Analysts: Icahn’s Touch May Hurt Nuance and 4 New Opinions Investors Must Read Now

Nuance Communications, Inc. (NASDAQ:NUAN): According to Morgan Stanley, Carl Icahn’s passive stake in Overweight rated Nuance has raised the probability of shareholder activism. The firm is convinced that any divestitures are sources of value and that Nuance’s sum-of-the-parts valuation yields a value of $33 per share.

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Nexstar Broadcasting Group Inc. (NASDAQ:NXST): After the firm met with Nexstar’s management, Wells Fargo views the company as benefiting from accretive M&A, higher capital returns, strong auto sales, and solid retrans deals. The firm decided to keep its Outperform rating and increase its price target to $22-$24 from $19-$21 on the stock.

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Oxford Industries Inc. (NYSE:OXM): Brean Capital says that it would use the weakness in Oxford Industries after its 2014 guidance miss as a buying opportunity. The firm views the emerging story as being in its Tommy Bahama and Lilly Pulitzer brands, which they predict will return Oxford Industries to prominence with their higher margins. The firm gives the shares a Buy rating and raised its price target to $63 from $60.

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Polaris Industries, Inc. (NYSE:PII): After the firm conducted checks, Wells Fargo views the company’s fundamentals as continuing to be strong as the company’s retail sales trends remain solid. The firm believes that Polaris’ Q1 results are likely to  beat Street expectations, and it keeps its Outperform rating on the stock.

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Panera Bread Co. (NASDAQ:PNRA): The company’s shares are predicted by Oppenheimer to reach $200 by the end of the year as the firm expects Street estimates for the Panera Bread to rise. The firm believes the company has the potential to report higher than expected Q1 comps and beat margin expectations. It keeps its Outperform rating on the stock.

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