Analysts' Actions: AAPL, GE, ETR, POT, NVLS

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AthenaHealth ( ATHN) rated new Buy at Sterne Agee. $71 price target. Focus on accretive outcome of a stronger brand and cloud based network.

Atmel ( ATML) downgraded at Needham from Buy to Hold, Needham said. Valuation call, as the stock is up 24% year-to-date.

Cavium ( CAVM) downgraded at Wunderlich from Hold to Sell, Wunderlich said. $23 price target. Company is facing increased competition, which could cut into near-term growth.

Cypress Semiconductor ( CY) downgraded at Needham from Buy to Hold, Needham said. Valuation call, based on a $20 price target.

Entergy ( ETR) downgraded at Jefferies to Hold from Buy at Jefferies. $75 price target. Revised assessment of regulatory risk.

L.B. Foster ( FSTR) upgraded to buy at TheStreet Ratings.

Greenhill ( GHL) downgraded at Ticonderoga from Buy to Neutral, Ticonderoga said. Valuation call.

Interpublic Group ( IPG) rated new Underperform at Jefferies. $9 price target. Low organic growth.

KLA Tencor ( KLAC) upgraded at Citigroup to Buy from Neutral, Citigroup said. $65 price target. Inspection and metrology targets the sweet spot of escalating foundry capital intensity.

Michael Kors ( KORS) rated new Outperform at Baird. $34 price target. Company has substantial growth prospects.

Laredo Petroleum ( LPI) rated new Buy at Goldman. $28 price target. Permian basin should drive near-term growth for the company.

AllScripts Healthcare Solutions ( MDRX) rated new Buy at Sterne Agee. $24 price target. Leading electronic health record vendor.

Novellus Systems ( NVLS) upgraded at Citigroup to Buy from Neutral, Citigroup said. $60 price target. High probability LRCX-NVLS merger goes through mid year.

Omnicom Group ( OMC) rated new Hold at Jefferies. $41 price target. Will face challenges given it generates over 80% of sales in US and Europe.

Potash ( POT) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $48 price target.

Pioneer Natural ( PDX) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call. Stock trades at a premium to its peers and there are downside risks to underlying oil prices.

Plains Exploration ( PXP) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, as the stock is up 35% over the past three months. $46 price target.

Molson Coors ( TAP) downgraded at UBS to Neutral from Buy, UBS said. $45 price target. Lack of cost savings and difficult volume environment.

Texas Instruments ( TXN) downgraded at Kaufman to Hold, Kaufman Bros. said. $35 price target. Stock is already pricing in a bottoming of the business.

Ultra Petroleum ( UPL) downgraded at Global Hunter from Accumulate to Neutral, Global Hunter said. $36 price target. Company will be hurt by the mild winter.

Western Digital ( WDC) upgraded at Needham from Hold to Buy, Needham said. $41 price target. Company can take advantage of a unique supply/demand situation in the disk drive industry.

Winthrop Realty Trust ( FUR) upgraded to buy at TheStreet Ratings.

Zions Bancorporation ( ZION) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Estimates also cut, because of lower realized revenue.

Zynga ( ZNGA) rated new Outperform at Baird. $12 price target. Company is a market leader and leveraged to secular growth drivers.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target boosted at Sterne Agee. Shares of AAPL now seen reaching $540, according to Sterne Agee. Estimates also upped, as the company's guidance could prove to be less conservative than usual. Buy rating.

Autodesk ( ADSK) target raised at Jefferies to $43, Jefferies said. Estimates also raised on strong reseller survey. Buy rating.

Alexion Pharmaceuticals ( ALXN) target raised at Oppenheimer to $84, Oppenheimer said. Asfotase Alfa is significant addition to future growth. Outperform rating.

Bank of Hawaii ( BOH) numbers increased at Credit Suisse. BOH estimates were raised through 2014, Credit Suisse said. Company can is post increased capital deployment and earning asset growth. Neutral rating and new $47 price target.

Cisco Systems ( CSCO) numbers upped at Auriga. CSCO estimates were boosted through 2013, Auriga USA said. Company should benefit from improving product cycles and better enterprise demand. Buy rating and new $24 price target.

General Electric ( GE) target raised at Oppenheimer to $21, Oppenheimer said. Industrial margins are reset. Outperform rating.

Halliburton ( HAL) estimates, target cut at Credit Suisse. HAL estimates were reduced through 2013, Credit Suisse said. Company is likely to see lower domestic land-based sales. Outperform rating and new $54 price target.

Halliburton numbers adjusted at UBS. Shares of HAL now seen reaching $48, according to UBS. Estimates increased on encouraging international margins guidance. Buy rating.

Kansas City Southern ( KSU) estimates lowered at UBS through 2013, UBS said. Noisy Q4 came up just shy, but revenue guidance looks good. Neutral rating and $66 price target.

Kansas City Southern numbers raised at Sterne Agee. Shares of KSU now seen reaching $69, according to Sterne Agee. Estimates also increased, to match the company's new guidance. Neutral rating.

Polycom ( PLCM) estimates, target raised at Goldman. Shares of PLCM now seen reaching $21, according to Goldman Sachs. Estimates also increased, given better sales visibility. Neutral rating.

Polycom numbers raised at Citigroup. Shares of PLCM now seen reaching $24, according to Citigroup. Estimates also increased on better than expected revenues and margins. Buy rating.

PNC Financial ( PNC) target raised at UBS to $62, according to UBS. In line quarter with improving credit. Neutral rating.

SAP ( SAP) target raised at Jefferies to $66, Jefferies said. Raise to reflect new initiatives, FX and SFSF consolidation. Hold rating.

VMware ( VMW) estimates raised at UBS through 2013, UBS said. Q4 exceeds subdued expectations, demand remains healthy. Buy rating and $115 price target.

VMware estimates raised at Citigroup through 2013, Citigroup said. Guidance better than feared. Maintain Sell rating and $80 price target.

VMware numbers raised at Jefferies. Shares of VMW now seen reaching $94, Jefferies said. Estimates also raised on strong 4Q11 billings. Hold rating.

Zions Bancorporation ( ZION) numbers reduced at Credit Suisse. Shares of ZION now seen reaching $24, according to Credit Suisse. Estimates also cut, as the company is facing net interest margin pressure. Outperform rating.

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This article was written by a staff member of TheStreet.

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