Analysts' Actions: UPS, AAPL, HOG

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

BancorpSouth ( BXS) upgraded to buy at TheStreet Ratings.

Comerica ( CMA) downgraded at Bernstein from Outperform to Market Perform, Bernstein said. $34 price target. Stock has outperformed its peers 12% following earnings.

Rockwell Collins ( COL) rated new Hold at Keybanc. Government systems business faces potential headwinds.

Carpenter ( CRS) rated new Buy at Sterne Agee. $75 price target. Company is seeing better demand from aerospace and energy customers.

Domino's Pizza ( DPZ) downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. $34 price target. Company lacks near-term catalysts.

F5 Networks ( FFIV) downgraded at McAdams from Buy to Hold, McAdams Wright Ragen said. $130 price target. Valuation call, as the stock is up 80% since August.

GenOn Energy ( GEN) downgraded at Deutsche from Hold to Sell, Deutsche Bank said. $2 price target. Industry fundamentals remains extremely challenging on multiple fronts.

Harley-Davidson ( HOG) upgraded at BMO from Market Perform to Outperform, BMO Capital said. $60 price target. Estimates also boosted, as better weather and economic conditions should help boost near-term sales.

Kinder Morgan ( KMI) downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. Valuation call, based on a $33 price target.

Omnivision ( OVTI) upgraded at Needham from Hold to Buy, Needham said. $24 price target. Company appears to be supplying both cameras for the new iPad.

UPS ( UPS) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. TNT merger will take several years to integrate.

Zions ( ZION) downgraded at Bernstein from Outperform to Market Perform, Bernstein said. Valuation call, based on a $24 price target. There is little potential upside to consensus expectations.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target boosted at Sterne Agee. Shares of AAPL now seen reaching $740, according to Sterne Agee. Estimates also upped, given higher expected iPhone and iPad sales. Buy rating.

Apple estimates raised at UBS through 2013 for share repurchases, UBS said. Buy rating and $675 price target.

Adobe Systems ( ADBE) numbers raised at Jefferies.Shares of ADBE now seen reaching $38, Jefferies said. Estimates also raised on upward bias to estimates. Buy rating.

Adobe estimates increased at Credit Suisse through 2014, Credit Suisse said. New CS6 product line should help drive growth. Neutral rating and $31 price target.

Colgate-Palmolive ( CL) target raised at Morgan Stanley. Shares of CL now seen reaching $107, according to Morgan Stanley. Emerging markets should continue to drive growth. Overweight rating.

Carrizo Oil ( CRZO) numbers upped at BMO. CRZO estimates were boosted through 2013, BMO Capital said. Recent asset sale replenishes liquidity. Outperform rating and new $40 price target.

Walt Disney ( DIS) estimates lowered at UBS through 2012, UBS said. John Carter write down generally in line. Neutral rating and $42 price target.

Walt Disney estimates cut at Credit Suisse through 2014, Credit Suisse said. John Carter movie will generate a $200 million operating loss. Outperform rating and $45 price target.

Lions Gate ( LGF) numbers increased at BMO. LGF estimates were raised through 2013, BMO Capital said. Hunger Games movie could exceed expectations. Market Perform rating and new $14 price target.

Medtronic ( MDT) estimates lowered at Oppenheimer through 2013, Oppenheimer said. Price pressures and medtech tax headwinds from Affordable Care Act. Outperform rating.

Nike ( NKE) numbers raised at Jefferies. Shares of NKE now seen reaching $130, Jefferies said. Estimates also raised on anticipated futures acceleration. Buy rating.

Penn National ( PENN) numbers increased at Credit Suisse through 2014, Credit Suisse said. Company is leveraged to a regional recovery. Outperform rating and new $54 price target.

Qualcomm ( QCOM) estimates, target raised at BMO. Shares of QCOM now seen reaching $77, according to BMO Capital. Estimates also increased, given better handset trends. Outperform rating.

Starbucks ( SBUX) estimates, target raised at UBS. Shares of SBUX now seen reaching $61, according to UBS. Estimates also increased on higher sales growth. Buy rating.

Schnitzer Steel ( SCHN) numbers lowered at Jefferies. Shares of SCHN now seen reaching $53, Jefferies said. Estimates also lowered on continued margin pressure. Buy rating.

United Natural Foods ( UNFI) numbers raised at Jefferies. Shares of UNFI now seen reaching $53, Jefferies said. Estimates also raised on strong secular trends. Buy rating.

United Parcel Service ( UPS) target raised at Citigroup to $92, Citigroup said. Deal terms surprise to the upside. Buy rating.

Whirlpool ( WHR) target boosted at Keybanc to $85, according to Keybanc. Company is realizing higher margins. Buy rating.

STRATEGY CALLS / MARKET CALLS

Regional Bank sector downgraded at Credit Suisse from Overweight to Equal-weight, Credit Suisse said. Valuation call, as further multiple expansion will be difficult.

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This article was written by a staff member of TheStreet.

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