Analysts' Actions: AAPL GOOG FB NFLX MO IP - TheStreet

NEW YORK (

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CHANGE IN RATINGS

Automatic Data

(ADP) - Get Report

rated new Outperform at BMO. $67 price target. Company is a market leader and deserves a premium valuation.

TD Ameritrade

(AMTD) - Get Report

rated new Buy at Sterne Agee. $19 price target. Trading volumes should bounce back before interest rates do.

Amazon.com

(AMZN) - Get Report

rated new Buy at Cantor. $300 price target. Company remains the best play on growth in global online retail.

Autonation

(AN) - Get Report

upgraded at BofA/Merrill from Neutral to Buy, Bank of America/Merrill Lynch said. Valuation call, based on a $53 price target.

AOL

(AOL)

rated new Buy at Deutsche with a $40 price target, Deutsche Bank said. Stock has more than doubled year-to-date, but still trades at a discount valuation.

Burger King

(BKW)

rated new Neutral at UBS. $15.50 price target. A slow and fragile brand recovery.

ConAgra

(CAG) - Get Report

upgraded at UBS to Buy from Neutral, UBS said. $31 price target. Accelerating margin expansion and international growth.

ConAgra Foods upgraded to buy at TheStreet Ratings.

Cooper Tire

(CTB) - Get Report

downgraded at Keybanc from Buy to Hold, Keybanc said. $24 price target. Industry pricing could fall more than expected in the near term.

eBay

(EBAY) - Get Report

rated new Hold at Cantor. $48 price target. Valuation call, as the stock has already gained 54% year-to-date.

Esterline

(ESL)

rated new Neutral at BofA/Merrill. $66 price target. Stock is largely pricing in growth headwinds.

Expedia

(EXPE) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $68 price target. Website and platform upgrade has led to improving conversion rates.

Expedia rated new Buy at Cantor. $64 price target. Company is turning its business around.

Facebook

(FB) - Get Report

rated new Hold at Deutsche. Valuation call, based on a $22 price target.

Facebook rated new Buy at Cantor. $26 price target. Company can continue to monetize its massive user base.

Fortegra Financial

(FRF)

downgraded to sell at TheStreet Ratings.

Google

(GOOG) - Get Report

rated new Buy at Cantor. $830 price target. Company should ultimately be as strong in display and mobile as it is in search.

Goodyear

(GT) - Get Report

downgraded at Keybanc from Buy to Hold, Keybanc said. Company lacks near-term catalysts and margins could deteriorate from here.

IHS

(IHS)

downgraded at Baird from Outperform to Neutral, Robert Baird said. $105 price target. Subscription growth could remain muted in the near term.

International Paper

(IP) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $42 price target. Now expect industry price increases to hold.

LinkedIn

(LNKD)

rated new Hold at Cantor. Valuation call, based on a $120 price target.

MasterCard

(MA) - Get Report

upgraded at Citigroup to Buy from Neutral, Citigroup said. $525 price target. Spend holding up and regulatory risk manageable.

Altria Group

(MO) - Get Report

upgraded at Citigroup to Buy from Neutral, Citigroup said. $39 price target. More construcutive on fundamental outlook and valuation.

Netflix

(NFLX) - Get Report

rated new Buy at Cantor. $70 price target. Company still has enormous global growth potential.

Netgear

(NTGR) - Get Report

rated new Neutral at Sterne Agee. $39 price target. Company has a premium valuation, despite macro uncertainty.

Paychex

(PAYX) - Get Report

rated new Market Perform at BMO. Valuation call, based on a $34 price target.

Priceline.com

(PCLN)

rated new Buy at Cantor. $740 price target. Company can continue to grow overseas and gain market share.

Rock-Tenn

(RKT) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $75 price target. Inventories are down, which should help keep prices firm.

Charles Schwab

(SCHW) - Get Report

rated new Neutral at Sterne Agee. $15 price target. Company has limited near-term earnings potential.

Yahoo!

(YHOO)

rated new Hold at Cantor. $16 price target. It will take new management some time to try and turn the business around.

Zions Bancorporation

(ZION) - Get Report

upgraded at Sterne Agee from Underperform to Neutral, Sterne Agee said. $23 price target. TARP repayment is imminent.

STOCK COMMENTS / EPS CHANGES

Apple

(AAPL) - Get Report

estimates, target raised at Deutsche. Shares of AAPL now seen reaching $850, according to Deutsche Bank. Estimates also increased, as the new iPhone should drive near-term growth. Buy rating.

Accenture

(ACN) - Get Report

numbers raised at Jefferies. Shares of ACN now seen reaching $65, Jefferies said. Estimates also raised on end market improvement. Hold rating.

Ameriprise

(AMP) - Get Report

target raised at UBS to $69, UBS said. Upside from macro improvements and downside support from buybacks. Buy rating.

ConAgra Foods

(CAG) - Get Report

numbers raised at Jefferies. Shares of CAG now seen reaching $29, Jefferies said. Estimates also raised on benefit of acquisitions. Hold rating.

Norfolk Southern

(NSC) - Get Report

numbers lowered at Jefferies. Shares of NSC now seen reaching $75, Jefferies said. Estimates also lowered on 25% guide down. Hold rating.

NetApp

(NTAP) - Get Report

target lowered at Jefferies to $35, Jefferies said. Share loss to Isilon. Hold rating.

Oracle

(ORCL) - Get Report

target raised at UBS to $37, UBS said. Hardware hurts top line again, but earnings power preserved. Buy rating.

Skyworks Solutions

(SWKS) - Get Report

numbers trimmed at UBS. Shares of SWKS now seen reaching $33, UBS said. Estimates also lowered on non Apple and Samsung handset OEM weakness. Buy rating.

Skyworks

(SWKS) - Get Report

estimates, target cut at BofA/Merrill. SWKS estimates were reduced through 2014, Bank of America/Merrill Lynch said. Company is seeing slower growth in China and weakness outside of Apple and Samsung. Buy rating and new $32 price target.

Skyworks Solutions target lowered at Oppenheimer to $32, Oppenheimer said. Expectations realigned and story still attractive. Outperform rating.

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This article was written by a staff member of TheStreet.