NEW YORK ( TheStreet) -- CHANGE IN RATINGS, EPS AAON ( AAON) upgraded to buy at TheStreet ratings. Advanced Micro ( AMD) upgraded at Wells from Market Perform to Outperform. Company is guiding toward better near-term growth. Aetna ( AET) target raised at Goldman to $53. Positive earnings call commentary. Maintain Buy rating. Altria ( MO) price target raised at Goldman to $28. Costs saves a modest plus, but expect muted PM-USA profit in 2012. Neutral rating. Avon ( AVP) downgraded at UBS from Buy to Neutral. $20 price target. Major concerns about ability to execute and two SEC investigations. BE Aerospace ( BEAV) estimates raised at Goldman through 2011 following through this quarter's upside. Maintain $47 price target and Buy rating. Bristol Myers Squibb ( BMY) target raised at UBS.BMY price target increased to $32. Launches still key, growth continues. Neutral rating. Bunge ( BG) estimates, target reduced at Credit Suisse. BG estimates were cut through 2012. Agribusiness profits will likely be lower than expected. Outperform rating and new $72 price target. Cameron ( CAM) estimates, target reduced at Credit Suisse.Shares of CAM now seen reaching $71. Estimates also cut, as the company is seeing slower growth in North America. Outperform rating. Cerner ( CERN) estimates, target boosted at Credit Suisse.Shares of CERN now seen reaching $67. Higher sales are driving margin growth. Neutral rating. Coca-Cola ( KO) rated new Buy at Deutsche.KO was initiated with a Buy rating. $75 price target. Growth potential remains highest in the emerging markets. Community Health ( CYH) downgraded at Wells from Outperform to Market Perform. Admission rates have been hurt by Tenet's allegations. Consolidated Edison ( ED) downgraded at Jefferies from Hold to Underperform. $51 price target. Competitors are more attractive ways to play this sector. Deckers Outdoor ( DECK) numbers raised at Credit Suisse.Shares of DECK now seen reaching $122. Estimates also increased, as Ugg continues to drive growth. Outperform rating. Dow Chemical ( DOW) estimates, target cut at Credit Suisse.DOW estimates were cut through 2012. Company is seeing lower demand across the board. Outperform rating and new $40 price target. Dow Chemical estimates lowered at UBS through 2012. Third quarter was in line, but rough patch is coming. Maintain $38 price target and Buy rating.
Elizabeth Arden ( RDEN) downgraded at BMO from Outperform to Market Perform. $37 price target. Better opportunities to play this sector. Esterline ( ESL) downgraded at Credit Suisse from Outperform to Neutral. $67 price target. Company lacks near-term catalysts. Expedia ( EXPE) estimates, target cut at Credit Suisse.Shares of EXPE now seen reaching $35. Estimates also reduced, given slower air growth. Neutral rating. ExxonMobil ( XOM) estimates lowered at Credit Suisse through 2014. Company is seeing lower volumes and paying a higher tax rate. Neutral rating and $95 price target. ExxonMobil estimates increased at UBS through 2012. 3Q EPS in line. Maintain $90 price target and Buy rating. Fossil ( FOSL) downgraded at Benchmark from Buy to Hold. $115 price target. Valuation call. Hershey ( HSY) estimates, target cut at Credit Suisse. Shares of HSY now seen reaching $68. Estimates also reduced, as the company continues to spend more on advertising. Outperform rating. Intuit ( INTU) downgraded at Jefferies from Buy to Hold. $55 price target. Company has limited upside earnings potential. Mattel ( MAT) numbers raised at Goldman Sachs.Shares of MAT now seen reaching $31. Estimates also increased as investor day highlights soldi trajectory. Neutral rating. MedCath ( MDTH) downgraded to sell at TheStreet ratings. McDermott ( MDR) downgraded at Morgan Stanley to Underweight. $12 price target. Estimates also cut, given increased execution risk. Occidental Petroleum ( OXY) upgraded at Credit Suisse from Neutral to Outperform. $135 price target. Volumes are growing in North America. Occidental Petroleum estimates raised at UBS through 2012. Strong 3Q on stronger than expected production. Maintain $112 price target and Buy rating. OGE Energy ( OGE) downgraded at Jefferies from Buy to Hold. $56 price target. Current price reflects full value. Olin ( OLN) downgraded at Wells from Outperform to Market Perform. Valuation call. Chlorine demand remains weak. Pepsico ( PEP) rated new Buy at Deutsche Bank. $70 price target. Company offers growth at a reasonable price. PMC-Sierra ( PMCS) downgraded at JP Morgan from Overweight to Neutral. $7.50 price target. New products are not producing expected growth. Potash ( POT) estimates, target increased at Goldman.Shares of POT now seen reaching $61. Estimates also increased to reflect an improved nitrogen and phosphate outlook. Buy rating.
Quicksilver Resources ( KWK) downgraded at BMO from Outperform to Market Perform. $10 price target. See no near term developments to suggest fundamentals are strengthening. Simon Property ( SPG) downgraded at UBS from Neutral to Buy. $125 price target. Catalysts have played out as expected. Spectrum Brands ( SPB) rated new Outperform at Credit Suisse. Company continues to recruit new customers in a difficult business environment. $35 price target. Starwood Hotels ( HOT) numbers lowered at UBS. Shares of HOT now seen reaching $67. Estimates also lowered as macro uncertainties still prevail. Buy rating. Teledyne ( TDY) downgraded at Keybanc from Buy to Hold. Valuation call. Time Warner Cable ( TWC) estimates, target lowered at UBS.Shares of TWC now seen reaching $80. Estimates also lowered as voice goes negative and HSD weaker than expected. Buy rating. Time Warner Cable ( TWC) downgraded at Wells to Market Perform. Estimates also cut. Stock could be range-bound, following a disappointing quarter. VMWare ( VMW) added to Top Picks List at FBR Capital Markets. Company has strong secular trends heading into 2012. Outperform rating and $120 price target. Whole Foods ( WFM) upgraded at Credit Suisse from Underperform to Neutral. $72 price target. Company can continue to deliver growth through smaller markets.
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