Analysts' Actions: IBM, AON, FOSL, HUM, EMC

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Aon Corp ( AON) downgraded at Citigroup to Neutral from Buy, Citigroup said. $51 price target. Delay of benefits in the Hewitt acquisition.

Yamana Gold ( AUY) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Valuation call.

Cambrex Corporation ( CBM) upgraded to buy at TheStreet Ratings.

Clearwire ( CLWR) rated new Equal-weight at Evercore. $2 price target. Company still faces several risks.

Diebold ( DBD) upgraded at JP Morgan to Neutral, JP Morgan said. Estimates also boosted, given the recent upside at NCR.

Enersis ( ENI) downgraded to hold at TheStreet Ratings.

Fossil ( FOSL) downgraded at Brean Murray from Buy to Hold, Brean Murray said. Guidance could prove disappointing.

Globe Specialty ( GSM) downgraded at JP Morgan to Neutral, JP Morgan said. $15.50 price target. Company is leveraged to lower silicon and metal/alloy prices.

Henry Schein ( HSIC) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. $78 price target. Valuation call, as the stock is up 21% since November.

IBM ( IBM) rated new Buy at Sterne Agee. $230 price target. Ability to custom package software and services with hardware.

Mid-America Apartments ( MAA) upgraded at Jefferies to Buy from Hold, Jefferies said. $72 price target. An attractive GARP play in the REIT space.

Newfield Exploration ( NFX) downgraded at UBS to Neutral from Buy, UBS said. $41 price target. Vague 2012 production guidance that implies weaker volumes than expected.

Select Comfort ( SCSS) upgraded at Wedbush from Neutral to Outperform, Wedbush Securities said. $36 price target. Company can continue to gain market share.

SL Green Realty Corp. ( SLG) downgraded at Jefferies to Hold from Buy, Jefferies said. $78 price target. Good story but price has run up 16% year to date.

Urban Outfitters ( URBN) downgraded at Brean Murray from Hold to Sell, Brean Murray said. $23 price target. New management will need some time to right the ship.

Warnaco ( WFC) downgraded at Brean Murray from Buy to Hold, Brean Murray said. Consensus estimates, will likely prove aggressive, because of currency.

STOCK COMMENTS / EPS CHANGES

Amylin Pharmaceuticals ( AMLN) target raised at Jefferies to $30, Jefferies said. Guidance suggests upside to Exenatide sales estimates. Buy rating.

Alliant Techsystems ( ATK) numbers lowered at Goldman through 2014, Goldman Sachs said. Company reduced its guidance. Neutral rating and new $57 price target.

EMC ( EMC) target raised at Oppenheimer to $28, Oppenheimer said. VFCache is an entry point into a fast growing segment. Outperform rating.

Equinix ( EQIX) estimates, target raised at Citigroup. Shares of EQIX now seen reaching $150, according to Citigroup. Estimates also increased on favorable revenue growth prospects. Buy rating.

HCA ( HCA) estimates, target boosted at Goldman. Shares of HCA now seen reaching $27, according to Goldman Sachs. Estimates also upped, as the company is realizing a lower tax rate. Neutral rating.

HCA estimates, target raised at UBS. Shares of HCA now seen reaching $35, according to UBS. Estimates also increased on strong Q4 estimates. Buy rating.

Health Net ( HNT) numbers increased at BMO. HNT estimates were raised through 2013, BMO Capital said. Company has good operating momentum. Market Perform rating and new $39 price target.

Humana ( HUM) numbers lowered at Jefferies. Shares of HUM now seen reaching $103, Jefferies said. Estimates also lowered as MCOs have traded poorly following earnings releases this season. Buy rating.

Humana estimates, target reduced at Goldman.Shares of HUM now seen reaching $103, according to Goldman Sachs. Estimates also cut, given the company's new guidance. Buy rating.

NCR ( NCR) estimates, target upped at Goldman. NCR estimates were boosted through 2013, Goldman Sachs said. To match the company's new guidance. Buy rating and new $21 price target.

Nielsen Holdings ( NLSN) numbers lowered at Citigroup. Shares of NLSN now seen reaching $35, according to Citigroup. Estimates also lowered on tougher FX and D&A expenses. Buy rating.

Nuance Communications ( NUAN) target raised at Oppenheimer. Shares of NUAN now seen reaching $34, Oppenheimer said. Expect solid first quarter as iPhone 4S bolsters key divisions. Outperform rating.

SL Green Realty ( SLG) numbers raised at UBS. Shares of SLG now seen reaching $85, according to UBS. Estimates also raised on Q4 results and slightly increased leasing assumptions. Buy rating.

Towers Watson ( TW) numbers raised at Goldman. shares of TW now seen reaching $68, according to Goldman Sachs. Estimates also increased, as higher organic growth is improving margins. Neutral rating.

USG ( USG) estimates, target raised at Goldman. Shares of USG now seen reaching $8, according to Goldman Sachs. Estimates also increased, given a better pricing environment. Sell rating.

Veeco Instruments ( VECO) numbers cut at Goldman. VECO estimates were reduced through 2013, Goldman Sachs said. Company has limited visibility. Neutral rating and new $26 price target.

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This article was written by a staff member of TheStreet.

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