NEW YORK (TheStreet) -- CHANGE IN RATINGS:

Aaron's

(AAN) - Get Report

downgraded at Canaccord from buy to hold, Canaccord Genuity said. $30 price target. Rent-to-own industry remains under pressure.

AbbVie

(ABBV) - Get Report

rated new neutral at Credit Suisse. $37 price target. Cross currents imply minimal stock movement from current price.

Akamai Tech

(AKAM) - Get Report

downgraded at Jefferies to hold from buy, Jefferies said. $40 price target. Reinvestments tough on short- term outlook.

Compass Minerals International

(CMP) - Get Report

upgraded to buy at TheStreet Ratings.

Conceptus

( CPTS) upgraded to buy at TheStreet Ratings.

Con-Way

(CNW)

upgraded at Citigroup to buy from neutral, Citigroup said. $39 price target. Incremental margin and cost analysis suggests upside to 1H13 EPS.

DeVry

(DV)

upgraded at JP Morgan from underweight to neutral, JP Morgan said. Company is seeing higher enrollment rates.

Fortune Brands Home & Security

(FBHS) - Get Report

upgraded at KeyBanc to buy from hold, KeyBanc said. $38 price target. Company outgrows peers on the basis of its attractive market positions.

Google

(GOOG) - Get Report

downgraded at Pivotal from buy to hold, Pivotal Research said. Valuation call, based on an $820 price target.

Google rated new neutral at Sterne Agee. Company mays struggle to monetize its mobile business.

Johnson & Johnson

(JNJ) - Get Report

downgraded at Credit Suisse from neutral to underperform, Credit Suisse said. Valuation call, based on a $73 price target.

Life Time Fitness

(LTM) - Get Report

upgraded at Stifel from hold to buy, Stifel Nicolaus said. $50 price target. Stock appears oversold at current levels.

Molycorp

(MCP)

upgraded at JP Morgan from underweight to neutral, JP Morgan said. $6 price target. Capital raise removes near-term risks.

Owens Corning

(OC) - Get Report

downgraded at KeyBanc to hold from buy, KeyBanc said. High growth expectations and past margin volatility.

PACCAR

(PCAR) - Get Report

downgraded at UBS to neutral from buy, UBS said. $48 price target. Valuation call.

Pfizer

(PFE) - Get Report

downgraded at Credit Suisse from Outperform to neutral, Credit Suisse said. New analyst has a $29 price target.

Reliance Steel

(RS) - Get Report

upgraded at Dahlman from hold to buy, Dahlman Rose said. $89 price target. MUSA deal should add to earnings.

Stryker

(SYK) - Get Report

downgraded at Credit Suisse from outperform to neutral, Credit Suisse said. Valuation call, based on a $67 price target.

Time Warner

(TWX)

upgraded at Wedbush from neutral to outperform, Wedbush said. $60 price target. Company is realizing higher margins.

ValueClick

(VCLK)

rated new buy at Goldman. $25 price target. Purest play on expected growth in programmatic tier of the display market.

Vertex Pharmaceuticals

(VRTX) - Get Report

rated new Outperform at Baird. $53 price target. Cystic Fibrosis franchise can drive growth.

Viasat

(VSAT) - Get Report

upgraded at Needham from hold to buy, Needham said. $50 price target. Company is seeing better subscriber growth.

Yahoo!

(YHOO)

upgraded at Pivotal from hold to buy, Pivotal Research said. Yahoo Japan continues to grow in value.

STOCK COMMENTS / EPS CHANGES

Allergan

(AGN) - Get Report

price target increased at Citigroup to $124, Citigroup said. Core franchises continue to deliver double digit growth. Buy rating.

Akamai Tech

(AKAM) - Get Report

target lowered at Jefferies. Shares of AKAM now seen reaching $48, Oppenheimer said. Weak quarterly report. Outperform rating.

Biogen Idec

(BIIB) - Get Report

numbers raised at Jefferies. Shares of BIIB now seen reaching $210, Jefferies said. Estimates also raised on acquisition of Tysabri rights. Buy rating.

Cummins

(CMI) - Get Report

target raised at UBS to $135, UBS said. Opportunity to rally as investors were braced for cautious guidance.

Cummins target lowered at Jefferies to $110, Jefferies said. Solid quarter and guidance. Hold rating.

CVS Caremark

(CVS) - Get Report

numbers increased at Guggenheim. CVS estimates were raised through 2014, Guggenheim said. Company boosted its guidance. Buy rating and new $60 price target.

Green Mountain

(GMCR)

numbers boosted at Lazard. Shares of GMCR now seen reaching $58, according to Lazard Capital Markets. Estimates also upped, given a better margin outlook.

W.R. Grace

(GRA) - Get Report

numbers raised at Jefferies. Shares of GRA now seen reaching $90, Jefferies said. Estimates also raised on solid earnings momentum. Buy rating.

InterActiveCorp

(IACI)

estimates, target cut at Credit Suisse. Shares of IACI now seen reaching $62, according to Credit Suisse. Estimates also reduced, given a deceleration of search growth. Outperform rating.

Panera Bread

(PNRA)

target raised at Jefferies to $190, Jefferies said. Trends are quite steady vs peers. Buy rating.

Ralph Lauren

(RL) - Get Report

numbers raised at UBS. Shares of RL now seen reaching $195, UBS said. Estimates also increased on an accelerating top line story. Buy rating.

Ralph Lauren numbers raised at Credit Suisse. Shares of RL now seen reaching $198, according to Credit Suisse. Estimates also increased, given higher international growth and margin expansion. Outperform rating.

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This article was written by a staff member of TheStreet.