NPTN (Outperform) - Raising PT to $12 from $11. 3Q18 results and outlook offered incremental support for our view that NPTN s oper model will likely return to eventual solid profitable growth. Demand visibility is improving. Margins eventually will follow. We would continue to be buyers of shares. Reiterate Outperform rating increase PT to 12.
Cowen_NPTN.pdfEXTR (Market Perform) - Raising PT to $7.5 from $6.5. FY1Q19 results and outlook highlight stabilizing trends v. the prior three quarters of disappointment. Tariffs and higher component costs are headwinds that EXTR is actively addressing via pricing and manufacturing moves. We continue to believe EXTR remains a show me story. Maintain Market Perform.
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