Humana Inc.(NYSE:HUM): After Humana reported inline Q4 results, Bernstein still expects the company to report higher than expected 2012 EPS. The firm predicts that the company’s Q1 results will provide a positive catalyst and it maintains an Outperform rating on the stock.

ValueClick, Inc.(NASDAQ:VCLK): Piper Jaffray raised its estimates and price target for Valueclick and is incrementally more positive on the company’s FY12 growth prospects following its better than expected Q4 results. The firm reiterates an Overweight rating on the stock.

Broadcom Corp.(NASDAQ:BRCM): BMO Capital says its checks indicate that Broadcom (NASDAQ:BRCM) has obtained an “incrementally meaningful” connectivity design win at Amazon (NASDAQ:AMZN). The firm expects Broadcom’s overall share of the connectivity market to increase and it maintains an Outperform rating on the stock.

Rentrak Corporation(NASDAQ:RENT): Brean Murray said Rentrak should be bought on any weakness today following Q3 results. The firm believes its TVEssentials sign ups proves the product has been accepted and is now looking for larger accounts to sign on to help the company’s financials. Shares are Buy rated.

Panera Bread Co.(NASDAQ:PNRA): Piper Jaffray raised its estimates and price target for Panera Bread following the company’s better than expected Q4 results. The firm maintains an Overweight rating on the stock.

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