Apple Inc. (NASDAQ:AAPL): R.W. Baird’s most recent tablet survey shows that Apple still leads in tablet sales and sees a strong holiday demand for its iPad lineup. The firm also pointed out a strong share or respondents looking for both Google and Amazon.com tablets, and that cellular connectivity overall is on the upswing.
Salesforce.com (NYSE:CRM): Following Salesforce.com’s conference, Pacific Crest is more confident that the company can reach its 30 percent year-over-year growth target and thinks that the company’s platform business and marketing cloud operations can each generate $1 billion in annual revenue in the future. It keeps an Outperform rating on the stock.
Palo Alto Networks (NYSE:PANW): Pacific Crest believes that Palo Alto’s underlying fundamentals remain strong, while its growth potential is not reflected in the shares. The firm thinks that the stock offers a compelling opportunity at current levels, and it recommends buying the shares.
Consolidated Edison (NYSE:ED): Argus has downgraded Consolidated Edison to Hold and lowered its estimates, based on valuation concerns and expectations for an unfavorable rate case decisions from the New York Public Service Commission.
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