SodaStream (NASDAQ:SODA): Barclays says that SodaStream’s guidance increase indicates the long-term story remains on track and believes management will continue to deliver results. The firm reiterates its Overweight rating and a $100 price target.
Aetna (NYSE:AET): Following Aetna’s higher-than-expected earnings per share but lower-than-expected revenue, BMO Capital points out that the company stated it expects Medicare Advantage-related challenges in 2014. The firm doesn’t think these challenges significantly alter Aetna’s positive outlook, and it keeps an Outperform rating on the shares.
Coach (NYSE:COH): BMO Capital believes Coach’s 2014 guidance fails to take into account the expected improvements in product initiatives, lifestyle transformation, and a mix shift to higher margins. As such, the firm thinks the company is poised for a turnaround, and it recommends buying the stock.
Cummins (NYSE:CMI): RW Baird has raised its price target on Cummins to $138 from $120, which it justifies with the company’s second-quarter results, earnings growth potential, free cash flow, and share repurchases. The shares are Outperform rated.