Analysts' Actions: TOL PCLN CSCO AFL FRX

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

American Electric ( AEP) upgraded at BofA/Merrill from Neutral to Buy, Bank of America/Merrill Lynch said. $46 price target. Estimates also boosted, given the company's new rate plan in Ohio.

Aflac ( AFL) downgraded at FBR from Outperform to Market Perform, FBR Capital Markets said. Company has little margin to take future credit losses.

Cisco Systems ( CSCO) upgraded at Piper from Neutral to Overweight, Piper Jaffray said. $22 price target. Expect solid near-term results and guidance.

Forest Laboratories ( FRX) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $37 price target.

Hospira ( HSP) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $38 price target.

Int'l Flavors & Fragrances ( IFF) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $65 price target.

Interpublic ( IPG) upgraded at Nomura from Neutral to Buy, Nomura said. Valuation call, based on a $13 price target.

Allscripts ( MDRX) upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. Valuation call, based on a $15 price target.

NetApp ( NTAP) downgraded at Cantor from Buy to Hold, Cantor Fitzgerald said. Company can continue to struggle with enterprise demand. $38 price target.

Priceline.com ( PCLN) downgraded at Lazard from Buy to Neutral, Lazard said. Company is facing increased competition and Europe remains slow.

PulteGroup ( PHM) upgraded at JP Morgan to Overweight, JP Morgan said. $15 price target. Housing fundamentals should continue to improve over the next 18 months.

PPL Corp ( PPL) upgraded at UBS to Buy from Neutral, UBS said. $31 price target. Cost savings initiative.

Select Medical ( SEM) downgraded at UBS to Neutral from Buy, UBS said. $14 price target. Reducing rating following strong rally.

Salix Pharmaceuticals ( SLXP) upgraded at Cantor to Buy, Cantor Fitzgerald said. $60 price target. Estimates also upped, as the company is cutting costs.

Toll Brothers ( TOL) downgraded at JP Morgan to Underweight, JP Morgan said. Valuation call, based on a $30 price target.

Trimble ( TRMB) rated new Buy at Lazard. $58 price target.

Warner Chilcott ( WCRX) upgraded at Needham from Hold to Buy, Needham said. $20 price target. Investors are being paid to wait for management to do a deal.

Western Digital ( WDC) rated new Buy at Lazard. $50 price target. Industry pricing has improved.

STOCK COMMENTS / EPS CHANGES

American Electric Power ( AEP) numbers raised at Jefferies. Shares of AEP now seen reaching $47, Jefferies said. Estimates also raised on approval for rate stability rider. Buy rating.

Accretive Health ( AH) numbers cut at Credit Suisse. Shares of AH now seen reaching $11, according to Credit Suisse. Estimates also reduced, given higher legal costs. Outperform rating.

Alpha Natural Resources ( ANR) numbers lowered at Jefferies. Shares of ANR now seen reaching $12, Jefferies said. Estimates also lowered on low investor sentiment. Buy rating.

Alpha Natural numbers cut at Credit Suisse. Shares of ANR now seen reaching $7, according to Credit Suisse. Estimates also reduced, given weaker coal fundamentals. Neutral rating.

Computer Sciences ( CSC) numbers raised at JP Morgan. Shares of CSC now seen reaching $30, according to JP Morgan. Estimates also increased, as the company is in the early stages of a turnaround. Underweight rating.

Cisco Systems ( CSCO) added to Conviction Buy List at Goldman Sachs. Company's fundamentals are at an inflection point. $24 price target.

Dillards ( DDS) estimates, target boosted at Credit Suisse.Shares of DDS now seen reaching $75, according to Credit Suisse. Estimates also upped, given higher customer demand. Neutral rating.

Quest Diagnostics ( DGX) numbers lowered at Jefferies. Shares of DGX now seen reaching $63, Jefferies said. Estimates also lowered on limited upside. Hold rating.

eBay ( EBAY) estimates, target raised at Lazard.Shares of EBAY now seen reaching $52, according to Lazard. Estimates also increased, given continued expansion of the ecommerce market. Buy rating.

Express Scripts ( ESRX) numbers raised at Oppenheimer.Shares of ESRX now seen reaching $68, Oppenheimer said. Estimates also raised with synergy story starting to build. Outperform rating.

Express Scripts numbers upped at Lazard.ESRX estimates were boosted through 2014, Lazard said. Company is realizing merger synergies sooner than expected. Buy rating.

Fleetcor ( FLT) estimates, target increased at JP Morgan.FLT estimates were raised through 2014, JP Morgan said. Acquisitions are paying off and the company is realizing higher fuel spreads. Overweight rating and new $44 price target.

Home Depot ( HD) estimates increased at BofA/Merrill through 2014, Bank of America/Merrill Lynch said. Company is will likely repurchase more stock.

Macy's ( M) estimates, target boosted at BMO. Shares of M now seen reaching $43, according to BMO Capital. Estimates also upped, as the company is carrying a lot of operating momentum into the second half of the year.

Molex ( MOLX) numbers raised at Citigroup. Shares of MOLX now seen reaching $27, Citigroup said. Estimates also raised on new business in smart phones and tablets. Neutral rating.

Monsanto ( MON) estimates, target boosted at Morgan Stanley. Shares of MON now seen reaching $100, according to Morgan Stanley. Estimates also upped, as the company should be able to gain market share and realize higher prices. Overweight rating.

Plains All American Pipeline ( PAA) target raised at Oppenheimer to $98, Oppenheimer said. Impressive second quarter results. Outperform rating.

Ralph Lauren ( RL) numbers cut at Credit Suisse. Shares of RL now seen reaching $175, according to Credit Suisse. Estimates also reduced, as earnings power has been delayed. Outperform rating.

Rosetta Resources ( ROSE) numbers upped at BMO. ROSE estimates were boosted through 2013, BMO Capital said. Company continues to deliver solid core growth. Market Perform rating and new $50 price target.

Treehouse ( THS) estimates, target reduced at Credit Suisse. THS estimates were cut through 2013, Credit Suisse said. Company lowered its guidance. Neutral rating and new $55 price target.

Under Armour ( UA) numbers raised at Sterne Agee. Shares of UA now seen reaching $64, according to Sterne Agee. Estimates also increased, given higher shoe demand and sales channel growth. Buy rating.

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