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Analysts' Actions: CBST CNW COH TMHC VFC

TheStreet Staff

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Cubist Pharmaceuticals was upgraded at Cantor Fitzgerald to hold from sell. Valuation call, based on a $49 price target, Cantor said.

Carnival was downgraded at UBS to neutral from buy. The worst is not behind the company as bookings have gotten worse, UBS said. Price target goes to $36.

Con-Way was upgraded at Wunderlich to buy from hold. $45 price target. Earnings traction should improve in the second half of the year, Wunderlich said.

Coach was downgraded at Morgan Stanley to equal-weight from overweight. Valuation call, as the stock is up 27% since mid-February, Morgan Stanley said.

Cubic was upgraded to buy at TheStreet Ratings.


First Republic was downgraded at Jefferies to hold. $40 price target. Estimates also cut, given slower deposit growth, Jefferies said.

Oil States was downgraded at Stifel Nicolaus to neutral. Valuation call, based on a $99 price target, Stifel said.

Raymond James was downgraded at Wells Fargo to market perform from outperform. Stock has rallied, even though the company missed quarterly expectations, Wells Fargo said.

Roberts Realty was upgraded to hold at TheStreet Ratings.

Stifel Financial was upgraded at Wells Fargo to market perform from underperform. Volumes should improve, Wells Fargo said.


Taylor Morrison was initiated with an outperform rating at FBR Capital Markets. $31 price target. Company can deliver above-average order growth and margin expansion, FBR said.

Taylor Morrison was initiated with a hold rating at Deutsche Bank. Valuation call, based on a $26 price target, Deutsche said.

UIL was upgraded to outperform from neutral at Robert Baird. $45 price target. Regulated business should continue to deliver attractive growth, Baird said.

VF Corp. was downgraded at Wells Fargo to market perform from outperform. Valuation call, as the stock is up 23% year to date, Wells Fargo said.

Wellcare was downgraded at Goldman Sachs to neutral from buy. Valuation call, as the stock is up 178% in the past three years, Goldman said.

STOCK COMMENTS/EPS CHANGES

Carnival estimates, price target were cut at Credit Suisse. Shares are now seen reaching $32. Estimates were also reduced, given the company's new guidance. Neutral rating.

Campbell Soup price target and estimates were raised at UBS. Soup revenue momentum, said UBS. Price target goes to $48.

Eaton Vance numbers were increased at Jefferies through 2014. Company is leveraged to market appreciation and seeing higher fund flows, Jefferies said. Hold rating and new $42 price target.

FedEx estimates, target were reduced at Deutsche Bank. Shares are now seen reaching $125. Estimates were also cut, given lower expected freight demand, Deutsche said. Buy rating.

Liberty Media numbers were raised at Lazard Capital Markets. Shares are now seen reaching $146. Estimates were also increased, given the addition of equity stakes in Charter and Sirius XM , Lazard Capital Markets said. Buy rating.

Microsoft price target was raised at UBS to $40. Better earnings visibility, cloud momentum and core enterprise strength, said UBS.

Priceline.com numbers were boosted at Cantor Fitzgerald. Shares are now seen reaching $900. Estimates were also increased, following the Kayak acquisition. Buy rating.


Signet Jewelers price target was raised at Citigroup to $76. Continued strong comp store sales driven by proprietary products.

Urban Outfitters numbers boosted at Credit Suisse. Shares are now seen reaching $51. Estimates also upped, given increased productivity, Credit Suisse said. Outperform rating.

Urban Outfitters price target and estimates were reduced at UBS. Estimates were reduced to reflect both lower SG&A and lower gross margin, said UBS. Price target goes to $45.

Urban Outfitters added to Best Ideas List at Janney Capital Markets. Company is seeing higher comp sales growth and cutting operating costs, Janney said. Buy rating and $52 price target.

WisdomTree price target and estimates were raised at Citigroup to reflect updated NAVs and higher volume assumptions, Citigroup said. Price target goes to $16.

Yahoo! numbers were raised at Oppenheimer. Shares are now seen reaching $30. Estimates were also increased on Alibaba IPO prospects, Oppenheimer said. Outperform rating.

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