Analysts' Actions: ALSN CMI COG PVH TIF

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.

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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.

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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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This article was written by a staff member of TheStreet.