Analysts' Actions: AKAM, HES, GD, MAR

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Akamai ( AKAM) upgraded to Buy from Hold at Jefferies. $42 price target. Improving fundamentals and growth acceleration.

Autonation ( AN) upgraded at UBS to Neutral from Sell. $34 price target. Valuation back in line with peers.

Air Products ( APD) upgraded at Morgan Stanley to Equal-weight from Underweight. Valuation call, based on a $92 price target.

Citrix Systems ( CTXS) upgraded at FBR to Outperform. $100 price target. Company has a lot of operating momentum and is leveraged to continued growth of the virtualization market.

Citrix Systems ( CTXS) upgraded at Mizuho to Buy from Neutral. Company continues to grow its core business.

Forest Laboratories ( FRX) was initiated with a Hold rating at Auriga USA. $36 price target. Company lacks near-term catalysts.

General Dynamics ( GD) downgraded to Equal-Weight from Overweight at Morgan Stanley said. Defense business remains soft.

Hess ( HES) was downgraded to Neutral from Outperform at Credit Suisse. $70 price target. Stock was also cut from the Focus List. Company cut production guidance and is spending more on capital expenditures.

Hess ( HES) was downgraded to Neutral at JP Morgan. $68 price target. Company is producing less in the Bakken shale.

Hexcel ( HXL) was upgraded to Buy from Neutral at Bank of America/Merrill Lynch. $34 price target. Company is seeing higher volume and margins.

Lennox ( LII) was downgraded to Hold at TheStreet Ratings.

LogMeln ( LOGM) was upgraded to Buy at TheStreet Ratings.

Marriott ( MAR) was upgraded to Buy from Hold at Argus. $48 price target. Company is a consistent grower, keeps costs low and buys back stock.

NVR ( NVR) was downgraded to Sell from Neutral at Guggenheim. Valuation call, based on a $675 price target.

Penske Automotive ( PAG) was downgraded from Buy to Hold at Keybanc. Valuation call.

Rockwell Automation ( ROK) was upgraded to Equal-weight from Underweight at Morgan Stanley. Valuation call, based on an $83 price target.

Texas Capital ( TCBI) was upgraded to Buy at Sterne Agee. $41 price target. Company has good visibility for growth and increased profitability.

Torchmark ( TMK) was upgraded to Neutral from Underperform at Sterne Agee. Business fundamentals appear to be improving. $56 price target.

Tempur-Pedic ( TPX) was upgraded to Buy from Neutral at Hilliard Lyons. $70 price target. Stock appears oversold, following a 20% decline.

Travelers ( TRV) was upgraded to Hold from Sell at Deutsche Bank. $62 price target. Earned rate improvement should exceed loss costs over the next few quarters.

STOCK COMMENTS / EPS CHANGES

Amgen ( AMGN) numbers raised at UBS. Shares of AMGN now seen reaching $71, UBS said. Estimates also increased fo0llowing quarterly results. Neutral rating.

Boeing ( BA) estimates, target raised at Morgan Stanley. Shares of BA now seen reaching $85, according to Morgan Stanley. Estimates also increased, given an early ramp in business. Overweight rating.

Broadcom ( BRCM) estimates estimates increased through 2013 at UBS. Positive effects from NETL, P&L integration, and wireless momentum. Buy rating.

Cheesecake Factory ( CAKE) numbers boosted at Credit Suisse. Shares of CAKE now seen reaching $32, according to Credit Suisse. Estimates also upped, given consistent comp sales growth. Neutral rating.

Cirus Logic ( CRUS) numbers raised at Oppenheimer. Shares of CRUS now seen reaching $30, Oppenheimer said. Estimates also raised on sharply higher revenue expected beginning in the second quarter. Outperform rating.

Citrix Systems ( CTXS) target increased to $97, at Citigroup. Strong growth off of tough comps. Buy rating.

Citrix Systems ( CTXS) target raised at Jefferies. Shares of CTXS now seen reaching $85, Jefferies said. Strong beat to start the year. Hold rating.

Citrix Systems ( CTXS) numbers boosted at Credit Suisse. Shares of CTXS now seen reaching $72.50, according to Credit Suisse. Estimates also upped, as the company is signing more large deals. Neutral rating.

Equinix ( EQIX) estimates increased through 2013 at Citigroup. Stronger revenue growth prospects during 2012. Buy rating and $180 price target.

Equinix ( EQIX) numbers raised at Jefferies. Shares of EQIX now seen reaching $175, Jefferies said. Estimates also raised on solid results and guidance raise. Buy rating.

General Dynamics ( GD) estimates were reduced through 2014 at Credit Suisse said. Company is facing a lower sales and margin outlook. Outperform rating and new $79 price target.

Corning ( GLW) estimates were raised through 2013 at Sterne Agee. Display glass business is improving. Buy rating and new $18 price target.

GNC ( GNC) estimates, target boosted at BMO. Shares of GNC now seen reaching $46, according to BMO Capital. Estimates also upped, given the company's solid operating momentum. Outperform rating.

Home Inns & Hotels Management ( HMIN) numbers lowered at Oppenheimer. Shares of HMIN now seen reaching $32, Oppenheimer said. Estimates also lowered on higher pre-opening expenses. Outperform rating.

Harley-Davidson ( HOG) estimates were raised through 2013 at BMO Capital. Company is attracting new riders and gaining market share. Outperform rating and new $62 price target.

Las Vegas Sands ( LVS) target increased to $67 at UBS. Solid results versus expectations. Buy rating.

Nasdaq OMX Group ( NDAQ) estimates lowered through 2013 at Citigroup. Dividend a positive, but still playing defense. Neutral rating and $27 price target.

Northrop Grumman ( NOC) numbers raised at Oppenheimer. Shares of NOC now seen reaching $67, Oppenheimer said. Estimates also raised on respectable first quarter results. Outperform rating.

Northrop Grumman ( NOC) numbers raised at Credit Suisse. Shares of NOC now seen reaching $65, according to Credit Suisse. Estimates also increased, as the company is expanding margins. Neutral rating.

O'Reilly Automotive ( ORLY) numbers raised at Oppenheimer. Shares of ORLY now seen reaching $108, Oppenheimer said. Estimates also raised on again topping forecasts. Perform rating.

Panera Bread ( PNRA) numbers raised at Jefferies. Shares of PNRA now seen reaching $175, Jefferies said. Estimates also raised on sustainable same store sales. Buy rating.

Sprint Nextel ( S) estimates lowered through 2013 at UBS. Higher EBITDA guidance, but heading for a trough. Neutral rating and $2.50 price target.

Under Armour ( UA) target, estimates raised at UBS. Shares of UA now seen reaching $100, UBS said. Estimates also increased as gross margins could be a source of upside. Neutral rating.

Varian Medical Systems ( VAR) numbers lowered at Citigroup. Shares of VAR now seen reaching $67, Citigroup said. 2012 gudiance reduced. Neutral rating.

Watson Pharmaceuticals ( WPI) estimates were boosted through 2015 at JP Morgan. Actavis deal will add to earnings. Overweight rating and new $90 price target.

Xilinx ( XLNX) estimates were boosted through 2013, ThinkEquity said. Company is seeing higher end-market demand. Hold rating and new $40 price target.

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