Analysts' Actions: AGN AOS COG ETFC LLY

NEW YORK (TheStreet) -- RATINGS CHANGES

Air Lease (AL) was upgraded to hold at TheStreet Ratings.

Allergan (AGN) was upgraded at J.P. Morgan to overweight from neutral. Twelve-month price target is $190. Value in a potential transaction with Valeant, J.P. Morgan said.

AO Smith (AOS) was upgraded to buy at Sterne Agee. Twelve-month price target is $58. Company boosted guidance once again, Sterne Agee said.

AO Smith was upgraded at Wedbush to outperform from neutral. Twelve-month price target is $53. Growth outlook remains encouraging, Wedbush said.

AO Smith was upgraded at BMO Capital to outperform from market perform. Twelve-month price target is $57. China should continue to drive the company's growth, BMO Capital said.

AthenaHealth (ATHN) was upgraded at Morgan Stanley to overweight from equal-weight. Twelve-month price target is $192. See growth potential in both the core ambulatory business and expansion into the inpatient market, Morgan Stanley said.

Brown & Brown (BRO) was downgraded at Compass Point BRO was downgraded from Buy to Neutral, Compass Point said. $33 price target. Company could face near-term margin pressure.

Cabot (COG) was upgraded at Societe Generale to buy. Twelve-month price target is $43. Stock has lagged year-to-date, but fundamentals remain attractive, Societe Generale said.

Equifax (EFX) was upgraded at Credit Suisse to outperform from neutral. Twelve-month price target is $80. Organic revenue growth should accelerate, Credit Suisse said.

E*Trade (ETFC) was upgraded at Wells Fargo to outperform from market perform. Bank should continue to generate excess capital, Wells Fargo said.

GlaxoSmithKline (GSK) was upgraded at Argus to buy from hold. Asset swap with Novartis is attractive, Argus said.

Illumina (ILMN) was upgraded at Maxim Group to buy from hold. Twelve-month price target is $205. Clinical customers are accelerating adoption and the company is seeing better penetration of HiSeq X Ten, Maxim Group said.

Eli Lilly (LLY) was downgraded at Leerink Swann to neutral from buy. Twelve-month price target is $61. Company lacks near-term catalysts and made an expensive acquisition of Novartis' animal health business, Leerink Swann said.

Quality Systems (QSII) was downgraded at Morgan Stanley to underweight from equal-weight. Twelve-month price target is $15. Company will be hurt from consolidation of its customer base, Morgan Stanley said.

Nacco (NC) was upgraded to hold at TheStreet Ratings.

Rexnord (RXN) was downgraded at Bank of America/Merrill Lynch to underperform. Valuation call, based on a 12-month price target of $29, Bank of America/Merrill said.

Sunpower (SPWR) was upgraded at Bank of America/Merrill Lynch to buy. Valuation call, based on a 12-month price target of $37, Bank of America/Merrill said.

TECO Energy (TE) was upgraded at UBS to neutral from sell. Driven by group recovery, deal savings and better coal outlook, UBS said. Twelve-month price target is $17.

UGI (UGI) was initiated with an equal weight rating at Barclays. LOB generates excess cash flow, with estimated growth earnings at around 6% CAGR, Barclays said. Twelve-month price target is $47.

Vitamin Shoppe (VSI) was upgraded to buy at Sterne Agee. Twelve-month price target is $57. Same-store sales and margins appear to be at an inflection point, Sterne Agee said.

Stock Comments / EPS Changes

Amgen (AMGN) estimates, price target were raised at Nomura. Twelve-month price target is now $129. Estimates were also reduced, as the company lacks visibility with its latest guidance, Nomura said. Neutral rating.

Amgen price target, EPS cut at Jefferies AMGN lowered its numbers, Jefferies said. Lower product sales impacted by historical patterns and inventory drawdown. $142 price target and Buy rating.

Centene (CNC) price target, estimates raised at Jefferies CNC lifted its numbers across the board, Jefferies said. Higher revenue trajectory from Duals, Medicaid expansion. $69 price target and Hold rating.

Cree (CREE) estimates, price target were cut at Sterne Agee. Twelve-month price target is now $65. Estimates were also reduced, as the company is realizing lower lighting margins, Sterne Agee said. Buy rating.

Intuitive Surgical (ISRG) price target lowered at Jefferies ISRG cut its number, Jefferies said. Volume deterioration while near term growth is challenging. $465 price target and Buy rating.

Intuitive Surgical numbers were reduced at Sterne Agee. Twelve-month price target is now $360. Estimates were also cut, given weak procedure growth, Sterne Agee said. Underperform rating.

Illinois Tool Works (ITW) price target, EPS raised at Jefferies Shares of ITW reaching $98, according to Jefferies. Upside driven with reacceleration in revenue and margin improvement. Estimates also raised. Buy rating.

Eli Lilly (LLY) price target, EPS bumped up at Jefferies LLY raised its numbers, Jefferies said. Driven by accretive NAH acquisition. $60 price target and Hold rating.

Medidata Solutions (MDSO) price target, EPS cut at Jefferies MDSO lowered its numbers, Jefferies said. Backlog coverage decline. $50 price target and Buy rating.

Skyworks (SWKS) estimates, 12-month price target were raised at Canaccord Genuity. Price target is now $47. Estimates were also increased, given the company's new guidance, Canaccord Genuity said. Buy rating.

United Technologies (UTX) numbers were boosted at Credit Suisse. Twelve-month price target is now $135. Estimates were also increased, given a higher growth outlook, Credit Suisse said. Outperform 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

Jim Cramer: Drug Stocks on the Move

Jim Cramer: Drug Stocks on the Move

Allergan Exec on Medical Aesthetics: 'The Future Is About Market Expansion'

Allergan Exec on Medical Aesthetics: 'The Future Is About Market Expansion'

Cramer: 10 Stock Surprises

Cramer: 10 Stock Surprises

Purdue Pharma to Downplay Opioids, Dump 50% of Sales Staff

Purdue Pharma to Downplay Opioids, Dump 50% of Sales Staff

Generic Drug Makers Hurt By Latest Federal Government Budget

Generic Drug Makers Hurt By Latest Federal Government Budget