Analysts' Actions: GPN, KO, SLB, BBY

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Accretive Health ( AH) was downgraded at Goldman Sachs from Buy to Neutral. $24 price target. Fairview contract loss could hang over the stock, Goldman said.

Amazon.com ( AMZN) was initiated with a Market Perform rating at JMP Securities. Growth may be decelerating, and the company already trades at a premium valuation, JMP said.

Autozone ( AZO) was upgraded at Goldman Sachs from Neutral to Buy. Company was also placed on the Conviction Buy list, Goldman said. $435 price target. Company is seeing higher commercial demand and has strong operating leverage.

Best Buy ( BBY) was downgraded at McAdams, Wright Ragen from Buy to Sell. Confidence in management is waning, McAdams said.

Beam ( BEAM) was downgraded from Buy to Neutral at Goldman Sachs. Valuation call, based on a $58 price target, Goldman said.

Bridgepoint ( BPI) was initiated with a Hold rating at Deutsche Bank. $25 price target. Industry faces higher potential competition, Deutsche said.

Fifth Third ( FITB) was upgraded at Stifel Nicolaus from Hold to Buy. $17 price target. Stock has lagged year-to-date, though the company is leveraged to better mortgage and loan growth, Stifel said.

Global Payments ( GPN) was downgraded at Nomura Securities to Neutral. $46 price target. Company is seeing weaker sales growth, Nomura said.

Global Payments was upgraded Hold to Buy at Stifel Nicolaus. $54 price target. Stock has overreacted to the recent security breach, Stifel said.

Coca-Cola ( KO) was downgraded at Stifel Nicolaus from Buy to Hold. Valuation call, Stifel said.

Pandora ( P) was initiated with an Outperform rating at JMP Securities. $14 price target. Listening growth should continue, JMP said.

Primerica ( PRI) was upgraded to buy at TheStreet Ratings.

Schlumberger ( SLB) was upgraded at Sterne Agee from Neutral to Buy. Stock is attractive, following a 15% decline, Sterne Agee said. $93 price target.

Sothebys ( BID) was upgraded to buy at TheStreet Ratings.

Constellation Brands ( STZ) was upgraded at Goldman Sachs from Neutral to Buy. Wine fundamentals appear to be improving, Goldman said. $29 price target.

US Bancorp ( USB) was downgraded at Stifel Nicolaus from Buy to Hold. Valuation call, Stifel said.

Waddell & Reed ( WDR) was downgraded at Sterne Agee from Buy to Neutral. Valuation call, based on a $34 price target, Sterne Agee said.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target were raised at JP Morgan. Shares are now seen reaching $715. Estimates were also increased, given higher expected sales, JP Morgan said. Overweight rating.

Apple estimates, price target were boosted at Piper Jaffray. Shares are now seen reaching $910. Estimates were also raised, as new product releases should continue to drive growth, Piper Jaffray said. Overweight rating.

Airgas ( ARG) numbers were raised at Jefferies. Shares are now seen reaching $103. Estimates were also raised on packaged gas consolidation, Jefferies said. Buy rating.

Acuity Brands ( AYI) target was raised at Oppenheimer. Shares are now seen reaching $64. Improving nonresidential construction cycle, Oppenheimer said. Perform rating.

Bed Bath & Beyond ( BBBY) numbers were raised at UBS. Shares are now seen reaching $69. Estimates were also increased on positive data points, UBS said. Neutral rating.

Bank of New York Mellon ( BK) target was raised at Jefferies. Shares are now seen reaching $26. Sensitivity to lower rates, Jefferies said. Hold rating.

Beazer Homes ( BZH) estimates were increased at UBS through 2012. Reflecting change in completed exchange offer, UBS said. Buy rating and $5.50 price target.

Cavium ( CAVM) numbers were lowered at Jefferies. Shares of CAVM are now seen reaching $40, Jefferies said. Estimates were also lowered on first-quarter miss. Buy rating.

Cooper Industries ( CBE) numbers were raised at Oppenheimer. Shares are now seen reaching $75. Estimates were also raised on operating leverage recovery to about 25% incremental margins, Oppenheimer said. Outperform rating.

EMC ( EMC) numbers were raised at Oppenheimer. Shares are now seen reaching $34. Estimates were also raised on March quarter upside, Oppenheimer said. Outperform rating.

FedEx ( FDX) estimates, target upped at Bernstein. Estimates were boosted through 2013. Ground business continues to drive growth, Bernstein said. Market Perform rating and new $95 price target.

F5 Networks ( FFIV) price target was raised at Oppenheimer. Shares are now seen reaching $150. Strong June expected, Oppenheimer said. Outperform rating.

Global Payments numbers were reduced at Credit Suisse. Shares are now seen reaching $52. Estimates were also cut, given weaker fundamentals and higher expected security costs, Credit Suisse said. Outperform rating.

IBM ( IBM) estimates were boosted at JP Morgan. Shares are now seen reaching $225. Estimates were also increased, given higher expected software and services demand, JP Morgan said. Overweight rating.

Intel ( INTC) estimates, target were raised at Bank of America/Merrill Lynch. Shares are now seen reaching $34. PC and server demand appear to be improving, BofA/Merrill said. Buy rating.

Kraft ( KFT) price target was raised at UBS to $46. Higher portion of earnings with the higher growth/valuation Mondelez, UBS said. Buy rating.

Microsoft ( MSFT) price target was increased to $36 at UBS. Enterprise product refresh and multiple expansion, UBS said. Buy rating.

NYSE Euronext ( NYX) price target was raised at Citigroup to $30. Sentiment around financials has improved, Citigroup said. Neutral rating.

Ralph Lauren ( RL) estimates were cut at Morgan Stanley through 2014. Company faces slower growth in France, Morgan Stanley said. Equal-weight rating.

Verisign ( VRSN) price target raised at Citigroup to $46. Multiple catalysts in the next six months, Citigroup said. Buy rating.

Whole Foods Market ( WFM) numbers were increased at Deutsche Bank through 2013. Checks show better sales trends, Deutsche said. Buy rating and new $93 price target.

This article was written by a staff member of TheStreet.

More from Stocks

Tesla Model 3 Outsells BMW, Mercedes Equivalents in California

Tesla Model 3 Outsells BMW, Mercedes Equivalents in California

Stocks Trade Lower as Optimism Wanes Over China Trade Talks

Stocks Trade Lower as Optimism Wanes Over China Trade Talks

Did Trump Just Torpedo the Stock Market Again?

Did Trump Just Torpedo the Stock Market Again?

10 Questions for PayPal Ahead of Its Big Investor Day

10 Questions for PayPal Ahead of Its Big Investor Day

Trump, China Trade, Target and Las Vegas Casinos - 5 Things You Must Know

Trump, China Trade, Target and Las Vegas Casinos - 5 Things You Must Know