Analysts' Actions: LULU, GES, HMA, LOW

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Analog Devices ( ADI) upgraded at Sterne Agee from Neutral to Buy. $42 price target. Stabilizing ISM-PMU in US-China into 1H12.

Cliffs Natural Resources ( CLF) rated new Outperform at Credit Suisse. $90 price target. Cheap relative to US metal peers.

Community Health Systems ( CYH) rated new Market Perform at BMO Capital Markets. $20 price target. Pressure on hospital fundamentals.

Domino's Pizza ( DPZ) rated new Hold at KeyBanc. Limited upside potential near term.

Guess ( GES) downgraded at Citigroup from Buy to Neutral, Citigroup said. $33 price target. 3Q came with a double digit drop in its retail comp in Europe.

Health Management Associates ( HMA) rated new Market Perform at BMO Capital Markets. $9 price target. Innovation improves outlook but many obstacles remain.

Lowe's ( LOW) upgraded at Goldman from Neutral to Buy. $28 price target. Management is embracing the need for meaningful upgrades after years of drift.

LifePoint Hospitals ( LPNT) rated new Market Perform at BMO Capital Market. $39 price target. Pointed in the right direction but fully valued.

Lululemon ( LULU) upgraded at KeyBanc from Underweight to Buy. $58 price target. Higher in-stock levels will drive sustained profit growth in 2012.

PPG Industries ( PPG) downgraded at Goldman from Buy to Neutral. $97 price target. Recent share outperformance.

Sun Life Financial ( SLF) upgraded at Morgan Stanley from Underweight to Equal-weight. Meaningful recent underperformance.

Tenet Healthcare ( THC) rated new Market Perform at BMO Capital Markets. $5 price target. Current valuation leaves little room for appreciation.

Universal Health Services ( UHS) rated new Outperform at BMO Capital Markets. $47 price target. Stronger more diversified earnings engine.

Western Refining ( WNR) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $20.50 target price. Selloff following Seaway pipeline reversal announcement is overdone.

STOCK COMMENTS / EPS CHANGES

Affiliated Managers Group ( AMG) target raised at Jefferies to $107. Pipeline growth accelerating. Buy rating.

Avago Technologies ( AVGO) numbers lowered at Jefferies DEC 02, 2011 | 7:40 AM EST Shares of AVGO now seen reaching $41, Jefferies said. Estimates also lowered on slow demand out of China. Buy rating.

HCA Holdings ( HCA) rated new Market Perform at BMO Capital Market. $27 price target. Strong copany but leverage limits upside.

Smithfield Foods ( SFD) target raised at Jefferies to $27. Shares have outperformed the market lately. Buy rating.

Sirona Dental Systems ( SIRO) removed from Conviction List at Goldman Sachs. Primary research indicates softer equipment demand, especially in the EU. Buy rating.

Salix Pharmaceuticals ( SLXP) estimates, target increased at UBS. Shares of SLXP now seen reaching $47, according to UBS. Estimates also increased to reflect lower generic risk for Xifaxan.

T. Rowe Price ( TROW) target raised at Jefferies tO $64, Jefferies said. Performance remains key differentiator. Buy rating.

Ulta Salon, Cosmetics & Fragrance ( ULTA) numbers raised at Jefferies. Shares of ULTA now seen reaching $65, Jefferies said. Another solid quarter. Hold rating.

Valero ( VLO) estimates lowered at Oppenheimer through 2012, Oppenheimer said. Reiterate outperform rating after meeting with management. Outperfrom rating.

Western Digital ( WDC) numbers raised at Citigroup. Shares of WDC now seen reaching $48, according to Citigroup. Estimates also raised on surprisingly positive revision to its Dec. quarter outlook. Buy rating.

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This article was written by a staff member of RealMoney.com.