Analysts' Actions: BTU JAZZ MYL SKUL TDG

TheStreet.com

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Aspen Insurance was upgraded at Credit Suisse to outperform from neutral. Restructuring initiatives will lead to increased earnings power, Credit Suisse said. Earnings estimates increased through 2014. New price target is $44.

Peabody Energy was downgraded at BMO Capital Markets to market perform from outperform. $22 price target. Valuation and balance sheet risk, BMO Capital Markets said.

CONSOL Energy was upgraded at BMO Capital Markets to outperform from market perform. $42 price target. Valuation call and balance sheet strength, BMO Capital Markets said.

Eagle Materials was downgraded at Sterne Agee to neutral from buy. Valuation call, Sterne Agee said.

Jazz Pharmaceuticals was initiated with a buy rating at Cantor Fitzgerald. JAZZ is an attractive growth story that has been held back by generic concerns over its key revenue driver, Xyrem, Cantor Fitzgerald said. Price target is $86.

Mylan was downgraded at Canaccord to neutral. Fewer catalysts are ahead, making upside from here limited, Canaccord said.

Skullcandy was downgraded at DA Davidson to underperform from neutral. $4.50 price target. Brand repositioning reduces profits and visibility, DA Davidson said.

TransDigm was upgraded at Deutsche Bank to buy from hold. Easier aftermarket comps, deal flow and its recent stock underperformance drives the upgraded, Deutsche Bank said. Price target increased to $175.

STOCK COMMENTS/EPS CHANGES

Accenture price target was increased at Deutsche Bank. The update comes ahead of earnings, Deutsche Bank said. Shares should rebound on a pick-up in demand in the second half of 2013, Deutsche added. New price target is $87.

Aflac estimates were updated at Deutsche Bank. Estimates through 2015 were decreased. The new numbers reflecting the updated DB house views on the further weakening of the yen, Deutsche Bank said.

Salesforce.com price target was increased at Jefferies to $215. CRM released a 10-K with some additional data around regional revenue, headcount and expenses, Jefferies said.

McDonald's price target was increased to $108 at Deutsche Bank. February sales showed the U.S. business is getting back on track, Deutsche Bank said. Easier compares in the second quarter and attractive valuation keeps it a buy-rated stock, Deutsche said.

McDonald's estimates were reduced at Credit Suisse through 2014. Although the comp estimates came up slightly, this was more than offset by a headwind from FX revisions, Credit Suisse said.

Mead Johnson estimates were reduced at Credit Suisse through 2014. The new estimates account for the Hong Kong risk, Credit Suisse said.

Microsoft numbers were cut at MKM Partners. Shares are now seen reaching $28. Estimates also lowered on concerns Windows 8 is not ramping fast enough, MKM Partners said. Neutral rating.

Owens-Illinois estimates were increased at Jefferies through next year. Industry sources say demand in Europe is improving, and regional glassmakers are raising prices aggressively, Jefferies said.

RenaissanceRe Holdings price target and estimates were updated at Credit Suisse through 2014. The new estimates came after the fourth-quarter results were released, Credit Suisse said. New price target is $95.

URS Corp. price target was raised at Lazard Capital Markets to $55. Different approach to capital accrues to equity, Lazard Capital Markets said. Buy rating.

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