Analysts' Actions: AAPL VLO JPM X DFS ORCL

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Beacon Roofing BECN downgraded at Keybanc from Buy to Hold, Keybanc said. Valuation call.

Bloomin Brands BLMN rated new Buy at Goldman. $17 price target. Company's brands are strong and can outperform the industry.

Cliffs Natural CLF downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $36 price target. Valuation call, given the solid run in steel stocks over the past week.

Crane CR upgraded at Citi to Buy from Neutral, Citigroup said. $47 price target. New analyst believes that the stock has late-cycle appeal.

Discover Financial DFS downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Hasbro HAS downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Legg Mason LM downgraded at Jefferies to Hold from Buy, Jefferies said. Turnaround momentum takes a pause. Hold rating.

Moody's MCO upgraded at Benchmark from Hold to Buy, Benchmark said. $51 price target. Domestic issuance will likely remain strong into 2013.

ServiceNow NOW rated new Neutral at Mizuho. Valuation call, based on a $36 price target.

Plantronics PLT downgraded at Mizuho from Buy to Neutral, Mizuho said. $37 price target. Valuation call, as the stock is up 27% since June.

Phillips 66 PSX downgraded at Citi to Neutral, Citigroup said. Refining sector is already pricing in a lot of good news. $49 price target.

Tesla Motors TSLA upgraded at Morgan Stanley to Overweight from Underweight, Morgan Stanley said. $50 price target. Fears about a slower launch for the Model S have been overblown.

Under Armour UA downgraded at Argus from Buy to Hold, Argus Research said. Valuation call.

Unilever UL upgraded at UBS to Buy from Neutral, UBS said. $38.77 price target. Finally getting its food act together.

Valero VLO downgraded at Citi to Neutral, Citigroup said. Valuation call, based on a $35 price target.

Wells Fargo WFC downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Estimates also cut, given lower expected net interest margin.

US Steel X downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $29 price target.

STOCK COMMENTS / EPS CHANGES

Apple AAPL estimates, target increased at BMO. AAPL estimates were raised through 2013, BMO Capital said. Expect higher near-term iPhone sales. Outperform rating and new $750 price target.

Autodesk ADSK numbers raised at Jefferies.Shares of ADSK now seen reaching $39, Jefferies said. Could benefit from stable global economic outlook. Buy rating.

Affiliated Managers AMG cut from Top Picks Live list at Citi. Valuation call, as WETF offers better value at current levels.

Capital One Financial COF target raised at Oppenheimer to $68, Oppenheimer said. Fundamentals generally favorable. Outperform rating.

JPMorgan Chase JPM target raised at Oppenheimer. Shares of JPM now seen reaching $62, Oppenheimer said. Strong fundamentals at a value. Outperform rating.

McDonald's MCD estimates, target raised at Credit Suisse. Shares of MCD now seen reaching $100, according to Credit Suisse. Estimates also increased, following strong channel checks in Europe. Overweight rating.

Oracle ORCL estimates, target boosted at Lazard. Shares of ORCL now seen reaching $37, according to Lazard. Estimates also upped, as hardware should drive growth in the coming quarters. Buy rating.

Oracle target raised at Oppenheimer. Shares of ORCL now seen reaching $36, Oppenheimer said. New product cycles are gaining traction. Outperform rating.

Qualcomm QCOM estimates, target raised at BMO. Shares of QCOM now seen reaching $78, according to BMO Capital. Estimates also increased, given higher expected iPhone 5 and Galaxy 3S sales. Outperform rating.

SunTrust Banks STI target raised at Jefferies to $33, Jefferies said. Mortgage continues to be near- term standout. Buy rating.

Towers Watson TW numbers upped at BofA/Merrill. TW estimates were boosted through 2015, Bank of America/Merrill Lynch said. Extend Health acquisition should add to earnings. Buy rating and new $68 price target.

Time Warner TWC numbers raised at UBS. Shares of TWC now seen reaching $105, UBS said. Estimates also increased on expected increased in shares buybacks. Buy rating.

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