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Time Warner Inc. Message Board

rexobxip 21 posts  |  Last Activity: Sep 15, 2014 10:01 AM Member since: Apr 27, 1999
  • Major analysts are upgrading and raising price targets. Meanwhile money managers are holding their positions. Who is selling? Panicked retailers and shorts is my guess. The real money seems to be staying on the table for now.

    Credit Suisse - Outperform, $125 PT
    Based on the company's results, the team at Credit Suisse has raised their calendar year 2014 EPS estimate from $5.75 to $5.83, but left their calendar year 2015 estimate unchanged at $6.60. However, the team noted that a lack of upside due to a 15 percent upward revision to EPS over the last three quarters will "clearly be viewed as DISAPPOINTING."

    Additionally, the analysts noted that the lack of upside is being driven by the company's product mix and should be viewed as transitory, not a cyclical or structural change.

    Macquarie - Outperform, $110
    The analysts at Macquarie stated, "While we view the news of limited revenue growth and cost reductions in second half 2014 as incrementally negative, we believe that healthy supply/demand balance will remain in the industry in second half 2014, which can provide upside to pricing."

    Sterne Agee - Buy, $125
    The analysts believe there will be little incremental NAND supply in the second half of 2014. However, they are expecting a strong demand in the same period. They pointed out that the company's second quarter inventory was down six percent quarter-over-quarter. When compared to the typical figure of up 10-40 percent, they suggest this points to tightness.

    Raymond James - Strong Buy, $128
    The analysts at Raymond James wrote,"We found it interesting that SanDisk customers are demanding more 'older' 19nm NAND solutions rather than the newer 1Y node, and this has led the company to keep the mix of 19nm at ~60% through 2H14. Longer node product cycles are good for the industry, in our view, and points to a more stable and predictable pricing environment."

    Morgan Stanley - Equal-weight, $100

    Sentiment: Buy

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