Analysts' Actions: FSLR, JDSU, CHK, AKS

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AK Steel Holdings ( AKS) downgraded at Citigroup to Neutral from Buy, Citigroup said. $9 price target. Stainless hikes fizzle and weaker scrap.

Alexion Pharma ( ALXN) upgraded at Baird from Neutral to Outperform, Robert Baird said. $100 price target. Company deserves a premium valuation if it continues to deliver growth.

Alico ( ALCO) was upgraded to buy at TheStreet Ratings.

Briggs & Stratton ( BGG) was upgraded to buy at TheStreet Ratings.

BE Aerospace ( BEAV) rated new Equal-weight at Morgan Stanley. Company is a market leader, but appears fully valued.

Chesapeake Energy ( CHK) downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. Company is leveraged to weaker natural gas prices. $25 price target.

Coach ( COH) rated new Buy at Citigroup. $85 price target. Potential for ~20% earnings growth over the next several years.

ConocoPhillips ( COP) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $90 price target. Split should help unlock shareholder value.

Devon Energy ( DVN) downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. $70 price target. Company is being hurt by lower natural gas prices.

Equifax ( EFX) upgraded at Goldman to Buy, Goldman Sachs said. $50 price target. Sales are improving sooner and better than expected.

First Solar ( FSLR) downgraded at Collins Stewart from Buy to Neutral, Collins Stewart said. Antelope Valley project has not been funded.

JDS Uniphase ( JDSU) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $17 price target. Company can expand margins in the coming quarters.

Kimco Realty ( KIM) downgraded at UBS to Neutral from Buy, UBS said. $19 price target. No longer see a catalyst for incremental upside.

Lennar ( LEN) downgraded at FBN to Underperform, FBN Securities said. Valuation call, as the stock is up 86% since October.

Lorillard ( LO) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Lufkin ( LUFK) downgraded at Global Hunter from Buy to Neutral, Global Hunter said. Valuation call, based on an $85 price target.

Masimo Corp ( MASI) downgraded at Citigroup to Sell from Neutral, Citigroup said. $20 price target. Further margin erosion and limited technology adoption.

NCR ( NCR) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $21 price target.

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