NEW YORK (TheStreet) -- CHANGE IN RATINGS
Automatic Data ADP rated new Outperform at BMO. $67 price target. Company is a market leader and deserves a premium valuation.
TD Ameritrade AMTD rated new Buy at Sterne Agee. $19 price target. Trading volumes should bounce back before interest rates do.
Amazon.com AMZN rated new Buy at Cantor. $300 price target. Company remains the best play on growth in global online retail.
Autonation AN upgraded at BofA/Merrill from Neutral to Buy, Bank of America/Merrill Lynch said. Valuation call, based on a $53 price target.
AOL AOL rated new Buy at Deutsche with a $40 price target, Deutsche Bank said. Stock has more than doubled year-to-date, but still trades at a discount valuation.
Burger King BKW rated new Neutral at UBS. $15.50 price target. A slow and fragile brand recovery.
ConAgra CAG upgraded at UBS to Buy from Neutral, UBS said. $31 price target. Accelerating margin expansion and international growth.
ConAgra Foods upgraded to buy at TheStreet Ratings.
Cooper Tire CTB downgraded at Keybanc from Buy to Hold, Keybanc said. $24 price target. Industry pricing could fall more than expected in the near term.
eBay EBAY rated new Hold at Cantor. $48 price target. Valuation call, as the stock has already gained 54% year-to-date.
Esterline ESL rated new Neutral at BofA/Merrill. $66 price target. Stock is largely pricing in growth headwinds.
Expedia EXPE upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $68 price target. Website and platform upgrade has led to improving conversion rates.
Expedia rated new Buy at Cantor. $64 price target. Company is turning its business around.
Facebook FB rated new Hold at Deutsche. Valuation call, based on a $22 price target.
Facebook rated new Buy at Cantor. $26 price target. Company can continue to monetize its massive user base.
Fortegra Financial FRF downgraded to sell at TheStreet Ratings.
Google GOOG rated new Buy at Cantor. $830 price target. Company should ultimately be as strong in display and mobile as it is in search.
Goodyear GT downgraded at Keybanc from Buy to Hold, Keybanc said. Company lacks near-term catalysts and margins could deteriorate from here.
IHS IHS downgraded at Baird from Outperform to Neutral, Robert Baird said. $105 price target. Subscription growth could remain muted in the near term.
International Paper IP upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $42 price target. Now expect industry price increases to hold.
LinkedIn LNKD rated new Hold at Cantor. Valuation call, based on a $120 price target.
MasterCard MA upgraded at Citigroup to Buy from Neutral, Citigroup said. $525 price target. Spend holding up and regulatory risk manageable.
Altria Group MO upgraded at Citigroup to Buy from Neutral, Citigroup said. $39 price target. More construcutive on fundamental outlook and valuation.
Netflix NFLX rated new Buy at Cantor. $70 price target. Company still has enormous global growth potential.
Netgear NTGR rated new Neutral at Sterne Agee. $39 price target. Company has a premium valuation, despite macro uncertainty.
Paychex PAYX rated new Market Perform at BMO. Valuation call, based on a $34 price target.
Priceline.com PCLN rated new Buy at Cantor. $740 price target. Company can continue to grow overseas and gain market share.
Rock-Tenn RKT upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $75 price target. Inventories are down, which should help keep prices firm.
Charles Schwab SCHW rated new Neutral at Sterne Agee. $15 price target. Company has limited near-term earnings potential.
Yahoo! YHOO rated new Hold at Cantor. $16 price target. It will take new management some time to try and turn the business around.
Zions Bancorporation ZION upgraded at Sterne Agee from Underperform to Neutral, Sterne Agee said. $23 price target. TARP repayment is imminent.
STOCK COMMENTS / EPS CHANGES
Apple AAPL estimates, target raised at Deutsche. Shares of AAPL now seen reaching $850, according to Deutsche Bank. Estimates also increased, as the new iPhone should drive near-term growth. Buy rating.
Accenture ACN numbers raised at Jefferies. Shares of ACN now seen reaching $65, Jefferies said. Estimates also raised on end market improvement. Hold rating.
Ameriprise AMP target raised at UBS to $69, UBS said. Upside from macro improvements and downside support from buybacks. Buy rating.
ConAgra Foods CAG numbers raised at Jefferies. Shares of CAG now seen reaching $29, Jefferies said. Estimates also raised on benefit of acquisitions. Hold rating.
Norfolk Southern NSC numbers lowered at Jefferies. Shares of NSC now seen reaching $75, Jefferies said. Estimates also lowered on 25% guide down. Hold rating.
NetApp NTAP target lowered at Jefferies to $35, Jefferies said. Share loss to Isilon. Hold rating.
Oracle ORCL target raised at UBS to $37, UBS said. Hardware hurts top line again, but earnings power preserved. Buy rating.
Skyworks Solutions SWKS numbers trimmed at UBS. Shares of SWKS now seen reaching $33, UBS said. Estimates also lowered on non Apple and Samsung handset OEM weakness. Buy rating.
Skyworks SWKS estimates, target cut at BofA/Merrill. SWKS estimates were reduced through 2014, Bank of America/Merrill Lynch said. Company is seeing slower growth in China and weakness outside of Apple and Samsung. Buy rating and new $32 price target.
Skyworks Solutions target lowered at Oppenheimer to $32, Oppenheimer said. Expectations realigned and story still attractive. Outperform rating.
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