Analysts' Actions: CBST CNW COH TMHC VFC

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Cubist Pharmaceuticals ( CBST) was upgraded at Cantor Fitzgerald to hold from sell. Valuation call, based on a $49 price target, Cantor said.

Carnival ( CCL) was downgraded at UBS to neutral from buy. The worst is not behind the company as bookings have gotten worse, UBS said. Price target goes to $36.

Con-Way ( CNW) was upgraded at Wunderlich to buy from hold. $45 price target. Earnings traction should improve in the second half of the year, Wunderlich said.

Coach ( COH) was downgraded at Morgan Stanley to equal-weight from overweight. Valuation call, as the stock is up 27% since mid-February, Morgan Stanley said.

Cubic ( CUB) was upgraded to buy at TheStreet Ratings.

First Republic ( FRC) was downgraded at Jefferies to hold. $40 price target. Estimates also cut, given slower deposit growth, Jefferies said.

Oil States ( OIS) was downgraded at Stifel Nicolaus to neutral. Valuation call, based on a $99 price target, Stifel said.

Raymond James ( RJF) was downgraded at Wells Fargo to market perform from outperform. Stock has rallied, even though the company missed quarterly expectations, Wells Fargo said.

Roberts Realty ( RPI) was upgraded to hold at TheStreet Ratings.

Stifel Financial ( SF) was upgraded at Wells Fargo to market perform from underperform. Volumes should improve, Wells Fargo said.

Taylor Morrison ( TMHC) was initiated with an outperform rating at FBR Capital Markets. $31 price target. Company can deliver above-average order growth and margin expansion, FBR said.

Taylor Morrison was initiated with a hold rating at Deutsche Bank. Valuation call, based on a $26 price target, Deutsche said.

UIL ( UIL) was upgraded to outperform from neutral at Robert Baird. $45 price target. Regulated business should continue to deliver attractive growth, Baird said.

VF Corp. ( VFC) was downgraded at Wells Fargo to market perform from outperform. Valuation call, as the stock is up 23% year to date, Wells Fargo said.

Wellcare ( WCG) was downgraded at Goldman Sachs to neutral from buy. Valuation call, as the stock is up 178% in the past three years, Goldman said.

STOCK COMMENTS/EPS CHANGES

Carnival estimates, price target were cut at Credit Suisse. Shares are now seen reaching $32. Estimates were also reduced, given the company's new guidance. Neutral rating.

Campbell Soup ( CPB) price target and estimates were raised at UBS. Soup revenue momentum, said UBS. Price target goes to $48.

Eaton Vance ( EV) numbers were increased at Jefferies through 2014. Company is leveraged to market appreciation and seeing higher fund flows, Jefferies said. Hold rating and new $42 price target.

FedEx ( FDX) estimates, target were reduced at Deutsche Bank. Shares are now seen reaching $125. Estimates were also cut, given lower expected freight demand, Deutsche said. Buy rating.

Liberty Media ( LMCA) numbers were raised at Lazard Capital Markets. Shares are now seen reaching $146. Estimates were also increased, given the addition of equity stakes in Charter ( CHTR) and Sirius XM ( SIRI), Lazard Capital Markets said. Buy rating.

Microsoft ( MSFT) price target was raised at UBS to $40. Better earnings visibility, cloud momentum and core enterprise strength, said UBS.

Priceline.com ( PCLN) numbers were boosted at Cantor Fitzgerald. Shares are now seen reaching $900. Estimates were also increased, following the Kayak acquisition. Buy rating.

Signet Jewelers ( SIG) price target was raised at Citigroup to $76. Continued strong comp store sales driven by proprietary products.

Urban Outfitters ( URBN) numbers boosted at Credit Suisse. Shares are now seen reaching $51. Estimates also upped, given increased productivity, Credit Suisse said. Outperform rating.

Urban Outfitters price target and estimates were reduced at UBS. Estimates were reduced to reflect both lower SG&A and lower gross margin, said UBS. Price target goes to $45.

Urban Outfitters added to Best Ideas List at Janney Capital Markets. Company is seeing higher comp sales growth and cutting operating costs, Janney said. Buy rating and $52 price target.

WisdomTree ( WETF) price target and estimates were raised at Citigroup to reflect updated NAVs and higher volume assumptions, Citigroup said. Price target goes to $16.

Yahoo! ( YHOO) numbers were raised at Oppenheimer. Shares are now seen reaching $30. Estimates were also increased on Alibaba IPO prospects, Oppenheimer said. Outperform rating.

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This article was written by a staff member of TheStreet.

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