Analysts' Actions: CAT FSLR HD HPQ AIG V

NEW YORK (TheStreet) -- CHANGE IN RATINGS

C.R. Bard (BCR) downgraded at Goldman to Sell from Neutral, Goldman Sachs said. $95 price target. Market giving too much credit for outer eyar revenue/EPS growth.

Caterpillar (CAT) upgraded at Raymond James from Market Perform to Outperform, Raymond James said. $105 price target. Investors should look past 2013, which will likely be a transition year.

CF Industries (CF) downgraded at Dahlman from Buy to Sell, Dahlman Rose said. $170 price target. See negative near-term industry fundamentals.

E*TRADE (ETFC) downgraded at Nomura to Neutral from Buy, Nomura said. $11 price target. Valuation call.

Eagle Materials (EXP) upgraded at Sterne Agee from Neutral to Buy, Sterne Agee said. $70 price target. Recent pullback appears overdone.

Sourcefire (FIRE) upgraded at Topeka from Hold to Buy, Topeka said. $50 price target. Estimates also boosted, as the company continues to execute well.

First Solar (FSLR) downgraded at Pacific Crest to Underperform, Pacific Crest said. Pipeline is depleting and the company will likely lose earnings power.

FMC Technologies (FTI) upgraded at Dahlman from Hold to Buy, Dahlman Rose said. Company should see higher demand for subsea processing.

Home Depot (HD) upgraded at Oppenheimer to Outperform from Perform, Oppenheimer said. $76 price target. Positioned to capitalize on improving demand trends.

Hewlett-Packard (HPQ) upgraded at UBS to Neutral from Sell, UBS said. $19 price target. Free cash flow turning the corner.

Intuitive Surgical (ISRG) upgraded at Goldman to Buy, Goldman Sachs said. $715 price target. Fundamentals appear to be improving.

Mosaic (MOS) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Best market condition are now behind the industry.

Marvell Technology (MRVL) upgraded at Craig Hallum to Buy from Hold, Craig Hallum said. $12 price target. Continued growth in storage business.

NetSpend Holdings (NTSP) downgraded at Citigroup to Neutral from Buy, Citigroup said. $16 price target. Announced buyout by TSS.

RF Micro Devices (RFMD) upgraded at Lazard to Buy from Neutral, Lazard said. $6 price target. Fears over QCOM overdone.

Total System Services (TSS) upgraded at Citigroup to Buy from Neutral, Citigroup said. $26 price target. Core top and bottom line expected to accelerate.

Visa (V) upgraded at Guggenheim to Buy from Neutral, Guggenheim said. $185 price target. Downside risk has eased for the company.

Valassis (VCI) downgraded at Benchmark from Buy to Hold, Benchmark said. $30 price target. Company is seeing slower shared mail demand.

Volcano (VOLC) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company was also cut from the Conviction List. Base business will likely continue to face pressure. $25 price target.

Volcano downgraded at William Blair to Market Perform, William Blair said. Company has poor earnings visibility.

Wendy's (WEN) downgraded at Credit Suisse from Neutral to Underperform, Credit Suisse said. $5 price target. MCD will likely reaccelerate market share gains this year.

STOCK COMMENTS / EPS CHANGES

American International (AIG) numbers raised at Drexel Hamilton. Shares of AIG now seen reaching $45, according to Drexel Hamilton. Estimates also increased, as the company has strong earnings momentum. Buy rating.

Aruba Networks (ARUN) numbers raised at Oppenheimer. Shares of ARUN now seen reaching $27, Oppenheimer said. Estimates also raised on solid results. Outperform rating.

Hewlett-Packard (HPQ) numbers raised at Credit Suisse. Shares of HPQ now seen reaching $20, according to Credit Suisse. Estimate also increased, as higher sales are driving wider margins. Neutral rating.

Marvell (MRVL) estimates, target increased at Benchmark. MRVL estimates were raised through 2014, Benchmark said. Company is seeing higher customer demand. Hold rating and new $10 price target.

Nordson (NDSN) numbers raised at Oppenehiemer. Shares of NDSN now seen reaching $77, Oppenheimer said. Estimates also raised on pronounced second half weighting. Outperform rating.

Safeway (SWY) estimates, target boosted at Credit Suisse. Shares of SWY now seen reaching $22, according to Credit Suisse. Estimates also upped, given better sales trends. Underperform rating.

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This article was written by a staff member of TheStreet.