Analysts' Actions: CA LPX LULU TWTC VCLK

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Albany 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) 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) 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 CHANGES

American 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.

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