NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

AXT

(AXTI) - Get Report

is downgraded to hold at TheStreet Ratings.

HomeAway

(AWAY)

was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $28 price target.

Beam

(BEAM)

was initiated with a neutral rating at JPMorgan. $54 price target. Stock is also pricing in solid expected growth.

Cloud Peak

(CLD) - Get Report

was initiated with a neutral rating at Goldman Sachs. $24 price target. Company is performing well in a difficult environment.

Douglas Emmett

(DEI) - Get Report

was initiated with a buy rating at Keybanc. $22 price target. Company has an attractive portfolio, but trades at a discount to its peers.

F5 Networks

(FFIV) - Get Report

was upgraded to outperform from perform at Oppenheimer. $125 price target. Positioning for 2012.

Goldman Sachs

(GS) - Get Report

was initiated with an equal-weight rating at Evercore. $100 price target. Growth/return profiles unlikely to return anytime soon.

KLA-Tencor

(KLAC) - Get Report

was upgraded to overweight at JPMorgan. Industry fundamentals appear to be at a bottom.

Morgan Stanley

(MS) - Get Report

was initiated with an equal-weight rating at Evercore. $17 price target. Many uncertainties from regulatory and macro perspective.

Novellus

(NVLS)

was downgraded to neutral at JPMorgan.

OGE Energy

(OGE) - Get Report

was upgraded to buy from hold at Jefferies. $59.50 price target. Recent EPA decision regarding region haze will boost earnings of regulated utility.

OpenTable

(OPEN)

was initiated with an outperform rating at Credit Suisse. $49 price target. Stock is attractive, following a 65% decline.

AT&T

(T) - Get Report

was downgraded at JPMorgan to neutral from overweight. New analyst also has a $31 price target.

Torchmark

(TMK)

was initiated with an equal-weight rating at Evercore. $48 price target. Solid FCF generator with modest growth.

STOCK COMMENTS / EPS CHANGES

Alcoa

(AA) - Get Report

price target lowered to $9.50 at UBS. Lowering estimates to reflect lower realized pricing, FX, and macro outlook. Neutral rating.

Agco

(AGCO) - Get Report

estimates, target raised at Credit Suisse. Shares of AGCO now seen reaching $47, according to Credit Suisse. Estimates also increased, as the GSI purchase should add to earnings. Neutral rating.

Actuant

(ATU)

numbers lowered at Jefferies. Shares of ATU now seen reaching $30, Jefferies said. Estimates also lowered on slower growth in Europe. Buy rating.

Bed Bath & Beyond

(BBBY) - Get Report

numbers raised at Jefferies. Shares of BBBY now seen reaching $72, Jefferies said. Estimates also raised on strong November performance. Buy rating.

Bed Bath & Beyond numbers raised at UBS. Shares of BBBY now seen reaching $64, according to UBS. Estimates also incraesed on both sales and margin upside. Neutral rating.

Hasbro

(HAS) - Get Report

estimates, target lowered at Goldman. Shares of HAS now seen reaching $38, according to Goldman Sachs. Estimates also cut, following channel checks.

KBR

(KBR) - Get Report

estimates, target raised at UBS. Shares of KBR now seen reaching $48, according to UBS. Estimates also increased as large project wins are not priced into the stock. Buy rating.

Mattel

(MAT) - Get Report

estimates, target reduced at Goldman. MAT estimates were cut through 2013, Goldman Sachs said. Company will likely see flat sales this holiday season and is hurt by a stronger dollar.

Red Hat

(RHT) - Get Report

estimates, target adjusted at UBS. Shares of RHT now seen reaching $50, accoridng to UBS. Estimates increased as revenue impacted by FX. Neutral rating.

Red Hat numbers lowered at Citigroup. Shares of RHT now seen reaching $59, according to Citigroup. Estimates also lowered on FX and Q3 performance. Buy rating.

Stifel Financial

estimates, target lowered at JMP. Shares of SF now seen reaching $38, JMP Securities said. Estimates also lowered on reduced expectations for investment banking and broker/dealer results. Market Outperform rating.

Urban Outfitters

(URBN) - Get Report

added to Top Picks List at FBR Capital Markets.. $32 price target. Company is moving inventory with promotions and sales should remain strong into 2012.

Walgreen

(WAG)

estimates, target lowered at UBS. Shares of WAG now seen reaching $40, according to UBS. Estimates also lowered to reflect more realistic SG&A reductions to offset likely sales erosion. Buy rating.

Xilinx

(XLNX) - Get Report

estimates raised at UBS. XLNX estimates raised through 2012, UBS said. Improving gross margins. Maintain $32 price target and Neutral rating.

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