Oracle Corp. (NASDAQ:ORCL): Goldman expects Oracle to report Q4 results of 79c/$10.82B vs. consensus 78c/$10.90B. The firm expects currency impact to be a slightly larger headwind for Oracle’s Q1 outlook and revised license growth estimate to +2.5% from +2.9%. Shares are Conviction Buy rated.
Baxter International Inc. (NYSE:BAX): Goldman remains bullish on Baxter given its core business strength, potential dividend increase, and compelling valuation. Shares are Buy rated with a $63 price target.
OSI Systems, Inc. (NASDAQ:OSIS): Benchmark believes that OSI Systems could report stronger than expected FY13 results and the firm reiterates an Outperform rating on the stock.
BJ’s Restaurants, Inc. (NASDAQ:BJRI): Cowen said BJ’s Restaurants is its top near term restaurant pick citing its recent price decline, confidence in its top line momentum, fastest unit growth, and best comps in the casual dining space. Shares are Outperform rated.
The Men’s Wearhouse, Inc. (NYSE:MW): Cowen said the after hours sell-off of Men’s Wearhouse after its Q1 earnings miss is an overreaction. The firm lowered its expectations following the company’s decreased guidance but said the story now shifts to the 2H2012 where they estimate improving sales trends and easier comps. Shares are Outperform rated.
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