Analysts' Actions: GE, GOOG, HON, DOV, ED

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Agree Realty Corporation ( ADC) upgraded to buy at TheStreet Ratings. 

Autonation ( AN) rated new Hold at Stifel Nicolaus. Valuation call.

Arbitron ( ARB) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $41 price target.

Atwood Oceanics ( ATW) downgraded at Global Hunter from Buy to Accumulate, Global Hunter said. $47 price target. Company lacks near-term catalysts.

Blackrock ( BLK) downgraded at Sterne Agee from Buy to Neutral, Sterne Agee said. Valuation call, based on a $189 price target.

Bank of Hawaii ( BOH) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Constellation Energy ( CEG) downgraded at Citi to Neutral, Citigroup said. Stock is not yet pricing in lower earnings potential.

Carefusion ( CFN) upgraded at BMO from Market Perform to Outperform, BMO Capital said. $30 price target. Company is leveraged to multiple healthcare growth trends.

Choice Hotels ( CHH) downgraded at Baird from Neutral to Underperform, Robert Baird said. Valuation call, based on a $34 price target.

Dover ( DOV) rated new Underweight at Morgan Stanley. Coverage of DOV was started with an Equal-weight rating, Morgan Stanley said. $64 price target. Company is the most cyclical stock in its industry.

Consolidated Edison ( ED) downgraded at Citi to Neutral, Citigroup said. Valuation call.

Corporate Exec. Board ( EXBD) downgraded at BofA/Merrill to Underperform, Bank of America/Merrill Lynch said. $34 price target. Company has limited visibility and high exposure to Europe.

Exelon ( EXC) downgraded at Citi to Neutral. Company will be hurt by lower forward energy prices.

Fossil ( FOSL) rated new Buy at Keybanc.FOSL was initiated with a Buy rating, Keybanc said. $105 price target. Company has minimal competition and can continue to grow in Asia.

General Electric ( GE) rated new Overweight at Morgan Stanley. $20 price target. Company has limited downside risk and pays a 4% dividend.Also see: General Electric Gets Overweight Nod by Morgan Stanley

Google ( GOOG) downgraded at Benchmark from Buy to Hold, Benchmark said. $700 price target. Checks suggest that business has slowed down in Europe.

Honeywell ( HON) rated new Overweight at Morgan Stanley. $62 price target. Company is the best way to play growth in energy efficiency. Intuitive Surgical ( ISRG) rated new Buy at ThinkEquity. $550 price target. Da Vinci can continue to drive solid growth.

Illinois Tool Works ( ITW) rated new Equal-weight at Morgan Stanley. $54 price target. Company has high exposure to Europe.

Jack Henry ( JKHY) rated new Equal-weight at Evercore. Valuation call, based on a $37 price target.

Lincare ( LNCR) downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $27.50 price target. Industry will likely exhibit contiued softness in volume growth.

LSI ( LSI) upgraded at Wedbush to Outperform, Wedbush said. $8.50 price target. Disk-drive industry supply is improving and the Sandforce acquisition should help growth.

Mercury General ( MCY) downgraded at Stifel from Hold to Sell, Stifel Nicoalus said. Valuation call.

3M ( MMM) rated new Equal-weight at Morgan Stanley. Valuation call, based on a $90 price target.

Norfolk Southern ( NSC) upgraded at UBS from Neutral to Buy, UBS said. $92 price target. Company has several potential growth drivers for the new year.

Reynolds American ( RAI) downgraded at UBS from Buy to Neutral, UBS said. Valuation call, based on a $42 price target.

Boston Beer ( SAM) downgraded at Goldman from Neutral to Sell, Goldman Sachs said. Valuation call, based on a $98 price target.

Steve Madden ( SHOO) rated new Hold at Keybanc. Valuation call.

SVB Financial ( SIVB) upgraded at Sterne Agee to Buy. $55 price target. Company can deliver above-average sales growth in 2012.

AT&T ( T) rated new Neutral at Guggenheim. Hold a cautious outlook for the postpaid market.

Thoratec ( THOR) downgraded at UBS from Buy to Neutral, UBS said. Valuation call, based on a $34 price target.

Tyco ( TYC) rated new Equal-weight at Morgan Stanley. $52 price target. Company lacks near-term catalysts.

Umpqua ( UMPQ) downgraded at Stifel from Buy to Hold, Stifel Nicoalus said. Valuation call.

United Parcel ( UPS) downgraded at HSBC from Overweight to Neutral, HSBC said. $75 price target. Global growth outlook is uncertain.

VMWare ( VMW) rated new Buy at Sterne Agee. $108 price target. Company can continue to grow within the cloud computing space.

Volcano ( VOLC) downgraded at BMO from Outperform to Market Perform, BMO Capital said. $26 price target. Company faces multiple growth headwinds.

Verizon ( VZ) rated new Neutral at Guggenheim. ARPU growth from smartphones could begin to decelerate.

Yahoo! ( YHOO) downgraded at Jefferies to Hold from Buy, Jefferies said. $18 price target. New CEO lacks media/turnaround expertise.

STOCK COMMENTS / EPS CHANGES

Sotheby's ( BID) estimates, target cut at Craig-Hallum. Shares of BID now seen reaching $47, according to Craig-Hallum. Estimates also reduced, given lower realized auction sales. Buy rating.

Northern Trust ( NTRS) numbers raised at Jefferies. Shares of NTRS now seen reaching $42. Estimates also raised on more reasonable consensus post 4Q rebound. Hold rating.

State Street ( STT) numbers raised at Jefferies. Shares of STT now seen reaching $43, Jefferies said. Estimates also raised on decent equity comps and ramping cost saves. Hold rating.

Seagate Technology ( STX) numbers raised at BMO. Shares of STX now seen reaching $22, according to BMO Capital. Estimates also increased, to match the company's new guidance. Market Perform rating.

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

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