Analysts' Actions: AAL APOL EA SBH WMT

NEW YORK (TheStreet) -- CHANGE IN RATINGS

American Airlines (AAL) was upgraded at Bank of America/Merrill Lynch to neutral from underperform. Twelve-month price target is $34. Company refinanced debt and has a new card agreement, Bank of America/Merrill Lynch said.

American Airlines was upgraded at Raymond James to outperform. Twelve-month price target is $38. Risk/reward is attractive at current levels, Raymond James said.

Apollo Education (APOL) was downgraded at Barclays to underweight from equal-weight. Twelve-month price target is $29. Entire sector has limited enrollment visibility, Barclays said.

Cameron (CAM) was upgraded at Societe Generale to buy from hold. Twelve-month price target is $69. Company is selling noncore assets and activist presence could drive improvement, Societe Generale said.

Carrizo Oil (CRZO) was upgraded at Credit Suisse to neutral from underperform. Twelve-month price target is $45. Oil growth outlook is improving, Credit Suisse said.

Electronic Arts (EA) was upgraded at Bank of America/Merrill Lynch to buy from neutral. Twelve-month price target is $36. Company is expanding margins faster than expected, BofA/Merrill said.

Illinois Tool (ITW) was upgraded at BMO Capital to outperform. Twelve-month price target is $100. Company offers low-risk growth, with potentially high returns, BMO Capital said.

Pembina Pipeline (PBA) was upgraded to buy at TheStreet Ratings.

PDC Energy (PDCE) was upgraded at Topeka Capital to buy from hold. Twelve-month price target is $68. Higher reserves release nearly doubles the NAV, Topeka Capital said.

Sally Beauty (SBH) was upgraded at Wells Fargo to outperform. Comp sales and guidance may have bottomed, Wells Fargo said.

Scholastic ( SCHL) was upgraded to buy at TheStreet Ratings.

Wal-Mart (WMT) was upgraded at Credit Suisse to outperform from neutral. Twelve-month price target is $80. Company is on the brink of a strategy shift, Credit Suisse said.

West (WSTC) was downgraded at Barclays to equal-weight from overweight. Organic growth should remain slow, Barclays said. Twelve-month price target is $27.


Stock Comments / EPS Changes

CIT Group (CIT) price target, EPS estimates were cut at Jefferies. CIT lowered its own numbers, Jefferies said. Fourth-quarter miss was driven by a one-time tax charge of $45 million. Quarter decline in finance margins is the result of market dynamics and competitive pressures in commercial air business, Jefferies said. Twelve-month price target is $60. Buy rating.

Medivation (MDVN) price target, EPS estimates were increased at UBS. Medivation raised its price target and estimates through 2015, UBS said. Better-than-expected full PREVAIL data, appearing favorably vs. Zytiga on a cross-trial comparison basis, UBS said. Twelve-month price target is $93. Buy rating.

Polaris Industries (PII) price target was cut at UBS. Shares are now seen going to $142 within 12 months, according to UBS. Gross margins are down, with foreign-exchange rates adding additional pressure, UBS said. Product mix offset by benefit of higher selling price, UBS also said. Buy rating.

Pentair (PNR) price target, EPS estimates were increased at UBS. Pentair increased its own numbers, UBS said. Organic growth across segments and expansion of 4/5 verticals, UBS also said. Twelve-month price target of $80. Neutral rating.

Steel Dynamics (STLD) price target, estimates were lowered at Jefferies. Steel Dynamics decreased its numbers, according to Jefferies. 2014 demand improving and nonresidential signs encouraging. Twelve-month price target is $19. Hold rating.

Tempur Sealy (TPX) numbers were increased at Keybanc through 2014. Company refreshed its product line, which should boost sales, Keybanc said. Buy rating and new 12-month price target of $60.

T. Rowe Price (TROW) numbers were raised at Sterne Agee. Twelve-month price target is now $94. Institutional outflows have slowed, Sterne Agee said. Neutral rating.

T. Rowe Price price target, EPS estimates were increased at UBS. T. Rowe Price raised its numbers through 2015. Driven by higher AUM baseline and moderately lower advertising expense, T. Rowe Price said. Twelve-month price target is $93. Buy rating.

United States Steel (X) price target, estimates were increased at Jefferies. United States Steel lifted its own numbers, Jefferies said. Valuation call, driven by incremental cost savings and management's outlook for the first quarter of 2014. Twelve-month price target of $27. Hold rating.

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This article was written by a staff member of TheStreet.

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