Analysts' Actions: MS, YUM, NTGR, CVS, KO

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Amylin Pharmaceuticals ( AMLN) downgraded to sell at TheStreet Ratings.

CBOE ( CBOE) downgraded at KBW to Underperform, Keefe, Bruyette & Woods said. Estimates also cut, because of lower volume. $21 price target.

CVS Caremark ( CVS) added to TPL at Citigroup. $51 price target. Company will generate incremental upside as a result of the WAG/ESRX dispute.

Gaylord Entertainment ( GET) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $31 price target.

Louisiana Pacific ( LPX) downgraded at UBS to Sell from Neutral, UBS said. $7.50 price target. Cautious regarding OSB oversupply and US housing.

MDC Holdings ( MDC) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Valuation call, as the stock is up 40% year-to-date.

Morgan Stanley ( MS) downgraded at Collins Stewart from Buy to Hold, Collins Stewart said. Valuation call, as the stock is up 60% since November. $23 price target.

Morgan Stanley upgraded to hold at TheStreet Ratings.

Annaly Captial ( NLY) downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. $16 price target. Company is leveraged to a flatter yield curve, which could weigh on growth.

Netgear ( NTGR) downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $42 price target. Company is spending more on potential future growth.

OpenTable, Inc. ( OPEN) downgraded at Oppenheimer to Perform from Outperform, Oppenheimer said. $54 price target. Downgraded on valuation.

OpenTable downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Valuation call, based on a $52 price target.

Protective Life ( PL) downgraded at BofA/Merrill from Buy to Neutral, Bank of America/Merrill Lynch said. Valuation call, as the stock is up 87% from its October lows. $29 price target.

JM Smucker ( SJM) rated new Buy at Keybanc. $95 price target. Company can continue to deliver double-digit annual earnings growth, aided by acquisitions.

Steris ( STE) downgraded at JMP to Market Perform, JMP Securities said. Company lacks sales visibility.

TTM Technologies ( TTMI) downgraded at Needham from Strong Buy to Buy, Needham said. $15 price target. Company has limited potential margin upside.

Ultimate Software ( ULTI) downgraded at Needham from Buy to Hold, Needham said. Valuation call.

Vishay ( VSH) upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. Orders, revenues and margins are all set to increase.

Vitamin Shoppe ( VSI) rated new Equal-weight at Morgan Stanley. Store growth rate is fading and the company is facing increased competition.

Yum! Brands ( YUM) upgraded at Goldman from Sell to Neutral, Goldman Sachs said. $66 price target. China growth is accelerating and the U.S. market should recover as well.

STOCK COMMENTS / EPS CHANGES

Agco ( AGCO) estimates, target boosted at Credit Suisse. Shares of AGCO now seen reaching $55, according to Credit Suisse. Estimates also upped, as the company is realizing a lower tax rate. Neutral rating.

American Capital Agency ( AGNC) target raised at Jefferies. Shares of AGNC now seen reaching $32, Jefferies said. Well positioned for the current environment. Buy rating.

Anadarko ( APC) target raised at Jefferies. Shares of APC now seen reaching $99, Jefferies said. Company looks strong going forward with high exposure to brent and GoM stabilization. Buy rating.

Buffalo Wild Wings ( BWLD) estimates raised at Oppenheimer through 2012, Oppenheimer said. Wild sales trends take the spotlight. Perform rating.

Cener ( CERN) estimates, target raised at Credit Suisse. Shares of CERN now seen reaching $72, according to Credit Suisse. Estimates also increased, giving solid bookings. Neutral rating.

Church & Dwight ( CHD) target raised at Oppenheimer to $55, Oppenheimer said. Fourth quarter beat on organic growth, 2012 guidance looks achievable. Outperform rating.

Centene ( CNC) target raised at Oppenheimerto $53, Oppenheimer said. Growth on track. Outperform rating.

Centene estimates, target boosted at Credit Suisse.Shares of CNC now seen reaching $45, according to Credit Suisse. Estimates also upped, as the company is seeing higher sales. Neutral rating.

Walt Disney ( DIS) numbers raised at UBS. Shares of DIS now seen reaching $42, according to UBS. Estimates also increased on generally solid quarter. neutral rating.

Walt Disney numbers boosted at Morgan Stanley.Shares of DIS now seen reaching $46, according to Morgan Stanley. Estimates also upped, given higher Parks margins. Overweight rating.

Expedia ( EXPE) estimates, target increased at Benchmark.EXPE estimates were raised through 2012, Benchmark said. Company is seeing solid bookings growth. Hold rating and new $34 price target.

Harman ( HAR) estimates, target boosted at Credit Suisse. Shares of HAR now seen reaching $60, according to Credit Suisse. Estimates also upped, given higher realized core growth. Neutral rating.

IDEX ( IEX) numbers raised at Jefferies.Shares of IEX now seen reaching $50, Jefferies said. Estimates also raised on multiple earnings drivers. Buy rating.

Jive Software ( JIVE) numbers upped at Goldman. JIVE estimates were boosted through 2013, Goldman Sachs said. Company boosted guidance. Neutral rating and new $18 price target.

Kellogg Company ( K) numbers raised at Jefferies. Shares of K now seen reaching $52, Jefferies said. Estimates also raised on higher revenue and lower share count. Hold rating.

Coca-Cola ( KO) numbers upped at BofA/Merrill.KO estimates were boosted through 2014, Bank of America/Merrill Lynch said. Company is seeing higher growth in North America. Buy rating and new $75 price target.

Coca-Cola estimates, target raised at UBS.Shares of KO now seen reaching $73, according to UBS. Estimates also increased on solid global volume growth. Neutral rating.

Nike ( NKE) estimates, target raised at UBS.Shares of NKE now seen reaching $115, according to UBS. Estimates also increased on revenue upside and improving GM visibility. Buy rating.

Higher One ( ONE) numbers cut at Goldman. ONE estimates were reduced through 2013, Goldman Sachs said. Company is guiding toward lower sales. Buy rating and new $20 price target.

Pioneer Natural ( PXD) numbers increased at Goldman. PXD estimates were raised through 2014, Goldman Sachs said. Permian basin should continue to drive growth. Buy rating and new $139 price target.

Western Union ( WU) target raised at Citigroup to $24, Citigroup said. 2012 guidance appears conservative. Buy rating.

Western Union numbers lowered at Jefferies. Shares of WU now seen reaching $23, Jefferies said. Estimates also lowered on lackluster 2012 guide. Buy rating.

YUM! Brands ( YUM) target raised at Jefferies. Shares of YUM now seen reaching $60, Jefferies said. Two largest businesses, China and TB, starting 2012 right. Hold rating.

Yum! Brands numbers increased at BofA/Merrill.YUM estimates were raised through 2013, Bank of America/Merrill Lynch said. Company is seeing higher sales in China and at Taco Bell. Buy rating and new $78 price target.

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This article was written by a staff member of TheStreet.

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