Analysts' Actions: AAPL VLO JPM X DFS ORCL

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Beacon Roofing ( BECN) downgraded at Keybanc from Buy to Hold, Keybanc said. Valuation call.

Bloomin Brands ( BLMN) rated new Buy at Goldman. $17 price target. Company's brands are strong and can outperform the industry.

Cliffs Natural ( CLF) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $36 price target. Valuation call, given the solid run in steel stocks over the past week.

Crane ( CR) upgraded at Citi to Buy from Neutral, Citigroup said. $47 price target. New analyst believes that the stock has late-cycle appeal.

Discover Financial ( DFS) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Hasbro ( HAS) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

Legg Mason ( LM) downgraded at Jefferies to Hold from Buy, Jefferies said. Turnaround momentum takes a pause. Hold rating.

Moody's ( MCO) upgraded at Benchmark from Hold to Buy, Benchmark said. $51 price target. Domestic issuance will likely remain strong into 2013.

ServiceNow ( NOW) rated new Neutral at Mizuho. Valuation call, based on a $36 price target.

Plantronics ( PLT) downgraded at Mizuho from Buy to Neutral, Mizuho said. $37 price target. Valuation call, as the stock is up 27% since June.

Phillips 66 ( PSX) downgraded at Citi to Neutral, Citigroup said. Refining sector is already pricing in a lot of good news. $49 price target.

Tesla Motors ( TSLA) upgraded at Morgan Stanley to Overweight from Underweight, Morgan Stanley said. $50 price target. Fears about a slower launch for the Model S have been overblown.

Under Armour ( UA) downgraded at Argus from Buy to Hold, Argus Research said. Valuation call.

Unilever ( UL) upgraded at UBS to Buy from Neutral, UBS said. $38.77 price target. Finally getting its food act together.

Valero ( VLO) downgraded at Citi to Neutral, Citigroup said. Valuation call, based on a $35 price target.

Wells Fargo ( WFC) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Estimates also cut, given lower expected net interest margin.

US Steel ( X) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $29 price target.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target increased at BMO. AAPL estimates were raised through 2013, BMO Capital said. Expect higher near-term iPhone sales. Outperform rating and new $750 price target.

Autodesk ( ADSK) numbers raised at Jefferies.Shares of ADSK now seen reaching $39, Jefferies said. Could benefit from stable global economic outlook. Buy rating.

Affiliated Managers ( AMG) cut from Top Picks Live list at Citi. Valuation call, as WETF offers better value at current levels.

Capital One Financial ( COF) target raised at Oppenheimer to $68, Oppenheimer said. Fundamentals generally favorable. Outperform rating.

JPMorgan Chase ( JPM) target raised at Oppenheimer. Shares of JPM now seen reaching $62, Oppenheimer said. Strong fundamentals at a value. Outperform rating.

McDonald's ( MCD) estimates, target raised at Credit Suisse. Shares of MCD now seen reaching $100, according to Credit Suisse. Estimates also increased, following strong channel checks in Europe. Overweight rating.

Oracle ( ORCL) estimates, target boosted at Lazard. Shares of ORCL now seen reaching $37, according to Lazard. Estimates also upped, as hardware should drive growth in the coming quarters. Buy rating.

Oracle target raised at Oppenheimer. Shares of ORCL now seen reaching $36, Oppenheimer said. New product cycles are gaining traction. Outperform rating.

Qualcomm ( QCOM) estimates, target raised at BMO. Shares of QCOM now seen reaching $78, according to BMO Capital. Estimates also increased, given higher expected iPhone 5 and Galaxy 3S sales. Outperform rating.

SunTrust Banks ( STI) target raised at Jefferies to $33, Jefferies said. Mortgage continues to be near- term standout. Buy rating.

Towers Watson ( TW) numbers upped at BofA/Merrill. TW estimates were boosted through 2015, Bank of America/Merrill Lynch said. Extend Health acquisition should add to earnings. Buy rating and new $68 price target.

Time Warner ( TWC) numbers raised at UBS. Shares of TWC now seen reaching $105, UBS said. Estimates also increased on expected increased in shares buybacks. Buy rating.

>To submit a news tip, email: tips@thestreet.com.

READERS ALSO LIKE:


Follow TheStreet on Twitter and become a fan on Facebook.

This article was written by a staff member of TheStreet.

More from Stocks

Pegasystems Founder Explains Why He Has One of the Hottest Tech Stocks Around

Pegasystems Founder Explains Why He Has One of the Hottest Tech Stocks Around

9 Stocks Goldman Sachs Thinks Will Blow Wall Street's Performance Away in 2019

9 Stocks Goldman Sachs Thinks Will Blow Wall Street's Performance Away in 2019

Jim Cramer on U.S.-China Trade: The Media Has it Wrong

Jim Cramer on U.S.-China Trade: The Media Has it Wrong

Is Tesla's Stock Set to Nearly Double to $500?

Is Tesla's Stock Set to Nearly Double to $500?

Tesla's $78,000 Model 3 Is a Bargain. Here's Why

Tesla's $78,000 Model 3 Is a Bargain. Here's Why