Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Infinera: Color on quarter — Needham raises tgt to $13.50 from $12.50, Stifel reiterates Hold (9.40)<ul><li><strong>Needham</strong> notes that with over 40% of Infinera's customer base undergoing merger disruption including XO and Verizon as well as Level 3 and Century Link, they had been braced for rough results. Further, with the new products in the headlights there was even more potential for trouble. They note that despite these concerns, Infinera beat on Revenues and beat GM guidance and beat on EPS. They now believe that the company has troughed, estimates have bottomed out and that INFN is poised to rebound results. <strong>They think it could double over the next to 4-8 quarters if it can rebound to Revenue and earnings levels it hit last June. Reiterates Strong Buy Rating, raises tgt to $13.50 from $12.50.</strong></li><li><strong>Stifel</strong> notes that Pro forma EPS loss of ($0.12) was in line with their estimate for a loss of ($0.12) and the consensus estimate loss of ($0.13). Guidance for 1Q17 revenue of $167-$177 million was above their estimate of $165.0 million and above consensus of $170.7 million at the midpoint, but guidance for an EPS loss of ($0.16) ± a couple of pennies was below both their and consensus estimates of ($0.09)/($0.11), respectively. They expect 1Q17 to serve as a trough quarter, with revenues ramping sequentially through 2017 as ICE4 (Infinite Capacity Engine) products are brought to market. <strong>However, given their expectation for earnings to remain pressured in the intermediate term, and continued risk in the timing of revenue acceleration, they reiterate their Hold rating, $10 tgt.</strong></li><li><strong>Instinet</strong> upgraded INFN to Buy from Neutral </li><li>INFN shares are +15% at $10.80 in the pre-market.</li></ul></td> </tr></table>"