Yahoo! ( YHOO) was downgraded at Needham to hold from buy. Fair value is at $29, Needham said.

Zions Bancorporation ( ZION) was downgraded at DA Davidson to neutral. $32 price target. Loan portfolio will likely continue to price lower, DA Davidson said.

Stock Comments/EPS Changes

Halliburton ( HAL) estimates were raised at UBS. Strong international outlook and improving North American margins, said UBS. Price target is $53.

Hershey ( HSY) was added to Citigroup's Top Picks Live! list. Increased marketing spend is driving market share gains, Citigroup said. Price target goes to $110.

Illumina ( ILMN) price target was raised at UBS to $90. Increased confidence in company catalysts and competitive dynamics, said UBS.

Lennox ( LII) numbers were raised at UBS. Earnings estimates were increased given the strength of its residential business, said UBS. Price target goes to $72.

Netflix estimates, price target were raised at Oppenheimer. Shares are now seen reaching $259, according to Oppenheimer. Estimates were also increased, given higher domestic margins and international momentum, Oppenheimer said. Perform rating.

Texas Instruments ( TXN) numbers were raised at UBS. Earnings estimates were increased on solid outlook for trends in industrial, auto and infrastructure, said UBS. Price target goes to $38.

Vivus ( VVUS) was cut from US 1 List at Bank of America/Merrill Lynch. An inflection in Qsymia prescriptions could take time. BofA/Merrill said. $22 price target.

W.R. Berkley ( WRB) estimates were reduced at UBS. Earnings estimates were reduced based on lower investment yield assumptions, said UBS. Price target is $48.

Zions Bancorporation estimates were cut at Citigroup. Earnings estimates were cut on higher expenses and lower forecasted NIM, said Citigroup. Price target is $35.

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