Wall Street Analyst Action: Omnicell, Idenix, Kirby Corp, Sunoco, Constant Contact

Omnicell Inc.(NASDAQ:OMCL): Piper Jaffray views CareFusion’s (NYSE:CFN) commentary about strength in the dispensing units market as positive for Omnicell (NASDAQ:OMCL) and Cerner (NASDAQ:CERN). Piper sees potential upside to Omnicell’s 2012 guidance and has increased confidence in Cerner’s results. The firm maintains Overweight ratings on both Omnicell and Cerner.

Idenix Pharmaceuticals Inc.(NASDAQ:IDIX): William Blair raised its probability that IDX184 reaches the market to 81% from 59% and increased its peak worldwide sales estimate to $1.3B from $1B. Shares are Outperform rated.

Kirby Corporation(NYSE:KEX): Cantor increased its target on Kirby after the company reported in;line Q4 EPS and provided in-line FY12 EPS guidance. The firm believes that Kirby is continuing to benefit from higher demand and utilization levels, and it maintains a Buy rating.

Sunoco Inc.(NYSE:SUN): Sunoco named a long Research Tactical Idea at Morgan Stanley

Constant Contact, Inc.(NASDAQ:CTCT): Barrington raised its target on Constant Contact after the company reported stronger than expected Q4 results. The firm believes that the company;’s new social tool and its expansion in the U.K. could allow it to beat expectations going forward, and it continues to include the stock in its Best Ideas List.

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