NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Agilent

(A) - Get Report

rated new Overweight at Morgan Stanley. $54 price target. Company can deliver solid organic growth and deliver margin improvement.

Anaren

(ANEN)

downgraded to hold at TheStreet Ratings.

AptarGroup

(ATR) - Get Report

rated new Neutral at Goldman Sachs. Valuation call, based on a $50 price target.

Brookfield Residential Properties

(BRP)

upgraded to hold at TheStreet Ratings.

Clear Channel Outdoor

(CCO) - Get Report

downgraded at Wells Fargo to Market Perform from Outperform, Wells Fargo said. $14-15 valuation range. Current stock price accurately reflects recently announced dividend.

Google

(GOOG) - Get Report

rated new Buy at Nomura. $750 price target. The Street may be underestimating the incremental market share to be gained.

Life Technologies

(LIFE) - Get Report

rated new Equal-weight at Morgan Stanley. Exposure to NIH grants could pressure earnings.

Lifepoint Hospitals

(LPNT)

upgraded at Credit Suisse from Underperform to Neutral, Credit Suisse said. Bad debt has not pressured earnings as expected. $42 price target.

Annaly Capital Management

(NLY) - Get Report

downgraded at Wells Fargo to Market Perform from Outperform, Wells Fargo said. $16-17 valuation range. Longer duration portfolio creates potential risks with rising longer term rates.

Thermo Fisher

(TMO) - Get Report

rated new Overweight at Morgan Stanley. $66 price target. Company can deliver consistent, double-digit annual earnings growth.

Vera Bradley

(VRA) - Get Report

downgraded at Keybanc from Buy to Hold, Keybanc said. Valuation call, as the stock is pricing in solid growth prospects.

Worthington Industries

(WOR) - Get Report

upgraded at Jefferies to Buy from Hold, Jefferies said. Risk-reward now favorable following underperformance.

Yahoo!

(YHOO)

rated new Neutral at Nomura. $13.50 price target. Near term estimates in the struggling core business are achievable.

STOCK COMMENTS / EPS CHANGES

Adobe

(ADBE) - Get Report

price target raised at UBS to $37, according to UBS. Solid pent up demand for CS6. Maintain Buy rating.

Aeropostale

(ARO)

estimates, target boosted at Brean Murray. Shares of ARO now seen reaching $22, according to Brean Murray. Estimates also upped, as business trends appear to be turning around. Buy rating.

Capital One

(COF) - Get Report

numbers raised at KBW. Shares of COF now seen reaching $68, according to Keefe Bruyette & Woods. Estimates also increased, given recent acquisitions. Outperform rating.

ConocoPhillips

(COP) - Get Report

numbers raised at UBS. Shares of COP now seen reaching $64, according to UBS. Estimates also increased on asset sales and buyback. Sell rating.

Community Health Systems

(CYH) - Get Report

numbers raised at Jefferies. Shares of CYH now seen reaching $22, Jefferies said. Estimates also raised on improving capital structure. Hold rating.

Discover Financial

(DFS) - Get Report

numbers upped at Credit Suisse. DFS estimates were boosted through 2014, Credit Suisse said. Credit quality continues to improve. Neutral rating and new $35 price target.

Fastenal

(FAST) - Get Report

estimates, target raised at UBS. Shares of FAST now seen reaching $53, according to UBS. Estimates also increased on better top line outlook.

Home Inns & Hotels Management

(HMIN)

numbers lowered at Oppenheimer. Shares of HMIN now seen reaching $38, Oppenheimer said. Estimates also lowered on growing pressures from inside and outside. Outperform rating.

Littlefuse

(LFUS) - Get Report

estimates, target increased at Keybanc. LFUS estimates were raised through 2013, Keybanc said. Company can deliver solid, consistent earnings growth. Buy rating.

Verifone

(PAY)

estimates, target raised at JP Morgan. Shares of PAY now seen reaching $50, according to JP Morgan. Estimates also increased, as solid organic growth is driving margin expansion. Overweight rating.

Valero Energy

(VLO) - Get Report

estimates raised at Citigroup through 2012, Citigroup said. Crude glut shift from Cushing to Gulf Coast. Maintain $31 price target and Buy rating.

>To submit a news tip, email:

tips@thestreet.com

.

RELATED STORIES:

>>10 Stocks That Show the Real Estate Boom Has Arrived

>>Dividend Stocks Lag as Investors Load Up on Risk

Follow

TheStreet

on

Twitter

and become a fan on

Facebook.

This article was written by a staff member of TheStreet.