NEW YORK (TheStreet) -- CHANGE IN RATINGS:
Aaron's AAN downgraded at Canaccord from buy to hold, Canaccord Genuity said. $30 price target. Rent-to-own industry remains under pressure.
AbbVie ABBV rated new neutral at Credit Suisse. $37 price target. Cross currents imply minimal stock movement from current price.
Akamai Tech AKAM downgraded at Jefferies to hold from buy, Jefferies said. $40 price target. Reinvestments tough on short- term outlook.
Compass Minerals International CMP upgraded to buy at TheStreet Ratings.
Conceptus CPTS upgraded to buy at TheStreet Ratings.
Con-Way CNW upgraded at Citigroup to buy from neutral, Citigroup said. $39 price target. Incremental margin and cost analysis suggests upside to 1H13 EPS.
DeVry DV upgraded at JP Morgan from underweight to neutral, JP Morgan said. Company is seeing higher enrollment rates.
Fortune Brands Home & Security FBHS upgraded at KeyBanc to buy from hold, KeyBanc said. $38 price target. Company outgrows peers on the basis of its attractive market positions.
Google GOOG downgraded at Pivotal from buy to hold, Pivotal Research said. Valuation call, based on an $820 price target.
Google rated new neutral at Sterne Agee. Company mays struggle to monetize its mobile business.
Johnson & Johnson JNJ downgraded at Credit Suisse from neutral to underperform, Credit Suisse said. Valuation call, based on a $73 price target.
Life Time Fitness LTM upgraded at Stifel from hold to buy, Stifel Nicolaus said. $50 price target. Stock appears oversold at current levels.
Molycorp MCP upgraded at JP Morgan from underweight to neutral, JP Morgan said. $6 price target. Capital raise removes near-term risks.
Owens Corning OC downgraded at KeyBanc to hold from buy, KeyBanc said. High growth expectations and past margin volatility.
PACCAR PCAR downgraded at UBS to neutral from buy, UBS said. $48 price target. Valuation call.
Pfizer PFE downgraded at Credit Suisse from Outperform to neutral, Credit Suisse said. New analyst has a $29 price target.
Reliance Steel RS upgraded at Dahlman from hold to buy, Dahlman Rose said. $89 price target. MUSA deal should add to earnings.
Stryker SYK downgraded at Credit Suisse from outperform to neutral, Credit Suisse said. Valuation call, based on a $67 price target.
Time Warner TWX upgraded at Wedbush from neutral to outperform, Wedbush said. $60 price target. Company is realizing higher margins.
ValueClick VCLK rated new buy at Goldman. $25 price target. Purest play on expected growth in programmatic tier of the display market.
Vertex Pharmaceuticals VRTX rated new Outperform at Baird. $53 price target. Cystic Fibrosis franchise can drive growth.
Viasat VSAT upgraded at Needham from hold to buy, Needham said. $50 price target. Company is seeing better subscriber growth.
Yahoo! YHOO upgraded at Pivotal from hold to buy, Pivotal Research said. Yahoo Japan continues to grow in value.
STOCK COMMENTS / EPS CHANGES
Allergan AGN price target increased at Citigroup to $124, Citigroup said. Core franchises continue to deliver double digit growth. Buy rating.
Akamai Tech AKAM target lowered at Jefferies. Shares of AKAM now seen reaching $48, Oppenheimer said. Weak quarterly report. Outperform rating.
Biogen Idec BIIB numbers raised at Jefferies. Shares of BIIB now seen reaching $210, Jefferies said. Estimates also raised on acquisition of Tysabri rights. Buy rating.
Cummins CMI target raised at UBS to $135, UBS said. Opportunity to rally as investors were braced for cautious guidance.
Cummins target lowered at Jefferies to $110, Jefferies said. Solid quarter and guidance. Hold rating.
CVS Caremark CVS numbers increased at Guggenheim. CVS estimates were raised through 2014, Guggenheim said. Company boosted its guidance. Buy rating and new $60 price target.
Green Mountain GMCR numbers boosted at Lazard. Shares of GMCR now seen reaching $58, according to Lazard Capital Markets. Estimates also upped, given a better margin outlook.
W.R. Grace GRA numbers raised at Jefferies. Shares of GRA now seen reaching $90, Jefferies said. Estimates also raised on solid earnings momentum. Buy rating.
InterActiveCorp IACI estimates, target cut at Credit Suisse. Shares of IACI now seen reaching $62, according to Credit Suisse. Estimates also reduced, given a deceleration of search growth. Outperform rating.
Panera Bread PNRA target raised at Jefferies to $190, Jefferies said. Trends are quite steady vs peers. Buy rating.
Ralph Lauren RL numbers raised at UBS. Shares of RL now seen reaching $195, UBS said. Estimates also increased on an accelerating top line story. Buy rating.
Ralph Lauren numbers raised at Credit Suisse. Shares of RL now seen reaching $198, according to Credit Suisse. Estimates also increased, given higher international growth and margin expansion. Outperform rating.
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