JP Morgan numbers were cut at UBS. Shares are now seen reaching $46. Estimates also lowered on lower share repurchases, UBS said. Buy rating.

Lowe's estimates, price target were cut at Morgan Stanley. Shares are now seen reaching $35. Estimates were also reduced, as the company is still working through its inventory transition, Morgan Stanley said. Overweight rating.

Lowe's numbers were cut at UBS. Shares are now seen reaching $34. Estimates were also lowered on lackluster quarterly results, UBS said. Buy rating.

McKesson ( MCK) was cut from the Conviction Buy List at Goldman Sachs. Company lacks near-term catalysts, Goldman said. $105 price target.

MakeMyTrip Limited ( MMYT) numbers were lowered at Oppenheimer. Shares are now seen reaching $28. Estimates were also lowered on fx headwinds, Oppenheimer said. Outperform rating.

Urban Outfitters ( URBN) numbers were increased at Nomura. Estimates were increased through 2013. Company is seeing better square footage growth, Nomura said. Neutral rating and new $29 price target.

Yahoo! ( YHOO) price target was raised at Morgan Stanley. Shares are now seen reaching $16. Alibaba sale should generate net cash of more than $4 billion, Morgan Stanley. Equal-weight rating.

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