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

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

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.

STOCK COMMENTS / EPS CHANGES

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.

>To submit a news tip, email: tips@thestreet.com.

RELATED STORIES:


Follow TheStreet on Twitter and become a fan on Facebook.

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

More from Stocks

One-on-One With Carnival Corporation CEO Arnold Donald (Watch)

One-on-One With Carnival Corporation CEO Arnold Donald (Watch)

Replay: Jim Cramer on the Markets, Tiffany, Micron Technology and Union Pacific

Replay: Jim Cramer on the Markets, Tiffany, Micron Technology and Union Pacific

Carnival CEO Arnold Donald: China Will Become the Largest Cruise Market

Carnival CEO Arnold Donald: China Will Become the Largest Cruise Market

Stocks Finish Higher After Release of Fed Minutes

Stocks Finish Higher After Release of Fed Minutes

Has Wall Street Completely Lost Its Mind on General Electric?

Has Wall Street Completely Lost Its Mind on General Electric?