Analysts' Actions: CA LPX LULU TWTC VCLK

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Albany International was upgraded to buy at TheStreet Ratings.

Ametek was upgraded at Citigroup to buy from neutral. The setup for stock-moving M&A is becoming more favorable, Citi said. Price target goes to $48.

CA was downgraded at Oppenheimer to perform from outperform. Valuation call, as the company's restructuring will limit growth, Oppenheimer said.

Crestwood Midstream was downgraded at UBS to neutral from buy. The merger with Inergy Midstream creates synergies and improves capital costs, but the shares are fully valued, UBS said. Price target goes to $25.

GNC Acquisition was downgraded to hold at TheStreet Ratings.

IDEX was downgraded at Citigroup to neutral from buy. The stock is trading at a premium to the group and is above its historical range, Citi said.

Louisiana-Pacific was upgraded at DA Davidson to neutral from underperform. $19 price target. Company is doing the best it has done since the housing boom, DA Davidson said.

Lululemon was upgraded at Sterne Agee to buy. $90 price target. Estimates were also boosted, following recent meetings with management, Sterne Agee said.


Time Warner Telecom was downgraded at Oppenheimer to perform from outperform. Company cut its growth guidance, Oppenheimer said.

ValueClick was downgraded at Cantor Fitzgerald to hold from buy. $31 price target. Sales growth is decelerating, Cantor Fitzgerald said.

Vitamin Shoppe was downgraded at Bank of America/Merrill Lynch to underperform from neutral. Estimates were also cut, as the company is facing increased competition, BofA/Merrill said. $40 price target.


Zillow was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a $67 price target, Goldman Sachs said.

STOCK COMMENTS / EPS CHANGES

American Capital estimates were reduced at UBS. Disappointing quarter for origination and spread, UBS said.

Aetna price target and estimates were increased at UBS. Reflects the CVH deal and a reduction in the debt-to-capital ratio, said UBS. Price target goes to $68.

Aruba Networks numbers were cut at JMP Securities. Estimates were reduced through 2014. Company lowered its guidance. Outperform rating and new $21 price target.

Charter Communications price target and estimates were increased at UBS. Estimates were increased as the turnaround takes hold, UBS said. Price target goes to $125.

Disney estimates, price target were raised at Lazard Capital Markets. Shares are now seen reaching $73. Estimates were also increased, given better movie, cable and parks results, Lazard Capital Markets said. Buy rating.


DirecTV price target and estimates were increased at UBS. First-quarter results were stronger than forecast in both the U.S. and Latin America, said UBS. Price target goes to $62.

Electronic Arts price target and estimates were increased at UBS. Estimates were increased to reflect operating margin expansion, cost controls and FCF optimization, UBS said. Price target goes to $20.

Nationstar Mortgage earnings estimates were increased to reflect recent mortgage acquisitions that are expected to be accretive, said Citigroup. Price target goes to $45.

OfficeMax estimates were reduced at UBS. The company lost some traction and underperformed Office Depot in a difficult industry environment, said UBS.

Plains All American price target and estimates were increased at UBS. There are better-than-expected Supply & Logistics growth and opportunity in its Transportation & Facilities segments, said UBS. Price target goes to $63.

Target target was boosted at Bank of America/Merrill Lynch. Shares of TGT are now seen reaching $72. Company deserves a premium valuation, BofA/Merrill said. Neutral rating.

Whole Foods estimates were increased at UBS. Second-quarter results showed acceleration in sales and the pipeline, said UBS.

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