Analysts' Actions: AOL CSCO DIS FDX JNPR

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alon USA Energy ( ALJ) was downgraded to hold at TheStreet Ratings.

AOL ( AOL) was upgraded at Topeka Capital to buy from hold. $43 price target. Risk/reward is compelling at current levels, Topeka Capital said.

Cardinal Health ( CAH) was initiated with a neutral rating at Sterne Agee. $48 price target. Company will likely grow slower than its peers, Sterne Agee said.

Cisco ( CSCO) was initiated with an underperform rating at Credit Suisse. $21 price target. SDN architecture will likely cut into industry margins, Credit Suisse said.

Disney ( DIS) was downgraded at Morgan Stanley to equal-weight. $70 price target. Company lacks near-term catalysts, Morgan Stanley said.

FedEx ( FDX) was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a $116 price target, Goldman said.

General Mills ( GIS) was downgraded at Wells Fargo to market perform from outperform. U.S. retail environment remains weak, Wells Fargo said.

Groupon ( GRPN) was upgraded at Stifel Nicolaus to buy from hold. $16 price target. Growth is accelerating in the local business and Europe appears to be stabilizing, Stifel Nicolaus said.

Huntsman ( HUN) was upgraded at Bank of America/Merrill Lynch to buy from neutral. $24 price target. New strategic plan can unlock shareholder value, BofA/Merrill said.

Juniper ( JNPR) was initiated with a neutral rating at Credit Suisse. $20 price target. Secular concerns will likely offset a cyclical improvement in the core business, Credit Suisse said.

McKesson ( MCK) was initiated with a buy rating at Sterne Agee. $80 price target. Company has a dominant market share of specialty drugs, Sterne Agee said.

Microsemi ( MSCC) was downgraded at Wells Fargo to market perform from outperform. Valuation call, as the stock is trading at a price-to-earnings ratio of 27, based on estimated 2014 earnings.

Rockwood ( ROC) was downgraded at Goldman Sachs to neutral from buy. Valuation call, as the stock is up 53% over the past 10 months, Goldman said. $78 price target.

TECO Energy ( TECO) was downgraded to hold at TheStreet Ratings.

Triumph ( TGI) was downgraded at Credit Suisse to neutral from outperform. $77 price target. Company is spending more on its 747 program, Credit Suisse said.

Travelers ( TRV) was upgraded at FBR Capital Markets to outperform from market perform. $94 price target. Stock is pricing in a more cautious industry pricing outlook, FBR Capital Markets said.

Time Warner ( TWX) was upgraded at Morgan Stanley to overweight from equal-weight. $72 price target. Publishing spin should highlight a business that's leveraged to a healthy and growing TV ecosystem, Morgan Stanley said.

Viropharma ( VPHM) was downgraded at Deutsche Bank to hold from buy. $43 price target. Stock is already largely discounting a potential takeover, Deutsche Bank said.

STOCK COMMENTS / EPS CHANGES

Allstate ( ALL) estimates, price target was raised at Credit Suisse. Shares are now seen reaching $62. Estimates were also increased, as managment is boosting returns, Credit Suisse. Outperform rating.

Cummins ( CMI) numbers were raised at Jefferies. Shares are now seen reaching $130. Estimates were also increased following upbeat analyst day, Jefferies said. Hold rating.

Dick's Sporting Goods ( DKS) numbers were boosted at Credit Suisse. Shares are now seen reaching $56. Estimates were also increased, given the company's new guidance, Credit Suisse said. Neutral rating.

Dick's Sporting Goods price target was raised at Citigroup to $63. Growth opportunity from new stores, higher margin categories and e-commerce, said Citigroup.

Dollar Tree ( DLTR) numbers were increased at Canaccord Genuity. Estimates were raised through 2014. Company is buying back more stock, Canaccord Genuity said. Hold rating and new $52 price target.

Dollar Tree numbers were increased at Jefferies. Shares are now seen reaching $54. Estimates were also increased after guidance was reaffirmed, and more share repurchases are likely. Hold rating.

FedEx estimates, price target were raised at Credit Suisse. Shares are now seen reaching $115. Estimates were also increased, as the international business is driving growth, Credit Suisse said. Neutral rating.

Twenty-First Century Fox ( FOX) estimates were cut at Citigroup. Earnings estimates were reduced to reflect $4 billion in annual buybacks, said Citigroup. Price target is $35.50.

Nike ( NKE) price target was raised at UBS to $77. Reflects a higher premium to the market, said UBS.

Oracle ( ORCL) estimates were trimmed at Jefferies through 2014. Better gross margins and strong cash flow despite light guidance, Jefferies said. Hold rating and $34 price target.

Oracle estimates were raised at UBS. Earnings estimates were bumped slightly given expanding operating margins, said UBS. Price target is $37.

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This article was written by a staff member of TheStreet.

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