Analysts' Actions: ZNGA, DFS, ACN

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Aetna ( AET) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company is seeing limited growth prospects in the commercial health plan business. $54 price target.

Agrium ( AGU) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on an $88 price target.

Cubist ( CBST) rated new Buy at ThinkEquity. $50 price target. Company has both a solid base business and deep pipeline.

Coventry Health ( CVH) upgraded at Goldman to Buy from Neutral, Goldman Sachs said. $42 price target. Company is building a larger footprint in public sector managed care.

Discover Financial ( DFS) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company also added to the Conviction List. $39 price target. Net interest margin should improve and the company can deliver better margin growth.

HCA ( HCA) rated new Buy at Cantor. $30 price target. Earnings growth is accelerating.

Altria ( MO) upgraded at Wells to Outperform from Market Perform, Wells Fargo said. Company should see its market share stabilize.

Monster Worldwide ( MWW) upgraded at Baird from Neutral to Outperform, Robert Baird said. Risk/reward has improved at current levels. $15 price target.

Reynolds American ( RAI) downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Company will likely use promotions to defend market share at Pall Mall.

US Silica ( SLCA) rated new Buy at BofA/Merrill. $25 price target. Company is the only pure play in the tight frac sand market.

Volcano Corp. ( VOLC) upgraded at Jefferies to Buy from Hold, Jefferies said. $37 price target. Rare story in medical devices that checks all the boxes.

Xilinx ( XLNX) downgraded at Auriga from Buy to Hold, Auriga said. $39 price target. Company will be hurt by continued carrier weakness.

Zynga ( ZNGA) rated new Underperform at Needham. Growth will likely decelerate.

STOCK COMMENTS / EPS CHANGES

Accenture ( ACN) target raised at Jefferies to $63, Jefferies said. Strong outsourcing results continue. Hold rating.

Accenture numbers raised at Citigroup. Shares of ACN now seen reaching $73, according to Citigroup. Estimates also increased on strong quarter and unwarranted demand concern. Buy rating.

Accenture estimates, target raised at Morgan Stanley. Shares of ACN now seen reaching $75, according to Morgan Stanley. Estimates also increased, as the company is gaining market share. Overweight rating.

Baker Hughes ( BHI) numbers cut at UBS. Shares of BHI now seen reaching $60, according to UBS. Estimates also lowered on lower utilization, costs, and pricing. Buy rating.

Baker Hughes numbers cut at Credit Suisse. Shares of BHI now seen reaching $56, according to Credit Suisse. Estimates also reduced, given the company's new guidance. Outperform rating.

Cerner ( CERN) price target raised at UBS to $80, UBS said. Strong 2011 bookings and continued tailwinds from HITECH. Neutral rating.

Dollar General ( DG) numbers upped at BMO. DG estimates were boosted through 2013, BMO Capital said. Company is buying back more stock. Outperform rating and new $55 price target.

Foot Locker ( FL) numbers increased at BofA/Merrill. FL estimates were raised through 2014, Bank of America/Merrill Lynch. Estimates also raised, given higher retail shoe demand. Buy rating and new $40 price target.

Fortinet ( FTNT) target raised at UBS to $27, UBS said. Expect tailwind from SNWL/Dell deal. Neutral rating.

IBM ( IBM) estimates, target increased at UBS. Shares of IBM now seen reaching $203, according to UBS. Estimates also increased as ACN results suggest strong demand trends in IT services. Neutral rating.

IHS ( IHS) estimates, target boosted at Credit Suisse. Shares of IHS now seen reaching $100, according to Credit Suisse. Estimates also upped, given better subscription and deferred revenue trends. Outperform rating.

Micron ( MU) estimates reduced at Sterne Agee through 2013, Sterne Agee said. Wireless and flash businesses are hurting margins. Buy rating and $11 price target.

Nike ( NKE) estimates, target raised at Credit Suisse. Shares of NKE now seen reaching $117, according to Credit Suisse. Estimates also increased, given higher futures orders. Neutral rating.

Starbucks Corporation ( SBUX) numbers raised at Jefferies. Shares of SBUX now seen reaching $62, Jefferies said. Estimates also raised on lower coffee costs. Buy rating.

United Technology ( UTX) target raised at Jefferies to $96, Jefferies said. Restructuring benefit and debt paydown notable. Buy rating.

Western Digital ( WDC) estimates increased at Morgan Stanley through 2014, Morgan Stanley said. HGST merger should boost margins. Equal-weight rating.

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This article was written by a staff member of TheStreet.