Analysts' Actions: INFA, SBH, PRGO

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Informatica ( INFA) were downgraded at Jefferies to Hold from Buy. $36 price target. Growth profile reset, Jefferies said.

Macerich ( MAC) was downgraded at Bank of America/Merrill Lynch to Neutral from Buy. $62 price target. More cautious consumer, BofA/Merrill said.

Perrigo ( PRGO) was downgraded at Morgan Stanley to Equal-Weight from Overweight. $125 price target. Risk reward now more balanced, Morgan Stanley said.

Sally Beauty Holdings ( SBH) was upgraded to Buy from Neutral at Bank of America/Merrill Lynch. $32 price target. Growth and cash generation offer upside, BofA/Merrill said.

SXC Health Solutions Corp. ( SXCI) was initiated with a Buy rating at Goldman Sachs. $120 price target. Still attractive growth beyond deal.

Watsco ( WSO) initiated at Goldman Sachs with a Neutral rating. $80 price target. Fairly valued.

Weight Watchers ( WTW) was downgraded at Bank of America/Merrill Lynch to Neutral from Buy. $53 price target. Company may have larger-than-expected cut to 2012 guidance, BofA/Merrill said.

Weyerhaeuser ( WY) was downgraded at DA Davidson to Neutral from Buy. $23 price target. Commodity price movements result in a wash, DA Davidson said.

Stock Comments / EPS Changes

ConocoPhillips ( COP) numbers were lowered at Jefferies. Shares are now seen reaching $60. Estimates were also lowered on growth only kicking in in 2013, Jefferies said. Hold rating.

HB Fuller ( FUL) estimates were raised at KeyBanc through 2012. Continue to see visible levers for one of the strongest earnings trajectories in specialty chemicals, Keyband said. Buy rating and $39 price target.

WW Grainger ( GWW) estimates were trimmed at UBS through 2013. Weaker macro data. Buy rating and $225 price target, UBS said.

Informatica numbers lowered at Oppenheimer. Shares are now seen reaching $46, Oppenheimer said. Estimates were also lowered on misexecution, Oppenheimer said. Outperform rating.

Informatica numbers were cut at UBS. Shares are now seen reaching $45, UBS said. Estimates were also lowered on second-quarter miss, UBS said. Buy rating.

US Airways ( LCC) estimates were raised at Dahlman Rose through 2012. Lower jet fuel costs, Dahlman Rose said. Hold rating.

Macy's ( M) estimates were lowered at BMO Capital Markets through 2013. Disappointing June comp store sales growth, BMO said. Market Perform rating and $41 price target.

Oracle ( ORCL) price target was raised at Oppenheimer. Shares are now seen reaching $33. Database product strategy aligned with megatrends, Oppenheimer said. Outperform rating.

Seagate Technology ( STX) price target was lowered at Goldman Sachs. Shares are now seen reaching $25. Negative preannouncement, Goldman said. Neutral rating.

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This article was written by a staff member of TheStreet.

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