NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Advance Auto Parts ( AAP - Get Report) upgraded at UBS to Buy from Neutral, UBS said. $90 price target. Company is poised for more consistent execution.

AK Steel ( AKS - Get Report) downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. Valuation call, based on a $14 price target.

Acme Packet ( APKT)rated new Equal-weight at Morgan Stanley. SBC market growth should continue to slow in 2012.

Arris Group ( ARRS) upgraded to buy at TheStreet Ratings

Autozone ( AZO) upgraded at Goldman from Sell to Neutral, Goldman Sachs said. $370 price target. Commercial rollout is gaining traction.

Bank of America ( BAC - Get Report) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company needs to cut costs and faces high execution risks.

Brocade ( BRCD) rated new Hold at Kaufman. $6 price target. Company faces sales headwinds in the first half of the year.

Cal-Maine Foods ( CALM - Get Report) upgraded to buy at TheStreet Ratings.

Citigroup ( C - Get Report) upgraded at Goldman to Buy from Neutral, Goldman Sachs said. Company has a clear path to return capital.

CF Industries ( CF - Get Report) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Valuation call, based on a $180 price target.

Copart ( CPRT) downgraded at Goldman from Neutral to Sell, Goldman Sachs said. Valuation call, based on a $46 price target. End-market demand appears to be peaking.

DR Horton ( DHI) downgraded at KBW to Market Perform, Keefe, Bruyette & Woods said. Valuation call, based on a $15 price target.

Hain Celestial Group ( HAIN) added to Top Picks Live at Citigroup. $46 price target. Well positioned for solid growth in 2012.

Kellogg ( K) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $48 price target. Earnings will likely disappoint over the next couple of years.

KAR Auction ( KAR) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. End-market demand is bottoming and the company can deliver accelerated earnings growth. $17 price target.

Legg Mason ( LM) upgraded at KBW from Market Perform to Outperform, Keefe, Bruyette & Woods said. $31 price target. Flow trends are improving.

Morgan Stanley ( MS) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company was also placed on the Conviction List. $23 price target. Company is focused on fixing legacy issues.

Procter & Gamble ( PG - Get Report) downgraded at UBS to Neutral from Buy, UBS said. $66 price target. Incremental risk to downwardly revised guidance.

Progress Software ( PRGS) upgraded at JMP from Market Perform to Outperform, JMP Securities said. $27 price target. Stock is pricing in near-term risks.

QLogic ( QLGC) rated new Buy at Kaufman. $21 price target. Company is leveraged to continued growth in cloud computing and demand should accelerate in the second half of the year.

Regeneron ( REGN) upgraded at BofA/Merrill from Neutral to Buy, Bank of America/Merrill Lynch said. $105 price target. Survey suggests rapid Eylea adoption.

Spirit Airlines ( SAVE) rated new Buy at Deutsche. $24 price target. Company is consistently profitable, with industry-leading returns.

Staples ( SPLS) downgraded at Goldman to Sell, Goldman Sachs said. Company should underperform other hardlines names.

Tenneco ( TEN) upgraded at Wells to Outperform, Wells Fargo said. Investor sentiment and expectations are too low.

Zimmer ( ZMH) upgraded at Piper from Neutral to Overweight, Piper Jaffray said. $75 price target. Orthopedic market should improve throughout 2012.

STOCK COMMENTS / EPS CHANGES

Amylin ( AMLN) estimates, target raised at Goldman. Shares of AMLN now seen reaching $11, according to Goldman Sachs. Estimates also increased, on the Bydureon FDA approval. Sell rating.

Broadcom ( BRCM) estimates lowered at UBS through 2012, UBS said. Nokia Symbian weakness. Maintain Buy rating and $45 price target.

Carbo Ceramics ( CRR) numbers cut at Morgan Stanley. Shares of CRR now seen reaching $150, according to Morgan Stanley. Estimates also reduced, as the company faces logistical challenges. Underweight rating.

Cisco Systems ( CSCO) numbers boosted at Baird. Shares of CSCO now seen reaching $21, according to Robert Baird. Estimates also upped, following a positive reseller survey. Neutral rating.

Chevron ( CVX) estimates reduced at Credit Suisse through 2014, Credit Suisse said. Company is seeing lower volumes. Outperform rating and $130 price target.

DR Horton ( DHI) numbers boosted at Guggenheim. Shares of DHI now seen reaching $14, according to Guggenheim. Estimates also upped, as the company is realizing higher margins. Neutral rating.

Ford ( F - Get Report) estimates, target lowered at UBS.Shares of F now seen reaching $15, according to UBS. Estimates also lowered after 4Q miss driven by commodity and fx costs. Buy rating.

Ford Motor estimates lowered at Sterne Agee. F estimates were cut through 2013, Sterne Agee said. Company is seeing slower growth in Europe and lower finance profits. Buy rating and $18 price target.

Honeywell ( HON - Get Report) estimates, target raised at Morgan Stanley.Shares of HON now seen reaching $64, according to Morgan Stanley. Estimates also increased, as the company continues to execute well. Overweight rating.

JB Hunt ( JBHT) numbers raised at Credit Suisse. Shares of JBHT now seen reaching $56, according to Credit Suisse. Estimates also increased, as the company is seeing better intermodal volumes. Neutral rating.

JP Morgan ( JPM) cut from Conviction Buy List at Goldman. Company has limited earnings upside potential.

Kennametal ( KMT) estimates, target upped at Keybanc.KMT estimates were raised through 2013, Keybanc said. Recent acquisition should add to earnings. Buy rating and new $50 price target.

Legg Mason ( LM) numbers boosted at Morgan Stanley. Shares of LM now seen reaching $30, according to Morgan Stanley. Estimates also upped, as the company is cutting costs. Equal-weight rating.

Marvell Technology ( MRVL) estimates lowered at UBS through 2013, UBS said. Storage recovery delays and year end wireless softness. Buy rating and $18 price target.

Newell Rubbermaid ( NWL) numbers increased at Morgan Stanley. NWL estimates were raised through 2013, Morgan Stanley said. Company has strong visibility. Overweight rating and new $22 price target.

Procter & Gamble ( PG - Get Report) numbers cut at Credit Suisse. PG estimates were reduced through 2014, Credit Suisse said. Company is being hurt by a stronger dollar. Outperform rating and $70 price target.

Royal Caribbean ( RCL) numbers reduced at Goldman.Shares of RCL now seen reaching $29, according to Goldman Sachs. Estimates also cut, given lower expected net yields. Neutral rating.

Timken ( TKR) estimates, target increased at Keybanc. TKR estimates were raised through 2013, Keybanc said. Company is seeing solid growth across the board. Buy rating and new $64 price target.

United Parcel ( UPS) numbers upped at JP Morgan. UPS estimates were boosted through 2013, JP Morgan said. Company is seeing lower pension costs. Neutral rating and new $86 price target.

Whole Foods ( WFM) cut from Conviction Buy List at Goldman. WFM was removed from the Conviction Buy list, Goldman Sachs said. Valuation call, as the stock is up 44% over the past year, versus a flat market. New $84 price target.

>To submit a news tip, email: tips@thestreet.com.

RELATED STORIES:


Follow TheStreet on Twitter and become a fan on Facebook.

This article was written by a staff member of TheStreet.