Analysts' Actions: IBM, AON, FOSL, HUM, EMC
NEW YORK (
) --
CHANGE IN RATINGS
Aon Corp
(AON) - Get Report
downgraded at Citigroup to Neutral from Buy, Citigroup said. $51 price target. Delay of benefits in the Hewitt acquisition.
Yamana Gold
(AUY) - Get Report
downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Valuation call.
Cambrex Corporation
(CBM) - Get Report
upgraded to buy at TheStreet Ratings.
Clearwire
(CLWR)
rated new Equal-weight at Evercore. $2 price target. Company still faces several risks.
Diebold
(DBD) - Get Report
upgraded at JP Morgan to Neutral, JP Morgan said. Estimates also boosted, given the recent upside at NCR.
Enersis
(ENI)
downgraded to hold at TheStreet Ratings.
Fossil
(FOSL) - Get Report
downgraded at Brean Murray from Buy to Hold, Brean Murray said. Guidance could prove disappointing.
Globe Specialty
(GSM) - Get Report
downgraded at JP Morgan to Neutral, JP Morgan said. $15.50 price target. Company is leveraged to lower silicon and metal/alloy prices.
Henry Schein
(HSIC) - Get Report
downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. $78 price target. Valuation call, as the stock is up 21% since November.
IBM
(IBM) - Get Report
rated new Buy at Sterne Agee. $230 price target. Ability to custom package software and services with hardware.
Mid-America Apartments
(MAA) - Get Report
upgraded at Jefferies to Buy from Hold, Jefferies said. $72 price target. An attractive GARP play in the REIT space.
Newfield Exploration
(NFX)
downgraded at UBS to Neutral from Buy, UBS said. $41 price target. Vague 2012 production guidance that implies weaker volumes than expected.
Select Comfort
(SCSS)
upgraded at Wedbush from Neutral to Outperform, Wedbush Securities said. $36 price target. Company can continue to gain market share.
SL Green Realty Corp.
(SLG) - Get Report
downgraded at Jefferies to Hold from Buy, Jefferies said. $78 price target. Good story but price has run up 16% year to date.
Urban Outfitters
(URBN) - Get Report
downgraded at Brean Murray from Hold to Sell, Brean Murray said. $23 price target. New management will need some time to right the ship.
Warnaco
(WFC) - Get Report
downgraded at Brean Murray from Buy to Hold, Brean Murray said. Consensus estimates, will likely prove aggressive, because of currency.
STOCK COMMENTS / EPS CHANGES
Amylin Pharmaceuticals
( AMLN) target raised at Jefferies to $30, Jefferies said. Guidance suggests upside to Exenatide sales estimates. Buy rating.
Alliant Techsystems
(ATK)
numbers lowered at Goldman through 2014, Goldman Sachs said. Company reduced its guidance. Neutral rating and new $57 price target.
EMC
(EMC)
target raised at Oppenheimer to $28, Oppenheimer said. VFCache is an entry point into a fast growing segment. Outperform rating.
Equinix
(EQIX) - Get Report
estimates, target raised at Citigroup. Shares of EQIX now seen reaching $150, according to Citigroup. Estimates also increased on favorable revenue growth prospects. Buy rating.
HCA
(HCA) - Get Report
estimates, target boosted at Goldman. Shares of HCA now seen reaching $27, according to Goldman Sachs. Estimates also upped, as the company is realizing a lower tax rate. Neutral rating.
HCA estimates, target raised at UBS. Shares of HCA now seen reaching $35, according to UBS. Estimates also increased on strong Q4 estimates. Buy rating.
Health Net
(HNT)
numbers increased at BMO. HNT estimates were raised through 2013, BMO Capital said. Company has good operating momentum. Market Perform rating and new $39 price target.
Humana
(HUM) - Get Report
numbers lowered at Jefferies. Shares of HUM now seen reaching $103, Jefferies said. Estimates also lowered as MCOs have traded poorly following earnings releases this season. Buy rating.
Humana estimates, target reduced at Goldman.Shares of HUM now seen reaching $103, according to Goldman Sachs. Estimates also cut, given the company's new guidance. Buy rating.
NCR
(NCR) - Get Report
estimates, target upped at Goldman. NCR estimates were boosted through 2013, Goldman Sachs said. To match the company's new guidance. Buy rating and new $21 price target.
Nielsen Holdings
(NLSN) - Get Report
numbers lowered at Citigroup. Shares of NLSN now seen reaching $35, according to Citigroup. Estimates also lowered on tougher FX and D&A expenses. Buy rating.
Nuance Communications
(NUAN) - Get Report
target raised at Oppenheimer. Shares of NUAN now seen reaching $34, Oppenheimer said. Expect solid first quarter as iPhone 4S bolsters key divisions. Outperform rating.
SL Green Realty
(SLG) - Get Report
numbers raised at UBS. Shares of SLG now seen reaching $85, according to UBS. Estimates also raised on Q4 results and slightly increased leasing assumptions. Buy rating.
Towers Watson
(TW) - Get Report
numbers raised at Goldman. shares of TW now seen reaching $68, according to Goldman Sachs. Estimates also increased, as higher organic growth is improving margins. Neutral rating.
USG
(USG)
estimates, target raised at Goldman. Shares of USG now seen reaching $8, according to Goldman Sachs. Estimates also increased, given a better pricing environment. Sell rating.
Veeco Instruments
(VECO) - Get Report
numbers cut at Goldman. VECO estimates were reduced through 2013, Goldman Sachs said. Company has limited visibility. Neutral rating and new $26 price target.
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This article was written by a staff member of TheStreet.
