Analysts' Actions: CHKP FTNT RAH SHW VNO

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Check Point ( CHKP) was initiated with a market perform rating at BMO Capital. $48 price target. Company has limited near-term visibility, BMO said.

Centurylink ( CTL) was downgraded at Piper Jaffray from overweight to neutral. $42 price target. RLEC's are facing increased competition and could be less attractive with higher dividend tax rates, Piper Jaffray said.

Dycom Industries ( DY) was upgraded to buy at TheStreet Ratings.

Ensco ( ESV) was downgraded at Deutsche Bank from buy to hold. $58 price target. Capacity is growing in the offshore market, Deutsche Bank said.

Five Below ( FIVE) was initiated with a buy rating at Guggenheim. $37 price target. Company can expand margins and deliver 30% annual earnings growth over the next few years, Guggenheim said.

Fortinet ( FTNT) was upgraded at Oppenheimer to outperform from perform. $24 price target. Solid trends and market leadership, Oppenheimer said.

Nabors ( NBR) was upgraded at Deutsche Bank from hold to buy. $28 price target. Company has attractive natural gas exposure, Deutsche said.

Patterson-UTI ( PTEN) was upgraded at Deutsche Bank from hold to buy. $28 price target. Company is leveraged to improving natural gas fundamentals, Deutsche said.

Ralcorp Holdings ( RAH) was downgraded at UBS to neutral from buy. $90 price target. Company to be acquired by ConAgra, UBS said.

Rowan ( RDC) was downgraded at Deutsche Bank from buy to hold. $32 price target. Industry could see margin compression, Deutsche said.

Shanda Interactive ( GAME) was upgraded to hold by TheStreet Ratings.

Sherwin-Williams ( SHW) was downgraded at Nomura from buy to neutral. Valuation call, based on a $170 price target, Nomura said.

Vornado Realty Trust ( VNO) was upgraded at Citigroup to buy from neutral. $85 price target. Story poised to improve and valuation overly discounted, Citi said.

Workday ( WDAY) was initiated with a neutral rating at Piper Jaffray. Valuation call, based on a $49 price target, Piper Jaffray said.

Windstream ( WIN) was downgraded at Piper Jaffray from neutral to underweight. $6.50 price target. Company lowered guidance, and the dividend remains at risk, Piper Jaffray said.

STOCK COMMENTS / EPS CHANGES

Analog Devices ( ADI) numbers were raised at UBS. Shares are now seen reaching $41. Estimates were also raised at solid P&L discipline amidst uncertainty, UBS said Neutral rating.

ConAgra ( CAG) numbers were raised at Citigroup. Shares are now seen reaching $34. Estimates were also increased following transaction with RAH, Citi said. Buy rating.

Conagra estimates, price target were raised at Credit Suisse. Shares are now seen reaching $32. Estimates were also increased, as the Ralcorp purchase should add to earnings, Credit Suisse said. Neutral rating.

Commvault ( CVLT) estimates, price target were raised at Sterne Agee. Shares are now seen reaching $72. Estimates were also increased, as the new Simpana cycle should drive growth, Sterne Agee said. Buy rating.

Corning ( GLW) numbers were raised at Citigroup. Shares are now seen reaching $13.50. Estimates were also increased as LCD TV demand stronger than expected, Citi said. Neutral rating.

Green Mountain ( GMCR) numbers were raised upped at Lazard. Estimates were boosted through 2013. Company raised its guidance, Lazard said. Buy rating and new $42 price target.

Mylan ( MYL) estimates, price target were boosted at Canaccord Genuity. Shares are now seen reaching $31. Estimates were also increased, as the company will likely make an accretive acquisition or repurchase more stock, Canaccord said. Buy rating.

Principal Financial ( PFG) numbers were cut at Sterne Agee. Estimates were reduced through 2014. Company lowered its guidance, Sterne Agee said. Buy rating and new $32 price target.

TiVo ( TIVO) price target was raised at Jefferies. Shares are now seen reaching $15. Sum of parts suggests substantial upside, Jefferies said. Buy rating.

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This article was written by a staff member of TheStreet.

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