Cepheid Under Pressure and 4 Stock Analyses Making Rounds

Polaris Industries, Inc. (NYSE:PII): Current price $92.80

RBC Capital thinks that Polaris Industries, Inc. can report slightly higher than expected fourth quarter earnings per share, but the firm expects the company to provide weaker than expected fiscal year 2013 guidance. The firm recommends buying the stock on any weakness, as they think the company’s sales momentum is still strong and expects new growth drivers to kick in during the second half of 2013.


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Lockheed Martin Corporation (NYSE:LMT): Current price $93.00

Cowen believes the recent sell-off in Lockheed Martin Corporation shares has provided a good entry point for investors. The firm expects the good fourth quarter results should position the company to raise their dividend over the next two years. Shares are Outperform rated.


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Cepheid (NASDAQ:CPHD): Current price $36.45

Following the company’s lowered guidance, Cowen expects Cepheid to be under pressure today. They believe that guidance could position  the company to generate potential upside, citing the establishment of confidence in execution, modest multiple expansion, and potential for upside to guidance. Shares are Outperform rated.


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Avnet Inc. (NYSE:AVT): Current price $35.26

Following better than expected second quarter results, Brean Capital raised their price target on Avnet Inc.They continue to view the shares as attractive, citing accelerating growth in their Asian components business, solid cash flow generation, and improving operating leverage. Shares are Buy rated.


Cirrus Logic Inc. (NASDAQ:CRUS): Current price $28.59

Due to iPhone 5 demand uncertainty, Canaccord modestly lowered Cirrus Logic Inc.’s estimates.  However, they believe that shares are attractively valued given strong revenue growth, new Apple product launches, and increasing audio solutions. Shares are Buy rated with a $32 price target, down from $52.