Analysts' Actions: ED, CMG, AKAM, AIG, PHM

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AIG ( AIG) rated new Hold at Stifel with a Neutral rating. Fundamental and perception headwinds remain.

Akamai ( AKAM) downgraded at DA Davidson from Buy to Neutral, DA Davidson said. $36 price target. Stock is up 20% in the past month, though first quarter guidance could prove disappointing.

Bally Technologies ( BTI) upgraded at Goldman to Buy, Goldman Sachs said. $46 price target. Systems revenue should post solid growth in the coming quarters.

Chipotle ( CMG) upgraded at William Blair to Outperform, William Blair said. Estimates also boosted, given solid sales momentum.

Citrix Systems ( CTXS) downgraded at Citigroup from Buy to Neutral, Citigroup said. $78 price target. More consistent desktop growth.

Dominion ( D) downgraded at JP Morgan from Neutral to Underperform, JP Morgan said. Stock trades at a premium to the industry.

Dr. Pepper Snapple ( DPS) downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Volumes will likely be weak and costs are staying high.

Consolidated Edison ( ED) downgraded at JP Morgan from Neutral to Underweight, JP Morgan said. Relative valuation call.

Exelon ( EXC) downgraded at BofA/Merrillto Neutral, Bank of America/Merrill Lynch said. $42 price target. Lower power prices are hurting results in core markets.

FMC Technologies ( FTI) downgraded at BMO Capital Markets to Underperform from Market Perform, BMO said. $44 price target. Defensive aspects seem mispriced and misplaced.

Generac ( GNRC) upgraded to hold at TheStreet Ratings.

Health Net ( HNT) downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Valuation call.

JDA Software ( JDAS) downgraded at JMP from Outperform to Market Perform, JMP Securities said. Company is seeing weaker retail license demand.

Alliant Energy ( LNT) downgraded at Baird from Outperform to Neutral, Robert Baird said. Regulated utility space appear overbought.

McDermott ( MDR) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Consensus earnings expectations appear too high.

Pulte Homes ( PHM) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Valuation call, as visibility remains limited in the housing industry.

Children's Place ( PLCE) upgraded at BofA/Merrill from Underperform to Buy, Bank of America/Merrill Lynch said. Stock is already pricing in lower earnings and margins should recover in 2012.

Charles Schwab ( SCHW) downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Company lacks near-term catalysts.

Southern Company ( SO) downgraded at JP Morgan from Neutral to Underweight, JP Morgan said. Smaller utilities offer better values at current levels.

Safeway ( SWY) upgraded at Jefferies to Buy from Hold, Jefferies said. $25 price target. Improving employment, especially in all-important California market.

Ultra Petroleum ( UPL) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Company will be hurt by lower natural gas prices.

United Parcel ( UPS) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $82 price target. Company is facing slower volumes and cost pressures.

URS ( URS) rated new Buy at Lazard. $48 price target. Company should post solid earnings in 2012.

VMware ( VMW) downgraded at Citigroup from Neutral to Sell, Citigroup said. $80 price target. Incremental concern about slowdown in core server business.

Wisconsin Energy ( WEC) downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $35 price target.

Williams Sonoma ( WSM) downgraded at Wedbush from Outperform to Neutral, Wedbush said. $35 price target. Promotions on national brands are not likely to go away.

Xcel Energy ( XEL) downgraded at Baird from Outperform to Neutral, Robert Baird said. $27 price target. Company faces increased regulatory risk.

STOCK COMMENTS / EPS CHANGES

AmerisourceBergen ( ABC) estimates, target lowered at UBS. Shares of ABC now seen reaching $44, according to UBS. Estimates also lowered on Medco distribution contract. Buy rating.

AGCO ( AGCO) target raised at Jefferies to $60. Lean manufacturing beginning to yield margin improvements. Buy rating.

Yamana Gold ( AUY) numbers boosted at Credit Suisse. Shares of AUY now seen reaching $20, according to Credit Suisse. Estimates also upped, given higher expected production growth. Outperform rating.

Blackstone Group ( BX) numbers raised at Jefferies. Shares of BX now seen reaching $18, Jefferies said. Estimates also raised as marks set to improve. Buy rating.

CONSOL Energy ( CNX) numbers cut at UBS. Shares of CNX now seen reaching $78, according to UBS. Estimates also lowered on lowered natural gas forecast. Buy rating.

Covance ( CVD) estimates, target lowered at Citigroup. Shares of CVD now seen reaching $55, according to Citigroup. Estimates also lowered on headwinds and IT spending. Buy rating.

CVS Caremark ( CVS) numbers raised at UBS. Shares of CVS now seen reaching $48, according to UBS. Estimates also increased on deeper drive on generic pipeline. Buy rating.

Chevron ( CVX) target raised at Oppenheimer to $130. Higher than expected crude oil prices. Outperform rating.

Express Scripts ( ESRX) estimates, target raised at UBS. Shares of ESRX now seen reaching $66, according to UBS. Estimates also increased on Medco merger. Buy rating.

Infosys Technologies ( INFY) numbers lowered at BMO Capital Markets. Shares of INFY now seen reaching $46. Estimates also lowered on disappointing guidance. Perform rating.

JDA Software ( JDAS) numbers cut at Benchmark. Shares of JDAS now seen reaching $38, according to Benchmark. Estimates also reduced, to match the company's new guidance. Overweight rating.

Noble ( NE) estimates, target reduced at Guggenheim. NE estimates were cut through 2013, Guggenheim said. New fleet status report shows increased downtime. Buy rating and new $41 price target.

Penske Automotive ( PAG) numbers raised at Goldman. Shares of PAG now seen reaching $23, according to Goldman Sachs. Estimates also increased, as the recent UK acquisition should add to earnings. Neutral rating.

Tractor Supply ( TSCO) numbers increased at Goldman. TSCO estimates were raised through 2013, Goldman Sachs said. Management boosted guidance. Neutral rating and new $82 price target.

Watson Pharmaceuticals ( WPI) numbers lowered at Goldman. Shares of WPI now seen reaching $78, according to Goldman Sachs. Company is facing increased competition. Buy rating and new $78 price target.

Wolverine World Wide ( WW) numbers cut at Credit Suisse. WWW estimates were lowered through 2013, Credit Suisse said. as sales could be hurt by unseasonably warm weather this winter. Outperform rating.

Wynn Resorts ( WYNN) target lowered at Citigroup to $118, according to Citigroup. Company has still not received formal approval for land in Cotai. Neutral rating.

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

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