Analysts' Actions: DELL FOSL AVP CLF GRPN

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Addvantage Technologies AEY upgraded to buy at TheStreet Ratings.

First Majestic Silver AG downgraded to hold at TheStreet Ratings.

Avon Products AVP upgraded at B. Riley Caris from neutral to buy, B. Riley Caris said. $26 price target. Turnaround may not be smooth, but is occurring.

Avon upgraded at UBS to neutral from sell, UBS said. $21 price target. Despite strong quarter, recovery will not be linear.

Armstrong World Industries AWI upgraded at Citigroup to buy from neutral, Citigroup said. $67 price target. Improving nonresidential construction and low expectations.

Cliffs Natural Resources CLF downgraded at Citigroup to neutral from buy, Citigroup said. $36 price target. Deeper issues than perceived.

Cliffs Natural downgraded at Deutsche from buy to hold, Deutsche Bank said. $38 price target. Unexpected share issuance will cause 19% to 21% dilution.

Comcast CMCSA upgraded at Credit Suisse from neutral to outperform, Credit Suisse said. $48 price target. NBC Universal buyout is a positive and the company will return more cash to shareholders.

Dell DELL downgraded at Bernstein from outperform to market perform, Bernstein Research said. Valuation call, based on a $15 price target.

Fossil FOSL downgraded at FBR from market perform to underperform, FBR Capital Markets said. $95 price target. Earnings growth is decelerating.

Groupon GRPN upgraded at Sterne Agee from neutral to buy, Sterne Agee said. $9 price target. Contrarian call, based on the company's long-term prospects.

Heinz HNZ downgraded at UBS to neutral from buy, UBS said. $62 price target. Progress in restoring core US momentum remains slow.

Ironwood Pharmaceutical IRWD upgraded at Wedbush to neutral from underperform, Wedbush said. $13 price target. LINZESS strong out of the gates.

Molina Healthcare MOH upgraded at BofA to buy from neutral, Bank of America Merrill Lynch said. $41 price target. Strong momentum and HCR tailwinds.

Owens Corning OC downgraded at Citigroup to neutral from buy, Citigroup said. $48 price target. Valuation call.

Protective Life PL upgraded at BofA to neutral from underperform, Bank of America Merrill Lynch said. $33 price target. M&A could yield further EPS upside.

Philip Morris International PM upgraded at Nomura to neutral, Nomura said. $94.80 price target. Stock is factoring in the risk of slower growth in Asia.

Pioneer Natural PDX rated new outperform at Credit Suisse. $150 price target. Permian basin will likely drive growth.

Ruckus Wireless RKUS downgraded at Needham from Buy to Hold, Needham said. Valuation call, as the stock is up a quick 65% from its IPO price.

Sapient SAPE downgraded at William Blair from Outperform to Market Perform, William Blair said. Company offered disappointing organic growth guidance and margin upside appears limited.

Sandridge SD rated new Neutral at Credit Suisse. $6.30 price target. Stock will likely remain range-bound this year.

Seattle Genetics SGEN downgraded at Needham from Buy to Hold, Needham said. Adcetris sales are lagging expectations.

UTi Worldwide UTIW upgraded at Jefferies to Buy from Hold, Jefferies said. $18 price target. Leverage to restocking with a restructuring kicker.

STOCK COMMENTS / EPS CHANGES

Avon Products AVP numbers raised at BofA/Merrill. Shares of AVP now seen reaching $24, according to Bank of America/Merrill Lynch. Estimates also increased, as higher sales is driving margin growth. Buy rating.

Comcast CMCSA target raised at Citigroup to 45.50, Citigroup said. NBCU deal a fair price and accretive. Buy rating.

Cooper Companies COO numbers raised at Jefferies. Shares of COO now seen reaching $100, Jefferies said. Estimates also raised on shift in the CIBA royalty agreement. Hold rating.

Hercules Offshore HERO numbers raised at Jefferies. Shares of HERO now seen reaching $8, Jefferies said. Estimates also raised on solid domestic jack-up rates. Hold rating.

Level 3 Communications LVLT numbers cut at Canaccord. Shares of LVLT now seen reaching $16, according to Canaccord Genuity. Estimates also reduced, given macro headwinds. Hold rating.

Rackspace RAX estimates, target cut at JMP. RAX estimates were reduced through 2014, JMP Securities said. Company is seeing lower sales. Outperform rating and new $78 price target.

Royal Dutch Shell RDS target lowered at Oppenheimer to $80, Oppenheimer said. Weak unconventional results take down earnings. Outperform rating.

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