Analyst Actions -- 10/26/2011

 | Oct 26, 2011 | 8:43 AM EDT  | Comments
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AK Steel numbers cut at Jefferies

AKS estimates were reduced through 2012, Jefferies said. Domestic steel demand is slowing. Hold rating and new $8.50 price target.

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AK Steel estimates, target cut at UBS

Shares of AKS now seen reaching $9, according to UBS.  Estimates also lowered as company guides to operating loss in 4Q.  Buy rating.

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Albermarle upgraded at BofA/Merrill

ALB was upgraded to Neutral, Bank of America/Merrill Lynch said. Company is generating record catalyst earnings. $65 price target.

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Alcoa numbers lowered at UBS

Shares of AA now seen reaching $11.50, according to UBS.  Estimates also lowered as ongoing global demand weakness leads to volume revisions.  Neutral rating. 

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Amazon.com estimates, target lowered at Credit Suisse

Shares of AMZN now seen reaching $200, according to Credit Suisse. Estimates also cut, as the company continues to invest more into future growth. Neutral rating.

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Amazon.com estimates cut at UBS

AMZN estimates lowered through 2012, UBS said.  Guidance reflects continued investment / pressure on Op income.  Neutral rating.

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Arch Capital Group estimates lowered at UBS

ACGL estimates lowered through 2012, UBS said.  3Q earnings miss and lower investment yields.  Maintain $34 price target and Neutral rating.

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Bank of NY Mellon numbers raised cut at Morgan Stanley

BK estimates were reduced through 2012, Morgan Stanley said. Low interest rated will weigh on sales and earnings. Equal-weight rating and new $26 price target.

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Celanese downgraded at Citigroup

CE was downgraded from Buy to Neutral, Citigroup said.  $45 price target.  Lack of catalysts .

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Celanese estimates, target raised at UBS

Shares of CE now seen reaching $46, according to UBS.  Estimates also increased on solid 3Q and positive guidance revisions.  Neutral rating.

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Centene estimates, target boosted at Goldman

Shares of CNC now seen reaching $33, according to Goldman Sachs. Estimates also increased, given better demand visibility. Neutral rating.

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CH Robinson downgraded at Baird

CHRW was downgraded from Outperform to Neutral, Robert Baird said. $76 price target. Valuation call, as the company has limited near-term growth potential.

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CH Robinson downgraded at BofA/Merrill

CHRW was downgraded from Buy to Neutral, Bank of America/Merrill Lynch said. Valuation call, based on a $78 price target.

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CH Robinson downgraded at JP Morgan

CHRW was downgraded from Neutral to Underweight, JP Morgan said. Revenue growth appears to be slowing. $72 price target.

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CIT Group estimates, target cut at Citigroup

Shares of CIT now seen reaching $49, according to Citigroup.  Estimates also lowered as company continues to pay down debt. 

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Coach estimates, target increased at UBS

Shares of COH now seen reaching $67, according to UBS.  Estimates also increased on gross margin support with upside potential. 

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Cummins estimates, target reduced at Credit Suisse

CMI estimates were cut through 2013, Credit Suisse said. Earnings quality is decreasing. Outperform rating and new $122 price target.

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Cummins numbers cut at UBS

Shares of CMI now seen reaching $120, according to UBS.  Estimates also lowered on 3Q results and weaker near term demand from China/India.  Buy rating.

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Devry estimates, target cut at Credit Suisse

Shares of DV now seen reaching $36, according to Credit Suisse. Estimates also reduced, given lower starts and negative operating leverage. Neutral rating.

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Devry downgraded at JP Morgan

DV was downgraded to Neutral, JP Morgan said. Company is leveraged to slower macro growth.

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Dreamworks Animation numbers cut at Goldman

DWA estimates were reduced through 2013, Goldman Sachs said. Company is seeing lower home video sales. Neutral rating and new $20 price target.  

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Express Scripts estimates lowered at UBS

ESRX estimates lowered through 2012, UBS said.  Lowering Rx claim growth forecast.  Maintain $53 price target and Buy rating.

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F5 Networks numbers boosted at Goldman

Shares of FFIV now seen reaching $96, according to Goldman Sachs. Estimates also upped, given higher growth expectations. Neutral rating.

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F5 Networks numbers raised at UBS

Shares of FFIV now seen reaching $96, according to UBS.  Estimates also increased on strong earnings and outlook.  Neutral rating. 

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First Solar downgraded at Jefferies

FSLR was downgraded to Hold, Jefferies said. $47 price target. CEO change will likely continue to hang over the stock.

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HealthSpring downgraded at UBS

HS was downgraded from Buy to Neutral, UBS said.  $55 price target.  Downgrading following announcement of acquisition by CIGNA.

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Health Management estimates increased at UBS

HMA estimates increased through 2012, UBS said.  Q3 on track and 2011 guidance clarified.  Maintain $11.50 price target and Buy rating.

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Human Genome downgraded at Brean Murray

HGSI was downgraded to Hold, Brean Murray said. Company has pushed out its profit targets.

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Human Genome numbers lowered at Credit Suisse

Shares of HGSI now seen reaching $25, according to Credit Suisse. Estimates also cut, given slower growth for Benlysta.

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Illumina estimates, target increased at Goldman

Shares of ILMN now seen reaching $32, according to Goldman Sachs. Estimates also raised, given the company's new cost-cutting efforts. Neutral rating.

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Lennox estimates, target upped at Goldman

LII estimates were boosted through 2012, Goldman Sachs said. Company is seeing higher demand and keeping a tight lid on costs. Neutral rating and new $34 price target.

