NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

AK Steel Holdings

(AKS) - Get Report

downgraded at Citigroup to Neutral from Buy, Citigroup said. $9 price target. Stainless hikes fizzle and weaker scrap.

Alexion Pharma

(ALXN) - Get Report

upgraded at Baird from Neutral to Outperform, Robert Baird said. $100 price target. Company deserves a premium valuation if it continues to deliver growth.

Alico

(ALCO) - Get Report

was upgraded to buy at TheStreet Ratings.

Briggs & Stratton

(BGG) - Get Report

was upgraded to buy at TheStreet Ratings.

BE Aerospace

(BEAV)

rated new Equal-weight at Morgan Stanley. Company is a market leader, but appears fully valued.

Chesapeake Energy

(CHK) - Get Report

downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. Company is leveraged to weaker natural gas prices. $25 price target.

Coach

(COH)

rated new Buy at Citigroup. $85 price target. Potential for ~20% earnings growth over the next several years.

ConocoPhillips

(COP) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $90 price target. Split should help unlock shareholder value.

Devon Energy

(DVN) - Get Report

downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. $70 price target. Company is being hurt by lower natural gas prices.

Equifax

(EFX) - Get Report

upgraded at Goldman to Buy, Goldman Sachs said. $50 price target. Sales are improving sooner and better than expected.

First Solar

(FSLR) - Get Report

downgraded at Collins Stewart from Buy to Neutral, Collins Stewart said. Antelope Valley project has not been funded.

JDS Uniphase

(JDSU)

upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $17 price target. Company can expand margins in the coming quarters.

Kimco Realty

(KIM) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $19 price target. No longer see a catalyst for incremental upside.

Lennar

(LEN) - Get Report

downgraded at FBN to Underperform, FBN Securities said. Valuation call, as the stock is up 86% since October.

Lorillard

(LO)

downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Lufkin

( LUFK) downgraded at Global Hunter from Buy to Neutral, Global Hunter said. Valuation call, based on an $85 price target.

Masimo Corp

(MASI) - Get Report

downgraded at Citigroup to Sell from Neutral, Citigroup said. $20 price target. Further margin erosion and limited technology adoption.

NCR

(NCR) - Get Report

downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $21 price target.

O'Reilly Automotive

(ORLY) - Get Report

downgraded at Baird from Outperform to Neutral, Robert Baird said. $88 price target. Company is seeing lower sales and cut guidance.

O'Reilly Automotive downgraded at Deutsche from Buy to Hold, Deutsche Bank said. Valuation call, based on a $91 price target.

Regions Financial

(RF) - Get Report

upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $7.50 price target. Company is raise fewer funds to repay TARP.

Sealed Air

(SEE) - Get Report

upgraded at Baird from Neutral to Outperform, Robert Baird said. $26 price target. Company is in the early stages of significant growth potential.

Silgan

(SLGM)

downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $45 price target.

Standard Pacific

(SPF)

downgraded at FBN to Underperform, FBN Securities said. Valuation call, as the stock is up 17% since earnings.

Titanium Metals

(TIE)

rated new Hold at Stifel with a Hold rating, Stifel Nicolaus said. Company trades at a premium valuation.

Exco

(XCO)

Resources downgraded at Baird from Outperform to Neutral, Robert Baird said. $8 price target. Company is leveraged to lower natural gas prices.

STOCK COMMENTS / EPS CHANGES

Alexion Pharmaceuticals

(ALXN) - Get Report

target raised at Jefferies. Shares of ALXN now seen reaching $68, Jefferies said. 2012 sales guidance slightly higher. Hold rating.

Alexion Pharmaceuticals target raised at Oppenheimer. Shares of ALXN now seen reaching $89, Oppenheimer said. Impressive Soliris sales expectations. Outperform rating.

CBOE Holdings

(CBOE) - Get Report

estimates raised at UBS through 2013, UBS said. Performing well in competitive environment. Neutral rating and $25 price target.

CBOE Holdings target lowered at Jefferies to $26, Jefferies said. Volume trends slow out of the gate. Hold rating.

CVS/Caremark

(CVS) - Get Report

target raised at Jefferies. Shares of CVS now seen reaching $50. The promise of the vertically integrated CVS Caremark is finally starting to be realized. Buy rating.

Equifax

(EFX) - Get Report

estimates, target boosted at Credit Suisse. Shares of EFX now seen reaching $43, according to Credit Suisse. Estimates also upped, as the company is realizing higher sales growth. Neutral rating.

EnerSys

(ENS) - Get Report

numbers raised at Jefferies. Shares of ENS now seen reaching $39, Jefferies said. Estimates also raised on flawless execution amid solid fundamentals. Buy rating.

Expedia

(EXPE) - Get Report

estimates, target upped at Credit Suisse. EXPE estimates were boosted through 2014, Credit Suisse said. Company is realizing higher revenue per room. Neutral rating and new $38 price target.

First Solar

(FSLR) - Get Report

price target raised at UBS to $49.50 at UBS. Poly prices have likely bottomed. Neutral rating.

Lorillard

(LO)

numbers raised at UBS. Shares of LO now seen reaching $140, according to UBS. Estimates also increased on higher earnings and lower weighting for a menthol ban scenario. Buy rating.

Lorillard estimates, target increased at Morgan Stanley. LO estimates were raised through 2013, Morgan Stanley said. Company continues to perform well across the board. Equal-weight rating and new $115 price target.

Life Time Fitness

(LTM) - Get Report

target raised at Oppenheimer tO $60, Oppenheimer said. One of the most compelling up-and-coming growth stories in the Hardlines Sector. Outperform rating.

Noble Energy

(NBL) - Get Report

numbers raised at UBS. Shares of NBL now seen reaching $124, according to UBS. Estimates also increased on higher oil production mix. Buy rating.

Nuance Communications

(NUAN) - Get Report

numbers lowered at Oppenheimer. Shares of NUAN now seen reaching $33, Oppenheimer said. Estimates also lowered on sloppy first quarter results. Outperform rating.

Philip Morris

(PM) - Get Report

numbers raised at Morgan Stanley. Shares of PM now seen reaching $84, according to Morgan Stanley. Estimates also increased, as the company should continue to deliver solid growth. Overweight rating.

Sealed Air Corp

(SEE) - Get Report

numbers raised at Jefferies. Shares of SEE now seen reaching $25, Jefferies said. Estimates also raised on Long-term story shaping up nicely. Buy rating.

Sealed Air numbers raised at Credit Suisse. Shares of SEE now seen reaching $21, according to Credit Suisse. Estimates also increased, as the company is cutting costs. Neutral rating.

Spirit Aerosystems

(SPR) - Get Report

numbers increased at Credit Suisse. SPR estimates were raised through 2014, Credit Suisse said. Company boosted its guidance. Outperform rating and new $28 price target.

State Street

(STT) - Get Report

numbers raised at Jefferies. Shares of STT now seen reaching $45, Jefferies said. Estimates also raised on a few line items. Hold rating.

Time Warner

(TWX)

numbers raised at Wedbush. Shares of TWX now seen reaching $39, according to Wedbush. Estimates also increased, as the company boosted guidance. Neutral rating.

United Rentals

(URI) - Get Report

target raised at Oppenheimer to $49, Oppenheimer said. Favorable backlog datapoints from URI suppliers reinforced confidence. Outperform rating.

Watsco

(WSO) - Get Report

target raised at Oppenheimerto $78, Oppenheimer said. Expect positive outlook when the company reports on March 15th. Outperform rating.

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This article was written by a staff member of TheStreet.