Dell Inc. (NASDAQ:DELL): UBS said Dell’s quarter was inline but margins were lower than expected. The firm believes Dell investments will start to drive margin revenue higher and expects positive operating leverage in 2H 2012. Shares are Buy rated with a $22 price target.
Medtronic, Inc. (NYSE:MDT): Brean Murray raised its price target on Medtronic following Q3 results. The firm cited positive trends in pricing and volume for new products, solid execution, and potential value creating opportunities associated with new management direction. Shares are Buy rated.
YM BioSciences, Inc. (AMEX:YMI): Wells Fargo believes that investors are failing to recognize the potential of YM’s lead drug as a treatment for indications other than myelofibrosis. However, the firm believes that YM is undervalued based on the drug’s potential in myelofibrosis alone, and it maintains an Outperform rating on the stock.
Intuit Inc. (NASDAQ:INTU): UBS said Intuit beat Q2 on stronger than expected earnings power and expects the shift to online solutions and connected services to drive margin leverage. Shares are Buy rated.
Sourcefire, Inc. (NASDAQ:FIRE): UBS raised SourceFire estimates citing the strong Q4 beat. Shares are Buy rated.
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