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3M numbers lowered at Citigroup

Shares of MMM now seen reaching $76, Citigroup said.  Estimates also lowered as early / short cycle is still at risk for shortfall.

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3M estimates, target reduced at Credit Suisse

Shares of MMM now seen reaching $92, according to Credit Suisse. Estimates also cut, to match the company's new guidance. Neutral rating.

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3M estimates, target lowered at UBS

Shares of MMM now seen reaching $88, according to UBS.  Estimates also lowered as industrial outlook coud be worse than expected.  Buy rating. 

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Madison Square Garden numbers reduced at Morgan Stanley

Shares of MSG now seen reaching $28, according to Morgan Stanley. Estimates also cut, given the business than will be lost from the NBA strike. Underweight rating.

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Masco estimates, target raised at Goldman

Shares of MAS now seen reaching $7, according to Goldman Sachs. Estimates also increased, given higher realized margins. Sell rating.

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McKesson estimates, target increased at JMP

MCK estimates were raised through 2013, JMP Securities said. Company continues to execute well and should benefit from new generic introductions. Outperform rating and new $98 price target.

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McKesson numbers increased at UBS

Shares of MCK now seen reaching $99, according to UBS.  Estimates also increased drug distributor momentum continues with blowout quarter.  Buy rating.

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Molex estimates, target increased at UBS

Shares of MOLX now seen reaching $23, according to UBS.  Estimates also increased to reflect higher operating margins and sales.  Neutral rating.

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National Oilwell Varco numbers increased at Morgan Keegan

NOV estimates were raised through 2012, Morgan Keegan said. Company is seeing higher order growth. Outperform rating and new $84 price target.

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Netflix upgraded at Hudson Square

NFLX was upgraded from Sell to Hold, Hudson Square Research said. Valuation call, based on a $110 price target.

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New York Times downgraded at Citigroup

NYT was downgraded from Buy to Neutral, Citigroup said.  $8 price target.  Near term macro headwinds could more than offset paywall benefits. 

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Omnicare estimates, target boosted at Credit Suisse

Shares of OCR now seen reaching $28, according to Credit Suisse. Estimates also upped, given new margin expansion. Neutral rating.

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Owens & Minor downgraded at Baird

OMI was downgraded from Neutral to Underperform, Robert Baird said. $28 price target. Company faces near-term margins risks.

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Owens &Minor numbers lowered at UBS

Shares of OMI now seen reaching $30, according to UBS.  Estimates also lowered as management defers uncertainty to investor day.  Neutral rating.

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Paccar estimates, target increased at Credit Suisse

PCAR estimates were raised through 2013, Credit Suisse said. Company is buying back more stock. Neutral rating and new $41 price target.

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Panera Bread numbers upped at Piper

PNRA estimates were boosted through 2012, Piper Jaffray said. Estimates also boosted, as the company is seeing higher sales. Overweight rating and new $156 price target.

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Polyone downgraded at Wells

POL was downgraded from Outperform to Market Perform, Wells Fargo said. Company is seeing weaker specialty earnings.

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Quest Diagnostics numbers raised at Credit Suisse

Shares of DGX now seen reaching $65, according to Credit Suisse. Estimates also increased, as margins should continue to expand. Outperform rating.

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RadioShack downgraded at Goldman

RSH was downgraded from Buy to Neutral, Goldman Sachs said. Stock was also removed from the Conviction List. Margins are eroding and the company has limited near-term visibility. $13.50 price target.

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Range Resources estimates increased at UBS

RRC estimates increased through 2012, UBS said.  3Q results beat consensus on lower than expected per unit costs.  Maintain $73 price target and Neutral rating.

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Regeneron upgraded at Leerink

REGN was upgraded to Outperform, Leerink Swann said. Valuation call.

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RF Micro numbers upped at Oppenheimer

RFMD estimates were boosted through 2013, Oppenheimer said. Estimates also boosted, given solid demand for new products. Outperform rating and new $9 price target.

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Sigma-Aldrich numbers cut at Goldman

SIAL estimates were reduced through 2014, Goldman Sachs said. Lower sales are cutting into margins. Neutral rating and new $68 price target.

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Sourcefire downgraded at Citigroup

FIRE was downgraded from Buy to Neutral, Citigroup said.  $31 price target.  US federal business not recovering as previously expected. 

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T. Rowe Price numbers reduced at Credit Suisse

Shares of TROW now seen reaching $52, according to Credit Suisse. Estimates also cut, given lower institutional flows. Outperform rating.

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Tellabs downgraded at JP Morgan

TLAB was downgraded to Underweight, JP Morgan said. Estimates also cut, to match the company's new guidance.

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Total System numbers boosted at Sterne Agee

Shares of TSS now seen reaching $22, according to Sterne Agee. Estimates also upped, to match the company's new guidance. Buy rating.

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US Steel numbers cut at Jefferies

Shares of X now seen reaching $25, according to Jefferies. Estimates also reduced, given slower steel demand. Hold rating.

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Vale estimates, target lowered at Goldman

Shares of VALE now seen reaching $33, according to Goldman Sachs. Estimates also cut, given new price expectations for iron ore. Buy rating.

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Valspar upgraded at Citigroup

VAL was upgraded from Neutral to Buy, Citigroup said.  $40 price target.  New industrial markets a growth opportunity.

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Waters estimates, target lowered at Jefferies

Shares of WAT now seen reaching $94, according to Jefferies. Estimates also cut, as the company is realizing a higher tax rate. Hold rating.

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Willis Group Holding numbers lowered at UBS

Shares of WSH now seen reaching $38, according to UBS.  Estimates also lowered on continued earnings drag from Loan Protector.  Neutral rating.

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