Jefferies believes Apple Inc.’s need for cash, amid capex requirements, new subsidy models, and slowing international sales, is higher than many believe. The firm estimated that Apple’s capex is likely to double in the next two years, equating to roughly an additional $10 billion per year, due to a variety of factors. Jefferies thinks an acceleration of dividends and buybacks will provide Apple with greater strategic flexibility and value to shareholders over the intermediate to long term. The firm said that Apple’s current plan is to return $45 billion to shareholders during the next three years, and that they think the company can double that to $90 billion over an extended period of time. Jefferies keeps a Hold rating on Apple, saying the company could be facing a rough two-year period.

Accretive Health, Inc. (NYSE:AH): Current price $9.00

Oppenheimer believes that the most likely reason for the delay of Accretive Health’s results is that auditors have decided that the company should establish a reserve for incentive fees in light of their dispute with Fairview Health over this issue. The firm noted that the company is confident that they will recognize the full amount of revenue from their deal with Fairview, and Oppenheimer maintains an Outperform rating on Accretive.

Gulfmark Offshore, Inc. (NYSE:GLF): Current price $35.99

Citigroup views the post-earnings pullback in shares of GulfMark Offshore as overdone and reiterates a Buy rating on the stock with a $50 price target. Citi continues to view GulfMark Offshore as an acquisition candidate and said  the factors that drove the earnings miss are temporary.

NuVasive, Inc. (NASDAQ:NUVA): Current price $18.10

Following solid fourth quarter results, Baird raised their price target on NuVasive. The firm cited reasons to expect higher revenue growth on better than expected leverage opportunities. Baird likes the risk/reward and maintains their Outperform rating.

Vitamin Shoppe, Inc. (NYSE:VSI): Current price $52.00

Baird believes the weakness in Vitamin Shoppe, following fourth quarter results, provides a good long-term buying opportunity. They believes the unit growth story remains intact and that underlying earnings increase should be around 20%. Baird maintains their Outperform rating, but lowered their price target from $70 to $65.

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