Analysts' Actions: JCP, BRCM, AAPL, P, BA

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AFLAC ( AFL) downgraded at UBS from Neutral to Sell. $34 price target. Vulnerability to deterioration in Europe.

Assurant ( AIZ) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call.

Akamai Technologies ( AKAM) upgraded at Jefferies to Hold from Underperform, Jefferies said. $36 price target. Additional performance from ecommerce seasonality and less relative exposure to Europe.

Abercrombie & Fitch ( ANF) downgraded at Brean Murray from Buy to Hold, Brean Murray said. Estimates also cut, given lower expected margins.

Broadcom ( BRCM) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. Chip stocks should outperform the market this year, as industry fundamentals improve.

Coeur D'Alene ( CDE) downgraded at BMO to Market Perform, BMO Capital said. $32.50 price target. Company is facing lower silver prices.

CME Group ( CME) downgraded at Evercore from Overweight to Equal-weight, Evercore Partners said. $250 price target. MF Global damages could have a long-term business effect.

Concur Technologies ( CNQR) downgraded at Jefferies to Hold from Buy, Jefferies said. Estimates also lowered on demand and FX headwinds.

Fairchild Semiconductor ( FCS) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $15 price target. Growth should reaccelerate later in 2012.

First Horizon ( FHN) downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. $7 price target. Company lacks near-term catalysts.

Fossil ( FOSL) upgraded at Brean Murray from Hold to Buy, Brean Murray said. $100 price tagret. Stock is attractively valued, following its recent decline.

Huntington Bancshares ( HBAN) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Valuation call.

Hartford Financial ( HIG) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Different multi-line strategy could help unlock value.

Informatica ( INFA) downgraded at BMO from Outperform to Market Perform, BMO Capital Markets said. $35 price target. Overall software spending, especially for larger middleware projects, slowed in the second half of November.

Impax Laboratories ( IPXL) upgraded at Canaccord from Hold to Buy, Canaccord Genuity said. $28 price target. Stock could be at a positive inflection point.

JC Penney ( JCP) upgraded at Deutsche from Sell to Hold, Deutsche Bank said. $32 price target. New management is restructuring, but large changes are necessary.

MetLife ( MET) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company is focused on generating global growth.

Medicis ( MRX) downgraded at Canaccord from Buy to Hold, Canaccord Genuity said. $36 price target. Company lacks near-term catalysts.

M&T Bank ( MTB) downgraded at BofA/Merrill from Buy to Neutral, Bank of America/Merrill Lynch said. $80 price target. Estimates also cut, because of higher expenses.

Oracle ( ORCL) downgraded at BMO from Outperform to Market Perform, BMO Capital Markets said. $30 price target. Overall software spending, especially for larger middleware projects, slowed in the second half of November.

Pandora ( P) rated new Buy at Needham. $13 price target. Company is leveraged to multiple secular growth trends.

Principal Financial ( PFG) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company lacks near-term catalysts.

PVH ( PVH) rated new Buy at Sterne Agee. $85 price target. Company offers growth at an attractive price.

Ralph Lauren ( RL) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $190 price target. Company also placed on the Conviction list. Company can gain market share and appears to be at an inflection point for margins and earnings.

Stancorp Financial ( SFG) downgraded at Sterne Agee from Neutral to Underperform, Sterne Agee said. Valuation call, based on a $37 price target.

TJX Companies ( TJX) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company was also removed from the Conviction Buy list. Valuation call, based on a $72 price target.

Timken ( TKR) upgraded at Keybanc from Hold to Buy, Keybanc said. $53 price target. New analyst believes that the company will continue to outperform its peers over the coming quarters.

Unum Group ( UNM) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company has a cautious outlook and will likely buy back less stock.

Valley National ( VLY) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Company has highest relative earnings risk among its peers.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target increased at Goldman through 2012, Goldman Sachs said. Company appears to be selling more iPhones. Buy rating and new $550 price target.

Apache ( APA) estimates raised at Oppenheimer through 2012, Oppenheimer said. Estimates update based on oil & gas futures price changes. Outperform rating.

Boeing ( BA) target raised at UBS to $72 to reflect the roll forward of DCF analysis, UBS said. Maintain $72 price target.

Blackrock ( BLK) cut from Conviction Buy List at Goldman Sachs. Valuation call.

ConocoPhillips ( COP) estimates raised at Oppenheimer through 2012, Oppenheimer said. Estimates update based on oil & gas futures price changes. Outperform rating.

Carrizo Oil & Gas ( CRZO) estimates lowered at Oppenheimer through 2012, Oppenheimer said. Estimates update based on oil & gas futures price changes. Outperform rating.

Int'l. Game Technology ( IGT) cut from US Focus List at Credit Suisse. $24 price target. Company is facing increased competition. Outperform rating.

IHS ( IHS) estimates, target upped at Goldman through 2013, Goldman Sachs said. Company is seeing higher emerging market growth. Neutral rating and new $88 price target.

International Paper ( IP) numbers raised at Credit Suisse. Shares of IP now seen reaching $31, according to Credit Suisse. Estimates also increased, as containerboard prices appear resilient. Neutral rating.

Motorola Mobility Holdings ( MMI) estimates lowered at Oppenheimer through 2010, Oppenheimer said. Light results reflect competitive challenges. Perform rating.

Mosaic ( MOS) estimates lowered at UBS through 2014, UBS said. Somewhat lower potash volumes. Maintain $63 price target and Buy rating.

Netgear ( NTGR) estimates, target boosted at Goldman. Shares of NTGR now seen reaching $37, according to Goldman Sachs. Estimates also upped, given the strong DOCSIS 3.0 cycle. Neutral rating.

Och-Ziff ( OZM) added to Conviction Buy List at Goldman. Company can deliver solid organic growth.

Penn National ( PENN) added to US Focus List at Credit Suisse. Company is leveraged to a stronger US consumer and higher a solid project pipeline.

Robbins & Myers ( RBN) numbers raised at BMO. Shares of RBN now seen reaching $63, according to BMO Capital. Estimates also increased, to match the company's new guidance. Outperform rating.

Travelers ( TRV) added to Conviction Buy List at Goldman. Small commercial pricing is strong.

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