03/11/14 04:21:32 PM WORD ON THE STREET

AMERICAN EAGLE OUTFITTERS, INC., POWERSECURE INTERNATIONAL, INC., UNISYS CORPORATION

AMERICAN EAGLE OUTFITTERS, INC.(AEO) : Analyst Paul Lejuez says AEO reported $0.27 Q4 EPS vs. his estimate, consensus, previous guidance of $0.26. Notes Q4 weak, still-challenging environment. Says mgmt not closing American Eagle stores at pace he would like to see to right-size fleet and he would have preferred to see inventory managed more conservatively than it is planning. Notes mgmt taking view that recent issues are more product-related than structural, but he believes with over 1,000 stores, it would be easier to manage the fleet more profitably if it were smaller. Has $12-$14 valuation range.



POWERSECURE INTERNATIONAL, INC.(POWR) : Analyst Ben Kallo tells salesforce POWR beat on the top and bottom line driven by strong revenue in its utility infrastructure business. Also, backlog increased sequentially, as POWR saw increasing demand across its business units. Says although gross margin could be flat through Q2 as co. transitions its LED product line to its Solais manufacturers, believes margin expansion should occur in H2 2014. Raises target to $29 from $26. Remains buyer of the stock.



UNISYS CORPORATION(UIS) : Analyst Brian Gesuale tells salesforce downgrades for three reasons. First, believes 2014 sets up as a "year of investment" to stimulate the top line. Second, thinks Street forecast has set the bar too aggressively for 2014, 2015. And third, believes the stock is entering seasonally frail part of the year from historical trading basis. Continues to believe in the UIS story from a long-term perspective and supports the investments to grow Stealth and Forward! However, would want Street estimates to reset before returning to his bullish equity stance on the name.