Analysts' Actions: AVY BWLD DHI MWV YUM

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Aetna (AET) was upgraded at Credit Suisse to outperform from neutral. Twelve-month price target is $83. Company is keeping a tight lid on costs and should realize higher synergies from the CVH deal, Credit Suisse said.

Albermarle (ALB) was upgraded at Bank of America/Merrill Lynch to buy from neutral. Twelve-month price target is $71. See improved growth in catalysts over the coming quarters, BofA/Merrill said.

Avery Dennison (AVY) was upgraded at Robert Baird to outperform from neutral. Twelve-month price target is $57. Stock is trading at a discount to its peers and management should continue to execute, Robert Baird said.

American Axle & Manufacturing (AXL) was upgraded to buy at TheStreet Ratings.

Buffalo Wild Wings (BWLD) was downgraded at Morgan Stanley to underweight. Valuation call, Morgan Stanley said. Twelve-month price target is $143.

CACI International (CACI) was upgraded at J.P. Morgan to overweight from neutral. Driven by relative value in SMID defense and an eventual shift back to the more typical pensions-adjusted EPS from GAAP as basis for valuing large-cap defense, J.P. Morgan said.

Commerce Bancshares (CBSH) was upgraded at Bank of America/Merrill Lynch to neutral. Twelve-month price target is $46. Margin stabilization should support spread revenue growth, BofA/Merrill said.

CVS Caremark (CVS) was initiated with an outperform rating at Leerink Swann. Twelve-month price target is $85. Retail and mail PBM model should drive growth, Leerink Swann said.

City National (CYN) was upgraded at Bank of America/Merrill Lynch to neutral from underperform. Twelve-month price target is $80. Company is leveraged to higher interest rates and can generate high growth, BofA/Merrill said.

Dupont (DD) was upgraded at Bank of America/Merrill Lynch to buy from neutral. Twelve-month price target is $70. Company is inexpensive and has leverage to growing demand for specialty chemicals, BofA/Merrill said.

DR Horton ( DHI) was upgraded at MKM Partners to buy from neutral. Twelve-month price target is $26. Remain confident about the prospects of a U.S. housing recovery, MKM Partners said.

EnerNOC ( ENOC) was downgraded at J.P. Morgan to neutral from overweight. Taking profits, as fundamental outlook remains unchanged, J.P. Morgan said.

First Niagara (FNFG) was downgraded at Bank of America/Merrill Lynch to underperform from buy. Valuation call, based on a 12-month price target of $10, Bank of America/Merrill Lynch said.

Global Payments (GPN) was downgraded at Wells Fargo to market perform from outperform. Valuation call, Wells Fargo said.

H&R Block (HRB) was upgraded at BTIG to buy from neutral. Twelve-month price target is $36. Bank sale could help unlock shareholder value, BTIG said.

J.C. Penney ( JCP) was upgraded at Piper Jaffray to overweight from neutral. Twelve-month price target is $11. 2014 should be a year of progress for the company, Piper Jaffray said.

Johnson & Johnson (JNJ) was upgraded at Jefferies to buy from neutral. Driven by continued expectations for strong performance from pharma division, Jefferies said. Twelve-month price target is $108.

Knight Transportation (KNX) was upgraded at Citigroup to buy from neutral. Twelve-month price target is $22. Company likely will augment growth with acquisitions, Citigroup said.

McDonald's (MCD) was upgraded at Morgan Stanley to overweight. Twelve-month price target is $115. Company has lagged, but the market does not appreciate its competitive advantages, Morgan Stanley said.

Monsanto
(MON) was downgraded at J.P. Morgan to neutral from overweight. Domestic corn price is at risk and lower planted corn acres in U.S. and Brazil will challenge MON to increase corn seed volumes, J.P. Morgan said. Twelve-month price target is $115.


MeadWestvaco (MWV) was downgraded at Robert Baird to neutral from outperform. Company probably won't exceed near-term consensus expectations, Robert Baird said.

Nvidia
(NVDA) was downgraded at Canaccord Genuity to hold. Twelve-month price target is $16. Investors will likely look elsewhere for growth, Canaccord Genuity said.

Paterson
(PDCO) was downgraded at Stifel Nicolaus to hold from buy. Checks indicate the company could lose consumable market share over the coming quarters, Stifel Nicolaus said.

Regal Entertainment (RGC) was downgraded to hold at TheStreet Ratings.

Riverbed (RVBD) was upgraded at Deutsche Bank to hold from sell. Twelve-month price target is $16. Stock is pricing in a potential takeover scenario, Deutsche Banks said.

Sprint (S) was downgraded at Deutsche Bank to hold. Twelve-month price target is $9.25. Company faces near-term risks, Deutsche Bank said.

Suntrust (STI) was upgraded at Bank of America/Merrill Lynch to neutral from underperform. Twelve-month price target is $38. Company is keeping a tight lid on costs and should boost its capital return in the coming quarters, BofA/Merrill said.

Sensient (SXT) was upgraded at Keybanc to buy from hold. Twelve-month price target is $56. Company's new leadership should improve returns, Keybanc said.

Twitter (TWTR) was initiated with an underperform rating at Cowen. Valuation call, based on a 12-month price target of $32, Cowen said.

United Natural (UNFI) was downgraded at Piper Jaffray to neutral from overweight. Twelve-month price target is $76. Sales in specialty and natural stores appear to have slowed, Piper Jaffray said.

Valspar (VAL) was upgraded at Robert Baird to outperform from neutral. Twelve-month price target is $80. Legacy business appears to be stabilizing, Robert Baird said.

Williams-Sonoma (WSM) was upgraded at Argus to buy from hold. Twelve-month price target is $68. Company is growing its online business, Argus said.

Exxon Mobil (XOM) was downgraded at Citigroup. Valuation call, based on a 12-month price target of $108, Citigroup said.

Yum Brands (YUM) was downgraded at Morgan Stanley to equal-weight. Twelve-month price target is $77. China concerns should continue to hang over the stock, Morgan Stanley said.

Stock Comments / EPS Changes

Merck (MRK) price target, EPS estimates were increased at Jefferies. Underappreciated restructuring potential, Jefferies said. Twelve-month price target is $54. Hold rating.

Pfizer (PFE) price target, EPS were increased at Jefferies. Data-flow and potential approvals in the anticancer and HCV space are the most significant clinical catalysts. Jefferies said. Twelve-month price target is $33. Hold rating.

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This article was written by a staff member of TheStreet.

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