NEW YORK ( TheStreet ) -- CHANGE IN RATINGS
American Eagle ( AEO) was upgraded at Janney Montgomery to buy from neutral. $20 price target. Expect positive inventory and gross margin trends in early 2014, Janney Montgomery said.
Centerpoint (CNP) was downgraded at Keybanc to hold from buy. Details of the MLP IPO were disappointing, Keybanc said.
Dover (DOV) was downgraded at Morgan Stanley to equal-weight from overweight. $94 price target. Valuation call, as the stock has gained 40% year to date, Morgan Stanley said.
Groupon (GRPN) was downgraded at Goldman Sachs to neutral from buy. Valuation call with decelerating revenue growth in the sector, Goldman said. $11 price target.
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3M (MMM) was downgraded at Morgan Stanley to underweight from equal-weight. Entering into a period of lag in organic growth and limited scope for operating leverage, Morgan Stanley said. $122 price target.
Monster Beverage (MNST) was upgraded at J.P. Morgan to overweight from neutral. $74 price target. Top- and bottom-line momentum set to accelerate, J.P. Morgan said.
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Nautilus Group (NLS) was upgraded to buy at TheStreet Ratings.
Oceaneering International (OII) was upgraded at Jefferies to buy from neutral. Valuation call as share pullback reflects misunderstanding of Gulf of Mexico exposure, UBS said. $95 price target.
QEP Resources (QEP) was downgraded to hold at TheStreet Ratings.
Ruckus (RKUS) was upgraded at Goldman Sachs to buy. $18.25 price target. Stock has pulled back 27% over the past month and growth can accelerate in 2014, Goldman said.
Trulia (TRLA)was downgraded at Goldman Sachs to neutral from buy. Less of a tailwind from macro housing environment, and share of mobile consumers declining, Goldman said. $41 price target.
Twitter (TWTR) was initiated with an underperform rating at Bank of America/Merrill Lynch. Valuation call, as the company has an enterprise value of 21 times expected 2015 sales, BofA/Merrill said. $36 price target.
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Twitter was initiated with a buy rating at Deutsche Bank. $50 price target. Company is the best way to play mobile growth, Deutsche Bank said.
Twitter was initiated with an equal-weight at Morgan Stanley. Stock is already pricing in a lot of expected future growth, Morgan Stanley said.
Twitter was initiated with a buy rating at Goldman Sachs. $46 price target. Company has compelling user growth and monetization opportunities, Goldman said.
Twitter was initiated with a neutral rating at J.P. Morgan. $40 price target. Uniquely positioned, but fully valued, J.P. Morgan said.
Urban Outfitters (URBN) was downgraded at Sterne Agee to neutral from buy. $42 price target. Estimates were also cut, as recent checks were unfavorable, Sterne Agee said.
Stock Comments / EPS Changes
Amazon (AMZN) price target was lifted at Goldman Sachs. Well-positioned to outpace the growth of e-commerce by taking share in verticals and geographies, Goldman said. $450 price target and buy rating.
Colfax (CFX) price target, estimates were increased at UBS. Recent refinancing is a tailwind, strong earnings growth driven by cost savings at ESAB, accretion from recent M&A, and sales growth at Gas/Fluid, said UBS. $66 price target and buy rating.
Harley-Davidson (HOG) price target and earnings estimates were increased at UBS. Harley-Davidson raised its own numbers. Retail sales are up double digits year over year, UBS said. $67 price target and neutral rating.
Lululemon (LULU) was added to the Best Ideas List at Janney Montgomery. Customer base remains loyal, given recent channel checks, Janney Montgomery said. New $90 price target.
Marketo (MKTO) was added to the Conviction Buy List at Goldman Sachs. $45 price target. Stock has lagged the market, but billings can continue to outperform, along with market trends, Goldman said.
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