Perrigo ( PRGO) was upgraded at J.P. Morgan. Company has multiple growth drivers in place, J.P. Morgan said. USG ( USG) was upgraded at Credit Suisse to neutral from underperform. $27 price target. Stock has pulled back, even though wallboard pricing is improving, Credit Suisse said.
VF Corp ( VFC) was upgraded at Wedbush to outperform from neutral. $200 price target. Flight to quality with a catalyst, Wedbush said. Valmont Industries ( NOK) upgraded at Wedbush to outperform from neutral. $170 price target. Solid quarter underscores strength in fundamentals, Wedbush said. STOCK COMMENTS/EPS CHANGESAmazon.com numbers cut at Bank of America/Merrill Lynch. Shares now seen reaching $310. Estimates also reduced, given lower expected international growth, BofA/Merrill said. Buy rating. Baker Hughes ( BHI) estimates were increased at UBS to reflect modestly higher margin assumptions for the Middle East and Latin America. Capital One Financial ( COF) numbers were raised at Citigroup. Shares are now seen reaching $65. Estimates were also increased given lower expenses in 2014. Buy rating. General Electric ( GE) earnings estimates were reduced at Nomura through 2014 to reflect new guidance. Earnings growth was reduced in the industrial segment but higher for GE Capital, Nomura said. Kimberly-Clark ( KMB) price target and estimates were increased at UBS to reflect record first-quarter earnings. Price target goes to $104. McDonald's ( MCD) estimates, price target were reduced at Credit Suisse. Shares are now seen reaching $110. Estimates also cut, given the company's new guidance. Outperform rating. Nike ( NKE) price target was increased at UBS to $68. High single-digit revenue growth will lead to mid-teens EPS growth over the next several years, UBS said. Procter & Gamble ( PG) estimates were increased at UBS were increased through 2014. Moderating input costs and higher benefits from savings programs along with share gains in the U.S. will benefit the March quarter, UBS said. SunTrust Banks ( NOK) estimates were reduced at UBS through 2014 on weaker revenue trends. Safeway ( SWY) estimates were reduced at UBS as margin pressure is expected to pick up as the year progresses. Under Armour ( UA) price target and estimates were raised at UBS. Estimates through 2014 were increased. The next catalyst for the stock will be the June investor day in Baltimore, UBS said. Price target goes to $59. UnitedHealth ( UNH) estimates were reduced at UBS through 2014. Sequestration and a more cautious MA outlook, said UBS. Follow TheStreet on Twitter and become a fan on Facebook. >To submit a news tip, email: firstname.lastname@example.org.