Analysts' Actions: CMI, DELL, FWLT

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

American International ( AIG) was upgraded at Wells Fargo from Market Perform to Outperform. Company should become independent from the government over the next year, Wells Fargo said.

Amphenol ( APH) was downgraded at Keybanc from Buy to Hold. Valuation call, Keybanc said.

Cummins ( CMI) was initiated with a Neutral rating, Piper Jaffray said. Valuation call, based on a $129 price target, Piper Jaffray said.

Dell ( DELL) was upgraded at Morgan Stanley from Underweight to Equal-weight. Estimates were also boosted, following recent acquisitions, Morgan Stanley said.

Deutsche Bank ( DB) was upgraded to Hold at TheStreet Ratings.

Fortune Brands Home ( FBHS) was initiated with a Neutral rating at Credit Suisse. $22 price target. Margins are improving as spending rebounds, Credit Suisse said.

Franklin Electric ( FELE) was initiated with a Buy rating at Ladenburg Thalmann. $60 price target. Water demand is increasing in developing regions, Ladenburg Thalmann said.

First Horizon ( FHN) was downgraded at FBR Capital Markets from Market Perform to Underperform. $9 price target. Consensus earnings expectations appear too high, FBR said.

Foster Wheeler ( FWLT) was initiated with an Overweight rating at JP Morgan. Strong energy focus and technology-driven competitive advantages, JP Morgan said.

Halozyme Therapeutics ( HALO) was downgraded at Jefferies to Hold from Buy. Likely slow market uptake, Jefferies said.

Harley-Davidson ( HOG) was upgraded at Citigroup to Buy from Neutral. $55 price target. Retail trends should be encouraging to investors, Citi said.

Jazz Pharmaceuticals ( JAZZ) was initiated with a Buy rating at Citigroup. $60 price target. Xyrem is the key value driver in the near term, Citi said.

Jacobs Engineering ( JEC) was downgraded at JP Morgan from Overweight to Neutral. Valuation call, based on a $52.50 price target, JP Morgan said.

KBR ( KBR) was initiated with an Overweight rating at JP Morgan. $45 price target. Transition story already in progress, JP Morgan said.

McDermott International ( MDR) was initiated with a Neutral rating at JP Morgan. $14.50 price target. Upside potential is substantial, but so are the risks, JP Morgan said.

Points International ( PCOM) was upgraded to Buy at TheStreet Ratings.

Stifel Financial ( SF) was initiated with a Market Perform rating at Wells Fargo. Valuation call, as capital markets have failed to meaningfully recovered, Wells Fargo said.

Salix ( SXLP) was downgraded at Auriga USA to Hold. $51 price target. Stock is already pricing in potential approval of Relistor and Crofelemer, Auriga USA said.

Stock Comments / EPS Changes

AOL ( AOL) estimates, target were raised at Credit Suisse. Share are now seen reaching $30. Estimates were also increased, following the patent deal with Microsoft ( MSFT), Credit Suisse said. Neutral rating.

Crown Castle International Corp. ( CCI) target was raised at Oppenheimer. Shares are now seen reaching $62. Continued 4G buildouts continue to be very positive, Oppenheimer said. Outperform rating.

Cinemark ( CNK) was removed from the Analyst Focus List at JP Morgan. $29 price target. Strong YTD performance and tougher box office comps, JP Morgan said.

ConocoPhillips ( COP) price target was lowered at UBS to $62. Preparing for Phillips 66 spinoff, UBS said. Sell rating.

Cisco ( CSCO) price target was boosted at Morgan Stanley. Shares now seen reaching $23. Recent datapoints suggest a gradual improvement in capital spending, Morgan Stanley said. Overweight rating.

Entergy ( ETR) price target was lowered at Jefferies. Shares are now seen reaching $69. APSC final decision in the AEP SWEPCO proceeding may serve as a precedent, Jefferies said. Hold rating.

Ford ( F) estimates, price target were raised at Guggenheim. Shares are now seen reaching $13. Estimates were also increased, given the company's new guidance, Guggenheim said. Neutral rating.

The Greenbrier Companies ( GBX) numbers were lowered at Jefferies. Shares are now seen reaching $20. Estimates were also lowered on lower-than-expected manufacturing gross margins, Jefferies said. Hold rating.

Google ( GOOG) numbers were raised at UBS. Shares are now seen reaching $825. New products and initiatives are gaining traction, UBS said. Buy rating.

Juniper ( JNPR) price target was raised at Morgan Stanley. Shares are now seen reaching $27. Industry spending should improve during the Spring, Morgan Stanley said. Overweight rating.

Marathon Petroleum ( MPC) price target was raised at Citigroup to $50. Midstream to drive multiple expansion, Citigroup said. Buy rating.

Qualcomm ( QCOM) numbers were raised at Oppenheimer. Shares are now seen reaching $75. Estimates were also raised on solid quarter and outlook, Oppenheimer said. Outperform rating.

Qualcomm numbers were raised at UBS. Shares are now seen reaching $80. Estimates were also increased on upside from LTE leadership, UBS said.

Valero Energy ( VLO) was added to the Top Picks Live list at Citigroup. $31 price target. Set to benefit from the availability of a wide variety of discounted crudes at its Gulf Coast refineries, Citigroup said.

Vivus ( VVUS) price target was boosted at Bank of Merrill/Merrill Lynch to $30. Now model an 80% likelihood of Qnexa being approved in 2012, BofA/Merrill said. Buy rating.

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This article was written by a staff member of TheStreet.