NEW YORK ( TheStreet) -- CHANGE IN RATINGS
Altera ( ALTR) was initiated with outperform rating by JMP Securities. $41 price target. The company has a consistent track record, but the stock has lagged the market in 2013, said JMP.
Astec Industries ( ASTE) was upgraded to a buy rating at TheStreet Ratings.
Beacon Roofing ( BECN) was upgraded at Keybanc to buy from hold. $42 price target. The company is facing easy sales comps, and its gross margin can improve, Keybanc said.
Brixmor Property Group ( BRX) was initiated with a buy rating at UBS. $21.50 price target. A healthy internal growth profile and an active redevelopment pipeline make the company a buy, UBS said.
Derma Sciences ( DSCI) was downgraded to a sell rating at TheStreet Ratings.
Hancock ( HBHC) was upgraded to buy at Wunderlich. $41 price target. The company has a positive meeting with management and appears to be positioned well for 2014, said Wunderlich.
HD Supply ( HDS) was downgraded to sell from neutral by Goldman Sachs. $20 price target. Consensus estimates appear to be too high through 2015, Goldman said.
LyondellBasell ( LYB) was upgraded to top pick from outperform at RBC Capital. $110 price target. Earnings growth should accelerate in 2014, RBC said.
Southwest Airlines ( LUV) was upgraded to buy from neutral at Bank of America/Merrill Lynch. $23 price target. The company's estimates were boosted, and domestic small businesses growth should help drive traffic, said BofA/Merrill.
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Oracle ( ORCL) was downgraded to sector perform from outperform at RBC Capital. $35 price target. This is a valuation call, said RBC.
Oracle ( ORCL) was downgraded to equal-weight at Morgan Stanley. As the company lacks near-term catalysts, this is a valuation call, said Morgan Stanley.
Sherwin-Williams ( SHW) was downgraded to outperform from top pick at RBC Capital. $210 price target. This is a valuation call, said RBC.
Scripps Networks ( SNI) was downgraded to sector perform from outperform at RBC Capital. $85 price target. Programming expenses could continue to trend higher, RBC said.
Teradata (TDC) was downgraded to sector perform from outperform at RBC Capital. $41 price target. Deal cycles could continue to elongate until the next CapEx cycle materializes, said RBC.
Xilinx (XLNX) started with an outperform rating at JMP Securities. $55 price target. Sales growth is accelerating, but the stock has lagged the chip sector in 2013, said JMP.
Exelis (XLS) was upgraded to buy at Drexel Hamilton. $20 price target. The Mission Systems spin should create shareholder value, said Drexel.
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Stock Comments / EPS Changes
Apple (AAPL) price target and estimates were raised at Canaccord Genuity. Estimates were upped, given higher expected iPad and iPhone 5 demand, said Canaccord. $600 price target and buy rating.
Allergan (AGN) estimates and price target were raised at Credit Suisse. Estimates increased, as management is turning the business around, Credit Suisse said. $112 price target and outperform rating.
CB&I (CBI) price target and EPS were raised at UBS. Driven by growth in the technology segment and a revenue ramp up from VC Summer and Vogtle nuclear projects, CBI lifted its numbers, UBS said. $86 price target and buy rating.
Costco (COST) price target and EPS were lowered at UBS. SG&A and sales headwind from the fuel business and higher share-based compensation contributed to a decrease in Costco's numbers, UBS said. $123 price target and neutral rating.
Johnson Controls (JCI) price target and EPS were raised at UBS. AE margins can double and there can be a return of BE growth, due to Johnson's better numbers, said UBS. $52 price target and neutral rating.Ralph Lauren ( RL) estimates were lowered at Citigroup. Estimates dropped based on higher SG&A spending, Citigroup said. $204 price target and buy rating. ( RL)
Yahoo! (YHOO) price target and EPS were raised at UBS. Driven by Stream Ads and the early stages of Tumblr monetization, Yahoo! raised its numbers, UBS said. $46 price target and buy rating.