Analysts' Actions: ACN, BKU, GRMN

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Advance Auto Parts ( AAP) was upgraded at Credit Suisse from from Neutral to Outperform. $80 price target. Stock is not pricing in solid earnings momentum, Credit Suisse said.

Accenture ( ACN) was initiated with a Neutral rating at Credit Suisse. $58 price target. Company has large exposure to Europe, Credit Suisse said.

Adtran ( ADTN) was downgraded at Needham from Buy to Hold. Company faces multiple potential growth headwinds, Needham said.

AutoNavi ( AMAP) was downgraded at Jefferies to Hold from Buy. $12 price target. Business in transition, Jefferies said.

Air Products ( APD) was downgraded at JP Morgan from Overweight to Neutral. Valuation call, based on a $90 price target, JP Morgan said.

Astec Industries ( ASTE) upgraded to buy at TheStreet Ratings.

BankUnited ( BKU) was downgraded from Buy to Neutral at Bank of America/Merrill Lynch. $25 price target. Company has lost some credibility and will need to deliver better growth to achieve a premium multiple, BofA/Merrill Lynch said.

Blyth ( BTH) upgraded to buy at TheStreet Ratings.

Cloud Peak ( CLD) was downgraded at FBR Capital Markets from Outperform to Market Perform. Company has outperformed its peers and coal prices will likely decline, FBR said.

Cash America ( CSH) was upgraded at Sterne Agee from Neutral to Buy. $49 price target. Stock is attractive on a sum-of-the-parts valuation, Sterne Agee said.

Covanta ( CVA) was downgraded from Buy to Neutral at Bank of America/Merrill Lynch. $15 price target. Company will be hurt by lower electricity prices, BofA/Merrill said.

DR Horton ( DRH) was downgraded at UBS from Buy to Neutral. $14 price target. Valuation call, as the stock is up 34% over the past five months, UBS said.

Fulton Financial ( FULT) was downgraded at Sterne Agee from Buy to Neutral. Company is facing net interest margin compression, Sterne Agee said.

Garmin ( GRMN) was upgraded at Canaccord Genuity to Buy from Hold. $47.50 price target. Core business should trough in a few quarters, Canaccord Genuity said.

Health Management ( HMA) was upgraded at Deutsche Bank from Hold to Buy. $9.50 price target. Risk/reward is attractive at current levels, Deutsche Bank said.

Informatica ( INFA) was downgraded at Susquehanna Financial from Positive to Neutral. $41 price target. Company is facing potential growth headwinds, Susquehanna said.

Lennar ( LEN) was downgraded at UBS from Buy to Neutral. $23 price target. Valuation call, as the stock is up 57% over the past five months, UBS said.

ON Semiconductor ( ONNN) was upgraded at UBS from Neutral to Buy. $11 price target. Fundamentals are improving, UBS said.

Ralcorp ( RAH) was downgraded at BMO Capital to Market Perform. Valuation call, based on an $87 price target, BMO Capital said.

RadioShack ( RSH) was downgraded at Credit Suisse from Neutral to Underperform. $8 price target.

Scotts Miracle-Gro ( SMG) was downgraded at BMO Capital from Market Perform to Underperform. $40 price target. Company will likely offer disappointing 2012 guidance, BMO Capital said.

Terex ( TEX) was upgraded at Robert Baird from Neutral to Outperform. $24 price target. Growth should reaccelerate in the second half of the year, Baird said.

Toll Brothers ( TOL) was downgraded at UBS from Buy to Neutral. Valuation call, based on a $25 price target, UBS said.

Walgreen ( WAG) was downgraded at Goldman Sachs from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $35 price target, Goldman said.

Western Union ( WU) was initiated with a Neutral rating at Credit Suisse. $21 price target. Company has high exposure to Europe and a spotty earnings track record, Credit Suisse said.

Xilinx ( XLNX) was downgraded at Deutsche Bank from Buy to Hold. Valuation call, based on a $38 price target, Deutsche said.

STOCK COMMENTS / EPS CHANGES

Ametek ( AME) estimates, target were increased at Keybanc through 2012. Company is seeing better end-market demand, Keybanc said. Buy rating and new $53 price target.

Best Buy ( BBY) estimates were raised at Jefferies through 2012. Adjusting for convertible repurchase, Jefferies said. Hold rating.

Celgene ( CELG) numbers were raised at Oppenheimer. Shares now seen reaching $84. Estimates also raised following management discussions, Oppenheimer said. Outperform rating.

Chesapeake Energy ( CHK) numbers were lowered at Oppenheimer. Shares are now seen reaching $28, Oppenheimer said. Estimates also lowered on falling gas prices. Outperform rating.

eBay ( EBAY) estimates, target reduced at Morgan Keegan. Shares now seen reaching $35. Estimates were also cut, given slower growth in Europe, Morgan Keegan said. Market Perform rating.

Fastenal ( FAST) estimates, target boosted at Credit Suisse. Shares now seen reaching $48. Estimates were also increased, as the company is realizing higher margins, Credit Suisse said. Neutral rating.

F5 Networks ( FFIV) numbers were raised at Oppenheimer. Shares of FFIV now seen reaching $130, Oppenheimer said. Estimates also raised on strong December-quarter results. Outperform rating.

F5 Networks estimates were increased at Sterne Agee through 2013. Company is seeing solid growth in North America and telecom, Sterne Agee said. Buy rating and new $123 price target.

Green Dot ( GDOT) was upgraded at Jefferies to Buy from Hold. $37 price target. Too much regulatory risk discounted in shares, Jefferies said.

Goldman Sachs ( GS) numbers were raised at Morgan Stanley. Shares are now seen reaching $112. Estimates were also increased, as the company is cutting costs, Morgan Stanley said. Equal-weight rating.

Hershey ( HSY) estimates were raised through 2012, BMO Capital said. Company is positioned well to exceed growth forecasts, BMO said. Market Perform rating.

Kohl's ( KSS) estimates, target cut at Credit Suisse. Shares are now seen reaching $50. Estimates also reduced, as the company is using more promotional activity, Credit Suisse added. Neutral rating.

Linear Technology ( LLTC) numbers were raised at Oppenheimer. Shares are now seen reaching $40. Estimates were also raised on improving demand, Oppenheimer added. Outperform rating.

Linear Technology estimates, target were boosted at BMO Capital. Shares are now seen reaching $32, according to BMO Capital. Estimates were also upped, as the company is realizing higher sales, BMO said. Market Perform rating.

Noble ( NE) was added to the Top Picks List at FBR Capital Markets. Company has exposure to an improving jackup market, FBR said. $45 price target.

U.S. Bancorp ( USB) numbers were raised at Jefferies. Shares of USB are now seen reaching $30, Jefferies said. Estimates were also raised on a strong quarterly report. Hold rating.

Xilinx Corp. ( XLNX) numbers were raised at Jefferies. Shares are now seen reaching $39. Estimates were also raised after the company raised expectations for the March quarter, Jefferies said. Hold rating.

Xilinx estimates, target were raised at ThinkEquity. Shares are now seen reaching $38, according to ThinkEquity. Estimates also increased, given higher order growth. Hold rating.

STRATEGY CALLS / MARKET CALLS

S&P 500 target was boosted at Credit Suisse. The S&P 500 index is now seen reaching 1400 by year-end, according to Credit Suisse. Europe is printing money to fix its problems, and U.S. fundamentals are improving.

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This article was written by a staff member of TheStreet.