Analysts' Actions: AGU, APH, ANN, ADM

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

Ariad Pharmaceuticals ( ARIA) is upgraded to hold at TheStreet Ratings. Agrium ( AGU) estimates and target were reduced at Goldman Sachs. Shares of AGU are now seen reaching $86. Estimates were also cut, given lower realized margins, Goldman said. Neutral rating.

Amphenol ( APH) was downgraded at Ticonderoga from Neutral to Sell. Valuation call, based on a $38 price target, Ticonderoga said.

Ann Taylor ( ANN) numbers were increased at UBS. Shares are now seen reaching $33. Estimates were also increased on strong sales and margin gains at LOFT, e-commerce and outlets, UBS said. Buy rating.

Archer-Daniels ( ADM) was initiated with a Neutral rating at Ticonderoga. The company is trading at book value, but lacks near-term catalysts, Ticonderoga said.

Brocade's ( BRCD) target was raised at ThinkEquity. Shares are now seen reaching $6, according to ThinkEquity. Company is carrying a lot of momentum into 2012, ThinkEquity said. Buy rating.

CBOE Holdings ( CBOE) estimates were raised at Oppenheimer through 2012. Exceptional market volatility drove an exceptional quarter, Oppenheimer said. Maintain $29 price target and Outperform rating.

Church & Dwight ( CHD) numbers were increased at Jefferies. Estimates were raised through 2012. Company is positioned well for a slow-growth environment, Jefferies said. Hold rating and new $43 price target.

Church & Dwight estimates were lowered through 2012 at UBS. Some noise, but a generally in-line quarter, UBS said. Maintain $44 price target and Neutral rating.

Clean Harbors ( CLH) numbers were increased at Goldman Sachs. Estimates were raised through 2013. Company is seeing higher sales, Goldman said. Neutral rating and new $57 price target.

CME ( CME) target was boosted at Jefferies. Shares are now seen reaching $315. Core business trends are picking up, Jefferies said. Buy rating.

Comcast ( CMCSA) estimates, target were cut at Morgan Stanley. Shares are now seen reaching $27. Estimates were also reduced, given lower expected results at NBC Universal, Morgan Stanley said. Equal-weight rating.

Consolidated Edison ( ED) numbers were boosted at Goldman Sachs. Shares are now seen reaching $52. Estimates were also increased, given a better outlook for the company's nonregulated assets, Goldman said. Sell rating.

Con-Way ( CNW) estimates were lowered at Sterne Agee through 2012. Pension and 401(k) headwinds, Sterne Agee said. Maintain Buy rating and $48 price target.

Cott ( COT) estimates, target were lowered at UBS. Shares are now seen reaching $9. Estimates were also lowered as COGS easing slower than anticipated, UBS said. Buy rating.

DirecTV ( DTV) estimates were raised at Morgan Stanley through 2013. Company is seeing faster subscriber growth across the board, Morgan Stanley said. Overweight rating and $58 price target.

D.R. Horton ( DHI) was downgraded at Citigroup from Neutral to Buy. $12 price target. Valuation call, Citigroup said.

Energizer Holdings ( ENR) estimates were lowered at UBS through 2012. Lower margins in the household business, UBS said. Maintain $92 price target and Buy rating.

ENSCO PLC ( ESV) estimates were lowered at UBS through 2012. Experiencing some downtime due to OEM equipment issues, UBS said. Maintain $62 price target and Buy rating.

FleetCor ( FLT) was initiated with a Neutral rating at Citigroup. $30 price target. Limited trading volume following its late 2010 IPO is a concern, Citigroup said.

Fluor ( FLR) was upgraded at Lazard from Neutral to Buy. $68 price target. New analyst believes that record backlog will drive solid earnings growth down the road, Lazard said.

GNC ( GNC) estimates, target were raised at Goldman Sachs. Shares are now seen reaching $29. Estimates were also increased, as the company is gaining market share, Goldman said. Neutral rating.

Groupon ( GRPN) was initiated with a Buy rating at Benchmark. $32 price target. Company can deliver solid sales growth over the next several quarters, Benchmark said.

HMS ( HMS) was added to U.S. 1 List at Bank of America/Merrill Lynch. Stock is attractive, following a 13% pullback, BofA/Merrill said.

Image Sensing Systems ( ISNS) is downgraded to sell at TheStreet Ratings.

KKR ( KKR) estimates were lowered at Oppenheimer through 2012. Third-quarter results were very close with expectations, Oppenheimer said. Perform rating.

Lincoln National ( LNC) numbers increased at Evercore Partners through 2013. Company continues to post consistent growth, Evercore said. Equal-weight rating and new $24 price target.

Magna ( MGA) estimates, target were cut at Goldman Sachs through 2013. Company is realizing lower margins. Neutral rating and new $40 price target, Goldman said.

Molson Coors ( TAP) estimates, target were cut at UBS. Shares are now seen reaching $46. Estimates were also lowered as volumes, commodity costs to weigh on profitability, UBS said. Buy rating.

Nextera Energy ( NEE) was downgraded at Jefferies from Buy to Hold. Estimates were also cut, to match the company's new guidance. Jefferies said. $57 price target.

Nike ( NKE) estimates, target were raised at Jefferies. Shares are now seen reaching $115. Sales growth is accelerating, Jefferies said. Buy rating.

Occidental Petroleum ( OXY) target was raised at Bank of America/Merrill Lynch. Shares are now seen reaching $150. Company will likely exceed production guidance, BofA/Merrill said. Buy rating.

Oil States International ( OIS) numbers were raised at Sterne Agee. Shares are now seen reaching $88. Estimates also increased as accommodation poised to win new markets, Sterne Agee said.

Pier 1 Imports ( PIR) was initiated with an Outperform rating at Wells Fargo. Company offers value to the consumer and can continue to grow, Wells said.

Schlumberger ( SLB) estimates, target were lowered at Guggenheim through 2012. Margins are shrinking, and the company is seeing slower international growth, Guggenheim said. Buy rating and new $95 price target.

Smithfield Foods ( SFD) numbers were boosted at Jefferies. Shares are now seen reaching $26. Estimates were also upped, given higher realized hog profits, Jefferies said. Buy rating.

Symantec ( SYMC) was initiated with a Buy rating at ThinkEquity. $20 price target. Company is leveraged to continued growth in the security and storage markets, ThinkEquity said.

Toll Brothers ( TOL) was upgraded at Citigroup from Neutral to Buy. $21 price target. Trading at lower end of its valuation range, Citigroup said.P/> Ultra Petroleum ( UPL) estimates were increased at UBS through 2012. Third-quarter beat on strong price realization and lower per unit costs, UBS said. Maintain $35 price target and Neutral rating.

VeriFone ( PAY) was initiated with a Buy rating at Citigroup. $51 price target. Confident company will meet or exceed its target EPS range, Citigroup said.

Whiting Petroleum ( WLL) target was lowered at Oppenheimer to $65. Lower oil and gas price outlook for 2012, Oppenheimer said. Overweight rating.

Windstream ( WIN) estimates, target were lowered at UBS. Shares are now seen reaching $12. Estimates were also lowered as higher capex outlook will pressure 2012 free cash flow, UBS said. Neutral rating.

Wright Express ( WXS) was initiated with a Neutral rating at Citigroup. $53 price target. Business model is exposed to fuel prices changes, Citigroup said.

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This article was written by a staff member of TheStreet.

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