Stock Insights: Hartford Financial, Universal Display, Mobile Mini, CF Industries May 7th

Hartford Financial Services Group Inc. (NYSE:HIG): UBS said Hartford’s management must execute in order to drive material improvement in shares, and if not, than a breakup in the P&C and other businesses will be called for. Either way, the firm expects shares to benefit. The firm rates Hartford a Buy with a $36 price target, up from $33.

Universal Display Corp. (NASDAQ:PANL): Cowen believes Universal Display will beat Q1 Street expectations driven by strong growth in smart phones and televisions. The firm expects more clarity on its Samsung license deal, and raised guidance following Q2 results. Shares are Outperform rated.

Mobile Mini, Inc. (NASDAQ:MINI): RBC Capital reduced its target on Mobile Mini after the company reported weaker than expected Q1 results. The firm thinks that uncertainty about the company’s outlook is likely to limit the stock’s appreciation in the near-term. However, the firm maintains an Outperform rating.

CF Industries Holdings, Inc. (NYSE:CF): Susquehanna said CF Industries Q1 results were robust but lowered its estimates citing a more cautious view on nitrogen pricing. The firm expects the softness to be offset by a more aggressive share repurchase program but maintains its $240 price target using a lower multiple until there is more clarity regarding the company’s use of cash. Shares are Positive rated.

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