Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (60978)	8/7/2013 10:24:09 AM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95616

S&P MAINTAINS BUY RECOMMENDATION ON SHARES OF SUNEDISON 9:14 AM ET 8/7/13 \| S&P Marketscope We keep our 12-mo target price at $13, on a blend of P/E and price-to-sales above peers. We trim our '13 operating EPS estimate $0.09 to $0.11, but keep '14's at $0.65, and '15's at $0.77. SUNE posts a Q2 operating loss of $0.19, vs. $0.07 EPS, wider than our $0.14 loss estimate. Operating revenues rose 14% from Q1 on higher semiconductor and solar energy sales. Margins narrowed more than we had forecast on project mix and higher solar project ramp costs. We expect solar pipeline and backlog growth to translate to significantly higher revenue/earnings potential starting in Q4.