Analysts' Actions: NOV, RIMM, MRO, DG, MA

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Advance Auto upgraded at JP Morgan to Neutral, JP Morgan said. Valuation call.

Amerigroup downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call.

Apache rated new Outperform at Credit Suisse. $120 price target. Recent acquisition should fuel future growth.

Anadarko Petroleum rated new Neutral at Credit Suisse. $89 price target. Pending litigation with Tronox is hanging over the stock.

Acme Packet downgraded at Needham from Buy to Hold, Needham said. Company lacks near-term sales visibility.

Airgas downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, based on an $89 price target.

Alliant Techsystems downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. $61 price target. Company faces multiple growth headwinds.

bebe stores upgraded to buy at TheStreet Ratings.

Brocade Communications Systems downgraded at JMP to Market Perform from Market Outperform, JMP Securities said. Valuation call.

Cablevision downgraded at JP Morgan to Underweight from Neutral, JP Morgan said. $12 price target. Top line challenges come back to telcos.

Diamond Offshore downgraded to hold at TheStreet Ratings.

Dollar General rated new Neutral at JP Morgan. Valuation call, based on a $45 price target.

Eastman Chemical upgraded at Goldman from Sell to Buy, Goldman Sachs said. Company should see end-market demand and the SOA acquisition should bolster growth. $63 price target.

Edwards Lifesciences downgraded at Wells Fargo to Market Perform, Wells Fargo said. $81-$83 valuation range. Near term uncertainty and valuation.

Family Dollar rated new Overweight at JP Morgan. $68 price target. Company can continue to expand margins.

MDC Holdings upgraded at JP Morgan to Neutral from Underweight, JP Morgan said. $22 price target. Factors driving underperformance have abated.

Marathon Oil downgraded at Argus from Buy to Hold, Argus Research said. Valuation call.

National Oilwell Varco upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $100 price target. Orders are likely to surge in the coming months.

Regeneron rated new Buy at ThinkEquity. $120 price target. Company has a solid pipeline.

Research in Motion downgraded at Jefferies to Underperform from Hold, Jefferies said. $15 price target. Check indicate delay and possible abandonment of OS licensing plans.

Southwestern Energy rated new Underweight at Credit Suisse. $28 price target. Company will struggle to find more synergies in its operations.

Tetra Tech upgraded at Baird from Neutral to Outperform, Robert Baird said. $30 price target. Company can continue to deliver solid organic growth.

Urban Outfitters upgraded at Janney from Neutral to Buy, Janney Montgomery said. $31 price target. New management will focus on inventory and merchandising.

Vertex Pharmaceuticals downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $40 price target.

Wabco upgraded at Piper Jaffray to Overweight from Neutral, Piper Jaffray said. $69 price target. Guidance is sufficiently conservative.

STOCK COMMENTS / EPS CHANGES

Alliance Data numbers raised at Credit Suisse. Shares of ADS now seen reaching $130, according to Credit Suisse. Estimates also increased, given solid operating momentum. Outperform rating.

Aetna cut from Conviction Buy List at Goldman Sachs. See less upside for investor sentiment.

Alexion added to Conviction Buy List at Goldman. Company can deliver sustainable 30% sales and earnings growth over the next few years. $91 price target.

Abercrombie & Fitch numbers cut at Goldman. ANF estimates were reduced through 2013, Goldman Sachs said. Lower sales are hurting margins. Neutral rating and new $40 price target.

Franklin Resources numbers increased at Goldman through 2013, Goldman Sachs said. Company is leveraged to better stock market returns. Buy rating and new $125 price target.

Cigna estimates lowered at Oppenheimer through 2012, Oppenheimer said. Adjusting for an accounting change. Outperform rating.

Cigna numbers lowered at Jefferies. Shares of CI now seen reaching $56, Jefferies said. Estimates also lowered on 2012 guidance. Buy rating.

CME Group numbers cut at UBS. Shares of CME now seen reaching $311, according to UBS. Estimates also lowered on slow volumes. Buy rating.

Cummins estimates, target raised at Credit. Suisse. Shares of CMI now seen reaching $147, according to Credit Suisse. Estimates also increased, to match the company's new guidance. Outperform rating.

