BEAS $10~$11 beats by a penny (BEAS) 9.52 +0.36: Reports Q3 (Oct) earnings of $0.11 per share, excluding non-recurring items, $0.01 better than the Reuters Estimates consensus of $0.10; revenues rose 10.2% year/year to $291.5 mln vs the $290.3 mln consensus.
BEA Systems CEO on CNBC demurs when asked if he is open to being acquired (BEAS) 9.48 -0.04: CEO says he is much more focused on growing the business, before he even contemplates any type of deal.
CSFB upgrades BEA Systems (BEAS 10.13) to Outperform from Neutral with a $12 tgt, as they believe the co is strategically levered to the firm's 2006 thesis of improved enterprise spending and further industry consolidation...
* NTRI $50~$72~$70 (ob) eps $0.60 per share, $0.17 better than the Reuters Estimates consensus of $0.43; revenues rose 292.1% year/year to $146.8 mln vs the $125.4 mln consensus. Co added ~235,000 Direct channel new customers, a 267%y/y; co expects Q2 EPS of $0.44-0.46, including stock based compensation, Reuters consensus is $0.34, see revenues in the range of $118-122 mln, consensus is $103.9 mln; co expects Y06 EPS in the range of $1.80-1.90, ex stock based compensation, Reuters compsensation is $1.37, expecte revs between $490-510 mln, consensus is $426 mln.
Nutrisystem tgt raised to $85 from $55 at Kaufman (NTRI) 50.70 : Kaufman raises their NTRI tgt to $85 from $55 following "blowout" Q1. Firm continues to believe in their efficacy. They believe that management will continue to grow the business at a faster pace with new products (such as the Men's program, which is tracking ahead of plan), markets, distribution channels and increase in reactivations. In 1Q06, they saw significant leverage with incremental cash EBIT margin of 29% versus 17% in 1Q05. This could expand further due to various reasons - minimal capacity investments; productivity enhancements from 4Q05 hires; additional concessions from suppliers; increasing marketing efficiency; and general learning curve effects. This leads firm to believe that guidance is indeed conservative, with room for significant upside from current levels 25-Apr-06 06:48 ET In Play Nutrisystem CEO appears on CNBC discussing earnings, says they have a lot of tarmac ahead before they hit the ceiling (NTRI) 50.70 : Says he sees a lot of different growth drivers.
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