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.