Analysts' Actions: GOOG YHOO JNJ PFE TWX

NEW YORK ( TheStreet) -- CHANGE IN RATINGS:

Aaron's ( AAN) downgraded at Canaccord from buy to hold, Canaccord Genuity said. $30 price target. Rent-to-own industry remains under pressure.

AbbVie ( ABBV) rated new neutral at Credit Suisse. $37 price target. Cross currents imply minimal stock movement from current price.

Akamai Tech ( AKAM) downgraded at Jefferies to hold from buy, Jefferies said. $40 price target. Reinvestments tough on short- term outlook.

Compass Minerals International ( CMP) upgraded to buy at TheStreet Ratings.

Conceptus ( CPTS) upgraded to buy at TheStreet Ratings.

Con-Way ( CNW) upgraded at Citigroup to buy from neutral, Citigroup said. $39 price target. Incremental margin and cost analysis suggests upside to 1H13 EPS.

DeVry ( DV) upgraded at JP Morgan from underweight to neutral, JP Morgan said. Company is seeing higher enrollment rates.

Fortune Brands Home & Security ( FBHS) upgraded at KeyBanc to buy from hold, KeyBanc said. $38 price target. Company outgrows peers on the basis of its attractive market positions.

Google ( GOOG) downgraded at Pivotal from buy to hold, Pivotal Research said. Valuation call, based on an $820 price target.

Google rated new neutral at Sterne Agee. Company mays struggle to monetize its mobile business.

Johnson & Johnson ( JNJ) downgraded at Credit Suisse from neutral to underperform, Credit Suisse said. Valuation call, based on a $73 price target.

Life Time Fitness ( LTM) upgraded at Stifel from hold to buy, Stifel Nicolaus said. $50 price target. Stock appears oversold at current levels.

Molycorp ( MCP) upgraded at JP Morgan from underweight to neutral, JP Morgan said. $6 price target. Capital raise removes near-term risks.

Owens Corning ( OC) downgraded at KeyBanc to hold from buy, KeyBanc said. High growth expectations and past margin volatility.

PACCAR ( PCAR) downgraded at UBS to neutral from buy, UBS said. $48 price target. Valuation call.

Pfizer ( PFE) downgraded at Credit Suisse from Outperform to neutral, Credit Suisse said. New analyst has a $29 price target.

Reliance Steel ( RS) upgraded at Dahlman from hold to buy, Dahlman Rose said. $89 price target. MUSA deal should add to earnings.

Stryker ( SYK) downgraded at Credit Suisse from outperform to neutral, Credit Suisse said. Valuation call, based on a $67 price target.

Time Warner ( TWX) upgraded at Wedbush from neutral to outperform, Wedbush said. $60 price target. Company is realizing higher margins.

ValueClick ( VCLK) rated new buy at Goldman. $25 price target. Purest play on expected growth in programmatic tier of the display market.

Vertex Pharmaceuticals ( VRTX) rated new Outperform at Baird. $53 price target. Cystic Fibrosis franchise can drive growth.

Viasat ( VSAT) upgraded at Needham from hold to buy, Needham said. $50 price target. Company is seeing better subscriber growth.

Yahoo! ( YHOO) upgraded at Pivotal from hold to buy, Pivotal Research said. Yahoo Japan continues to grow in value.

STOCK COMMENTS / EPS CHANGES

Allergan ( AGN) price target increased at Citigroup to $124, Citigroup said. Core franchises continue to deliver double digit growth. Buy rating.

Akamai Tech ( AKAM) target lowered at Jefferies. Shares of AKAM now seen reaching $48, Oppenheimer said. Weak quarterly report. Outperform rating.

Biogen Idec ( BIIB) numbers raised at Jefferies. Shares of BIIB now seen reaching $210, Jefferies said. Estimates also raised on acquisition of Tysabri rights. Buy rating.

Cummins ( CMI) target raised at UBS to $135, UBS said. Opportunity to rally as investors were braced for cautious guidance.

Cummins target lowered at Jefferies to $110, Jefferies said. Solid quarter and guidance. Hold rating.

CVS Caremark ( CVS) numbers increased at Guggenheim. CVS estimates were raised through 2014, Guggenheim said. Company boosted its guidance. Buy rating and new $60 price target.

Green Mountain ( GMCR) numbers boosted at Lazard. Shares of GMCR now seen reaching $58, according to Lazard Capital Markets. Estimates also upped, given a better margin outlook.

W.R. Grace ( GRA) numbers raised at Jefferies. Shares of GRA now seen reaching $90, Jefferies said. Estimates also raised on solid earnings momentum. Buy rating.

InterActiveCorp ( IACI) estimates, target cut at Credit Suisse. Shares of IACI now seen reaching $62, according to Credit Suisse. Estimates also reduced, given a deceleration of search growth. Outperform rating.

Panera Bread ( PNRA) target raised at Jefferies to $190, Jefferies said. Trends are quite steady vs peers. Buy rating.

Ralph Lauren ( RL) numbers raised at UBS. Shares of RL now seen reaching $195, UBS said. Estimates also increased on an accelerating top line story. Buy rating.

Ralph Lauren numbers raised at Credit Suisse. Shares of RL now seen reaching $198, according to Credit Suisse. Estimates also increased, given higher international growth and margin expansion. Outperform rating.

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This article was written by a staff member of TheStreet.