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.

O'Reilly Automotive ( ORLY) downgraded at Baird from Outperform to Neutral, Robert Baird said. $88 price target. Company is seeing lower sales and cut guidance.

O'Reilly Automotive downgraded at Deutsche from Buy to Hold, Deutsche Bank said. Valuation call, based on a $91 price target.

Regions Financial ( RF) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $7.50 price target. Company is raise fewer funds to repay TARP.

Sealed Air ( SEE) upgraded at Baird from Neutral to Outperform, Robert Baird said. $26 price target. Company is in the early stages of significant growth potential.

Silgan ( SLGM) downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $45 price target.

Standard Pacific ( SPF) downgraded at FBN to Underperform, FBN Securities said. Valuation call, as the stock is up 17% since earnings.

Titanium Metals ( TIE) rated new Hold at Stifel with a Hold rating, Stifel Nicolaus said. Company trades at a premium valuation.

Exco ( XCO) Resources downgraded at Baird from Outperform to Neutral, Robert Baird said. $8 price target. Company is leveraged to lower natural gas prices.

STOCK COMMENTS / EPS CHANGES

Alexion Pharmaceuticals ( ALXN) target raised at Jefferies. Shares of ALXN now seen reaching $68, Jefferies said. 2012 sales guidance slightly higher. Hold rating.

Alexion Pharmaceuticals target raised at Oppenheimer. Shares of ALXN now seen reaching $89, Oppenheimer said. Impressive Soliris sales expectations. Outperform rating.

CBOE Holdings ( CBOE) estimates raised at UBS through 2013, UBS said. Performing well in competitive environment. Neutral rating and $25 price target.

CBOE Holdings target lowered at Jefferies to $26, Jefferies said. Volume trends slow out of the gate. Hold rating.

CVS/Caremark ( CVS) target raised at Jefferies. Shares of CVS now seen reaching $50. The promise of the vertically integrated CVS Caremark is finally starting to be realized. Buy rating.

Equifax ( EFX) estimates, target boosted at Credit Suisse. Shares of EFX now seen reaching $43, according to Credit Suisse. Estimates also upped, as the company is realizing higher sales growth. Neutral rating.

EnerSys ( ENS) numbers raised at Jefferies. Shares of ENS now seen reaching $39, Jefferies said. Estimates also raised on flawless execution amid solid fundamentals. Buy rating.

Expedia ( EXPE) estimates, target upped at Credit Suisse. EXPE estimates were boosted through 2014, Credit Suisse said. Company is realizing higher revenue per room. Neutral rating and new $38 price target.

First Solar ( FSLR) price target raised at UBS to $49.50 at UBS. Poly prices have likely bottomed. Neutral rating.

Lorillard ( LO) numbers raised at UBS. Shares of LO now seen reaching $140, according to UBS. Estimates also increased on higher earnings and lower weighting for a menthol ban scenario. Buy rating.

Lorillard estimates, target increased at Morgan Stanley. LO estimates were raised through 2013, Morgan Stanley said. Company continues to perform well across the board. Equal-weight rating and new $115 price target.

Life Time Fitness ( LTM) target raised at Oppenheimer tO $60, Oppenheimer said. One of the most compelling up-and-coming growth stories in the Hardlines Sector. Outperform rating.

Noble Energy ( NBL) numbers raised at UBS. Shares of NBL now seen reaching $124, according to UBS. Estimates also increased on higher oil production mix. Buy rating.

Nuance Communications ( NUAN) numbers lowered at Oppenheimer. Shares of NUAN now seen reaching $33, Oppenheimer said. Estimates also lowered on sloppy first quarter results. Outperform rating.

Philip Morris ( PM) numbers raised at Morgan Stanley. Shares of PM now seen reaching $84, according to Morgan Stanley. Estimates also increased, as the company should continue to deliver solid growth. Overweight rating.

Sealed Air Corp ( SEE) numbers raised at Jefferies. Shares of SEE now seen reaching $25, Jefferies said. Estimates also raised on Long-term story shaping up nicely. Buy rating.

Sealed Air numbers raised at Credit Suisse. Shares of SEE now seen reaching $21, according to Credit Suisse. Estimates also increased, as the company is cutting costs. Neutral rating.

Spirit Aerosystems ( SPR) numbers increased at Credit Suisse. SPR estimates were raised through 2014, Credit Suisse said. Company boosted its guidance. Outperform rating and new $28 price target.

State Street ( STT) numbers raised at Jefferies. Shares of STT now seen reaching $45, Jefferies said. Estimates also raised on a few line items. Hold rating.

Time Warner ( TWX) numbers raised at Wedbush. Shares of TWX now seen reaching $39, according to Wedbush. Estimates also increased, as the company boosted guidance. Neutral rating.

United Rentals ( URI) target raised at Oppenheimer to $49, Oppenheimer said. Favorable backlog datapoints from URI suppliers reinforced confidence. Outperform rating.

Watsco ( WSO) target raised at Oppenheimer to $78, Oppenheimer said. Expect positive outlook when the company reports on March 15th. Outperform rating.

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This article was written by a staff member of TheStreet.