Analysts' Actions: GOOG, GE, FFIV

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Aeropostale ( ARO) upgraded at Wedbush to Outperform from Neutral, Wedbush said. $26 price target. Early signs of better women's products.

Apollo ( APOL) downgraded to hold at TheStreet Ratings.

DirecTV ( DTV) upgraded at Citigroup to Buy from Neutral, Citigroup said. $59 price target. Low LatAm FCF presents opportunity, not risk.

F5 Networks ( FFIV) downgraded at FBN from Outperform to Sector Perform, FBN Securities said. Valuation call, based on a $135 price target.

First Horizon ( FHN) upgraded at Sterne Agee from Underperform to Neutral, Sterne Agee said. Valuation call, based on an $11 price target.

Petrohawk Energy ( HK) downgraded to sell at TheStreet Ratings.

IAC/InterActiveCorp ( IACI) downgraded at Citigroup to Neutral from Buy, Citigroup said. $53 price target. Valuation call.

Nvidia ( NVDA) upgraded at JMP from Underperform to Market Perform, JMP Securities said. Margin and booking trends appear to be bottoming.

NYSE Euronext ( NYX) downgraded at Stifel from Hold to Sell, Stifel Nicolaus said. Company is losing market share and consensus expectations appear overly optimistic.

Progressive ( PGR) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $26 price target. Growth should accelerate in the coming quarters.

Parexel ( PRXL) upgraded at Jefferies from Hold to Buy, Jefferies said. $32.50 price target. Partnership deals can help drive accelerated growth.

Weatherford ( WFT) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. $17 price target. Estimates also cut, given pressures in the frac market.

STOCK COMMENTS / EPS CHANGES

Best Buy ( BBY) target increased at UBS to $27, UBS said. Company will potentially announce steps to streamline its cost structure. Neutral rating.

Capital One Financial ( COF) target raised at Citigroup to $66, Citigroup said. Card fundamentals remain healthy. Buy rating.

Salesforce.com ( CRM) numbers raised at Canaccord. Shares of CRM now seen reaching $180, according to Canaccord Genuity. Estimates also increased, given the company's strong growth momentum. Buy rating.

EMC ( EMC) estimates, target boosted at Morgan Stanley. Shares of EMC now seen reaching $37, according to Morgan Stanley. Estimates also upped, given a better product mix. Overweight rating.

General Electric ( GE) target boosted at Oppenheimer. Shares of GE now seen reaching $24, according to Oppenheimer. Company is leveraged to a cyclical recovery. Outperform rating.

GNC ( GNC) estimates, target raised at Morgan Stanley. Shares of GNC now seen reaching $39, according to Morgan Stanley. Estimates also increased, given better sales momentum. Overweight rating.

Google ( GOOG) target raised at Citigroup to $750, Citigroup said. Strong near term checks and highly attractive valuation. Buy rating.

Kellogg ( K) estimates upped at Morgan Stanley through 2014, Morgan Stanley said. Pringles acquisition should help drive growth. Equal-weight rating and $51 price target.

Lennar ( LEN) estimates, target upped at Credit Suisse. LEN estimates were boosted through 2013, Credit Suisse said. Company is seeing better volume and operating leverage. Outperform rating and new $30 price target.

Lennar estimates, target upped at Guggenheim. LEN estimates were boosted through 2013, Guggenheim said. Company is seeing higher sales. Neutral rating and new $24 price target.

McCormick ( MKC) estimates, target increased at Jefferies. MKC estimates were raised through 2013, Jefferies said. Company continues to grow and is keeping a tight lid on costs. Buy rating and new $62 price target.

PVH ( PVH) estimates, target raised at Brean. Shares of PVH now seen reaching $107, according to Brean Murray. Estimates also increased, as Tommy Hilfiger and Calvin Klein continue to drive growth. Buy rating.

Qualcomm ( QCOM) target boosted at Deutsche to $75, according to Deutsche Bank. Company is leveraged to demand for increased network capacity. Buy rating.

Robbins & Myers ( RBN) numbers raised at Keybanc. Shares of RBN now seen reaching $58, according to Keybanc. Estimates also increased, given better expected organic growth. Buy rating.

Synnex ( SNX) estimates, target raised at Sterne Agee. Shares of SNX now seen reaching $38, according to Sterne Agee. Estimates also increased, given the company's new business model and better pricing. Neutral rating.

Sempra Energy ( SRE) target raised at Citigroup to $65, according to Citigroup. Relative valuation gap to close. Buy rating.

Tempur-Pedic ( TPX) numbers increased at Keybanc. TPX estimates were raised through 2013, Keybanc said. Channel checks suggest better industry growth. Buy rating and new $100 price target.

VMWare ( VMW) estimates, target increased at Morgan Stanley. VMW estimates were raised through 2013, Morgan Stanley said. as the company can continue to generate 20%-plus annual growth. Overweight rating and new $130 price target.

Walgreen ( WAG) numbers raised at UBS. Shares of WAG now seen reaching $39, according to UBS. Estimates also increased as risk reward balance skews to the upside. Buy rating.

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This article was written by a staff member of TheStreet.

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