ISI Group

In a report published Monday, ISI Group analyst George Auerbach downgraded the rating on Digital Realty Trust (NYSE: DLR) from Buy to Neutral, but named a $71.00 price target. In the report, Auerbach noted, “We continue to like the long-term demand trends for DLR's wholesale business (especially...

In a report published Friday, ISI Group analyst Ross Muken downgraded the rating on PerkinElmer (NYSE: PKI) from Strong Buy to Buy and lowered the price target from $40.00 to $36.00. In the report, Muken noted, “PerkinElmer missed top and bottom-line, with weakness stemming from declines in its...

In a report published Monday, ISI Group analyst Greg Gordon downgraded the rating on Sempra Energy (NYSE: SRE) from Buy to Neutral, but reiterated the $83.50 price target. In the report, Gordon noted, “We are lowering our EPS forecast for '14 & / '15 and see '16 EPS outlook down vs. prior...

In a report published Friday, ISI Group analyst Brian Bedell upgraded the rating on E*TRADE Financial Corporation (NASDAQ: ETFC) from Cautious to Neutral, and reiterated the $10.00 price target. In the report, Bedell noted, “ETFC's 1Q EPS of $0.12 met our estimate and Consensus: Overall, the...

In a report published Wednesday, ISI Group analyst Brian Bedell reiterated a Buy rating on Northern Trust Corporation (NASDAQ: NTRS), but slightly lowered the price target from $60.00 to $59.00. In the report, Bedell noted, “NTRS's 1Q13 core EPS of $0.71 (ex items) beat our $0.69 estimate but...

In a report published Wednesday, ISI Group analyst Brian Marshall upgraded the rating on VMware (NYSE: VMW) from Buy to Strong Buy, and lowered the price target from $130.00 to $115.00. In the report, Marshall noted, “In our view, the divergence gap between negative investor perception vs. reality...

In a report published Friday, ISI Group analyst Stephen East reiterated a Cautious rating and $14.50 price target on KB Home (NYSE: KBH). In the report, East noted, “In typical fashion, KBH management was quite bullish during the conference call, as they laid out their dual strategy of improving...

In a report published Friday, ISI Group analyst Greg Gordon reiterated a Neutral rating and $26.50 price target on Hawaiian Electric Industries (NYSE: HE). In the report, Gordon noted, “HE priced 6.1m shares at $26.75/shr through a forward sale agreement that must be settled in 24 months, with a...

In a report published Friday, ISI Group analyst Omar Saad reiterated a Strong Buy rating on Nike (NYSE: NKE), and raised the price target from $60.00 to $70.00. In the report, Saad noted, “Nike's strong 3Q print last night went a long way to dispel the market's concerns on a number of fronts, and...

In a report published Wednesday, ISI Group analyst Ross Muken reiterated a Cautious rating on Walgreen Company (NYSE: WAG), and raised the price target from $38.00 to $43.00. In the report, Muken noted, “We are reiterating our Cautious rating on WAG shares following today's announcement, as we...

In a report published Wednesday, ISI Group analyst Ross Muken downgraded the rating on AmerisourceBergen Corp. (NYSE: ABC) from Buy to Neutral, but slightly raised the price target from $53.00 to $54.00. In the report, Muken noted, “Following today's move in AmerisourceBergen shares (up ~4%)...

ISI Group downgraded Cardinal Health (NYSE: CAH) from Strong Buy to Buy and lowered the price target from $50.50 to $48.50. ISI Group analyst Ross Muken commented, "Following [the] loss of the Walgreen contract, we are downgrading shares of CAH from Strong Buy to Buy. While the correction in...

In a report published by ISI Group, analyst Omar Saad reiterated his Strong Buy rating and $100 price target on Lululemon (NASDAQ: LULU). ISI Group reported that, “Last night Lululemon announced that it had pulled ~17% of its core black women's pants off the shelves due to a quality issue (not...

In a report published Monday, ISI Group analyst Stephen East reiterated a Buy rating and $45.00 price target on Lennar Corporation (NYSE: LEN). In the report, East noted, “Last quarter LEN beat consensus on virtually every metric, conducted a solid conference call, yet the equity was hit hard on...

In a report published Monday, ISI Group analyst Stephen East reiterated a Cautious rating on KB Home (NYSE: KBH), and raised the price target to $14.50. In the report, East noted, “We expect continued improvement leveraging fixed costs, but we doubt the highly publicized land purchases do much for...