NEW YORK (TheStreet) -- CHANGE IN RATINGSAlbany International ( AIN) was upgraded to buy at TheStreet Ratings. Ametek ( AME) was upgraded at Citigroup to buy from neutral. The setup for stock-moving M&A is becoming more favorable, Citi said. Price target goes to $48. CA ( CA) was downgraded at Oppenheimer to perform from outperform. Valuation call, as the company's restructuring will limit growth, Oppenheimer said. Crestwood Midstream ( CMLP) was downgraded at UBS to neutral from buy. The merger with Inergy Midstream ( NRGM) creates synergies and improves capital costs, but the shares are fully valued, UBS said. Price target goes to $25. GNC Acquisition ( GNC) was downgraded to hold at TheStreet Ratings. IDEX ( IEX) was downgraded at Citigroup to neutral from buy. The stock is trading at a premium to the group and is above its historical range, Citi said. Louisiana-Pacific ( LPX - Get Report) was upgraded at DA Davidson to neutral from underperform. $19 price target. Company is doing the best it has done since the housing boom, DA Davidson said. Lululemon ( LULU - Get Report) was upgraded at Sterne Agee to buy. $90 price target. Estimates were also boosted, following recent meetings with management, Sterne Agee said.
Time Warner Telecom ( TWTC) was downgraded at Oppenheimer to perform from outperform. Company cut its growth guidance, Oppenheimer said. ValueClick ( VCLK) was downgraded at Cantor Fitzgerald to hold from buy. $31 price target. Sales growth is decelerating, Cantor Fitzgerald said. Vitamin Shoppe ( VSI) was downgraded at Bank of America/Merrill Lynch to underperform from neutral. Estimates were also cut, as the company is facing increased competition, BofA/Merrill said. $40 price target.
Zillow ( Z) was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a $67 price target, Goldman Sachs said.
STOCK COMMENTS / EPS CHANGESAmerican Capital ( ACAS) estimates were reduced at UBS. Disappointing quarter for origination and spread, UBS said. Aetna ( AET) price target and estimates were increased at UBS. Reflects the CVH deal and a reduction in the debt-to-capital ratio, said UBS. Price target goes to $68. Aruba Networks ( ARUN) numbers were cut at JMP Securities. Estimates were reduced through 2014. Company lowered its guidance. Outperform rating and new $21 price target.
DirecTV ( DTV) price target and estimates were increased at UBS. First-quarter results were stronger than forecast in both the U.S. and Latin America, said UBS. Price target goes to $62. Electronic Arts ( EA) price target and estimates were increased at UBS. Estimates were increased to reflect operating margin expansion, cost controls and FCF optimization, UBS said. Price target goes to $20. Nationstar Mortgage ( NSM) earnings estimates were increased to reflect recent mortgage acquisitions that are expected to be accretive, said Citigroup. Price target goes to $45. OfficeMax ( OMX) estimates were reduced at UBS. The company lost some traction and underperformed Office Depot ( ODP) in a difficult industry environment, said UBS. Plains All American ( PAA) price target and estimates were increased at UBS. There are better-than-expected Supply & Logistics growth and opportunity in its Transportation & Facilities segments, said UBS. Price target goes to $63. Target ( TGT) target was boosted at Bank of America/Merrill Lynch. Shares of TGT are now seen reaching $72. Company deserves a premium valuation, BofA/Merrill said. Neutral rating. Whole Foods ( WFM) estimates were increased at UBS. Second-quarter results showed acceleration in sales and the pipeline, said UBS. Follow TheStreet on Twitter and become a fan on Facebook.