Analysts' Actions: AIG, EBAY, AZO, DOW, MS

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Air T ( AIRT) downgraded to hold at TheStreet Ratings.

American International ( AIG) rated new Buy at Sterne Agee. $39 price target. Company can exceed consensus earnings expectations.

Autozone ( AZO) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $425 price target. Company can gain market share and expand its margins.

Baker Hughes ( BHI) downgraded to hold at TheStreet Ratings.

Cognizant ( CTSH) downgraded at Goldman to Sell, Goldman Sachs said. Company has high exposure to the financial sector and trades at a relative premium. $52 price target.

Dow Chemical ( DOW) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Company is the most expensive of its peers and also likely has the highest earnings risk. $36 price target.

eBay ( EBAY) rated new Buy at Needham. $50 price target. Marketplace business can grow faster than consensus estimates.

Edwards Lifesciences ( EW) downgraded at UBS to Neutral from Buy, UBS said. $107 price target. Valuation call.

Lender Processing ( LPS) upgraded at Goldman to Buy, Goldman Sachs said. $27 price target. Company should benefit from increased loan and foreclosure volume.

Morgan Stanley ( MS) downgraded at Goldman Sachs to Neutral from Buy, Goldman Sachs said. $16 price target. Outsized capital market overhangs.

Pitney Bowes ( PBI) upgraded at Goldman to Neutral, Goldman Sachs said. 10% dividend yield should provide support for the stock.

Public Service Enterprise ( PEG) downgraded at Jefferies to Hold from Buy, Jefferies said. $32 price target. Loss of the basis differential between New Jersey and PJM West. Hold rating.

Sapient ( SAPE) downgraded at Goldman to Sell, Goldman Sachs said. Company has high exposure to the financial sector and Europe. $9 price target.

Southwestern Energy ( SWN) upgraded at Citigroup to Buy from Neutral, Citigroup said. $38 price target. More constructive outlook for natural gas prices next year.

Stryker ( SYK) rated new Hold at Cantor. $56 price target. Growth already appears reflected in the stock.

Tronox ( TROX) rated new Buy at UBS. $145 price target. Exxaro acquisition is the capstone of new Tronox Limited.

ValueClick ( VCLK) downgraded at Piper from Overweight to Neutral, Piper Jaffray said. $15 price target. Company will be hurt as more impression buying is moving to online exchanges.

STOCK COMMENTS / EPS CHANGES

Agilent ( A) estimates, target boosted at BofA/Merrill. Shares of A now seen reaching $54, according to Bank of America/Merrill Lynch. Estimates also upped, as the recent acquisition should add to earnings. Buy rating.

Apollo ( APOL) estimates increased at Morgan Stanley. APOL estimates were raised through 2014, Morgan Stanley said. Management boosted guidance, given an expected turnaround in starts for 2013. Overweight rating and $48 price target.

Bristol-Myers ( BMY) numbers cut at BMO. BMY estimates were reduced through 2013, BMO Capital said. Eliquis delay pushes out the model. Outperform rating and new $38 price target.

ConocoPhillips ( COP) numbers lowered at Oppenheimer. Shares of COP now seen reaching $65, Oppenheimer said. Estimates also lowered on downstream spin off. Outperform rating.

Cytec ( CYT) numbers lowered at Jefferies. Shares of CYT now seen reaching $63, Jefferies said. Estimates also lowered on imminent coatings exit. Hold rating.

Dell ( DELL) numbers lowered at Jefferies. Shares of DELL now seen reaching $13, Jefferies said. Estimates also lowered on pressure by Huawei. Hold rating.

Darden ( DRI) estimates, target reduced at Credit Suisse. Shares of DRI now seen reaching $48, according to Credit Suisse. Estimates also cut, given weaker sales trends. Neutral rating.

First Horizon ( FHN) numbers reduced at BofA/Merrill. Shares of FHN now seen reaching $7.50, according to Bank of America/Merrill Lynch. Estimates also cut, given the company's new guidance. Underperform rating.

Harley-Davidson ( HOG) numbers trimmed at UBS. Shares of HOG now seen reaching $49, UBS said. Estimates also lowered on stronger dollar. Neutral rating.

Hershey ( HSY) estimates, target raised at Credit Suisse. Shares of HSY now seen reaching $78, according to Credit Suisse. Estimates also increased, as the company has multiple potential growth levers. Outperform rating.

JP Morgan ( JPM) added to Conviction List at Goldman. Long-term story still intact.

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