Analysts' Actions: A APOL CLF YHOO TXRH

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Agilent Technologies (A) was initiated with an outperform rating at Credit Suisse. $48 price target. Recent selloff provides an attractive entry point, Credit Suisse said.

AmerisourceBergen (ABC) was downgraded at ISI Group to buy from from strong buy. $53 price target. Valuation call, as the stock is up 23% since October, ISI Group said.

Apollo Group (APOL) was upgraded at Deutsche Bank to hold from sell. $17 price target. Shares have limited downside, Deutsche Bank said.

Acuity Brands (AYI) was initiated at UBS with a buy rating. The company is uniquely positioned as a lighting pure-play in early innings of a recovery, UBS said.

Cliffs Natural (CLF) was downgraded at BMO Capital to market perform. New analyst has a $27 price target. New shares have diluted investors, BMO Capital said.

Cloud Peak Energy (CLD) was downgraded to hold at TheStreet Ratings.

Impax Laboratories (IPXL) was downgraded at Leerink to market perform. The FDA uncovered additional manufacturing deficiencies, creating uncertainty for the stock, Leerink said.

Impax Laboratories (IPXL) was downgraded at Canaccord Genuity to hold from buy. $20 price target. FDA challenges have been expanded, Canaccord Genuity said.

Microstrategy (MSTR) was upgraded at FBR Capital Markets to outperform from market perform. $140 price target. Company can enhance its growth profile and expand margins through new products, FBR Capital Markets said.

Texas Roadhouse (TXRH) was downgraded to hold and estimates were updated at Miller Tabak. Above-peer comps and margin expansion is priced in, Miller Tabak said. EPS estimates were increased.

Yahoo! (YHOO) was upgraded at Cantor Fitzgerald to buy from hold. $26 price target. Core business is stablizing and the company is buying back stock, Cantor Fitzgerald said.

STOCK COMMENTS/EPS CHANGES

Discover (DFS) was added to the U.S. Focus List at Credit Suisse. Company is attractively valued, ahead of its upcoming investor day, Credit Suisse said. $47 price target.

Google (GOOG) estimates, price target were raised at Jefferies. Shares are now seen reaching $1,000. Estimates were also increased, as the company is seeing better business momentum across the board, Jefferies said. Buy rating.

Hess (HES) estimates, price target were boosted at Oppenheimer. Shares are now seen reaching $85. Estimates were also increased, given the company's new strategy to help unlock shareholder value, Oppenheimer said. Outperform rating.

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