Analysts' Actions: AKS, BTU, CCL, CTXS

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AK Steel ( AKS) was downgraded to sell from neutral at Citigroup. $3.50 price target. Deterioration in modeled negative free cash flow outlook, Citi said.

ON Assignment ( ASGN) was initiated with a buy rating at Bank of America/Merrill Lynch. $24 price target. Company can grow much faster than the industry, BofA/Merrill said.

Aerosonic ( ATML) was downgraded to hold at TheStreet Ratings.

Atmel ( ATML) was downgraded at UBS to neutral from buy. $7 price target. Samsung, Windows 8 opps more limited, UBS said.

Baxter ( BAX) was downgraded at Deutsche Bank from buy to hold. $63 price target. Stock is already pricing in a positive analyst meeting, Deutsche said.

Big Lots ( BIG) was downgraded to hold at TheStreet Ratings.

Peabody Energy ( BTU) was downgraded from buy to underperform at Bank of America/Merrill Lynch. Met coal supply is outpacing demand. $22 price target, BofA/Merrill said.

Carnival ( CCL) was downgraded at Topeka Capital from buy to hold. $38 price target. Stock is up 8% over the past month, but the company could announce disappointing earnings this week, Topeka Capital said.

Cooper Tire ( CTB) was upgraded at Deutsche Bank from hold to buy. $24 price target. Company should perform better after tariffs expire, Deutsche said.

Citrix Systems ( CTXS) was downgraded at Morgan Stanley to equal-weight. Stock is up 34% year to date, but growth tailwinds will fade in 2013, Morgan Stanley said.

Darden ( DRI) was downgraded at JP Morgan from overweight to neutral. Valuation call, based on a $63 price target, JP Morgan said.

First Horizon ( FHN) was downgraded at Compass Point from neutral to sell. Valuation call, based on a $9 price target, Compass Point said.

Lamar Advertising ( LAMR) was upgraded at Morgan Stanley to Overweight. $46 price target. REIT conversion should help the company unlock value, Morgan Stanley said.

Lamar Advertising was upgraded at Wells to outperform. Company will likely cut capital spending under a REIT structure, Wells said.

Packaging Corp. ( PKG) was upgraded at BMO from market perform to outperform. $38 price target. Company is leveraged to higher linerboard prices, BMO said.

PVH ( PVH) was upgraded from neutral to overweight, Piper Jaffray said. $109 price target. Estimates were also boosted, as the company can gain market share across the globe.

Questcor ( QCOR) was downgraded at Leerink Swann to market perform. Valuation call, following Aetna's Acthar decision, Leerink Swann said.

Regions Financial downgraded at Compass Point from buy to neutral. Valuation call, based on a $7.25 price target, Compass Point said.

Robert Half ( RHI) was upgraded at BofA/Merrill from neutral to buy. Demand trends are improving, BofA/Merrill said. $34 price target.

Rockwell Collins ( ROK) was upgraded at Keybanc from hold to buy. $62 price target. New guidance could prove beatable, Keybanc said.

SVB Financial ( SIVB) was upgraded at Sterne Agee from neutral to buy. $71 price target. Loan production and net interest margin should improve, following recent commentary from management, Sterne Agee said.

Suntrust ( STI) was downgraded at Morgan Stanley from buy to neutral. Valuation call, based on a $30 price target, Morgan Stanley said.

Questar ( STR) was upgraded at UBS to buy from neutral. $24 price target. Improving story, attractive entry point, UBS said.

Time Warner Cable ( TWC) was upgraded at Morgan Stanley from equal weight to overweight. $110 price target. Company can generate consistent earnings and cash flow over the next several quarters, Morgan Stanley said.

Veeco Instruments ( VECO) was downgraded at Goldman to sell. $27 price target. Valuation call, as the stock is up 68% year to date, Goldman said.

Valero ( VLO) was downgraded at Argus from buy to hold. Valuation call.

Viropharma ( VPHM) was upgraded at Wells from market perform to outperform. Sales and earnings could trend ahead of expectations, Wells said.

Webster Financial ( WBS) was downgraded at Morgan Stanley from equal-weight to underweight. Multiple could contract on lower expected earnings, Morgan Stanley said. $22 price target.

Walter Energy ( WLT) was downgraded at BofA/Merrill from buy to neutral. $37 price target. Company is leveraged to lower met coal prices, BofA/Merrill said.

United States Steel ( X) was downgraded at Citigroup to Neutral from Buy. $23 price target. Lower steel price forecasts, Citigroup said.

STOCK COMMENTS / EPS CHANGES

Advanced Micro ( AMD) numbers were reduced at JMP Securities through 2013. Industry trends will likely remain sluggish, JMP said. Underperform rating and new $2 price target.

Broadcom ( BRCM) estimates were raised at Citigroup through 2012. Solid demand from customers, including incremental socket in iPhone 5, Citi said. Buy rating and $42 price target.

Salesforce.com ( CRM) price target was raised at Needham. Shares are now seen reaching $180. New products should drive near-term growth, Needham said. Buy rating.

Darden Restaurants ( DRI) numbers were raised at UBS. Shares are now seen reaching $62. Estimates were also increased on potential Olive Garden turnaround, UBS said. Buy rating.

Google ( GOOG) price target was raised at Citigroup to $850. Overhangs are dissipating, Citi said. Buy rating.

KB Home ( KBH) numbers were boosted at JP Morgan. Shares are now seen reaching $18. Estimates were also increased, as the company continues to execute well, JP Morgan said. Overweight rating.

VF Corp ( VFC) price target was raised at Citigroup to $184. Multibrand channel underdeveloped, Citi said. Buy rating.

Vivus ( VVUS) price target was reduced at Credit Suisse. Shares are now seen reaching $29. EU may not approve Qsymia, Credit Suisse said. Outperform rating.

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This article was written by a staff member of TheStreet.

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