NEW YORK (TheStreet) -- CHANGE IN RATINGS
Discover Financial (DFS) - Get Discover Financial Services Report was upgraded at Morgan Stanley to overweight. Twelve-month price target is $66. Company is leveraged to increased U.S. consumer spending, Morgan Stanley said.
Fortinet (FTNT) - Get Fortinet, Inc. Report was upgraded at JMP Securities to outperform from market perform. Twelve-month price target is $26. Estimates were also increased, as growth should accelerate in 2014 and beyond, JMP Securities said.
Southwest Airlines (LUV) - Get Southwest Airlines Co. Report was upgraded at Imperial Capital to outperform. Twelve-month price target is $26. Expiration of the Wright amendment could lead to meaningful route optimization, Imperial Capital said.
Martin Marietta (MLM) - Get Martin Marietta Materials, Inc. Report was upgraded at Stifel Nicolaus to buy from hold. Twelve-month price target is $125. Many growth headwinds are behind the company, Stifel Nicolaus said.
Sally Beauty (SBH) - Get Sally Beauty Holdings, Inc. Report was upgraded at Sterne Agee to buy from neutral. Twelve-month price target is $33. Company has multiple potential drivers to turn the business around in 2014, Sterne Agee said.
Vulcan Materials (VMC) - Get Vulcan Materials Company Report was upgraded at Stifel Nicolaus to buy from hold. Twelve-month price target is $69. Company should see higher demand in the coming quarters, Stifel Nicolaus said.
Stock Comments / EPS Changes
Apple price target, EPS estimates were cut at UBS. Driven by lower iPhone sales, UBS said. Twelve-month price target of $625. Buy rating.
Caterpillar (CAT) - Get Caterpillar Inc. Report estimates, price target were boosted at BMO Capital. Twelve-month price target is now $96. Company is seeing higher demand and buying back more stock, BMO Capital said. Market Perform rating.
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Caterpillar estimates, price target were boosted at UBS. Twelve-month price target is now $99. Driven by better revenues and high operating margins, with a positive tone on mining, UBS said. EPS estimates were also raised through 2015. Neutral rating.
Google (GOOG) - Get Alphabet Inc. Class C Report 12-month price target was boosted at Jefferies. Strength in core search business and positive data from Google's ad partners, Jefferies said. $1,300 price target and buy rating.
Nucor (NUE) - Get Nucor Corporation Report was added to the US1 List at Bank of America/Merrill Lynch. Stock has pulled back to an attractive level, BofA/Merrill said. Twelve-month price target is $60.
VeriFone Systems (PAY) price target was lifted at Jefferies. Shares are now seen reaching $34 over 12 months. New mPOS market accretive to the global market for payment terminals, Jefferies said. Buy rating.
Plum Creek (PCL) 12-month price target was cut at UBS. The company lowered its estimates through 2015. Driven by lower assumption for land sale income, UBS said. Twelve-month price target is $36. Sell rating.
Royal Caribbean (RCL) - Get Royal Caribbean Group Report numbers were raised at Credit Suisse. Twelve-month price target is now $53. Estimates were also increased, as the company is seeing higher demand in Europe and Asia, Credit Suisse said. Outperform rating.
Seagate (STX) - Get Seagate Technology Holdings PLC Report estimates, 12-month price target were reduced at BMO Capital. Estimates were cut through 2015. Company lowered its guidance, BMO Capital said. Market Perform rating and new $58 price target.
Whole Foods (WFM) estimates, price target were cut at Sterne Agee. Twelve-month price target is now $61. Estimates were also reduced, as the company is seeing slower sales growth, Sterne Agee said. Buy rating.
This article was written by a staff member of TheStreet.