Analysts' Actions: CMCSA DDD HAL VZ X

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Alexander & Baldwin (ALEX) was downgraded to sell at TheStreet Ratings.

BankUnited (BKU) was upgraded at Credit Suisse to outperform from neutral. Twelve-month price target is $37. Company offers industry-leading growth and deserves a higher multiple, Credit Suisse said.

Comcast (CMCSA) was upgraded at Pacific Crest to outperform from sector perform. Twelve-month price target is $66. Merger will allow the company to grow the business through bundling, Pacific Crest said.

3D Systems (DDD) was downgraded at Bank of America/Merrill Lynch to underperform. Twelve-month price target is $65. Organic growth rate will likely peak in 2014, BofA/Merrill said.

First Financial (FFIN) was upgraded at Sterne Agee to neutral from underperform. Twelve-month price target is $57. Estimates were also increased, given stronger loan growth, Sterne Agee said.

Halliburton (HAL) was downgraded at Wells Fargo to market perform. Valuation call, as the stock has gained 11% over the past month, Wells Fargo said.

Kindred Healthcare (KND) was upgraded at Wells Fargo to market perform from underperform. Reimbursement risks have subsided, Wells Fargo said.

Select Medical (SEM) was upgraded at Wells Fargo to market perform from underperform. Hospital reimbursement outlook has improved, Wells Fargo said.

Steel Dynamics (STLD) was downgraded at Keybanc to hold from buy. Company is leveraged to lower potential steel pricing, Keybanc said.

Molson Coors (TAP) was upgraded at Societe Generale to hold from sell. Twelve-month price target is $57. Cash and dividends are exceeding expectations, Societe Generale said.


Container Store (TCS) was downgraded at Bank of America/Merrill Lynch to underperform. Valuation call, based on a $32 price target, BofA/Merrill said.

Target (TGT) was initiated with a neutral rating at Sterne Agee. Twelve-month price target is $54. Domestic business has declining traffic trends, Sterne Agee said.

Teekay (TK) was upgraded to buy at TheStreet Ratings.

UTI Worldwide (UTIW) was upgraded at RBC Capital to outperform from sector perform. Twelve-month price target is $22. Improving industry fundamentals should boost earnings, RBC Capital said.

Verizon (VZ) was upgraded at Bank of America/Merrill Lynch to buy from neutral. Valuation call, based on a 12-month price target of $55, BofA/Merrill said.

US Steel (X) was downgraded at Keybanc to hold from buy. Stock is up, but spot steel pricing could fall, Keybanc said.

Stock Comments / EPS Changes

Ameren (AEE) price target, EPS estimates were raised at UBS through 2016. Driven by fewer regulatory headwinds and rightsizing of the parent drag, UBS said. Twelve-month price target is $39. Neutral rating.

Akamai (AKAM) estimates, price target were raised at MKM Partners. Twelve-month price target is now $80. Estimates were also increased, given the company's new guidance, MKM Partners said. Buy rating.

Barnes (B) price target was raised at Jefferies. Multiple drivers to forward earnings, including estimate of core sales growth, margin expansion and Manner accretion, Jefferies said. Twelve-month price target is $45. Buy rating.

Charter Communications (CHTR) price target, EPS estimates were lowered at Jefferies. Capex hike overshadows subscriber momentum, Jefferies said. Twelve-month price target is $125. Hold rating.

Consolidated Edison (ED) price target, EPS estimates were lowered at UBS. Driven by risk in New York to limit utility bill inflation, UBS said. Twelve-month price target is $53. Neutral rating.


Express Scripts (ESRX) price target, EPS estimates were raised at Jefferies. Robust free cash flow is deployed toward buybacks and potential M&A, Jefferies said. Twelve-month price target is $84. Buy rating.

Groupon (GRPN) price target, EPS estimates were cut at UBS. Driven by higher levels of marketing investment and weaker-than-expected ROW results, UBS said. Twelve-month price target is $8.75. Neutral rating.

Hasbro (HAS) estimates, price target were increased at BMO Capital. Company appears to have a solid product lineup for 2014, BMO Capital said. Market Perform rating and new 12-month price target of $55.

Jack in the Box (JACK) numbers were boosted at Keybanc. Twelve-month price target is now $64. Estimates were also increased, as the company is cutting costs and has better visibility, Keybanc said. Buy rating.

Oil States (OIS) numbers were cut at Credit Suisse. New 12-month price target is $105. Estimates were also reduced, given slower Accomodation growth, Credit Suisse said. Neutral rating.

PVH (PVH) price target, EPS estimates were lowered at UBS. Bearish view based on Tommy Europe deceleration and $25 million in CK investment, UBS said. Twelve-month price target is $153. Buy rating.

Follow TheStreet on Twitter and become a fan on Facebook.

This article was written by a staff member of TheStreet.

If you liked this article you might like

Here's One Hint That S&P 500 Stocks Are a Screaming Buy

Here's One Hint That S&P 500 Stocks Are a Screaming Buy

GM, Teva, Facebook and Other New Jana Partners Positions

GM, Teva, Facebook and Other New Jana Partners Positions

3 Attractive ETFs for a Turbulent Market

3 Attractive ETFs for a Turbulent Market

Closing Bell: LIVE MARKETS BLOG

Closing Bell: LIVE MARKETS BLOG

Cramer: 10 Stock Surprises

Cramer: 10 Stock Surprises