Analysts' Actions: AMGN CMCSA JCP SBUX YELP

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Amgen ( AMGN) estimates, price target were raised at BMO Capital Markets. Shares are now seen reaching $87. Estimates were also increased, given the company's solid pipeline, BMO Capital Markets said. Market Perform rating.

Air Products ( APD) was upgraded at Robert Baird to outperform from neutral. $130 price target. Activist investor can drive operating progress faster, Robert Baird said.

Alexandria Real Estate Equities ( ARE) was upgraded to buy at TheStreet Ratings.

Saul Centers ( BFS) was upgraded to hold at TheStreet Ratings.

Comcast ( CMCSA) was upgraded at Robert Baird to outperform from neutral. $54 price target. Stock has underperformed, despite solid execution, Robert Baird said.

Concur Technologies ( CNQR) was upgraded at Bank of America/Merrill Lynch to neutral from underperform. $94 price target. Growth is accelerating, BofA/Merrill said.

Covance ( CVD) was downgraded at BofA/Merrill to neutral. $85 price target. Valuation call, as the stock is up 43% so far this year, BofA/Merrill said.

Global Payments ( GPN) was upgraded at Oppenheimer to outperform from perform. $55 price target. Canada appears to have stabilized and Europe remains strong, Oppenheimer said.

HMA ( HMA) was downgraded at UBS to neutral from buy as Community Heath is not likely to see competing bids to acquire the company, said UBS. Price target goes to $14.

Itron ( ITRI) was downgraded at Brean Capital to sell from hold. $34 price target. Company cut its guidance again, Brean said.

JCPenney ( JCP) was downgraded at Citigroup to sell from neutral and given an $11 price target. Neither stabilization nor a turnaround is evident, Citi said.

LPL Financial ( LPLA) was upgraded at Citigroup to buy from neutral and given a $45 price target. Leverage to rising rates and potential bank creation offer upside, Citi said.

Mead Johnson ( MJN) was initiated with a perform rating at Oppenheimer. Valuation call, Oppenheimer said.

Nextera Energy ( NEE) was upgraded at Morgan Stanley to overweight. $105 price target. Resources business holds greater value, Morgan Stanley said.

Oil States ( OIS) was downgraded at Williams Financial to hold from buy. $105 price target. Company missed expectations once again, Williams said.

Papa John's ( PZZA) was downgraded at Keybanc to hold from buy. Valuation call, as the stock approached the previous $70 price target, Keybanc said.

Starbucks ( SBUX) was upgraded at Williams Capital to buy from hold. $85 price target. Company can deliver stronger growth and deserves a higher multiple, Williams Capital said.

Yelp ( YELP) was upgraded at J.P. Morgan to overweight from neutral. $52 price target. Company can continue to expand margins, J.P. Morgan said.

Yelp was upgraded at Wunderlich to buy from hold. $53 price target. New products can drive sales growth, Wunderlich said.

Stock Comments / EPS Changes

Apple ( AAPL) target was raised at Jefferies to $450. iPhone expectations are becoming more realistic, Jefferies said. Hold rating.

Aetna ( AET) numbers were raised at UBS. Estimates were increased given the second-quarter beat and conservative guidance, said UBS. Price target goes to $73.

AVX ( AVX) numbers were raised at Citigroup. Auto and tablet upside, said Citigroup. Price target goes to $13.

CBS ( CBS) estimates were boosted at Lazard Capital Markets. Shares are now seen reaching $61. Estimates were also increased, as the company is realizing higher sales, Lazard Capital Markets said. Buy rating.

CBS numbers were raised at UBS. Estimates were increased to reflect strong performance in Entertainment, said UBS. Price target goes to $59.

Comcast estimates, price target were raised at Credit Suisse. Shares are now seen reaching $52. Estimates were also increased, as cable and NBCU are driving growth, Credit Suisse said. Outperform rating.

Comcast numbers were raised at UBS. Estimates were increased to reflect strong trends in cable and NBCU, said UBS. Price target goes to $50.

Delphi Automotive ( DLPH) numbers were raised at Citigroup. Estimates were increased given slightly better margins and modest buybacks, said Citi. Price target goes to $61.

Hess ( HES) numbers were raised at UBS. Estimates were increased to reflect buybacks, Bakkendownspacing, cost savings and reduced interest in Ghana, said UBS. Price target goes to $79.

Life Technologies ( LIFE) estimates were reduced at Citigroup. Estimates were reduced to reflect the reduction in sales and margins, said Citi. Price target is $76.

Lincoln National ( LNC) numbers were raised at UBS. Estimates were increased given variable annuity upside, said UBS. Price target goes to $48.

LAM Research ( LRCX) price target was raised at UBS to $55 given memory strength. Price target goes to $79.

Level 3 ( LVLT) estimates were cut at UBS given weak CNS revenue growth. Price target is $22.

MasterCard ( MA) numbers were raised at Citigroup given improvements in both the U.S. and Europe, said Citigroup. Price target goes to $710.

Mastercard estimates were increased at Credit Suisse. Estimates were boosted through 2015. Company is seeing better volume growth and keeping a tight lid on costs, Credit Suisse said. Outperform rating and new $660 price target.

MetLife ( MET) estimates, price target were increased at Credit Suisse. Estimates were increased through 2014. Company has a lot of earnings momentum, Credit Suisse said. Outperform rating and new $55 price target.

MetLife numbers were raised at UBS. Estimates were increased on upside from annuities, favorable underwriting and Asia, said UBS. Price target goes to $57.

Nielsen ( NLSN) estimates were cut at Citigroup to reflect the Expos sale and weakness in Europe, said Citigroup. Price target is $38.

Southern ( SO) estimates, price target were cut at Credit Suisse. Shares are now seen reaching $48. Estimates were also reduced, as the company will have to sell more equity. Underperform rating.

Whole Foods ( WFM) numbers were boosted at Credit Suisse. Shares are now seen reaching $55. Estimates also upped, as the company is realizing higher margins, Credit Suisse said. Neutral rating.

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This article was written by a staff member of TheStreet.

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