NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Amylin Pharmaceuticals

( AMLN) downgraded to sell at TheStreet Ratings.

CBOE

(CBOE) - Get Report

downgraded at KBW to Underperform, Keefe, Bruyette & Woods said. Estimates also cut, because of lower volume. $21 price target.

CVS Caremark

(CVS) - Get Report

added to TPL at Citigroup. $51 price target. Company will generate incremental upside as a result of the WAG/ESRX dispute.

Gaylord Entertainment

( GET) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $31 price target.

Louisiana Pacific

(LPX) - Get Report

downgraded at UBS to Sell from Neutral, UBS said. $7.50 price target. Cautious regarding OSB oversupply and US housing.

MDC Holdings

(MDC) - Get Report

downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Valuation call, as the stock is up 40% year-to-date.

Morgan Stanley

(MS) - Get Report

downgraded at Collins Stewart from Buy to Hold, Collins Stewart said. Valuation call, as the stock is up 60% since November. $23 price target.

Morgan Stanley upgraded to hold at TheStreet Ratings.

Annaly Captial

(NLY) - Get Report

downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. $16 price target. Company is leveraged to a flatter yield curve, which could weigh on growth.

Netgear

(NTGR) - Get Report

downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $42 price target. Company is spending more on potential future growth.

OpenTable, Inc.

(OPEN)

downgraded at Oppenheimer to Perform from Outperform, Oppenheimer said. $54 price target. Downgraded on valuation.

OpenTable downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Valuation call, based on a $52 price target.

Protective Life

(PL)

downgraded at BofA/Merrill from Buy to Neutral, Bank of America/Merrill Lynch said. Valuation call, as the stock is up 87% from its October lows. $29 price target.

JM Smucker

(SJM) - Get Report

rated new Buy at Keybanc. $95 price target. Company can continue to deliver double-digit annual earnings growth, aided by acquisitions.

Steris

(STE) - Get Report

downgraded at JMP to Market Perform, JMP Securities said. Company lacks sales visibility.

TTM Technologies

(TTMI) - Get Report

downgraded at Needham from Strong Buy to Buy, Needham said. $15 price target. Company has limited potential margin upside.

Ultimate Software

(ULTI)

downgraded at Needham from Buy to Hold, Needham said. Valuation call.

Vishay

(VSH) - Get Report

upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. Orders, revenues and margins are all set to increase.

Vitamin Shoppe

(VSI) - Get Report

rated new Equal-weight at Morgan Stanley. Store growth rate is fading and the company is facing increased competition.

Yum! Brands

(YUM) - Get Report

upgraded at Goldman from Sell to Neutral, Goldman Sachs said. $66 price target. China growth is accelerating and the U.S. market should recover as well.

STOCK COMMENTS / EPS CHANGES

Agco

(AGCO) - Get Report

estimates, target boosted at Credit Suisse. Shares of AGCO now seen reaching $55, according to Credit Suisse. Estimates also upped, as the company is realizing a lower tax rate. Neutral rating.

American Capital Agency

(AGNC) - Get Report

target raised at Jefferies. Shares of AGNC now seen reaching $32, Jefferies said. Well positioned for the current environment. Buy rating.

Anadarko

(APC) - Get Report

target raised at Jefferies. Shares of APC now seen reaching $99, Jefferies said. Company looks strong going forward with high exposure to brent and GoM stabilization. Buy rating.

Buffalo Wild Wings

(BWLD)

estimates raised at Oppenheimer through 2012, Oppenheimer said. Wild sales trends take the spotlight. Perform rating.

Cener

(CERN) - Get Report

estimates, target raised at Credit Suisse. Shares of CERN now seen reaching $72, according to Credit Suisse. Estimates also increased, giving solid bookings. Neutral rating.

Church & Dwight

(CHD) - Get Report

target raised at Oppenheimer to $55, Oppenheimer said. Fourth quarter beat on organic growth, 2012 guidance looks achievable. Outperform rating.

Centene

(CNC) - Get Report

target raised at Oppenheimerto $53, Oppenheimer said. Growth on track. Outperform rating.

Centene estimates, target boosted at Credit Suisse.Shares of CNC now seen reaching $45, according to Credit Suisse. Estimates also upped, as the company is seeing higher sales. Neutral rating.

Walt Disney

(DIS) - Get Report

numbers raised at UBS. Shares of DIS now seen reaching $42, according to UBS. Estimates also increased on generally solid quarter. neutral rating.

Walt Disney numbers boosted at Morgan Stanley.Shares of DIS now seen reaching $46, according to Morgan Stanley. Estimates also upped, given higher Parks margins. Overweight rating.

Expedia

(EXPE) - Get Report

estimates, target increased at Benchmark.EXPE estimates were raised through 2012, Benchmark said. Company is seeing solid bookings growth. Hold rating and new $34 price target.

Harman

(HAR)

estimates, target boosted at Credit Suisse. Shares of HAR now seen reaching $60, according to Credit Suisse. Estimates also upped, given higher realized core growth. Neutral rating.

IDEX

(IEX) - Get Report

numbers raised at Jefferies.Shares of IEX now seen reaching $50, Jefferies said. Estimates also raised on multiple earnings drivers. Buy rating.

Jive Software

(JIVE)

numbers upped at Goldman. JIVE estimates were boosted through 2013, Goldman Sachs said. Company boosted guidance. Neutral rating and new $18 price target.

Kellogg Company

(K) - Get Report

numbers raised at Jefferies. Shares of K now seen reaching $52, Jefferies said. Estimates also raised on higher revenue and lower share count. Hold rating.

Coca-Cola

(KO) - Get Report

numbers upped at BofA/Merrill.KO estimates were boosted through 2014, Bank of America/Merrill Lynch said. Company is seeing higher growth in North America. Buy rating and new $75 price target.

Coca-Cola estimates, target raised at UBS.Shares of KO now seen reaching $73, according to UBS. Estimates also increased on solid global volume growth. Neutral rating.

Nike

(NKE) - Get Report

estimates, target raised at UBS.Shares of NKE now seen reaching $115, according to UBS. Estimates also increased on revenue upside and improving GM visibility. Buy rating.

Higher One

(ONE) - Get Report

numbers cut at Goldman. ONE estimates were reduced through 2013, Goldman Sachs said. Company is guiding toward lower sales. Buy rating and new $20 price target.

Pioneer Natural

(PXD) - Get Report

numbers increased at Goldman. PXD estimates were raised through 2014, Goldman Sachs said. Permian basin should continue to drive growth. Buy rating and new $139 price target.

Western Union

(WU) - Get Report

target raised at Citigroup to $24, Citigroup said. 2012 guidance appears conservative. Buy rating.

Western Union numbers lowered at Jefferies. Shares of WU now seen reaching $23, Jefferies said. Estimates also lowered on lackluster 2012 guide. Buy rating.

YUM! Brands

(YUM) - Get Report

target raised at Jefferies. Shares of YUM now seen reaching $60, Jefferies said. Two largest businesses, China and TB, starting 2012 right. Hold rating.

Yum! Brands numbers increased at BofA/Merrill.YUM estimates were raised through 2013, Bank of America/Merrill Lynch said. Company is seeing higher sales in China and at Taco Bell. Buy rating and new $78 price target.

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This article was written by a staff member of TheStreet.