Analysts' Actions: AAPL BIIB DELL AA HPQ

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alcoa ( AA) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Expect aluminum prices to remain range bound.

Akorn ( AKRX) rated new Outperform at Leerink Swann. Company has solid near-term prospects and high barriers to entry for competition.

Altera ( ALTR) downgraded at Jefferies to Hold from Buy, Jefferies said. $38 price target. Fairly valued, limited catalysts.

Acuity Brands ( AYI) downgraded at Piper from Overweight to Neutral, Piper Jaffray said. Valuation call, based on a $66 price target.

Cooper Tire ( CTB) rated new Neutral at Goldman. $25 price target. Stock is up 43% year-to-date and the company faces potential growth headwinds in the U.S.

Dean Foods ( DF) upgraded at BMO to Outperform, BMO Capital said. Company can unlock value through capital actions. $21 price target.

Goodyear ( GT) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company should see better volume growth and industry pricing. $17 price target.

Hewlett-Packard ( HPQ) downgraded at Jefferies to Underperform from Hold, Jefferies said. $14 price target. Mobile investment challenges.

Immunogen ( IMGN) rated new Sell at UBS. $10 price target. Great drug, but valuation can't keep up.

Monsanto ( MON) upgraded at Wells from Market Perform to Outperform, Wells Fargo said. Company should see better seed pricing and expand in Latin America.

Northwestern ( NWE) downgraded at Keybanc from Buy to Hold, Keybanc said. Estimates also cut, given an unfavorable regulatory decision.

Splunk ( SPLK) rated new Outperform at FBN. Company is a market leader and growing rapidly. $45 price target.

Tibco ( TIBX) rated new Outperform at FBN. $35 price target. Company is a solid performer and could be a takeover candidate.

Tyler Technologies ( TYL) rated new Outperform at Northland Securities. $49 price target. Company can accelerate earnings growth over the coming quarters.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates cut at UBS through 2013, UBS said. Supply issues cause reduced iPhone outlook. Buy rating and $780 price target.

Baker Hughes ( BHI) numbers cut at Dahlman. BHI estimated were reduced through 2013, Dahlman Rose said. U.S. pressure pumping prices are falling. Buy rating and new $50 price target.

Biogen Idec ( BIIB) target raised at Jefferies. Shares of BIIB now seen reaching $176, Jefferies said. Positive topling Hemophilia data. Buy rating.

Dell ( DELL) target cut at UBS to $10, UBS said. Sentiment likely to trump value in the near term.

Devon Energy ( DVN) estimates cut at Guggenheim through 2013, Guggenheim said. Company is leveraged to lower NGL and Canadian crude prices. Buy rating and $59 price target.

Halliburton ( HAL) estimates, target reduced at UBS. Shares of HAL now seen reaching $49, according to UBS. Estimates also cut, given sluggish domestic activity. Buy rating.

Kansas City Southern ( KSU) numbers raised at Credit Suisse. Shares of KSU now seen reaching $100, according to Credit Suisse. Estimates also increased, as cross-border traffic should continue to drive growth. Outperform rating.

Lennar ( LEN) estimates, target increased at Credit Suisse. LEN estimates were raised through 2013, Credit Suisse said. Company is realizing higher margins and paying lower taxes. Outperform rating and new $35.50 price target.

Rowan Companies ( RDC) numbers lowered at Jefferies. Shares of RDC now seen reaching $40, Jefferies said. Estimates also lowered on September fleet status report. Hold rating.

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