Analysts' Actions: GOOG, YHOO, COP

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Agilent ( A) rated new Overweight at Morgan Stanley. $54 price target. Company can deliver solid organic growth and deliver margin improvement.

Anaren ( ANEN) downgraded to hold at TheStreet Ratings.

AptarGroup ( ATR) rated new Neutral at Goldman Sachs. Valuation call, based on a $50 price target.

Brookfield Residential Properties ( BRP) upgraded to hold at TheStreet Ratings.

Clear Channel Outdoor ( CCO) downgraded at Wells Fargo to Market Perform from Outperform, Wells Fargo said. $14-15 valuation range. Current stock price accurately reflects recently announced dividend.

Google ( GOOG) rated new Buy at Nomura. $750 price target. The Street may be underestimating the incremental market share to be gained.

Life Technologies ( LIFE) rated new Equal-weight at Morgan Stanley. Exposure to NIH grants could pressure earnings.

Lifepoint Hospitals ( LPNT) upgraded at Credit Suisse from Underperform to Neutral, Credit Suisse said. Bad debt has not pressured earnings as expected. $42 price target.

Annaly Capital Management ( NLY) downgraded at Wells Fargo to Market Perform from Outperform, Wells Fargo said. $16-17 valuation range. Longer duration portfolio creates potential risks with rising longer term rates.

Thermo Fisher ( TMO) rated new Overweight at Morgan Stanley. $66 price target. Company can deliver consistent, double-digit annual earnings growth.

Vera Bradley ( VRA) downgraded at Keybanc from Buy to Hold, Keybanc said. Valuation call, as the stock is pricing in solid growth prospects.

Worthington Industries ( WOR) upgraded at Jefferies to Buy from Hold, Jefferies said. Risk-reward now favorable following underperformance.

Yahoo! ( YHOO) rated new Neutral at Nomura. $13.50 price target. Near term estimates in the struggling core business are achievable.

STOCK COMMENTS / EPS CHANGES

Adobe ( ADBE) price target raised at UBS to $37, according to UBS. Solid pent up demand for CS6. Maintain Buy rating.

Aeropostale ( ARO) estimates, target boosted at Brean Murray. Shares of ARO now seen reaching $22, according to Brean Murray. Estimates also upped, as business trends appear to be turning around. Buy rating.

Capital One ( COF) numbers raised at KBW. Shares of COF now seen reaching $68, according to Keefe Bruyette & Woods. Estimates also increased, given recent acquisitions. Outperform rating.

ConocoPhillips ( COP) numbers raised at UBS. Shares of COP now seen reaching $64, according to UBS. Estimates also increased on asset sales and buyback. Sell rating. Community Health Systems ( CYH) numbers raised at Jefferies. Shares of CYH now seen reaching $22, Jefferies said. Estimates also raised on improving capital structure. Hold rating.

Discover Financial ( DFS) numbers upped at Credit Suisse. DFS estimates were boosted through 2014, Credit Suisse said. Credit quality continues to improve. Neutral rating and new $35 price target.

Fastenal ( FAST) estimates, target raised at UBS. Shares of FAST now seen reaching $53, according to UBS. Estimates also increased on better top line outlook.

Home Inns & Hotels Management ( HMIN) numbers lowered at Oppenheimer. Shares of HMIN now seen reaching $38, Oppenheimer said. Estimates also lowered on growing pressures from inside and outside. Outperform rating.

Littlefuse ( LFUS) estimates, target increased at Keybanc. LFUS estimates were raised through 2013, Keybanc said. Company can deliver solid, consistent earnings growth. Buy rating.

Verifone ( PAY) estimates, target raised at JP Morgan. Shares of PAY now seen reaching $50, according to JP Morgan. Estimates also increased, as solid organic growth is driving margin expansion. Overweight rating.

Valero Energy ( VLO) estimates raised at Citigroup through 2012, Citigroup said. Crude glut shift from Cushing to Gulf Coast. Maintain $31 price target and Buy rating.

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This article was written by a staff member of TheStreet.