NEW YORK ( TheStreet) -- CHANGE IN RATINGSAcxiom ( ACXM) downgraded at Baird from Outperform to Neutral. $16 price target. Survey suggests that marketing spending could slow down. Aetna ( AET) downgraded at UBS from Buy to Neutral. $30 price target. Health care reform costs could delay the ongoing margin expansion. Celgene ( CELG) upgraded at Morgan Joseph from Hold to Buy. $66 price target. Company is seeing better sales of Revlimid. Con-way ( CNW) upgraded at Deutsche to Buy. LTL pricing appears to have reached an inflection point. Corning ( GLW) downgraded at Goldman from Buy to Neutral. Recent data suggests that television demand could fall in China and North America. Marriott ( MAR) downgraded at Wells to Market Perform. Company should benefit from share repurchases, but lacks other visible catalysts. Medtronic ( MDT) upgraded at BMO from Market Perform to Outperform. Valuation call, based on a $48 price target. Molex ( MOLX) downgraded at BofA/Merrill to Underperform from Neutral on slowdown in various consumer end markets. Maintain $18 price target.
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Valassic Communications ( VCI) downgraded at Baird from Outperform to Neutral. $35 price target. Weaker consumer environment could hurt second-half results. Weyerhaeuser ( WY) upgraded at UBS from Neutral to Buy. $47 price target. Valuation call, as wood product prices have found support.