Electronic Arts, Inc. (NASDAQ:EA): Cowen has stated that September data from the top 10 gaming publishers indicates that the average daily use of PC based social gaming maintains its path to erosion because of the availability of casual gaming via mobile devices. Cowen thinks that Electronic Arts has gained some ground as a result of three iPhone and four iPad titles, and seven of the top 20 titles on Facebook (NASDAQ:FB) were down which had a negative effect on both Disney (NYSE:DIS) and Zynga (NASDAQ:ZNGA).
Yum! Brands, Inc. (NYSE:YUM) is expected by Susquehanna to have solid same store sales growth in China with the report of its Q3 earnings tomorrow. The firm raised its estimates but believes that gross margin pressures have the ability to cause the stock to miss earnings. Susquehanna thinks that there will be a benign reaction to an earnings miss as the solid same store sales numbers will likely be able to offset the disappointment. Shares have a Positive rating and a $76 price target.
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First Solar, Inc. (NASDAQ:FSLR): According to Lazard Capital, the sell-off in First Solar shares last week on module replacement issues was unwarranted. The firm states that the module issue in question accounts for less than 0.5 percent of First Solar’s total modules produced since inception. Lazard Capital maintains its Buy rating and a $50 price target on the stock.
Constellation Brands Inc. (NYSE:STZ) target has been raised by Stifel Nicolaus as the firm still believes that the company’s free cash flow remains attractive currently. The firm keeps its Buy rating on the stock.
Dover Corp. (NYSE:DOV): According to Stifel Nicolaus’s expectations, Dover’s Communication Technologies unit will turn in weaker results than expected. The firm does predict that the company will see a rebound into 2013, and it keeps its Buy rating on the stock.
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