WNS
Ticker: WNS
Market Cap: $1.38B
Industry: Information Technology
Price Target: $28
2015 EPS Growth: 26%
Comment: "As clients look to generate operating efficiency, advance their digital enterprises, and improve the end-client experience they will increasingly leverage the capabilities of [Business Process Management] partners like WNS," CEO Keshav Murugesh said in the company's fourth quarter earnings release in April. "We will continue to invest in our business to ensure we remain well-positioned to capitalize on the long-term BPM opportunity, and to drive sustainable business value for all of our key stakeholders."
Source: Deutsche Bank
LifeLock
Ticker: LOCK
Market Cap: $1.44B
Industry: Consumer Discretionary
Price Target: $26
2015 EPS Growth: 40%
Comment: “Against a backdrop of continued data breaches, we produced the best quarter of gross new member additions in the history of the company,” Chairman and CEO Todd Davis said in the first quarter earnings release. “We believe this performance is indicative of the power of our brand and the growing recognition of the differentiated nature of our offerings.”
Source: Deutsche Bank
Blackhawk Network
Ticker: HAWK
Market Cap: $1.88B
Industry: Information Technology
Price Target: $44
2015 EPS Growth: 23%
Comment: "Our U.S. and international retail segments began the year with good momentum, growing first quarter transaction dollar volume 26% and 29% respectively," CEO Bill Tauscher said in the company's first quarter earnings release.
Source: Deutsche Bank
Synchronoss Technologies
Ticker: SNCR
Market Cap: $1.96B
Industry: Information Technology
Price Target: $62
2015 EPS Growth: 20%
Comment: “Mobile Operators around the world are capitalizing on the success of how personal cloud can drive important benefits to their valuable subscribers," Stephen G. Waldis, Founder and CEO of Synchronoss, said in the company's latest earnings report. "We are pleased with our successful formula for helping our customers gain adoption and success with our personal cloud platform.”
Source: Deutsche Bank
Grand Canyon Education
Ticker: LOPE
Market Cap: $2B
Industry: Consumer Discretionary
Price Target: $50
2015 EPS Growth: 14%
Comment: According to the for-profit University's first quarter earnings report, the company's net revenue increased 15.9% to $194.1 million in the first quarter of 2015. This is compared to revenues of $167.4 million for the first quarter of 2014.
Source: Deutsche Bank
MicroStrategy
Ticker: MSTR
Market Cap: $2B
Industry: Information Technology
Price Target: $200
2015 EPS Growth: 1699%
Comment: "In 2015, compromised security has emerged as one of the greatest threats on the planet, and industry leaders are demanding an all-encompassing solution that combines analytics, security, and mobility in a single integrated platform," CEO Michael Saylor said in the company's earnings statement. "MicroStrategy 9s fills this void by providing enterprise-grade security for web, cloud, and mobile analytics. By removing security concerns as an inhibitor, MicroStrategy 9s can allow our customers and partners to more confidently deploy applications that deliver powerful business value to the enterprise."
Source: Deutsche Bank
AmSurg
Ticker: AMSG
Market Cap: $3.25B
Industry: Health Care
Price Target: $77
2015 EPS Growth: 26%
Comment: The operator of outpatient surgery centers reported net revenues of $570.4 million for the first quarter, up 120% from Q1 of 2014, according to the company's latest earnings release. AmSurg has also completed five acquisitions already this year.
Source: Deutsche Bank
SolarWinds
Ticker: SWI
Market Cap: $3.70B
Industry: Information Technology
Price Target: $60
2015 EPS Growth: 10%
Comment: "We [are continuing] to execute on our goal of becoming the IT management vendor of choice for addressing the complex, connected set of performance problems in today’s increasingly hybrid IT infrastructures by acquiring a Cloud-based log management company," CEO Kevin Thompson said in SolarWinds’ first quarter earnings release.