Cummins numbers raised at Jefferies. Shares of CMI now seen reaching $130, Jefferies said. Estimates also raised on solid quarter. Buy rating.

Columbia Sportswear numbers cut at Credit Suisse. Shares of COLM now seen reaching $48, according to Credit Suisse. Estimates also reduced, given the mild winter weather. Neutral rating.

Cytec estimates, target increased at Goldman. CYT estimates were raised through 2013, Goldman Sachs said. Company is realizing higher margins. Sell rating and new $55 price target.

Diamond Offshore numbers cut at Credit Suisse. Shares of DO now seen reaching $59, according to Credit Suisse. Estimates also reduced, given continued demand concerns. Underperform rating.

Dow Chemical estimates raised at UBS through 2013 on lower cost ethane, UBS said. Maintain Buy rating and $38 price target.

Fiserv estimates, target boosted at Credit Suisse. Shares of FISV now seen reaching $65, according to Credit Suisse. Estimates also upped, given better internal growth. Neutral rating.

Gilead Sciences target raised at Oppenheimer tO $60, Oppenheimer said. Initial GS-7977 Ph.II G1 HCV results increases our conviction. Outperform rating.

International Paper numbers lowered at UBS. Shares of IP now seen reaching $39, according to UBS. Estimates also lowered on higher maintenance and pension expenses. Buy rating.

Kellogg estimates, target raised at Goldman. Shares of K now seen reaching $55, according to Goldman Sachs. Estimates also increased, to match the company's new guidance. Neutral rating.

Lear estimates, target reduced at Goldman. LEA estimates were cut through 2014, Goldman Sachs said. Lower sales are hurting margins. Buy rating and new $58 price target.

MasterCard numbers raised at Oppenheimer. Shares of MA now seen reaching $400, Oppenheimer said. Estimates also raised on encouraging two-year growth outlook. Outperform rating.

MasterCard numbers raised at Citigroup. Shares of MA now seen reaching $375, according to Citigroup. Estimates also increased on positive guidance. Neutral rating.

Microchip Technology numbers raised at Credit Suisse. Shares of MCHP now seen reaching $42, according to Credit Suisse. Estimates also increased, to match the company's new guidance. Outperform rating.

Patterson-UTI numbers cut at Credit Suisse. Shares of PTEN now seen reaching $26, according to Credit Suisse. Estimates also reduced, given a lower pricing outlook. Outperform rating.

Elizabeth Arden target raised at Oppenheimer to $44, Oppenheimer said. Second quarter better than expected. Outperform rating.

Sally Beauty numbers upped at Goldman. SBH estimates were boosted through 2014, Goldman Sachs said. Company continues to execute well. Neutral rating and new $23 price target.

Sara Lee numbers boosted at Credit Suisse. Shares of SLE now seen reaching $19, according to Credit Suisse. Estimates also upped, as the company is gaining market share in beverages. Neutral rating.

Tesoro estimates, target lowered at Credit Suisse. Shares of TSO now seen reaching $33, according to Credit Suisse. Estimates also cut, as the company is realizing lower margins. Neutral rating.

Tesoro estimates, target lowered at Credit Suisse. Shares of TSO now seen reaching $33, according to Credit Suisse. Estimates also cut, as the company is realizing lower margins. Neutral rating.

Viacom estimates, target reduced at Goldman. Shares of VIA.B now seen reaching $53, according to Goldman Sachs. Estimates also cut, given lower advertising. Buy rating.

Vertex Pharmaceuticals numbers cut at Morgan Stanley. Shares of VRTX now seen reaching $30, according to Morgan Stanley. Estimates also reduced, given lower Incivek sales. Equal-weight rating.

Whirlpool estimates, target upped at Keybanc. WHR estimates were boosted through 2013, Keybanc said. Company is realizing higher margins. Buy rating and new $78 price target.

Wynn Resorts numbers reduced at Morgan Stanley. WYNN estimates were cut through 2013, Morgan Stanley said. VIP revenue will likely decelerate. Equal-weight rating and new $130 price target.

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