Change in Ratings

Apple (AAPL) - Get Report was upgraded to Overweight at Pacific Crest. $142 price target. Company is gaining market share and has extraordinary pricing power.

Akamai (AKAM) - Get Report was downgraded from Buy to Hold at Canaccord Genuity. $65 price target. Company slashed its guidance.

Chicago Bridge (CBI) was upgraded from Neutral to Outperform at Credit Suisse. $51 price target. Nuclear sale removes risk from the model.

Clear Channel Outdoor (CCO) - Get Report was upgraded from Underperform to Neutral at Wedbush. $9.50 price target. Checks suggest a better business environment and improvements in Europe.

Cummins (CMI) - Get Report was downgraded to Underweight at Morgan Stanley. $79 price target. Secular growth is declining.

Cummins CMI was downgraded from Outperform to Neutral at Robert Baird. $118 price target. Company is losing market share.

Edison (EIX) - Get Report was downgraded from Overweight to Equal-weight at Barclays. $68 price target. Company lowered its rate-base guidance.

Jetblue (JBLU) - Get Report was downgraded from Outperform to Neutral at Credit Suisse. $28 price target. Forward estimates also cut, because of lower sales expectations.

Masco (MAS) - Get Report was upgraded to Overweight at Barclays. $36 price target. Company deserves a higher multiple.

Medidata (MDSO) - Get Report was upgraded from Hold to Buy at Topeka. $50 price target. Company can continue to generate solid growth and cash flow.

Northrop Grumman (NOC) - Get Report was upgraded from Hold to Buy at Drexel Hamilton. $211 price target. Company should benefit from higher defense spending and the recent air force bomber contract win.

Portland General (POR) - Get Report was downgraded from Neutral to Underweight at JP Morgan. $36 price target. Company has a premium valuation, but is in the midst of a weak rate base cycle.

Twitter (TWTR) - Get Report was upgraded from Hold to Buy at Stifel. $34 price target. Jack Dorsey can improve the product and repair the franchise.

Stock Comments / EPS Changes

Ford (F) - Get Report shares now seen reaching $15, according to Credit Suisse. Estimates also cut, given rising costs. Neutral rating.

Gilead (GILD) - Get Report shares now seen reaching $111, according to Jefferies. Estimates also increased, given strong sales and expense controls. Hold rating.

Eli Lilly (LLY) - Get Report numbers boosted at Jefferies. Shares now seen reaching $120. Estimates also upped, as diabetes products are driving growth. Buy rating.

Twitter (TWTR) - Get Report estimates, target cut at Jefferies. Shares of TWTR now seen reaching $42. Estimates also reduced, given the company's new guidance. Buy rating.