Analyst Actions -- 10/14/2011

 | Oct 14, 2011 | 8:10 AM EDT  | Comments
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Stock quotes in this article:

aet

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goog

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ibm

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jpm

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msft

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mon

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wmt

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s

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gps

Aetna estimates upped at Morgan Stanley

AET estimates were boosted through 2013, Morgan Stanley said. Company should continue to deliver solid growth. Equal-weight rating.

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Blackstone removed from Top Picks List at Citigroup

BX was removed from the TPL, Citigroup said.  $18 price target.  See favorable risk/reward, but less outsized upside in short term.

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Corn Products rated new Neutral at Goldman

CPO was initiated with a Neutral rating, Goldman Sachs said. $50 price target. Company could face some growth headwinds in the new year.

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Eaton Vance numbers raised at Credit Suisse

Shares of EV now seen reaching $23, according to Credit Suisse. Estimates also increased, given higher realized asset figures. Neutral rating.

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Ecolab downgraded at Citigroup

ECL was downgraded from Buy to Neutral, Citigroup said.  $58 price target.  Limited upside potential after 18% rally since late August.

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Fairchild Semiconductor estimates cut at Credit Suisse

FCS estimates were lowered through 2013, Credit Suisse said. Company reduced its forward outlook. Underperform rating.

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Fairchild estimates lowered at UBS

FCS estimates cut through 2012, UBS said.  Believe 4Q should be the trough as company drains channel inventory.  Buy rating and $16 price target.

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FXCM downgraded at Citigroup

FXCM was downgraded from Neutral to Sell, Citigroup said.  $11.25 target price.  Adverse business mix shifts are tempering top line growth.

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FXCM estimates lowered at UBS

FXCM estimates lowered through 2012, UBS said.  Revenue capture will likely be lower as record volume was likely driven by lower yielding customers.  Buy rating.

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Gap downgraded at Wells

GPS was downgraded to Market Perform, Wells Fargo said. Estimates also cut, as the company is seeing slower sales growth and trying to improve its core brands.

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Google estimates, target raised at Citigroup

Shares of GOOG now seen reaching $680, Citigroup said.  Estimates also raised on accelerating revenue growth and strong mobile and display.

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Google target boosted at Morgan Stanley

Shares of GOOG now seen reaching $672, according to Morgan Stanley. Company is seeing better sales across the board.

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Google estimates raised at UBS

GOOG estimates increased through 2012, UBS said.  Emerging mobile and display opportunity now big enough to move needle.  Maintain $800 price target and Buy rating.

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IBM rated new Outperform at Macquarie

IBM was initiated with a Buy rating, Macquarie said. $210 price target. Company can continue to deliver double-digit earnings growth.

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Intrepid Potash numbers cut at Goldman

Shares of IPI now seen reaching $29, according to Goldman Sachs. Estimates also reduced, as the company lowered its sales guidance. Sell rating.

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JB Hunt Transport estimates raised at KeyBanc

JBHT estimates increased through 2012, KeyBanc said.  Reflects outperformance relative to expectations.  Maintain $48 price target and Buy rating.

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JP Morgan numbers lowered at Goldman

JPM estimates were cut through 2013, Goldman Sachs said. Company is operating in a challenging environment and buying back less stock. Buy rating and new $43 price target.

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JP Morgan estimates, target cut at UBS

Shares of JPM now seen reaching $44, according to UBS.  Estimates also lowered on less reserve releases and weaker capital markets.

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Mead Johnson numbers increased at Goldman

MJN estimates were raised through 2013, Goldman Sachs said. Company boosted its guidance. Neutral rating and new $80 price target.

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Microchip estimates lowered at Credit Suisse

MCHP estimates were cut through 2012, Credit Suisse said. Company reduced its guidance. Outperform rating and $40 price target.

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Microchip estimates cut at Think Equity

MCHP estimates lowered through 2013, Think Equity said.  Company preannounced weaker than expected September quarter.  Maintain $32 price target and Hold rating.

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Microsoft estimates reduced at Goldman

MSFT estimates were cut through 2014, Goldman Sachs said. Company will be hurt by lower PC demand. Neutral rating and $29 price target.

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Monsanto downgraded at Ticonderoga

MON was downgraded from Buy to Neutral, Ticonderoga Securities said. Valuation call, based on an $80 price target.

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PetSmart estimates, target raised at UBS

Shares of PETM now seen reaching $53, according to UBS.  Estimates also increased on positive analyst day.  Maintain Buy rating.

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Quality Systems downgraded at JMP Securities

QSII was downgraded from Market Outperform to Market Perform, JMP Securities said.  More conservative based on recent channel checks.

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Rowan rated new Market Perform at Morgan Keegan

Coverage of RDC was started with a Market Perform rating, Morgan Keegan said. Valuation call, based on a $35 price target.

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Safeway estimates, target raised at Goldman

Shares of SWY now seen reaching $17.50, according to Goldman Sachs. Estimates also increased, as the company is seeing better sales momentum. Sell rating.

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Sprint Nextel numbers cut at Credit Suisse

Shares of S now seen reaching $4.50, according to Barclays. Estimates also reduced, given increased business investment. Outperform rating.

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Textron estimates cut at UBS

TXT estimates lowered through 2012, UBS said.  Reflects a more negative outlook across the business and higher pension expenses.  Maintain $35 price target and Buy rating.

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Veeco Instruments numbers reduced at Credit Suisse

Shares of VECO now seen reaching $28, according to Credit Suisse. Estimates also cut, as the company lacks near-term catalysts. Neutral rating.

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Wal-Mart estimates increased at Morgan Stanley

WMT estimates were raised through 2014, Morgan Stanley said. Store traffic remains negative. Equal-weight rating.

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