- RF Micro (RFMD -2.4%) has been cut to Hold by Canaccord, and to Neutral by D.A. Davidson, after soaring yesterday in response to news it's merging with RF component rival TriQuint (TQNT -0.9%). TriQuint has also been cut to Neutral by D.A. Davidson, and upgraded to Buy by Brean.
- TiVo (TIVO +1.1%) has been started at Outperform by Northland.
- RealPage (RP -22.7%) has been cut to Sector Perform by RBC after posting mixed Q4 results and providing soft 2014 guidance (revenue of $440M-$450M and EPS of $0.65-$0.69 vs. a consensus of $459.7M and $0.76).
- Datawatch (DWCH +6.1%) has been started at Outperform by Cowen.