Stocks opened lower this morning, on the last trading day of the week. There are plenty of names making headlines as well as key analyst moves to check out. Here's the early playbook.

Story Stocks

Chevron ( CVX): Shares are lower after company warns on earnings.

Shaw Group ( SGR): Stock is lower following earnings results.

AmerisourceBergen Corp. ( ABC): Stock is higher after company reaffirms outlook.

Lawson Software ( LWSN): Stock is slightly lower after company reports fourth-quarter results.

Infosys ( INFY): Stock is higher after company reports results.

CIT Group ( CIT): Shares drop to just above $1 a share on rumors business may fail.

Upgrades to Watch

Yahoo! ( YHOO): Raised to market weight at Thomas Weisel.

Time Warner ( TWX): UBS increases estimates. $29 price target.

BB&T ( BBT): FBR Capital Markets raises stock to market perform. $20 price target.

PetroBras ( PBR): UBS raises rating to a buy.

TJX Companies ( TJX): Barclays Capital raises estimates. $38 price target.

Ross Stores ( ROST): Barclays Capital raises estimates. $45 price target.

Danaher ( DHR): Deutsche Bank upgrades stock to a buy. $70 price target.

Apple ( AAPL): Goldman Sachs raises target price to $160.

SunTrust Banks ( STI): FBR Capital Markets raises stock to market perform. $17 price target.

EMC Corp ( EMC): Credit Suisse raises target price to $16.

Legg Mason ( LM): Jefferies raised target price to $26.

Google ( GOOG): RBC Capital Markets increases second-quarter estimates. $500 price target.

Greenhill & Co., Inc. ( GHL): Started as an outperform at William Blair.

Genzyme ( GENZ): UBS raises estimates. $75 price target.

Stanley Works ( SWK): Deutsche Bank upgrades stock to a hold. Target price raised to $38.

MEMC Electronics ( WFR): Citigroup upgrades stock to a buy. $24 price target.

Dell ( DELL): Goldman Sachs raises stock to "conviction buy". $17 price target.

Downgrades to Watch

Abercrombie & Fitch ( ANF): Goldman Sachs cuts target price to $25.

Republic Services ( RSG): Goldman Sachs cuts stock to a sell. $24 price target.

CA, Inc. ( CA): Goldman Sachs cuts stock to a neutral. $22 price target.

Themes/Plays

Oil ( USO): Price is lower in the early going.

Gold ( GLD): Price is slightly lower as the ETF battles to get back to the $90 level.

Treasuries ( TLT): Bonds are up just a bit as the recent rally looks to hold.

Ultrashorts: Early strength in the DUG, SRS and SKF. I would hold off on making any new bets here.

I'll be back with more market takes in our midday update.

Be sure to visit our complete recommended list of the Best Dividend Stocks as well as a detailed explanation of our ratings system.
At the time of publication, the author had no positions in stocks mentioned, although positions may change at any time.

Tom Reese and Paul Rubillo are senior editors of Dividend.com. Visit Dividend.com for more dividend stock ratings, picks, news, and analysis for long-term and income-seeking investors.