NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Aeropostale

(ARO)

upgraded to Buy at TheStreet Ratings.

American Eagle

(AEO) - Get Report

upgraded to Buy at TheStreet Ratings.

Amphenol

(APH) - Get Report

rated new Buy at Keybanc. $55 price target. Company can continue to deliver solid growth, augmented by acquisitions.

HomeAway

(AWAY)

upgraded at Pacific Crest from Sector Perform to Outperform, Pacific Crest said. $31 price target. Company has a large market opportunity.

International Rectifier

(IRF)

upgraded at JMP from Market Perform to Outperform. $25 price target. Sales will likely bottom out in the current quarter.

Netflix

(NFLX) - Get Report

downgraded at Citigroup from Buy to Neutral. $95 price target. Dramatic ramp up in international expansion and two major execution errors.

STOCK COMMENTS / EPS CHANGES

American Eagle

(AEO) - Get Report

numbers raised at Goldman.Shares of AEO now seen reaching $18, according to Goldman Sachs. Estimates also increased, given better sales momentum. Buy rating.

American Eagle estimates raised at UBS through 2013. Top line is back but concerns remain over margins. Maintain $14 price target and Neutral rating.

Aeropostale

(ARO)

estimates lowered at Oppenheimer through 2012, Oppenheimer said. Failed to meet Thanksgiving expectations. Outperform rating.

Avago Technologies

(AVGO) - Get Report

estimates lowered at Jefferies through 2012. Downside risk to industrial and wired forecast. Buy rating.

Baxter

(BAX) - Get Report

estimates, target cut at Morgan Stanley. Shares of BAX now seen reaching $60, according to Morgan Stanley. Estimates also reduced, following recent meetings with management. Buy rating.

Express

(EXPR) - Get Report

estimates, target boosted at Brean Murray. Shares of EXPR now seen reaching $29, according to Brean Murray. Estimates also upped, as the company has solid merchandising well and is expanding its customer base. Buy rating.

Express estimates increased at UBS through 2013. Ability to win on comp and margin. Maintain $26 price target and Buy rating.

Finisar

(FNSR) - Get Report

estimates lowered at Jefferies through 2012. Quarter slightly below expectations. Buy rating.

Guess

(GES) - Get Report

numbers lowered at Jefferies. Shares of GES now seen reaching $55. Estimates also lowered on conservative guidance. Buy rating.

Guess estimates, target reduced at Sterne Agee. Shares of GES now seen reaching $50. Estimates also cut, to match the company's new guidance. Buy rating.

Hospira

(HSP)

estimates lowered at Citigroup through 2012. Manufacturing issues appear increasingly problematic. Maintain $30 price target and Neutral rating.

Johnson Controls

(JCI) - Get Report

estimates cut at Morgan Stanley through 2013, Morgan Stanley said. Company is leveraged to weaker macro conditions. Overweight rating and $48 price target.

Marathon Petroleum

(MPC) - Get Report

estimates increased at Morgan Stanley through 2013. Company held an upbeat analyst meeting, highlighting growth prospects. Overweight rating and $53 price target.

Rovi

(ROVI)

estimates, target reduced at Morgan Stanley. Shares of ROVI now seen reaching $34, according to Morgan Stanley. Estimates also cut, to match the company's new guidance. Equal-weight rating.

United Natural Foods

(UNFI) - Get Report

target raised at Jefferies. Shares of UNFI now seen reaching $44. Gross margins will begin to stabilize. Buy rating.

UnitedHealth Group

(UNH) - Get Report

numbers raised at Oppenheimer. UNH estimates raised through 2012, Oppenheimer said. Several growth opportunities will lead to EPS accretion. Perform rating.

Yum Brands

(YUM) - Get Report

numbers upped at BofA/Merrill. YUM estimates were boosted through 2013. Company will likely see higher sales growth in China. Buy rating and new $67 price target.

STRATEGY CALLS / MARKET CALLS

Panasonic

( PC) forecast cut at JP Morgan.PC unit sales forecast was reduced because of lower disk-drive supply, according to JP Morgan.

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This article was written by a staff member of RealMoney.com.