Analysts' Actions: HPQ NTAP GILD LSI AMGN


Arch Coal ( ACI) upgraded at Argus from Hold to Buy, Argus Research said. Valuation call, based on a $10 price target. Natural gas now also appears less attractive, relative to coal.

Alexion ( ALXN) rated new Neutral at Lazard. Stock is already pricing in solid growth for Soliris.

Amgen ( AMGN) upgraded at Lazard from Sell to Buy, Lazard said. New analyst has a $101 price target. Company has strong growth prospects and an attractive pipeline.

American Tower ( AMT) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Valuation call, based on a $75 price target.

AES ( AES) downgraded to hold at TheStreet Ratings.

Alliance One International ( AOI) downgraded to sell at TheStreet Ratings.

Atmel ( ATML) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Company lacks near-term visibility. $6.50 price target.

Coach ( COH) upgraded at Canaccord from Hold to Buy, Canaccord Genuity said. $71 price target. Investors have overreacted and China can drive growth in the coming years.

Dell ( DELL) rated new Neutral at UBS. $12.50 price target. Troubling near term, but more positive long term.

Gilead ( GILD) downgraded at Lazard to Neutral, Lazard said. New analyst sees increased competition for the company's HCV franchise.

Health Net ( HNT) downgraded at BMO to Underperform, BMO Capital said. $14 price target. Company will likely continue to struggle for several quarters.

Hewlett-Packard ( HPQ) rated new Sell at UBS. $16 price target. CEO turnover, lack of focus, and poor financial results.

LSI Logic ( LSI) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $9 price target. Solid-state and networking businesses should drive margin expansion.

NetApp ( NTAP) rated new Buy at UBS. $45 price target. Forecast above consensus growth and attractive valuation.

Oil States ( OIS) rated new Buy at Dahlman. $99 price target. Accommodations and Offshore segments should drive growth.

Children's Place ( PLCE) downgraded at BMO from Outperform to Market Perform, BMO Capital said. $55 price target. Company lacks near-term catalysts. Market Perform rating.

Regeneron ( REGN) rated new Neutral at Lazard. Company lacks near-term visibility.

Tyson Foods ( TSN) downgraded at DA Davidson from Buy to Neutral, Goldman Sachs said. $15 price target. Estimates also cut, given lower expected production rates.

Tumi ( TUMI) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $25 price target. Company is gaining market share.

Vertex Pharmaceuticals ( VRTX) rated new Buy at Lazard. $57 price target. ALS-2200 will likely be the company's main growth driver.

Vivus ( VVUS) upgraded at Lazard to Buy, Lazard said. New analyst has a $36 price target. Obesity drug should drive growth over the next several quarters.

WMS Industries ( WMS) downgraded at JP Morgan from Neutral to Underweight, JP Morgan said. $14 price target. Company is seeing slower earnings growth.

WMS Industries downgraded at BofA/Merrill to Underperform, Bank of America/Merrill Lynch. $14 price target. Company is investing more into its interactive business.

WMS Industries downgraded at Nomura from Neutral to Reduce, Nomura said. $13 price target. Company is facing increased competition.


Anadarko Petroleum ( APC) numbers lowered at Oppenheimer. Shares of APC now seen reaching $90, Oppenheimer said. Estimates also lowered on settlement. Outperform rating.

Anheuser-Busch InBev ( BUD) target raised at Jefferies to $95, Jefferies said. Underlying momentum. Buy rating.

Caribou Coffee ( CBOU) numbers lowered at Jefferies. Shares of CBOU now seen reaching $16, Jefferies said. Estimates also lowered on K-Cup pains. Buy rating.

Cognizant ( CTSH) estimates, target boosted at BMO. Shares of CTSH now seen reaching $70, according to BMO Capital. Estimates also upped, given better pricing and more orders from top customers. Outperform rating.

Esterline ( ESL) estimates, target reduced at Keybanc. ESL estimates were cut through 2013, Keybanc said. Company lowered its guidance. Buy rating and new $66 price target.

HCA ( HCA) estimates, target increased at Cantor. HCA estimates were raised through 2013, Cantor Fitzgerald said. Company is seeing better utilization trends. Buy rating and new $33 price target.

JC Penney ( JCP) numbers lowered at Morgan Stanley. Shares of JCP now seen reaching $20, according to Morgan Stanley. Estimates also cut, as sales trends suggest reduced demand. Underweight rating.

Och-Ziff ( OZM) added to US 1 List at BofA/Merrill. Fund performance and net inflows have been strong. $17 price target.

Tyson Foods ( TSN) numbers cut at BofA/Merrill. TSN estimates were reduced through 2013, Bank of America/Merrill Lynch said. Company is facing higher grain costs and seeing lower consumer demand. Underperform rating and new $13 price target.

TW Telecom ( TWTC) estimates lowered at Citigroup through 2013. Solid 2Q revenue growth, although light of forecast. $30 price target and Buy rating.

Warnaco ( WRC) estimates, target raised at Credit Suisse. Shares of WRC now seen reaching $48, according to Credit Suisse. Estimates also increased, as the company is keeping costs and inventory down. Neutral rating.

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This article was written by a staff member of TheStreet.

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