Analysts' Actions: AAPL BIIB DELL AA HPQ

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Alcoa (AA) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Expect aluminum prices to remain range bound.

Akorn (AKRX) rated new Outperform at Leerink Swann. Company has solid near-term prospects and high barriers to entry for competition.

Altera (ALTR) downgraded at Jefferies to Hold from Buy, Jefferies said. $38 price target. Fairly valued, limited catalysts.

Acuity Brands (AYI) downgraded at Piper from Overweight to Neutral, Piper Jaffray said. Valuation call, based on a $66 price target.

Cooper Tire (CTB) rated new Neutral at Goldman. $25 price target. Stock is up 43% year-to-date and the company faces potential growth headwinds in the U.S.

Dean Foods (DF) upgraded at BMO to Outperform, BMO Capital said. Company can unlock value through capital actions. $21 price target.

Goodyear (GT) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company should see better volume growth and industry pricing. $17 price target.

Hewlett-Packard (HPQ) downgraded at Jefferies to Underperform from Hold, Jefferies said. $14 price target. Mobile investment challenges.

Immunogen (IMGN) rated new Sell at UBS. $10 price target. Great drug, but valuation can't keep up.

Monsanto (MON) upgraded at Wells from Market Perform to Outperform, Wells Fargo said. Company should see better seed pricing and expand in Latin America.

Northwestern (NWE) downgraded at Keybanc from Buy to Hold, Keybanc said. Estimates also cut, given an unfavorable regulatory decision.

Splunk (SPLK) rated new Outperform at FBN. Company is a market leader and growing rapidly. $45 price target.

Tibco (TIBX) rated new Outperform at FBN. $35 price target. Company is a solid performer and could be a takeover candidate.

Tyler Technologies (TYL) rated new Outperform at Northland Securities. $49 price target. Company can accelerate earnings growth over the coming quarters.

STOCK COMMENTS / EPS CHANGES

Apple (AAPL) estimates cut at UBS through 2013, UBS said. Supply issues cause reduced iPhone outlook. Buy rating and $780 price target.

Baker Hughes (BHI) numbers cut at Dahlman. BHI estimated were reduced through 2013, Dahlman Rose said. U.S. pressure pumping prices are falling. Buy rating and new $50 price target.

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