Analysts Actions: DOV, CELG, JCI, GOOG

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Acorn Energy ( ACFN) upgraded to Hold at TheStreet Ratings.

AmerisourceBergen ( ABC) downgraded Overweight to Equal-weight at Morgan Stanley. Company trades at a premium valuation and lacks near-term catalysts.

American Tower ( AMT) downgraded at Piper Overweight to Neutral. Valuation call, based on a $70 price target.

Alpha Natural ( ANR) upgraded at Nomura to Buy. $20 price target. Met coal prices appear to have bottomed and there are less fears about the CAPP steam market, Nomura said.

Associated Banc-Corp ( ASBC) downgraded to Hold at TheStreet Ratings.

Celgene ( CELG) downgraded to Hold at Auriga USA. Valuation call, based on an $82 price target.

Consol Energy ( CNX) downgraded from Outperform to Neutral at Credit Suisse said. Valuation call, based on a $40 price target.

Dover ( DOV) rated new Outperform at BMO Capital with a $77 price target. Company has a diversified business with strong growth potential.

Dover ( DOV) upgraded from Underweight to Equal-weight at Morgan Stanley. Valuation call, based on a $65 price target.

Illinois Tool Works ( ITW) downgraded to Underweight at Morgan Stanley with a $56 price target. Stock should trade at a discount to its peers.

Johnson Controls ( JCI) upgraded from Hold to Buy at Deutsche Bank with a $39 price target. Sentiment has become too bearish in the near term.

Lennar ( LEN) upgraded to Buy from Hold at KeyBanc with a $32 price target. Sustained local job growth supports shift to fundamental growth.

MarketAxess ( MKTX) upgraded to Outperform at Keefe, Bruyette & Woods with $40 price target. Fears of increased competition from BLK appear overblown.

Navigators Group ( NAVG) downgraded to Hold at TheStreet Ratings.

PulteGroup ( PHM) upgraded to Buy from Hold, at KeyBanc with an $11 price target. Sustained local job growth supports shift to fundamental growth.

PPL ( PPL) cut from Conviction Buy List at Goldman Sachs. According to Goldman, the company is being hurt by lower natural gas prices.

SBA Communications ( SBAC) upgraded at Piper to Overweight. Valuation call, based on a $60 price target.

Toll Brothers ( TOL) upgraded from Hold to Buy at Keybanc with a $31 price target. Company should benefit from sustained local job growth.

VMWare ( VMW) was initiated with an Overweight rating at Piper Jaffray. $125 price target. Company is a global leader and can continue to grow earnings, Piper Jaffray said.

STOCK COMMENTS / EPS CHANGES

Altera ( ALTR) estimates lowered through 2013 at UBS. Company needs to reassure the market of expected 3G spending growth in China, UBS said. Buy rating and $42.50 price target.

Associated Banc-Corp ( ASBC) numbers raised at Oppenheimer. Shares of ASBC now seen reaching $15, Oppenheimer said. Estimates also raised ahead of first quarter results. Outperform rating.

Broadcom ( BRCM) estimates, target upped at Credit Suisse. BRCM estimates were boosted through 2013, Credit Suisse said. Company remains leveraged to smartphone and tablet computer growth. Outperform rating and new $50 price target.

Commerce Bancshares ( CBSH) numbers boosted at Guggenheim. Shares of CBSH now seen reaching $39, according to Guggenheim. Estimates also upped, given improved profitability. Neutral rating.

Coinstar ( CSTR) estimates, target raised at Benchmark. Shares of CSTR now seen reaching $85, according to Benchmark. Estimates also increased, given higher sales and cost controls. Buy rating.

Cytec Industries ( CYT) numbers raised at Jefferies. Shares of CYT now seen reaching $72, Jefferies said. Estimates also raised on expanding engineered materials with Umeco. Hold rating.

Google ( GOOG) estimates raised at Citigroup through 2013. Solid fundamental trends. Maintain Buy rating and $750 price target.

Google ( GOOG) numbers raised at Oppenheimer. Shares of GOOG are now seen reaching $733, Oppenheimer said. Estimates also raised on quality improvements and mobile mix. Outperform rating.

Google ( GOOG) numbers raised at Jefferies. Shares of GOOG are now seen reaching $850, Jefferies said. Estimates also raised on first quarter results. Buy rating.

Google ( GOOG) estimates raised at UBS through 2013, UBS said. Q1 beat reinforces growth story. $825 price target and Buy rating.

Google ( GOOG) estimates, target boosted at Credit Suisse. Shares of GOOG now seen reaching $770, according to Credit Suisse. Estimates also upped, as the company is realizing higher margins. Outperform rating.

Intuit ( INTU) numbers lowered at Jefferies. Shares of INTU now seen reaching $55, Jefferies said. Estimates also lowered on less consumer tax revenue growth. Hold rating.

JB Hunt Transport Services ( JBHT) numbers raised at Jefferies. Shares of JBHT now seen reaching $56, Jefferies said. Estimates also raised on first quarter beat. Hold rating.

JB Hunt ( JBHT) numbers raised at JP Morgan. Shares of JBHT now seen reaching $64, according to JP Morgan. Estimates also increased, as the company is realizing higher margins. Overweight rating.

Pfizer ( PFE) estimates reduced through 2013, at Morgan Stanley. Company is seeing declines in joint venture products. Overweight rating and $22 price target.

RailAmerica ( RA) estimates, target increased at Credit Suisse. RA estimates were raised through 2014, Credit Suisse said. Company is seeing higher carloads and paying less interest expense. Neutral rating and new $23 price target.

Supervalu ( SVU) estimates increased through 2014 at UBS. Increasing estimates, but remain below guidance and consensus. Maintain $5.50 price target and Sell rating.

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This article was written by a staff member of TheStreet.

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