NEW YORK (TheStreet) -- CHANGE IN RATINGS
Alon USA Energy was downgraded to hold at TheStreet Ratings.
AOL was upgraded at Topeka Capital to buy from hold. $43 price target. Risk/reward is compelling at current levels, Topeka Capital said.
Cardinal Health was initiated with a neutral rating at Sterne Agee. $48 price target. Company will likely grow slower than its peers, Sterne Agee said.
Cisco was initiated with an underperform rating at Credit Suisse. $21 price target. SDN architecture will likely cut into industry margins, Credit Suisse said.
Disney was downgraded at Morgan Stanley to equal-weight. $70 price target. Company lacks near-term catalysts, Morgan Stanley said.
FedEx was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a $116 price target, Goldman said.
General Mills was downgraded at Wells Fargo to market perform from outperform. U.S. retail environment remains weak, Wells Fargo said.
Groupon was upgraded at Stifel Nicolaus to buy from hold. $16 price target. Growth is accelerating in the local business and Europe appears to be stabilizing, Stifel Nicolaus said.
Huntsman was upgraded at Bank of America/Merrill Lynch to buy from neutral. $24 price target. New strategic plan can unlock shareholder value, BofA/Merrill said.
Juniper was initiated with a neutral rating at Credit Suisse. $20 price target. Secular concerns will likely offset a cyclical improvement in the core business, Credit Suisse said.
McKesson was initiated with a buy rating at Sterne Agee. $80 price target. Company has a dominant market share of specialty drugs, Sterne Agee said.
Microsemi was downgraded at Wells Fargo to market perform from outperform. Valuation call, as the stock is trading at a price-to-earnings ratio of 27, based on estimated 2014 earnings.
Rockwood was downgraded at Goldman Sachs to neutral from buy. Valuation call, as the stock is up 53% over the past 10 months, Goldman said. $78 price target.
TECO Energy was downgraded to hold at TheStreet Ratings.
Triumph was downgraded at Credit Suisse to neutral from outperform. $77 price target. Company is spending more on its 747 program, Credit Suisse said.
Travelers was upgraded at FBR Capital Markets to outperform from market perform. $94 price target. Stock is pricing in a more cautious industry pricing outlook, FBR Capital Markets said.
Time Warner was upgraded at Morgan Stanley to overweight from equal-weight. $72 price target. Publishing spin should highlight a business that's leveraged to a healthy and growing TV ecosystem, Morgan Stanley said.
Viropharma was downgraded at Deutsche Bank to hold from buy. $43 price target. Stock is already largely discounting a potential takeover, Deutsche Bank said.
STOCK COMMENTS / EPS CHANGES
Allstate estimates, price target was raised at Credit Suisse. Shares are now seen reaching $62. Estimates were also increased, as managment is boosting returns, Credit Suisse. Outperform rating.
Cummins numbers were raised at Jefferies. Shares are now seen reaching $130. Estimates were also increased following upbeat analyst day, Jefferies said. Hold rating.
Dick's Sporting Goods numbers were boosted at Credit Suisse. Shares are now seen reaching $56. Estimates were also increased, given the company's new guidance, Credit Suisse said. Neutral rating.
Dick's Sporting Goods price target was raised at Citigroup to $63. Growth opportunity from new stores, higher margin categories and e-commerce, said Citigroup.
Dollar Tree numbers were increased at Canaccord Genuity. Estimates were raised through 2014. Company is buying back more stock, Canaccord Genuity said. Hold rating and new $52 price target.
Dollar Tree numbers were increased at Jefferies. Shares are now seen reaching $54. Estimates were also increased after guidance was reaffirmed, and more share repurchases are likely. Hold rating.
FedEx estimates, price target were raised at Credit Suisse. Shares are now seen reaching $115. Estimates were also increased, as the international business is driving growth, Credit Suisse said. Neutral rating.
Twenty-First Century Fox estimates were cut at Citigroup. Earnings estimates were reduced to reflect $4 billion in annual buybacks, said Citigroup. Price target is $35.50.
Nike price target was raised at UBS to $77. Reflects a higher premium to the market, said UBS.
Oracle estimates were trimmed at Jefferies through 2014. Better gross margins and strong cash flow despite light guidance, Jefferies said. Hold rating and $34 price target.
Oracle estimates were raised at UBS. Earnings estimates were bumped slightly given expanding operating margins, said UBS. Price target is $37.
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