Google Inc. (NASDAQ:GOOG): Collins Stewart recommends buying Google shares on weakness following the company’s Q4 earnings miss. The firm believes its thesis on Google shares remains intact and reiterates a Buy rating on the stock. After Google reported weaker than expected Q4 results, Oppenheimer blames the revenue miss on product changes that resulted in a higher number of clicks but lower cost per clicks. The firm thinks that cost per clicks could rebound this year and it maintains a $725 target and Outperform rating.

Intuitive Surgical, Inc. (NASDAQ:ISRG): JMP Securities raised its target on Intuitive Surgical after the company reported stronger than expected Q4 results. The firm thinks that the company’s weaker than expected Q4 procedure revenue is a “transient issue,” and it reiterates an Outperform rating on the stock. After Intuitive Surgical reported stronger than expected Q4 results, ThinkEquity believes that the company’s 2012 revenue and operating margin guidance is conservative. The firm reiterates a Buy rating.

Polaris Industries, Inc. (NYSE:PII): RBC Capital expects Polaris Industries to report stronger than expected Q4 revenue, but the firm believes that the company’s guidance will be conservative, and could come in below expectations.

TD AMERITRADE Holding Corporation (NASDAQ:AMTD): TD Ameritrade added to Least Preferred List at UBS

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