Nicole Deblase

In a report published Thursday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $35.00 price target on Navistar International Corp (NYSE: NAV). In the report, Morgan Stanley noted, “NAV exhibited very strong execution this quarter, and delivered upside vs. its EBITDA...

In a report published Monday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $172.00 price target on Cummins (NYSE: CMI). In the report, Morgan Stanley noted, “CMI is viewed as one of the highest quality companies within the Machinery universe (we agree), given its...

In a report published Thursday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $35.00 price target on Allison Transmission (NYSE: ALSN). In the report, Morgan Stanley noted, “While a cyclical rebound in NA On- and Off-Highway could add to ALSN's EPS vs. current levels,...

In a report published Wednesday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating on United Rentals (NYSE: URI), and raised the price target from $104.00 to $116.00. In the report, Morgan Stanley noted, “URI is likely to deliver another EPS beat during 2Q, and with tailwinds...

In a report published Tuesday, Morgan Stanley analyst Nicole DeBlase initiated coverage on Westport Innovations (NASDAQ: WPRT) with an Equal-Weight rating and $20.00 price target. In the report, Morgan Stanley noted, “Long-term bullish view on natural gas transportation, but HPDI technology is...

In a report published Friday, Morgan Stanley analyst Nicole DeBlase reiterated an Overweight rating and $73.00 price target on PACCAR (NASDAQ: PCAR). In the report, Morgan Stanley noted, “This week, we flew out to Denton, TX for PCAR's triennial investor conference. In this note, we highlight six...

In a report published Thursday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $38.00 price target on Navistar International (NYSE: NAV). In the report, Morgan Stanley noted, “NAV's execution has recently been the weakest in the Machinery group, as the company has...

In a report published Tuesday, Morgan Stanley analyst Nicole DeBlase reiterated an Overweight rating on Manitowoc (NYSE: MTW), but removed the $36.00 price target. In the report, Morgan Stanley noted, “Yesterday, we attended the National Restaurant Association (NRA) trade show in Chicago, where we...

In a report published Friday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating on WABCO (NYSE: WBC), but removed the $100.00 price target. In the report, Morgan Stanley noted, “WBC reported 1Q14 Adj. EPS of $1.28 (ex-separation/ streamlining costs), above MSe/cons of $1.25....

In a report published Thursday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $96.00 price target on Caterpillar (NYSE: CAT). In the report, Morgan Stanley noted, “We are cautious on CAT's 2014e outlook (although we agree that EPS will grow Y/Y), given the potential...

In a report published Thursday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $99.00 price target on United Rentals (NYSE: URI). In the report, Morgan Stanley noted, “We are attracted to URI's 50% exposure to the US Non-Residential Construction market, our preferred...

In a report published Monday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating and $163.00 price target on Cummins (NYSE: CMI). In the report, Morgan Stanley noted, “CMI is viewed as one of the highest quality companies within the Machinery universe (we agree), given its...

In a report published Tuesday, Morgan Stanley analyst Nicole DeBlase reiterated an Equal-Weight rating on Joy Global (NYSE: JOY), and raised the price target from $54.00 to $58.00. In the report, Morgan Stanley noted, “The highlight of JOY's F1Q14 results was a return to positive Y/Y growth in...

In a report published Wednesday, Morgan Stanley analyst Nicole DeBlase reiterated an Overweight rating on Terex (NYSE: TEX), but removed the $55.00 price target. In the report, Morgan Stanley noted, “TEX reported Headline EPS of $0.65, above $0.57 MSe and $0.49 cons. While a lower tax rate helped...

In a report published Friday, Morgan Stanley analyst Nicole DeBlase maintained an Overweight rating on Manitowoc (NYSE: MTW), with a $30.00 price target. According to the report, the analysts agree that 4Q is likely to be a weak one for MTW – they forecast a $0.03 miss vs. cons driven by Crane....