Analysts' Actions: ORCL, LOW, LUV

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Cabot ( CBT) upgraded at Jefferies to Buy from Hold, Jefferies said. $50 price target. Favorable EPS revisions and structural change at a discount.

Carbo Ceramics ( CRR) upgraded at Morgan Stanley from Underweight to Equal-weight, Morgan Stanley said. $125 price target. Channel checks suggest that demand concerns are overblown.

Fidelity Bancorp ( FSBI) downgraded to sell at TheStreet Ratings.

Lowe's ( LOW) upgraded at Nomura from Neutral to Buy, Nomura said. $40 price target. Estimates also boosted, as the company is cutting costs.

Soutwest Airlines ( LUV) downgraded at BofA/Merrill Lynch to Neutral, Bank of America/Merrill Lynch said. $9 price target. Sales growth could lag peers through the Spring.

Allscripts ( MDRX) rated new Outperform at Credit Suisse. Company continues to expand its product portfolio. $23 price target.

MarineMax ( HZO) downgraded to sell at TheStreet Ratings.

Nike ( NKE) downgraded at McAdams from Hold to Sell, McAdams Wright Ragen said. Valuation call.

Oracle ( ORCL) downgraded at Jefferies to Hold from Buy, Jefferies said. $32 price target. Increasing challenges to growth. Hold rating.

Quality Systems ( QSII) rated new Neutral at Credit Suisse. Valuation call, based on a $47 price target.

Sherwin Williams ( SHW) rated new Buy at Nomura. $137 price target. A defensible niche coupled with pricing power and convenient stores.

Sonoco Products ( SON) downgraded at Goldman from Neutral to Sell, Goldman Sachs said. $31 price target. Company faces earnings headwinds.

Theravance ( THRX) rated new Buy at Brean Murray. $24 price target. GSK respiratory franchise should help drive growth.

Under Armour ( UA) downgraded at Sterne Agee from Buy to Neutral, Sterne Agee said. Valuation call, as the stock is trading at 32x 2013 earnings.

United Continental ( UAL) downgraded at BofA/Merrill to Neutral, Bank of America/Merrill Lynch said. Oil is rising and bookings momentum has stalled. $26 price target.

STOCK COMMENTS / EPS CHANGES

Ann ( ANN) estimates, target raised at FBR. Shares of ANN now seen reaching $30, according to FBR Capital Markets. Estimates also increased, to match the company's new guidance. Outperform rating.

Chesapeake Midstream ( CHKM) estimates lowered at UBS through 2013, UBS said. Updating numbers post 4Q11 results and 10K. Buy rating and $32 price target.

Crocs ( CROX) estimates, target increased at Stifel. CROX estimates were raised through 2013, Stifel Nicolaus said. Company has significant leverage potential. New $23 price target.

Harley Davidson ( HOG) target increased at Citigroup to $50, according to Citigroup. Solid retail momentum in January to early March. Neutral rating.

Ingersoll-Rand ( IR) target raised at Jefferies to $45, Jefferies said. Remains among the cheapest in the group. Buy rating.

Regeneron ( REGN) added to US 1 List at BofA/Merrill. Eylea launch should drive near-term growth.

Rockwell Automation ( ROK) numbers upped at Credit Suisse. ROK estimates were boosted through 2014, Credit Suisse said. Company can continue to gain market share. New $92 price target.

Wesco International ( WCC) target raised at Jefferies to $79, Oppenheimer said. Backdrop conducive to continued execution. Outperform rating.

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This article was written by a staff member of TheStreet.