Source: Deutsche Bank
Verint Systems
Ticker: VRNT
Market Cap: $4.04B
Industry: Information Technology
Price Target: $70
2015 EPS Growth: 18%
Comment: "We are very pleased with our Q4 results which reflect on-going demand for Actionable Intelligence solutions, and we look forward to another year of double-digit revenue growth on a constant currency basis," President and CEO Dan Bodner said in Verint's Q4 earnings report in March."
Source: Deutsche Bank
Team Health
Ticker: TMH
Market Cap: $4.26B
Industry: Information Technology
Price Target: $70
2015 EPS Growth: 24%
Comment: "The company benefited from the significant number of transactions closed in 2014, as the financial performance of our recent acquisitions contributed the largest element of our revenue increase in the quarter," President and CEO Mike Snow said in Team Snow's latest earnings report. "In addition, we experienced robust patient volume growth and continued to see a reduction in the percentage of uninsured patients that helped contribute to strong same contract performance."
Source: Deutsche Bank
ON Semiconductor
Ticker: ONNN
Market Cap: $5.85B
Industry: Information Technology
Price Target: $16
2015 EPS Growth: 27%
Comment: "Our order momentum is accelerating and visibility into near to mid-term outlook has improved significantly driven by strong customer interest in our product offerings," Keith Jackson, President and CEO of ON Semiconductor, said in the company's latest earnings release.
Source: Deutsche Bank
IAC/InterActive
Ticker: IACI
Market Cap: $6.18B
Industry: Information Technology
Price Target: $80
2015 EPS Growth: 40%
Comment: "We launched Tinder Plus globally in March of Q1. Payment and renewal rates came in solidly against expectations," Greg Blatt, Chairman of IAC's The Match Group, said in prepared remarks from the earnings release. "As we mentioned previously, however, there is lots of learning in these early stages, and while we expect momentum and contribution to build meaningfully over time, we don’t expect it to build on a straight line basis."
Source: Deutsche Bank
MEDNAX
Ticker: MD
Market Cap: $6.63B
Industry: Health Care
Price Target: $79
2015 EPS Growth: 15%
Comment: "Our outlook for 2015 remains very positive, and we believe we are well positioned, financially and operationally, to bring value to our physicians, hospital partners and shareholders through our service offerings and our investments in clinical research, education and quality," CEO Roger J. Medel said in MEDNAX's first quarter earnings release.
Source: Deutsche Bank
Foot Locker
Ticker: FL
Market Cap: $8.83B
Industry: Consumer Discretionary
Price Target: $71
2015 EPS Growth: 24%
Comment: “We have hit the ground running in 2015, producing the most profitable quarter in our history,” Foot Locker President and CEO Richard Johnson said in the first quarter earnings statement. “Our core business improved and we made progress on each of our growth pillars, a team accomplishment of which we are all very proud.”
Source: Deutsche Bank
Signet Jewelers
Ticker: SIG
Market Cap: $10.62B
Industry: Consumer Discretionary
Price Target: $150
2015 EPS Growth: 24%
Comment: "We continue to see favorable progress of our integration of the Zale division. As we implement new operating initiatives and deploy incremental capital resources, the Zale division has begun, as expected, to grow its same store sales faster than Signet overall," CEO Mark Light said in Signet's first quarter earnings report.
Source: Deutsche Bank
NXP Semiconductors
Ticker: NXPI
Market Cap: $27.89B
Industry: Information Technology
Price Target: $125
2015 EPS Growth: 24%
Comment: “During the quarter we announced the merger between NXP and Freescale Semiconductor, creating the fourth largest non-memory semiconductor company – a true high performance mixed signal global powerhouse," CEO Richard Clemmer said in NXP's first quarter earnings release. "We are making good progress on the integration planning of the two companies and are working through the regulatory process. We continue to see the merger closing in the second half of 2015, and have already named the top layer of management in the combined entity."
Source: Deutsche Bank