Analysts' Actions: GRPN, F, AAPL, DNKN, AEO


American Eagle ( AEO) upgraded at Janney from Neutral to Buy. Checks suggest that the company had strong holiday sales. Margins should also improve.

Acme Packet ( APKT) downgraded at Wedbush from Outperform to Neutral, Wedbush said. $26 price target. Weak SP business will continue to weigh on results.

Acme Packet downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $30 price target. Company is seeing weaker demand across the board.

Best Buy ( BBY) downgraded to hold at TheStreet Ratings.

Church & Dwight ( CHD) downgraded at BMO from Outperform to Market Perform. $48 price target. Valuation call, as the stock was up 33% last year.

Clearwire ( CLWR) downgraded at Kaufman from Buy to Hold, Kaufman Bros. said. $2 price target. Revenue could be flattish this year and the company may need additional funding.

Chipotle ( CMG) added to Conviction Buy List at Goldman Sachs. Higher sales can drive margin expansion.

Compass Minerals ( CMP) downgraded at Ticonderoga from Buy to Neutral, Ticonderoga said. Estimates also cut, given lower snowfall levels.

Dunkin Brands ( DNKN) upgraded at Goldman from Sell to Neutral, Goldman Sachs said. Valuation call.

Energizer ( ENR) downgraded at BMO from Outperform to Market Perform, BMO Capital said. $83 price target. Valuation call, as the stock is up 23% over the past three months.

Ford ( F) rated new Neutral at Guggenheim. Demand could remain slow across the board in 2012.

Fusion-io ( FIO) rated new Hold at Benchmark. Valuation call.

General Motors ( GM) rated new Neutral at Guggenheim. Demand will likely remain slow in Europe.

GNC ( GNC) rated new Buy at Deutsche. $36 price target. Checks suggest that industry growth trends remain intact.

Groupon ( GRPN) rated new Neutral at Collins Stewart. $19 price target. Growth appears to be slowing.

Harsco Corporation ( HSC) downgraded at KeyBanc from Buy to Hold. Persisting demand challenges in two largest business segments.

Heartland Express ( HTLD) downgraded at Morgan Keegan from Outperform to Market Perform, Morgan Keegan said. Valuation call, based on a $15 price target.

Johnson Controls ( JCI) rated new Buy at Guggenheim. Profitability should continue to improve in North America.

NetApp ( NTAP) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. $42 price target. Survey suggests that growth could slow in the company's core business.

SAP ( SAP) downgraded at Ticonderoga from Hold to Sell, Ticonderoga said. Estimates also cut, as checks suggest lower software demand.

Steel Dynamics ( STLD) upgraded at BofA Merrill from Neutral to Buy, Bank of America Merrill Lynch said. $17 price target. Stock has lagged and market conditions are poised to improve in the near term.

AT&T ( symbol) downgraded at Pacific Crest to Sector Perform, Pacific Crest said. Wireless data growth is facing increased headwinds.

TiVo ( TIVO) upgraded at Evercore from Equal-Weight to Overweight, Evercore Partners said. $12 price target. AT&T settlement larger and sooner than expected.

Warnaco ( WRC) upgraded at Morgan Stanley from Underweight to Equal-weight, Morgan Stanley said. Company should post solid quarterly results next week.


Agilent ( A) added to Top Pick List at JP. Company can deliver above-average growth in the coming quarters.

Apple ( AAPL) estimates increased at Credit Suisse through 2013, Credit Suisse said. Company is seeing higher iPhone sales. Outperform rating and $500 price target.

Acme Packet ( APKT) numbers cut at Goldman. Shares of APKT now seen reaching $30, according to Goldman Sachs. Estimates also reduced, given lower service provider demand. Neutral rating.

Acuity Brands ( AYI) numbers raised at Jefferies. Shares of AYI now seen reaching $47, Jefferies said. Estimates also raised on signs of improving building conditions. Hold rating.

CBOE Holdings ( CBOE) estimates lowered at Jefferies through 2012, Jefferies said. In line growth, lacking catalysts. Hold rating.

EMC ( EMC) added to US Focus List at Credit Suisse. Company can see solid secular growth over the next several quarters.

Juniper ( JNPR) estimates, target cut at Pacific Crest. Shares of JNPR now seen reaching $26, according to Pacific Crest. Estimates also reduced, as data monetization models appear to be broken.

Lululemon ( LULU) added to Conviction Buy List at Goldman Sachs. $64 price target. Estimates also boosted, given continued sales momentum.

3M ( MMM) target raised at Jefferies to $94, Jefferies said. Growing C&O with acquisition from Avery Dennison. Buy rating.

Monsanto ( MON) estimates upped at Credit Suisse through 2013, Credit Suisse said. Grain prices remain favorable. Neutral rating and $75 price target.

Union Pacific ( UNP) estimates raised at JP Morgan through 2013. Company is leveraged to demand from shale and fracking activities. Overweight rating.

Varian Medical Systems ( VAR) numbers raised at UBS. Shares of VAR now seen reaching $71, according to UBS. Estimates also increased on strong hospital capex survey. Maintain Neutral rating.

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This article was written by a staff member of