Analysts' Actions: AAPL, T, AEO, CSCO, RVBD

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Advance Auto ( AAP) rated new Buy at Deutsche. $80 price target. Company can gain market share in a favorable environment.

American Eagle Outfitters ( AEO) upgraded at Piper Jaffray from Neutral to Overweight. $19 price target. Business trends have remained strong in Q4.

American Eagle Outfitters upgraded at Jefferies to Buy from Hold. $21 price target. Normalizing cotton costs now a tailwind.

American Equity Investment ( AEL) is downgraded to hold at TheStreet Ratings.

Altera ( ALTR) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $44 price target. Shipments should return to normal levels in the first half of 2012.

American Tower ( AMT) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $62 price target. Premium valuation and 12-15% outperformance.

Ann Inc. ( ANN) upgraded at Jefferies to Buy from Hold, Jefferies said. $32 price target. Normalized cotton costs are now a tailwind.

Atmel ( ATML) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $10 price target. Company is gaining market share in the core MCU business.

Becton Dickinson ( BDX) downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Valuation call, based on a $68 price target.

Brookdale Senior ( BKD) downgraded at BofA/Merrill from Buy to Neutral, Bank of America/Merrill Lynch said. $20 price target. Lower housing prices and tax headwinds could hurt earnings.

Cooper Industries ( CBE) downgraded at Credit Suisse to Neutral, Credit Suisse said. Valuation call, based on a $55 price target.

Chipotle ( CMG) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $390 price target. Secular leaders should continue to outperform, despite valuation.

Cisco Systems ( CSCO) upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. $21 price target. Current issues unlikely to persist in 2012.

CapitalSource ( CSE) downgraded at Sterne Agee from Buy to Neutral, Sterne Agee said. $8 price target. Valuation call.

Community Health ( CYH) downgraded at BofA/Merrill to Neutral, Bank of America/Merrill Lynch said. $20 price target. Reimbursement headwinds will continue to affect the industry in 2012.

Energizer ( ENR) upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $91 price target. Company has good earnings visibility and should garner a higher price multiple.

Edwards Lifesciences ( EW) upgraded at JP Morgan from Underweight to Neutral, JP Morgan said. $79 price target. Risk/reward now balanced.

Fusion-io ( FIO) upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $30 price target. Recent pullback has created an attractive buying opportunity.

Group 1 Automotive ( GPI) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. $53 price target. Valuation call, as the stock is up 115% over the past 18 months.

Goodrich ( GR) downgraded at Jefferies to Hold from Buy, Jefferies said. $127.50 price target. Modest expected return for common stock based on acquisition by UTX.

HealthSouth ( HLS) downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. $17 price target. High Medicare exposure will likely be an earnings headwind.

Hologic ( HOLX) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $20 price target. Valuation call.

Hologic upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $25 price target. Organic growth can resume in the coming years.

Intersil ( ISIL) downgraded at Goldman from Neutral to Sell, Goldman Sachs said. $9 price target. Company faces structural challenges to growth.

Microchip ( MCHP) downgraded at Goldman from Neutral to Sell, Goldman Sachs said. Valuation call, as the company should not trade at a premium to its peers. $30 price target.

Paccar ( PCAR) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $41 price target. Freight fundamentals are weakening in Europe.

Plantronics ( PLT) downgraded at Morgan Keegan from Outperform to Market Perform, Morgan Keegan said. $36 price target. Valuation call.

PMC-Sierra ( PMCS) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. $6 price target. Company is facing delays in new product ramps.

Riverbed Technology ( RVBD)upgraded at Oppenheimer from Perform to Outperform, Oppenheimer said. $30 price target. Checks suggest that sales are tracking at or above expectations.

Spectra Energy ( SE) downgraded at UBS from Buy to Neutral, UBS said. $31 price target. Valuation call.

Semtech ( SMTC) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $30 price target. Company has strong financial discipline and is leveraged to positive product cycles.

Sandisk ( SNDK) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. $51 price target. NAND flash market will likely have too much supply in the first quarter.

Spirit AeroSystems ( SPR) added to Priority Stock List. Expect the OEM to grow faster than the commercial aerospace market in 2012.

TripAdvisor ( TRIP) upgraded at BofA Merrill from Underperform to Buy, Bank of America Merril Lynch said. $32 price target. High growth and high margin characteristics coupled with recent pullback create buying opportunity.

Under Armour ( UA) upgraded at Baird from Neutral to Outperform, Robert Baird said. $90 price target. Company has a solid product pipeline.

Varian Medical ( VAR) upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. $75 price target. Upside from Siemens exit offsets capex downside risk.

VF Corp ( VFC) upgraded at Citigroup from Neutral to Buy and added to Top Picks Live, Citigroup said. $157 price target. Strong topline growth, margin expansion, and attractive valuation.

Williams Companies ( WMB) downgraded at UBS from Buy to Neutral, UBS said. $28 price target. E&P spin has showcased the value of WMB's independent business.

Wolverine World Wide ( WWW) downgraded at Baird from Outperform to Neutral, Robert Baird said. $38 price target. Unfavorable weather could hurt reorders.

Zynga ( ZNGA) rated new Market Perform at BMO. $10 price target. Current valuation reflects growth potential.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target cut at Morgan Keegan. Shares of AAPL now seen reaching $513, according to Morgan Keegan. Esitmates also reduced, given lower expected iPad and Mac sales. Outperform rating.

Chesapeake Midstream ( CHKM) numbers raised at UBS. Shares of CHKM now seen reaching $32, according to UBS. Estimates also increased as $865MM dropdown from Chesapeake adds new growth platform.

Domino's Pizza ( DPZ) numbers boosted at Argus. Shares of DPZ now seen reaching $39, according to Argus Research. Estimates also upped, given lower expected operating expenses.

F5 Networks ( FFIV) estimates lowered at Oppenheimer through 2012, Oppenheimer said. Checks point to a mixed March. Outperform rating.

FMC ( FMC) estimates, target raised at Keybanc. Shares of FMC now seen reaching $109. Estimates also increased, given the company's strong earnings momentum. Buy rating.

Medtronic ( MDT) target increased at Citigroup. MDT price target increased to $44, according to Citigroup. Weakest markets are healing, and organic growth looks to accelerate. Buy rating.

St. Jude Medical ( STJ) cut from Top Picks List at Kaufman. $42 price target. Riata and Quadra could fall short of near-term expectations.

AT&T ( T) estimates reduced at Goldman through 2013, Goldman Sachs said. Company is selling more smartphones. Neutral rating and $32 price target.

Varian Medical Systems ( VAR) numbers raised at Citigroup. Shares of VAR now seen reaching $71, according to Citigroup. Estimates also increased on radiation oncology survey results. Neutral rating.

Verizon ( VZ) estimates lowered at Goldman through 2013, Goldman Sachs said. Company is spending more on handset subsidies. Buy rating and $45 price target.

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