Analysts' Actions: CHRW CMI IRBT K SBUX

NEW YORK ( TheStreet) -- CHANGE IN RATINGS 

CH Robinson (CHRW) was upgraded at Stifel Nicolaus to hold from sell. Management appears to have a solid assessment of the company's positioning, Stifel Nicolaus said.

Cummins (CMI) was upgraded at Wells Fargo to outperform from market perform. Higher end-market demand should lead to a prolonged earnings growth cycle, Wells Fargo said.

Carlisle (CSL) was upgraded at BMO Capital to outperform. Twelve-month price target is $88. Company can achieve margin and ROIC targets, BMO Capital said.

DineEquity (DIN) was upgraded at Keybanc to buy from hold. Twelve-month price target is $90. Recent pullback has created an attractive buying opportunity, Keybanc said.

iRobot (IRBT) was downgraded at J.P. Morgan to underweight from neutral. Valuation call, based on a $32 price target, J.P. Morgan said.

Kellogg (K) was upgraded at J.P. Morgan to neutral. Short thesis appears to have played out, J.P. Morgan said.

Lululemon (LULU) was upgraded at RBC Capital to outperform from sector perform. Twelve-month price target is $56. Bulk of the bad news appears to be behind the company, and the stock is down 43% from its highs, RBC Capital said.

MWI Veterinary (MWIV) was upgraded at Piper Jaffray to overweight from neutral. Twelve-month price target is $188. IVESCO acquisition and new products should drive growth, Piper Jaffray said.

Myriad Genetics (MYGN) was upgraded at Credit Suisse to neutral from underperform. Twelve-month price target is $29. Base business can hold up better than expected and the Crescendo purchase should add to growth, Credit Suisse said.

Noble Energy ( NBL) was upgraded at Mizuho to buy from neutral. Twelve-month price target is $78. Company has several potential catalysts, but the stock is down 17% since November, Mizuho said.


Owens-Corning ( OC) was upgraded to buy at TheStreet Ratings.

Origin Agritech ( SEED) was initiated with a sell rating at TheStreet Ratings.

Oasis Petroleum ( OAS) was upgraded at Canaccord Genuity to buy. Twelve-month price target is $55. Valution call, as inventory has increased, Canaccord Genuity said.

Starbucks (SBUX) was upgraded at Wells Fargo to outperform from market perform. Company appears to be entering a new era of growth, Wells Fargo said.

Spirit Aerosystems (SPR) was downgraded at Keybanc to hold from buy. Company continues to announce more charges for restructuring, Keybanc said.

Towers Watson (TW) was upgraded at J.P. Morgan to overweight. Active exchange enrollments can accelerate, J.P. Morgan said.

Walgreen (WAG) was initiated with an outperform rating at Leerink Swann. Twelve-month price target is $68. Retail pharmacy checks have been positive and the company is leveraged to industry growth tailwinds, Leerink Swann said.

WEX (WEX) was upgraded at J.P. Morgan to neutral. Valuation call, following the company's new guidance, J.P. Morgan said.

Stock Comments / EPS Changes

Advance Auto Parts (AAP) price target, EPS estimates were lifted at UBS. Core execution improving with revenue synergies set to take hold after weather-driven tailwinds, UBS said. Twelve-month price target of $145. Buy rating.

AOL (AOL) estimates, price target were raised at UBS. Twelve-month price target is now $54. Driven by strength in Brand Group margins, strong 3rd Party Networks growth and low churn in Subscription business, UBS said. Buy rating.

Activision Blizzard (ATVI) price target was increased at Jefferies. Upcoming product releases have high upside, Jefferies said. Twelve-month price target is $25.

Citigroup (C) was added to the US 1 list at Bank of America/Merrill Lynch. Pullback in the stock has created an attractive buying opportunity, Bank of America/Merrill Lynch said. Twelve-month price target is $65.

Cummins estimates, price target was cut at Credit Suisse. Twelve-month price target is now $146. Estimates were also reduced, given the company's new guidance, Credit Suisse said. Outperform rating.

Cummins price target, EPS estimates were cut at UBS. Driven by decreasing operating margins at Engine and interest expense, UBS said. Twelve-month price target is $150. Buy rating.

Expedia (EXPE) estimates, price target were boosted at Benchmark. Shares are now seen reaching $83 over 12 months. Company is realizing positive leverage, Benchmark said. Buy rating.

Expedia price target, EPS estimates were raised at Jefferies. Driven by accelerating hotel growth, Jefferies said. Twelve-month price target is now $70. Hold rating.

GM (GM) price target was lifted at UBS. Fourth-quarter miss was largely a one-time event, but GMNA pricing increases outlook in margin growth as pickup production ramps up, UBS said. Twelve-month price target is $52. Buy rating.

LinkedIn (LNKD) price target, EPS were cut at UBS. Heavy investments will depress stock price, despite strong revenue growth, UBS said. Twelve-month price target is $225. Neutral rating.

LinkedIn numbers were reduced at Credit Suisse. Shares are now seen reaching $274 over 12 months. Estimates were also cut, given the company's new guidance, Credit Suisse said. Outperform rating.

Ralph Lauren (RL) price target, EPS estimates were lowered at UBS. Lowering earnings to reflect promotions in fiscal fourth quarter and investment in fiscal 2015. Twelve-month price target is $185. Buy rating.

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This article was written by a staff member of TheStreet.

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