SanDisk Corp. (NASDAQ:SNDK) margins have stabilized, according to Goldman, who is encouraged by commentary regarding industry supply cuts in NAND flash. The firm thinks supply cuts will cause better pricing and margins as well as driving shares a great deal higher. Shares have a Buy rating and a $45 price target.
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Microsoft Corporation (NASDAQ:MSFT) reported in-line Q4 results causing Stifel Nicolaus to predict an outperformance of its large-cap peers in the near future. The firm recommends buying the stock, and it keeps its $38 price target on the stock.
Swift Transportation Company (NYSE:SWFT) reported a Q2 EPS exceeding expectations. Stifel Nicolaus views the stock’s valuation as very attractive, and the firm keeps a Buy rating and a $16 price target on the stock.
Acacia Research Corporation’s (NASDAQ:ACTG) strong momentum continues after its Q2 results, according to JPMorgan. The firm keeps its Outperform rating but increases its price target for shares from $52 to $55.
PACCAR Inc. (NASDAQ:PCAR) is expected by DA Davidson to benefit from the U.S. housing rebound, and its launch of a smaller truck line. The firm keeps its Buy rating and $60 price target on the shares.
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