Analysts' Actions: CVC, ARO, NVR, PENN, SLB

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Akorn ( AKRX) downgraded at Deutsche from Buy to Hold, Deutsche Bank said. Valuation call, based on a $14 price target.

Aeropostale ( ARO) upgraded at Piper from Neutral to Overweight, Piper Jaffray said. $24 price target. Better pricing should improve margins.

ArthroCare Corporation ( ARTC) upgraded to buy at TheStreet Ratings.

Astec Industries ( ASTE) upgraded to buy at TheStreet Ratings.

Berkshire Hathaway ( BRK.A) upgraded to buy at TheStreet Ratings.

Cinemark ( CNK) rated new Neutral at Goldman. $15 price target. U.S. movie demand and pricing growth is slowing.

Cablevision ( CVC) upgraded at BofA/Merrill to Buy, Bank of America/Merrill Lynch said. $18 price target. Growth could accelerate, after a year of underperformance.

Cypress Semiconductor ( CY) upgraded at Cantor from Sell to Hold, Cantor Fitzgerald said. Valuation call, based on an $11 price target.

Deckers ( DECK) downgraded at Sterne Agee to Underperform, Sterne Agee said. $38 price target. Estimates cut, given lower likely international sales.

Fifth Third ( FITB) upgraded at Compass Point from Neutral to Buy, Compass Point said. Valuation call, based on a $17 price target.

Illumina ( ILMN) upgraded at Leerink from Market Perform to Outperform, Leerink Swann said. Company has multiple potential catalysts.

Imax ( IMAX) rated new Buy at Goldman. $30 price target. Company is growing faster than its peers and is leveraged to China.

KB Home ( KBH) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $15 price target. Rising home prices should drive new housing starts.

Mosaic ( MOS) upgraded at Citigroup to Buy from Neutral, Citigroup said. $66 price target. Also added to TPL! list. Demand for fertilizers is strong with drought.

NVR ( NVR) downgraded at Goldman to Sell, Goldman Sachs said. $760 price target. Company is facing increased competition.

Onyx Pharmaceuticals ( ONXX) upgraded at Jefferies to Buy from Hold, Jefferies said. $101 price target. Improved outlook with limited downside. Buy rating.

Penn National ( PENN) downgraded at Keybanc from Buy to Hold, Keybanc said. Valuation call, as consumer sentiment is weakening.

Ryland ( RYL) upgraded at Goldman to Neutral, Goldman Sachs said. $34 price target. Estimates also boosted, given higher industry pricing.

Schlumberger ( SLB) upgraded at Argus from Hold to Buy, Argus Research said. $85 price target. International and deepwater markets should drive growth.

Verisign ( VRSN) downgraded at Citigroup to Neutral from Buy, Citigroup said. $46 price target. Catalysts playing out and risk/reward more balanced.

Walgreen Company ( WAG) downgraded at UBS to Neutral from Buy, UBS said. $37 price target. Moving to sidelines following ESRX settlement.

STOCK COMMENTS / EPS CHANGES

athenahealth ( ATHN) target raised at Jefferies. Shares of ATHN now seen reaching $85, Jefferies said. Recent HMA win validates ability to compete. Hold rating.

Baker Hughes ( BHI) numbers raised at UBS. Shares of BHI now seen reaching $65, UBS said. Estimates also increased on solid N. Am results. Buy rating.

CME Group ( CME) numbers cut at Citigroup. Shares of CME now seen reaching $58, Citigroup said. Estimates also lowered as volume environment remains challenging. Buy rating.

Coach ( COH) numbers lowered at UBS. Shares of COH now seen reaching $63, UBS said. Estimates also lowered on weakening US growth outlook. Neutral rating.

Cytec ( CYT) estimates, target cut at Keybanc. Shares of CYT now seen reaching $80, according to Keybanc. Estimates also reduced, given the sale of the coatings resin business. Buy rating.

First Horizon ( FHN) numbers reduced at Credit Suisse. FHN estimates were cut through 2014, Credit Suisse said. Company is seeing lower fee income and higher costs. Outperform rating and new $9 price target.

General Electric ( GE) estimates lowered at Morgan Stanley through 2014, Morgan Stanley said. Backlog is flattening. Equal-weight rating and $22 price target.

Google ( GOOG) estimates raised at Oppenheimer through 2013, Oppenheimer said. Updating model for Motorola Mobility acquisition. Outperform rating.

Johnson Controls ( JCI) numbers reduced at Morgan Stanley. JCI estimates were cut through 2014, Morgan Stanley said. Company lacks near-term catalysts. Overweight rating and new $38 price target.

Manpower ( MAN) estimates, target cut at BofA/Merrill. Shares of MAN now seen reaching $45, according to Bank of America/Merrill Lynch said. Estimates also reduced, given slower growth in Europe. Outperform rating.

Marriott ( MAR) cut from Conviction Buy List at Goldman. RevPAR growth is below the broader industry.

MDC ( MDC) added to Conviction Buy List at Goldman. $50 price target. Strong housing recovery appears to be starting.

Onyx Pharmaceuticals ( ONXX) numbers increased at Goldman. ONXX estimates were raised through 2015, Goldman Sachs said. Kyprolis is coming to market sooner than expected and should have better pricing. Buy rating and new $85 price target.

Philip Morris International ( PM) numbers raised at Jefferies. Shares of PM now seen reaching $92, Jefferies said. Estimates also raised on solid earnings. Hold rating.

Suntrust ( STI) estimates, target raised at Credit Suisse.Shares of STI now seen reaching $27, according to Credit Suisse. Estimates also increased, as the company is seeing higher mortgage banking and trading revenue. Outperform rating.

Xerox ( XRX) estimates, target reduced at Morgan Stanley. XRX estimates were cut through 2013, given a weaker macro outlook. Neutral rating and new $8 price target.

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This article was written by a staff member of TheStreet.

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