Oracle (NASDAQ:ORCL): UBS has lowered its estimates of Oracle, citing the severity of the seasonally slow Q1. The adjusted figure fall at EPS of $0.86 and revenue of $39.5 billion, down from $0.88 and $40.6 billion. However, it maintains a Buy rating on the shares, with a $37.50 price target, down from $38.
Alpha Natural (NYSE:ANR): Cowen believes the guidance from Alpha Natural following Q1 results was more guarded than its peers, and given that the coal market weakness has already been acknowledged, shares will rise on the lowered cost guidance. Strong Eastern segment performance and increases in its thermal shipment guidance also contribute to Cowen’s Buy rating and $12 price target.
Triumph Group (NYSE:TGI): Stifel finds that the weaker than expected guidance and subsequent effect on shares creates an excellent buying opportunity, as the company’s initial guidance almost always falls below consensus, and most negative issues have already been disclosed.
Health Management (NYSE:HMA): An SEC investigation into the company’s billing procedures is an overhang for the company according to Susquehanna, and notes that the investment community has concerned to begin with over admissions practices following a 60 Minutes story last year. It rates the shares Neutral with an $11 price target.
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