Analyst Insights for Rovi, Michael Kors, Men’s Wearhouse, Kaiser, Fidelity National Feb. 15th

Rovi Corporation(NASDAQ:ROVI): Cowen said the Rovi Q 4 results tomorrow should have no surprises since the company updated its business at the CES Analyst meeting. The firm believes Street estimates will have to come up as many do not include the sale of its Roxio software business. Cowen said the sale will expose the company’s true core growth rate and provide upside to the market. Shares are Outperform rated.

Michael Kors Holdings(NYSE:KORS): Piper Jaffray raised its estimates and price target for Michael Kors following the company’s better than expected Q3 results and keeps an Overweight rating on the stock.

The Men’s Wearhouse, Inc.(NYSE:MW): Cowen said Men’s Wearhouse shares have an attractive valuation citing positive trends, increased spending on menswear across all categories, and increasing global brand awareness. Shares are Outperform rated.

Kaiser Aluminum Corporation(NASDAQ:KALU): Stifel Nicolaus expects Kaiser Aluminum to report stronger than expected Q4 results. The firm believes that the company could benefit from increased demand for products made from aluminum lithium, and it maintains a $62 target and Buy rating on the stock.

Fidelity National Information Services, Inc.(NYSE:FIS): After Fidelity National reported higher than expected Q4 adjusted EPS and raised its dividend, Sterne Agee believes that the dividend hike and the company’s in-line guidance will help increase the stock price. The firm reiterates a Buy rating.

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To contact the reporter on this story: Derek Hoffman at staff.writers@wallstcheatsheet.com

To contact the editor responsible for this story: Damien Hoffman at editors@wallstcheatsheet.com