Analysts' Actions: CSCO, BID, EMC, P


Altera ( ALTR) rated new Reduce at Nomura. $33 price target. Recent supply chain survey suggests investors are overvaluing shares.

Coeur D'Alene Mines ( CDE) downgraded to hold at TheStreet Ratings.

Sotheby's ( BID) downgraded at Williams from Outperform to Perform, Williams Capital said. $34.50 price target. Lower sales growth is cutting into margins and earnings.

Cisco Systems ( CSCO) rated new Buy at Cantor. $22.50 price target. Execution is improving and market share should stabilize.

Domino's Pizza ( DPZ) upgraded to buy at TheStreet Ratings.

Douglas Emmett ( DEI) rated new Overweight at Morgan Stanley. $24 price target. Company has re-financed its debt and the core Los Angeles market should recover.

EMC ( EMC) rated new Hold at Cantor Fitzgerald. $31 price target. Stock is already pricing in better execution and the company lacks significant near-term catalysts.

FactSet ( FDS) rated new Neutral at UBS. $91 price target. Still a desktop winner, but macro risks linger.

Jack In The Box ( JACK) upgraded at Credit Suisse to Neutral from Underperform, Credit Suisse said. $24 price target. Better than expected flow through on top line growth.

Juniper Networks ( JNPR) rated new Hold at Cantor. $24.50 price target. Growth will likely be slow over the next quarter or two, and the stock is already up 24% in recent months.

Kraft Foods ( KFT) downgraded at Jefferies to Hold from Buy, Jefferies said. $41 price target. No near-term catalysts.

Lululemon ( LULU) upgraded at Credit Suisse to Outperform from Neutral, Credit Suisse said. $78 price target. Maturity analysis suggests teen comps sustainable.

Moody's ( MCO) rated new Neutral at UBS. $41 price target. Regulatory and legal issues still a source of concern.

Marathon Petroleum ( MPC) rated new Hold at Benchmark. $39 price target. Company is leveraged to discounted WTI and heavy oil prices.

MSCI ( MSCI) rated new Buy at UBS. $40 price target. Secular trends trump near term pressures.

Pandora ( P) downgraded at Citigroup to Neutral from Buy, Citigroup said. $17 price target. A slight miss and steep lower FQ4.

Robert Half ( RHI) rated new Buy at UBS. $34 price target. Positive professional outlook.

Xilinx ( XLNX) rated new Neutral at Nomura. $38 price target. Recent supply chain survey suggests gradual, not sharp, recovery.


ADP ( ADP) added to U.S. Focus List at Credit Suisse. Company can sustain solid earnings growth and pays an attractive 2.9% dividend yield.

Carnival ( CCL) numbers lowered at UBS. Shares of CCL now seen reaching $34, according to UBS. Estimates also lowered as Q1 will show impact of Costa accident. Buy rating.

CONSOL Energy ( CNX) numbers lowered at Citigroup. Shares of CNX now seen reaching $40, according to Citigroup. Estimates also lowered on weak met demand. Buy rating.

CVS/Caremark ( CVS) numbers raised at Morgan Stanley. Shares of CVS now seen reaching $52, according to Morgan Stanley. Estimates also increased, as the company is gaining market share. Overweight rating.

Cypress Semiconductor ( CY) numbers cut at Credit Suisse. CY estimates were reduced through 2013, Credit Suisse said. Company lowered its guidance. Neutral rating and new $18 price target.

Dick's Sporting Goods ( DKS) numbers boosted at Credit Suisse. Shares of DKS now seen reaching $50, according to Credit Suisse. Estimates also upped, as the company can deliver solid growth against easy comps. Neutral rating.

Foot Locker ( FL) numbers upped at Sterne Agee. FL estimates were boosted through 2013, Sterne Agee said. Company raised its guidance. Buy rating and new $36 price target.

Interpublic Group ( IPG) target raised at Jefferies. Shares of IPG now seen reaching $10, Jefferies said. Valuations are moving back to previous midcycle multiples. Underperform rating.

Legg Mason ( LM) target raised at Citigroup to $29, according to Citigroup. Company remains focused on growth. Maintain Neutral rating.

NetQin Mobile ( NQ) numbers raised at Oppenheimer. Shares of NQ now seen reaching $10.50, Oppenheimer said. Estimates also raised on another beat and raise quarter. Outperform rating.

Southwestern Energy ( SWN) target lowered at Jefferies. Shares of SWN now seen reaching $31, Jefferies said. Still a potential gas to oil transition story. Hold rating.

Safeway ( SWY) estimates increased at Morgan Stanley through 2014, Morgan Stanley said. Company boosted its guidance, aided by share repurchases and real estate gains. Equal-weight rating.

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This article was written by a staff member of TheStreet.