buy rating.

Wabash National Corp. (NYSE:WNC): After Wabash’s stock fell 26% since the company announced its acquisition of Walker Group, Sterne Agee thinks that the decline is unjustified, since the deal is expected to be significantly accretive. The firm maintains a Buy rating.

Parametric Technology Corporation (NASDAQ:PMTC): Brigantine views the 30% sell-off in shares of Parametric Technology following the company’s negative preannouncement is overdone. The firm lowered its price target for shares to $25 from $33 but keeps a Buy rating on the stock.

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