Analysts' Actions: AA, BLK, XRX, NFLX, INTC

NEW YORK ( TheStreet) -- CHANGE IN RATINGS, EPS

Acuity Brands ( AYI) rated new Hold at Jefferies. $38 price target. Company has limited visibility for domestic construction demand.

Advanced Micro ( AMD) numbers cut at Sterne Agee. Shares of AMD now seen reaching $13. Estimates also reduced, given slower notebook demand. Buy rating.

Agco Corporation ( AGCO) rated new Neutral at Citigroup. $43 price target. Beaten up stock, but elevated risk profile.

Alcoa ( AA) estimates cut at Citigroup through 2012. European and truck-trailer slowdown. Maintain $10 price target and Neutral rating.

Alcoa estimates, target reduced at Jefferies. Shares of AA now seen reaching $14. Estimates also cut, given lower realized aluminum prices. Buy rating.

Alcoa estimates cut at UBS. AA estimates lowered through 2012. EPS miss on pricing, costs and EU weakness. Maintain $13 price target and Neutral rating.

Baxter International ( BAX) estimates lowered at UBS through 2012. FX headwinds have increased. Maintain $67 price target and Buy rating.

BlackRock ( BLK) estimates, target lowered at Jefferies. Shares of BLK now seen reaching $167. Estimates also cut, given reduced asset levels. Hold rating.

Brocade ( BRCD) downgraded at JP Morgan from Neutral to Underweight. Company faces muted long term growth prospects.

CBOE ( CBOE) estimates, target raised at Oppenheimer. Shares of CBOE now seen reaching $29. Estimates also increased, given higher realized trading volume. Outperform rating.

Chevron ( CVX) estimates increased at UBS 2012. Favorable FX benefit. Maintain $127 price target and Buy rating.

CH Robinson ( CHRW) downgraded at Deutsche from Buy to Hold. Valuation call.

Cullen/Frost ( CFR) downgraded at Sterne Agee from Neutral to Underperform. $46.50 price target. Estimates also lowered, given a shrinking net interest margin.

DirecTV ( DTV) estimates lowered at UBS through 2012. U.S. remains strong, but real tailwind coming to an end. Maintain $55 price target and Buy rating.

DreamWorks ( DWA) estimates, target cut at Morgan Stanley. Shares of DWA now seen reaching $19. Estimates also reduced, as the company is facing increased competition. Underweight rating.

First Solar ( FSLR) downgraded at Ticonderoga from Neutral to Sell. $40 price target. Pricing and volumes continue to decline.

Flir Systems ( FLIR) downgraded at JP Morgan from Neutral to Underweight. Valuation call, based on a $27.50 price target.

Franklin Resources ( BEN) numbers cut at Jefferies through 2012. Industry fund flows remain challenging. Hold rating and new $110 price target.

HealthSpring ( HS) upgraded at Oppenheimer from Perform to Outperform. $45 price target. Estimates also boosted, given higher growth expectations for Medicare Advantage.

Humana ( HUM) upgraded at Oppenheimer from Perform to Outperform. Estimates also boosted, as Medicare Advantage should drive growth. $87 price target.

IAC/InterActiveCorp ( IACI) upgraded at Goldman from Neutral to Buy. Match.com segment should continue to drive growth.

Intel ( INTC) estimates, target reduced at Sterne Agee. Shares of INTC now seen reaching $26. Estimates also cut, given lower expected notebook demand. Buy rating.

Kansas City Southern ( KSU) estimates, target raised at Citigroup. Shares of KSU now seen reaching $65. Estimates also increased on coal contract and Bakken opportunity. Buy rating.

Lexmark ( LXK) downgraded at JP Morgan from Neutral to Underweight. $25 price target. Printing sector could be hit hard in a macro downturn.

MetLife ( MET) estimates, target reduced at Morgan Stanley. MET estimates were cut through 2012. Industry will be hurt by lower interest rates and declining stock prices. Overweight rating.

Motorola Solutions ( MSI) numbers cut at Credit Suisse. MSI estimates were reduced through 2012. Enterprise demand could be hurt by slower macro growth. Neutral rating and new $49 price target.

Netflix ( NFLX) estimates, target lowered at Oppenheimer. Shares of NFLX now seen reaching $185. Estimates also cut, given reduced subscriber models. Outperform rating.

Norfolk Southern ( NSC) downgraded at Deutsche from Buy to Hold. Valuation call. Owens Corning ( OC) estimates, target lowered at Citigroup. Shares of OC now seen reaching $38. Estimates also cut on lower assumed revenue growth in Composites. Buy rating.

Priceline.com ( PCLN) rated new Buy at Jefferies. $580 price target. Company has solid growth momentum and can continue to expand overseas.

QLogic ( QLGC) downgraded at JP Morgan from Neutral to Underweight. $12.50 price target. Company faces muted long term growth prospects in its legacy Fibre Channel business.

Rackspace ( RAX) downgraded at Benchmark from Buy to Hold. $42 price target. Company is facing increased price competition.

Riverbed ( RVBD) estimates, target reduced at Sterne Agee. Shares of RVBD now seen reaching $30. Estimates also cut, following channel checks. Buy rating.

RPM International ( RPM) estimates cut at Keybanc through 2013. Macro headwinds could continue to weigh on growth. Buy rating and $24 price target.

Seagate Technology ( STX) downgraded at JP Morgan from Overweight to Neutral. $14 price target. Earnings could fall 28% year-over-year.

Waddell & Reed ( WDR) downgraded at Jefferies from Buy to Hold. $27.50 price target. Poor performance of the Asset Strategy fund could hang over the stock.

WebMD Health ( WBMD) downgraded at Goldman from Buy to Neutral. Company has high advertising exposure.

Xerox ( XRX) estimates, target lowered at Credit Suisse. Shares of XRX now seen reaching $10. Estimates also lowered, as the weaker macro environment could weigh on demand. Neutral rating.

Xerox downgraded at JP Morgan from Neutral to Underweight. $7 price target. Printing likely to suffer most in looming macro downdraft.

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This article was written by a staff member of TheStreet.