Analysts' Actions: A APOL CLF YHOO TXRH

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Agilent Technologies ( A) was initiated with an outperform rating at Credit Suisse. $48 price target. Recent selloff provides an attractive entry point, Credit Suisse said.

AmerisourceBergen ( ABC) was downgraded at ISI Group to buy from from strong buy. $53 price target. Valuation call, as the stock is up 23% since October, ISI Group said.

Apollo Group ( APOL) was upgraded at Deutsche Bank to hold from sell. $17 price target. Shares have limited downside, Deutsche Bank said.

Acuity Brands ( AYI) was initiated at UBS with a buy rating. The company is uniquely positioned as a lighting pure-play in early innings of a recovery, UBS said.

Cliffs Natural ( CLF) was downgraded at BMO Capital to market perform. New analyst has a $27 price target. New shares have diluted investors, BMO Capital said.

Cloud Peak Energy ( CLD) was downgraded to hold at TheStreet Ratings.

Impax Laboratories ( IPXL) was downgraded at Leerink to market perform. The FDA uncovered additional manufacturing deficiencies, creating uncertainty for the stock, Leerink said.

Impax Laboratories ( IPXL) was downgraded at Canaccord Genuity to hold from buy. $20 price target. FDA challenges have been expanded, Canaccord Genuity said.

Microstrategy ( MSTR) was upgraded at FBR Capital Markets to outperform from market perform. $140 price target. Company can enhance its growth profile and expand margins through new products, FBR Capital Markets said.

Texas Roadhouse ( TXRH) was downgraded to hold and estimates were updated at Miller Tabak. Above-peer comps and margin expansion is priced in, Miller Tabak said. EPS estimates were increased.

Yahoo! ( YHOO) was upgraded at Cantor Fitzgerald to buy from hold. $26 price target. Core business is stablizing and the company is buying back stock, Cantor Fitzgerald said.

STOCK COMMENTS/EPS CHANGES

Discover ( DFS) was added to the U.S. Focus List at Credit Suisse. Company is attractively valued, ahead of its upcoming investor day, Credit Suisse said. $47 price target.

Google ( GOOG) estimates, price target were raised at Jefferies. Shares are now seen reaching $1,000. Estimates were also increased, as the company is seeing better business momentum across the board, Jefferies said. Buy rating.

Hess ( HES) estimates, price target were boosted at Oppenheimer. Shares are now seen reaching $85. Estimates were also increased, given the company's new strategy to help unlock shareholder value, Oppenheimer said. Outperform rating.

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