Analysts' Actions: AZO, BMY, LLY, MS

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Autozone ( AZO) was upgraded at Credit Suisse to Outperform. Valuation call, based on a $440 price target, Credit Suisse said.

Bristol-Myers ( BMY) was initiated with an Outperform rating at BMO Capital. $39 price target. Company's growth potential is underestimated by the market, BMO Capital said.

Cavium ( CAVM) was downgraded at UBS to Neutral from Buy. $26 price target. Macro raises risks to growth, UBS said.

Canadian Pacific ( CP) was upgraded at Citigroup to Buy from Neutral. $90 price target. Proxy battle ends, turnaround begins, Citi said.

Cypress ( CY) was downgraded at UBS to Neutral from Buy. $13.75 price target. Less conviction on cycle strength and operating margins, UBS said.

Gamestop ( GME) was downgraded at Caris & Company from Buy to Average. $20 price target. Company is seeing lower store traffic, Caris & Company said.

Hub Group ( HUBG) was upgraded at Stifel Nicolaus from Hold to Buy. Valuation call, based on a $41 price target, Stifel Nicolaus said.

Kansas City Southern ( KSU) was upgraded at BMO Capital from Underperform to Neutral. Valuation call, as the stock is down 16% over the past two weeks, BMO Capital said. $68 price target.

Eli Lilly ( LLY) was rated new Market Perform at BMO Capital. $37 price target. Company is facing multiple patent expiration cliffs, BMO Capital said.

Merck ( MRK) was initiated with a Market Perform rating at BMO Capital. Valuation call, based on a $43 price target.

Morgan Stanley ( MS) was upgraded at UBS to Buy from Neutral. $19 price target. Much of the downside seems priced in, with plenty of leverage to the upside, UBS said.

Petrobras ( PBR) was upgraded at Societe Generale to Buy from Neutral. $25 price target. Stock is attractively valued, following a 38% decline, Societe Generale said.

Pepco Holdings ( POM) was initiated with a Neutral rating at Citigroup. $19 price target. Overhang from several rate case proceedings, Citigroup said.

Phillips 66 ( PSX) was initiated with a Buy rating at UBS. $37 price target. Embedded logistics valuation at forefront, UBS said.

Bankrate ( RATE) was downgraded at Goldman Sachs from Buy to Neutral. Valuation call, based on a $25 price target, Goldman Sachs said.

Sprint Nextel ( S) was upgraded at Guggenheim to Buy. $3.50 price target. Subscriber trends should meet or beat expectations, Guggenheim said.

Tupperware ( TUP) was downgraded at Argus Research from Buy to Hold. Sales in developed markets should remain soft, Argus Research said.

STOCK COMMENTS / EPS CHANGES

Autodesk ( ADSK) numbers were lowered at Jefferies. Shares are now seen reaching $43. Estimates were also lowered on poor guidance, Jefferies said. Buy rating.

Aruba Networks ( ARUN) numbers were lowered at JMP Securities. Estimates were cut through 2013. Company reduced its guidance, JMP Securities said. Outperform rating.

Aruba Networks numbers were lowered at Jefferies. Shares are now seen reaching $16. Estimates were also lowered on European issues, Jefferies said. Hold rating.

Salesforce.com ( CRM) price target was reduced at BMO Capital to $170. Company is seeing slower billings growth, BMO Capital said. Outperform rating.

Computer Sciences ( CSC) price target was lowered at Jefferies to $26. Lowered on the back of the quarterly results, Jefferies said. Hold rating.

Computer Sciences numbers were cut at Goldman Sachs. Shares are now seen reaching $21. Estimates were also reduced, given slower expected sales growth, Goldman said. Sell rating.

General Electric ( GE) estimates were increased at Morgan Stanley through 2014. Company plans to buy back more stock, Morgan Stanley said. Overweight rating and $21 price target.

Gamestop ( NOK) estimates were reduced at Sterne Agee through 2013. Game market continues to face cyclical headwinds, Sterne Agee said. Buy rating and $30 price target.

Intuit ( INTU) price target was lowered at Oppenheimer to $63. Roughly kept pace with category growth, Oppenheimer said. Outperform rating.

JC Penney ( JCP) price target was reduced at Morgan Stanley to $23. Consensus expectations may still have further to fall, Morgan Stanley said. Underweight rating.

Marvell Technology Group ( MRVL) estimates were raised at Oppenheimer through 2013. Solid results and outlook as HDD supply normalizes, Oppenheimer said. Perform rating.

Quality Systems ( QSII) price target was lowered at Jefferies. Shares are now seen reaching $28. Upside is likely limited, Jefferies said. Hold rating.

UMB Financial ( UMBF) numbers were boosted at Sterne Agee. Shares are now seen reaching $51. Estimates were also upped, given better sales growth and focus on expanding margins, Sterne Agee said. Buy rating.

Wal-Mart ( WMT) estimates were raised at Morgan Stanley through 2014. Higher domestic sales are expanding margins, Morgan Stanley said. Equal-weight rating.

Zumiez ( ZUMZ) estimates, price target were raised at Credit Suisse. Shares are now seen reaching $38. Estimates were also increased, as the company continues to expand margins, Credit Suisse said. Neutral rating.

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This article was written by a staff member of TheStreet.

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