NEW YORK (TheStreet) -- CHANGE IN RATINGS
Allison Transmission (ALSN) was upgraded at BAML to buy from neutral. Increased confidence in FCF acceleration due to improving U.S. economy and recovery in pressure pumping, BAML said. $32 price target.
Braskem (BAK) was upgraded to hold at TheStreet Ratings.
Cummins (CMI) was initiated with a buy rating at BAML. Attractive secular growth prospects with demanding emissions standards, BAML said. $158 price target.
Conway (CNW) was downgraded at Deutsche Bank to hold from buy. Limited margin expansion at Freight and deteriorating LTL fundamentals, Deutsche Bank said. $45 price target.Cabot Oil & Gas ( COG) was initiated at BMO Capital with an outperform rating.Upside driven by firm sales contracts, numerous midstream projects, and high rates of return in the Marcellus, BMO Capital said. $47 price target.
Nautilus (NLS) was upgraded to buy at TheStreet Ratings.
[Read: Why Twitter Was Downgraded]
Nielsen (NSLN) was downgraded at BMO Capital to market perform from outperform. Driven by only a steady (rather than raised) growth outlook and increasing focus on the question of a digital currency, BMO Capital said. $45 price target.
PVH Corp. (PVH) was initiated at UBS with a buy rating. Significant long-term EPS upside expected after reinvestments in the first half of 2014, UBS said. $160 price target.
[Read: Lululemon Loses Big on Earnings Miss; Ciena Sees Shares Drop]
St. Jude Medical (STJ) was upgraded at BMO Capital to outperform from market perform. Benefits from improving ICD market, FDA approval of CardioMEMS, and new product launches, BMO Capital said. $66 price target.
Tiffany & Co was upgraded at Canaccord Genuity to hold from sell. Gross margin opportunity through fixed cost leverage and product mix, Canaccord Genuity said. $83 price target.
Stock Comments / EPS Changes
Apple (AAPL) price target, EPS estimates were increased at Jefferies. Apple boosted its own numbers, Jefferies said. CQ4 sell-through is solid and CQ1 build plans increased due to China Mobile, Jefferies said. $650 price target and buy rating.
Expedia (EXPE) price target, EPS estimates were increased at UBS. Expedia lifted its own numbers, UBS said. Company is focused on growth initiatives for long-term value creation, UBS said. $74 price target and buy rating.
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