Och-Ziff Capital Management Group LLC (NYSE:OZM) is expected by RBC Capital to see benefits from the raised allocations by pension funds to alternative asset managers. According to the firm, the trend lead to appreciation of the stock over the longer term, and the firm keeps its Outperform rating and a $10 target on the stock.
Bed Bath & Beyond, Inc. (NASDAQ:BBBY): According to Bernstein, the 3.5 percent Q2 comparative sales growth that it has forecast for Bed Bath & Beyond could end up being conservative, as the firm believes that the company has the potential for its Q2 results to surpass expectations. The firm views the longer term outlook for the company as remaining strong, and it keeps its Outperform rating on the stock.
Lexmark International Inc. (NYSE:LXK) recently left the inkjet business, causing Bernstein to think that they company has the potential to beat FY12 and FY13 consensus EPS estimates by a large amount. The firm increased its target to $26 from $21, but it believes that the company’s EPS will drop following FY13, and it keeps its Market Perform rating on the stock.
Microsemi Corp. (NASDAQ:MSCC) receives an Outperform rating from FBR Capital after the company’s analyst day. The firm believes that the risk/reward on shares continues to be attractive.
Ellie Mae, Inc. (:ELLI): Oppenheimer predicts that the stock will become appealing to investors, due to what the firm views as the company’s high visibility, no European exposure, raised prices, and weak competition. The firm believes that investors should purchase the stock on any macro-related weakness, and it reiterates an Outperform rating on the stock.
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