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Analysts' Actions: CMG KFT PANW TJX

Stocks in this article: CMG KFT PANW TJX ESRX TWC Z NVDA NRG HUM


Chipotle (CMG) was upgraded at Bank of America/Merrill Lynch from neutral to buy. $320 price target. Stock is attractive, following a 40% decline, BofA/Merrill said.

Express Scripts (ESRX) was downgraded at Jefferies to hold from buy. $56 price target. Train slowing down, Jefferies said.

Kraft Foods (KFT) was initiated with a buy rating at Canaccord Genuity. $50 price target. Management has a clear path to profit growth, Canaccord Genuity said.

Mondelez (MDLX) was initiated with a sell rating at Canaccord Genuity. $24 price target. Company is underperforming its peers in margins and return on capital, but trades at a premium, Canaccord said.

Palo Alto (PANW) was initiated with a market perform rating at FBR Capital Markets. $58 price target. Company may struggle to maintain hyper-growth rate and expand its margins, FBR said.

Ross Stores (ROST) was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $60 price target, Credit Suisse said.

Sigma-Aldrich (SIAL) was upgraded at Keybanc from hold to buy. $88 price target. Company can continue to deliver solid organic growth, Keybanc said.

TJX Companies (TJX) was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $45 price target, Credit Suisse said.

TW Telecom (TWTC) was downgraded at FBR from market perform to underperform. $20 price target. Enterprise demand checks have been soft, which could cut into margins, FBR said.

US Cellular (USM) was upgraded from underweight to neutral at JP Morgan. Valuation call, as the stock has underperformed its peers, JP Morgan said.

Workday (WDAY) was initiated with a neutral rating at JP Morgan. Valuation call, based on a $54 price target.


EOG Resources (EOG) numbers raised at Citigroup. Shares of EOG now seen reaching $135, Citigroup said. Estimates also increased on increasing 2013 liquids growth outlook. Buy rating.

Humana (HUM) numbers raised at Oppenheimer. Shares of HUM now seen reaching $88, Oppenheimer said. Estimates also raised on acquisitions picking up steam. Outperform rating.

Humana estimates, target increased at BMO. HUM estimates were raised through 2013, BMO Capital said. Investments have led to membership growth. Market Perform rating and new $78 price target.

NRG Energy (NRG) upgraded at Citigroup to Buy from Neutral, Citigroup said. $26 price target. Dip opens window into strong story.

NVIDIA (NVDA) numbers cut at UBS. Shares of NVDA now seen reaching $16.50, UBS said. Estimates also lowered as PC weakness to weigh on F4Q guidance. Buy rating.

Ryder (R) added to Top Picks List at FBR. R was placed on the Top Picks list, according to FBR Capital Markets. Lease renewal and expansion cycle should drive margin growth.

Transocean (RIG) estimates, target boosted at Guggenheim. Shares of RIG now seen reaching $54, according to Guggenheim. Estimates also upped, given slower operating costs. Neutral rating.

Rockwell Automation (ROK) numbers raised at Credit Suisse. Shares of ROK now seen reaching $85, according to Credit Suisse. Estimates also increased, as earnings have reached an inflection point.

Time Warner Cable (TWC) numbers cut at Guggenheim. TWC estimates were reduced through 2013, Guggenheim said. Lower sales are cutting into margins. Buy rating and new $111 price target.

Wesco International (WCC) target raised at Oppenheimer to $80, Oppenheimer said. Margin resilience. Outperform rating.

Walter Energy (WLT) numbers cut at UBS. Shares of WLT now seen reaching $46, UBS said. Estimates also lowered as US costs step back up, but CAD moves lower. Buy rating.

XL Group (XL) numbers raised at UBS. Shares of XL now seen reaching $24, UBS said. Estimates also increased on improving results. Neutral rating.

Zillow (Z) numbers slashed at Citigroup. Shares of Z now seen reaching $35, Citigroup said. Estimates also lowered on lower Q4 outlook. Buy rating.

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