Baidu shares are getting a boost this morning from Deutsche Bank analyst Alan Hellawell, whose “blue-sky scenario” for the Chinese search giant yields a valuation of $432. He notes that the market is still nascent, and should grow 37 percent through 2012.
Has Nintendo run out of new levels to play?
Deutsche Bank analyst Satoru Kikuchi this morning launched coverage of the videogame company with a Sell rating, asserting that profits are likely to “peak and decline after growing on the success of the Wii and the DS.” He asserts that earnings could “return to past levels if the company fails to come up with new blockbuster platforms.”
I worked for Blockbuster for a brief period of time. I was the President of BBI responsible for new media. It was an excellent career move for me and despite my short time there I learned a lot, got to do a lot and almost became the kingpin of cable!
The bears on Palm continue to cave after a furious rally in the stock following the company’s announcement of its “new newness,” the Palm Web OS and the Palm Pre handset.
Yesterday, the stock was upgraded by former Palm bears at Citigroup and Deutsche Bank. This morning, UBS analyst Maynard Um made a similar move. “The Palm Pre generated significant buzz at CES, surprised us to the upside and breathed new life into Palm’s stagnant portfolio,” he wrote in a research note. “Though the company still has challenges ahead, it’s clear the winds now appear to have shifted in its favor.”
DISH Network (DISH) shares are getting clobbered today after rival DirecTV (DTV) late Friday announced that it has cut a deal with AT&T (T) to sell a co-branded version of the DirecTV service starting after Jan. 31. AT&T previously had a distribution deal with DISH.
Marvell (MVRL) shares are down sharply again today, pressured this morning by Deutsche Bank analyst Arnab Chanda, who cut his rating on the stock to Hold from Buy. He cut his target price on the stock to $15 from $20.
Deutsche Bank’s Jonathan Goldberg advises against holding a short position in Palm (PALM) heading into the company’s earnings report and conference call after the close on Thursday. Goldberg is no bull on the stock; he maintains a Sell rating on the shares and a $4 price target.
Thing just keep getting worse for Motorola (MOT). Battered today by negative notes from several analysts, the stock is headed for its lowest close in 5 years. And it isn’t all the company’s fault: there are mounting concerns on the Street that expectations for the handset market in general for 2008 are simply too high.
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