Analysts Actions: DOV, CELG, JCI, GOOG

TheStreet Staff

NEW YORK (TheStreet) -- CHANGE IN RATINGS
Acorn Energy ACFN upgraded to Hold at TheStreet Ratings.
AmerisourceBergen ABC downgraded Overweight to Equal-weight at Morgan Stanley. Company trades at a premium valuation and lacks near-term catalysts.
American Tower AMT downgraded at Piper Overweight to Neutral. Valuation call, based on a $70 price target.
Alpha Natural ANR upgraded at Nomura to Buy. $20 price target. Met coal prices appear to have bottomed and there are less fears about the CAPP steam market, Nomura said.
Associated Banc-Corp ASBC downgraded to Hold at TheStreet Ratings.
Celgene CELG downgraded to Hold at Auriga USA. Valuation call, based on an $82 price target.
Consol Energy CNX downgraded from Outperform to Neutral at Credit Suisse said. Valuation call, based on a $40 price target.
Dover DOV rated new Outperform at BMO Capital with a $77 price target. Company has a diversified business with strong growth potential.
Dover DOV upgraded from Underweight to Equal-weight at Morgan Stanley. Valuation call, based on a $65 price target.
Illinois Tool Works ITW downgraded to Underweight at Morgan Stanley with a $56 price target. Stock should trade at a discount to its peers.
Johnson Controls JCI upgraded from Hold to Buy at Deutsche Bank with a $39 price target. Sentiment has become too bearish in the near term.
Lennar LEN upgraded to Buy from Hold at KeyBanc with a $32 price target. Sustained local job growth supports shift to fundamental growth.
MarketAxess MKTX upgraded to Outperform at Keefe, Bruyette & Woods with $40 price target. Fears of increased competition from BLK appear overblown.
Navigators Group NAVG downgraded to Hold at TheStreet Ratings.
PulteGroup PHM upgraded to Buy from Hold, at KeyBanc with an $11 price target. Sustained local job growth supports shift to fundamental growth.
PPL PPL cut from Conviction Buy List at Goldman Sachs. According to Goldman, the company is being hurt by lower natural gas prices.
SBA Communications SBAC upgraded at Piper to Overweight. Valuation call, based on a $60 price target.
Toll Brothers TOL upgraded from Hold to Buy at Keybanc with a $31 price target. Company should benefit from sustained local job growth.
VMWare VMW was initiated with an Overweight rating at Piper Jaffray. $125 price target. Company is a global leader and can continue to grow earnings, Piper Jaffray said.

STOCK COMMENTS / EPS CHANGES


Altera ALTR estimates lowered through 2013 at UBS. Company needs to reassure the market of expected 3G spending growth in China, UBS said. Buy rating and $42.50 price target.
Associated Banc-Corp ASBC numbers raised at Oppenheimer. Shares of ASBC now seen reaching $15, Oppenheimer said. Estimates also raised ahead of first quarter results. Outperform rating.
Broadcom BRCM estimates, target upped at Credit Suisse. BRCM estimates were boosted through 2013, Credit Suisse said. Company remains leveraged to smartphone and tablet computer growth. Outperform rating and new $50 price target.
Commerce Bancshares CBSH numbers boosted at Guggenheim. Shares of CBSH now seen reaching $39, according to Guggenheim. Estimates also upped, given improved profitability. Neutral rating.
Coinstar CSTR estimates, target raised at Benchmark. Shares of CSTR now seen reaching $85, according to Benchmark. Estimates also increased, given higher sales and cost controls. Buy rating.
Cytec Industries CYT numbers raised at Jefferies. Shares of CYT now seen reaching $72, Jefferies said. Estimates also raised on expanding engineered materials with Umeco. Hold rating.
Google GOOG estimates raised at Citigroup through 2013. Solid fundamental trends. Maintain Buy rating and $750 price target.
Google GOOG numbers raised at Oppenheimer. Shares of GOOG are now seen reaching $733, Oppenheimer said. Estimates also raised on quality improvements and mobile mix. Outperform rating.
Google GOOG numbers raised at Jefferies. Shares of GOOG are now seen reaching $850, Jefferies said. Estimates also raised on first quarter results. Buy rating.
Google GOOG estimates raised at UBS through 2013, UBS said. Q1 beat reinforces growth story. $825 price target and Buy rating.
Google GOOG estimates, target boosted at Credit Suisse. Shares of GOOG now seen reaching $770, according to Credit Suisse. Estimates also upped, as the company is realizing higher margins. Outperform rating.
Intuit INTU numbers lowered at Jefferies. Shares of INTU now seen reaching $55, Jefferies said. Estimates also lowered on less consumer tax revenue growth. Hold rating.
JB Hunt Transport Services JBHT numbers raised at Jefferies. Shares of JBHT now seen reaching $56, Jefferies said. Estimates also raised on first quarter beat. Hold rating.
JB Hunt JBHT numbers raised at JP Morgan. Shares of JBHT now seen reaching $64, according to JP Morgan. Estimates also increased, as the company is realizing higher margins. Overweight rating.
Pfizer PFE estimates reduced through 2013, at Morgan Stanley. Company is seeing declines in joint venture products. Overweight rating and $22 price target.
RailAmerica RA estimates, target increased at Credit Suisse. RA estimates were raised through 2014, Credit Suisse said. Company is seeing higher carloads and paying less interest expense. Neutral rating and new $23 price target.
Supervalu SVU estimates increased through 2014 at UBS. Increasing estimates, but remain below guidance and consensus. Maintain $5.50 price target and Sell rating.
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