Analysts' Actions: DKS FSLR GE MOS SHW

TheStreet.com

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Axiall Corporation was upgraded to buy at Citigroup. The PVC chain margin impact is likely higher than previously forecasted, said Citigroup. Earnings estimates were increased and the new price target is $69.

Cadence Design Systems was downgraded at D.A. Davidson to neutral. The announced acquisition of Tensilica has a steep price tag and will drain the company's net cash position, D.A. Davidson said.

Citizens Inc. was downgraded to hold at TheStreet Ratings.

Dick's Sporting Goods was upgraded at BMO Capital Markets to outperform from market perform. $57 price target. Attractive entry point after correction, BMO Capital said.

First Solar was upgraded at DNB Markets to hold from sell. $27 price target. Consensus expectations have pulled back, DNB Markets said.

General Electric was downgraded at Nomura to neutral from buy. Valuation call, based on a $24 price target.

InterOil Corp. was upgraded to hold at TheStreet Ratings.

Mosaic was upgraded at BMO Capital Markets to outperform from market perform. $72 price target. Investors focused on future Phosphate outlook and buybacks, BMO Capital Markets said.

Sherwin Williams was upgraded at Credit Suisse to neutral. Fundamentals are expected to continue the positive trend and trump valuation, Credit Suisse said. Price target was increased to $175.

STOCK COMMENTS/EPS CHANGES

Apple price target and earnings estimates were reduced at Jefferies. Supplier channel checks indicate lower sales for the first quarter and that the iPhone 5S and low-cost iPhone launches could be pushed to the third quarter, Jefferies said. Price target is now $420.

Franklin Resources estimates were raised through 2014 at BMO Capital Markets. Better-than-expected flows qtd, BMO Capital Market said. $154 price target and Market Perform rating.

Con-Way earnings estimates and price target were increased at Citigroup. Earnings estimates for fiscal 2014 were increased. The company should retest peak margin levels, Citigroup said. Price target was increased to $42.

Dick's Sporting Goods estimates were updated at Citigroup. Estimates through fiscal 2015 were reduced after the company reported fourth-quarter results, Citigroup said. The new estimates reflect lower first-quarter comps, higher planned SG&A and modestly lower gross profit margins, Citigroup added.

Dicks Sporting Goods was added to the conviction buy list at Goldman Sachs. Same-store sales trends should recover, and a visable capital allocation plan will drive upside, Goldman said. The price target was reduced to $53.

Google earnings estimates were reduced at Oppenheimer through 2014. Earnings will be negatively impacted by Google's toolbar policy change, and only partially offset by Enhanced Campaigns. Oppenheimer said.

Jazz Pharmaceuticals earnings estimates and price target were increased at Citigroup. The company has multiple assets that will drive revenue streams beyond 2013, Citi said. The price target was increased to $75.

Mellanox price target was increased at Lazard Capital Markets to $69. The company will benefit from increased traction in Web 2.0 and cloud computing verticals, Lazard Capital Markets said.

OfficeMax price target increased at UBS to $12. The update comes after a meeting with management, UBS said. The company has been energized by the transformative transaction, UBS added.

Procter & Gamble earnings estimates were boosted at Credit Suisse through 2015. Domestic market share is improving, Credit Suisse. Outperform rating and new $48 price target.

Ryland earnings and price target were increased at UBS through 2014. The increase reflects the benefit of increased operating leverage, UBS said. The new price target is $36.

Urban Outfitters earnings estimates were reduced at UBS through 2014. The update reflects weaker-than-expected fourth-quarter earnings, UBS said.

United Technologies price target was increased at UBS to $105. The investor conference on Thursday won't be a catalyst, but easing comps and increased earnings visibility should drive stock upside, UBS said.

Yum Brands price target was increased to $80 at Bank of America/Merrill Lynch. China same-store sales for the first quarter were better than expected, and improved sequentially, BofA/Merrill said.

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