Analysts' Actions: DIS, GILD, ETN

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

American Electric Power ( AEP) upgraded at Jefferies to Buy from Hold, Jefferies said. $41 price target. Expectation that PUCO will reaffirm substance of the company's electric security plan. Buy rating.

Ariba ( ARBA) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company was also placed on the Conviction List. $40 price target. Company is seeing higher SaaS growth and can expand margins.

Continental Resources ( CLR) downgraded at Baird from Outperform to Neutral, Robert Baird said. $100 price target. Stock is already factoring in higher production growth.

Constellation Energy Group ( CEG) downgraded to hold at TheStreet Ratings.

Walt Disney ( DIS) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company also placed on the Conviction List. $51 price target. Expect accelerating growth at ESPN and better results from theme parks.

Dunkin Brands ( DNKN) rated new Buy at Citigroup. $36 price target. Robust unit growth potential.

Fulton Financial ( FULT) upgraded at Guggenheim from Neutral to Buy, Guggenheim said. $11.50 price target. Company is improving its return on assets.

Oasis Petroleum ( OAS) upgraded at Sterne Agee to Buy, Sterne Agee said. Company has better near-term growth potential. $45 price target.

Ralcorp Holdings ( RAH) downgraded to hold at TheStreet Ratings.

United Rentals ( URI) rated new Buy at Citigroup. $52 price target. Favorable rental market conditions that can be leveraged through merger with RSC.

Verisk Analytics ( VRSK) rated new Overweight at Evercore. $52 price target. Company operates a virtual monopoly and about 70% of overall revenue is recurring.

Ventas ( VTR) downgraded at UBS to Neutral from Buy, UBS said. $57 price target. KND lease overhang likely to persist.

STOCK COMMENTS / EPS CHANGES

BB&T ( BBT) estimates, target increased at Morgan Stanley. BBT estimates were raised through 2014, Morgan Stanley said. Company is realizing higher margins and OREO costs remain low. Overweight rating and new $33 price target.

Eaton ( ETN) numbers raised at Jefferies. Shares of ETN now seen reaching $60, Jefferies said. Bullish analyst day. Buy rating.

Eaton numbers raised at UBS. Shares of ETN now seen reaching $53, according to UBS. Estimates also increased to reflect SEL acquisition accretion.

FMC Corporation ( FMC) target raised at Jefferies. Shares of FMC now seen reaching $113, Jefferies said. 11% expected demand CAGR for lithium. Buy rating.

Gilead ( GILD) estimates reduced at Morgan Stanley. GILD estimates were cut through 2014, Morgan Stanley said. Recent disappointing data for oral HCV therapy could push out the model. Overweight rating and $65 price target.

Interpublic ( IPG) estimates, target raised at Goldman. Shares of IPG now seen reaching $12, according to Goldman Sachs. Estimates also increased, as the company is realizing higher margins and buying back stock. Neutral rating.

Kronos Worldwide ( KRO) estimates lowered at Oppenheimer. KRO estimates lowered through 2013, Oppenheimer said. The definition of a bottomed stock where the bad news is already discounted. Outperform rating.

Mobile Mini ( MINI) target raised at Oppenheimer. Shares of MINI now seen reaching $26, Oppenheimer said. Gradual demand build perpetuating. Outperform rating.

Teekay ( TK) estimates, target boosted at Morgan Stanley. Shares of TK now seen reaching $32, according to Morgan Stanley. Estimates also upped, given focus on more lucrative LNG and offshore projects. Equal-weight rating.

Westlake Chemical ( WLK) added to Conviction Buy List at Goldman. WLK was placed on the Conviction Buy list, according to Goldman Sachs. Company is leveraged to wider spread between oil and ethane prices. New $74 price target.

Westport Innovations ( WPRT) numbers raised at Jefferies. Shares of WPRT now seen reaching $55, Jefferies said. Estimates also raised on investing in a leap forward. Buy rating.

W&T Offshore ( WTI) target raised at Jefferies to $24, Jefferies said. Reserves upside in the Permian. Hold rating.

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This article was written by a staff member of TheStreet.

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