Analysts' Actions: ICE, GS, GLW, AMTD, MON

CHANGE IN RATINGS

Adobe (ADBE)upgraded to buy at TheStreet Ratings.

Ancestry.com (ACOM) downgraded at Morgan Keegan from Outperform to Market Perform. Valuation call, based on a $27 price target.

TD Ameritrade (AMTD) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $18 price target. Brokerage stocks can outperform the exchanges in the near term.

Acuity Brands (AYI) downgraded at Wedbush to Underperform from Neutral, Wedbush said. $30 price target. Unrealistic market expectations.

Cerner (CERN) upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $71.50 price target. Company is showing strong bookings growth.

CME Group (CME) downgraded at J.P. Morgan to Neutral from Outperform, J.P. Morgan said. $270 price target. Risk of underperforming as estimates fall.

Encana (ECA) downgraded at BMO from Outperform to Market Perform, BMO Capital Markets said. $20 price target. Disappointing winter heating season and weaker outlook for natural gas prices.

General Dynamics (GD) rated new Buy at Sterne Agee. $82 price target. Gulfstream business is strong and the company is buying back stock.

Corning (GLW) rated new Hold at Keybanc. Company lacks near-term catalysts.

Goldman Sachs (GS) downgraded at Wells to Market Perform, Wells Fargo said. Capital market trends remain challenging.

The Intercontinental Exchange (ICE) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $133 price target. Valuation call.

Intel (INTC)< /SPAN> downgraded at Sterne Agee from Buy to Neutral, Sterne Agee said. $26 price target. Company faces headwinds in the core PC business.

Illinois Tool Works (ITW) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Company lacks near-term catalysts. $53 price target.

Invesco Mortgage Capital (IVR) downgraded at Jefferies to Hold from Buy, Jefferies said. $14 price target. Low rate environment remains problematic.

Legg Mason (LM) downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $27 price target.

Lockheed Martin (LMT) rated new Neutral at Sterne Agee. Defense spending will likely continue to slow.

Macerich (MAC) upgraded at UBS from Neutral to Buy, UBS said. $55 price target. High quality mall REIT with attractive valuation.

Universal Display (PANL) rated new Buy at Keybanc. $45 price target. Company can post solid earnings growth over the next several years.

Children's Place (PLCE) downgraded at Goldman from Buy to Neutral, Goldman Sachs said. $51 price target. Company is realizing lower margins, because of higher costs and increased competition.

ProLogis (PLD) downgraded at UBS from Buy to Neutral, UBS said. $31 price target. Macroeconomic headwinds likely keep shares range bound near term.

Regeneron Pharmaceuticals (REGN) upgraded at Jefferies to Buy from Hold, Jefferies said. $75 price target. Stronger Eylea adoption.

RF Micro Devices (RFMD) downgraded at Oppenheimer to Perform from Outperform, Oppenheimer said. Estimates also lowered on guidance cut.

Raytheon (RTN) rated new Neutral at Sterne Agee. Domestic growth should remain soft.

Charles Schwab (SCHW) downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $13 price target.

Sigma-Alrdich (SIAL) downgraded at Leerink from Outperform to Market Perform, Leerink Swann said. Consensus expectations appear optimistic.

Sandisk (SNDK) upgraded at Sterne Agee from Neutral to Buy, Sterne Agee said. $57 price target. Stock is pricing in lower demand from Europe.

Thermo Fisher (TMO) rated new Buy at Cantor. $57 price target. Company can continue to deliver solid organic growth.

Ubiquiti (UBNT) rated new Buy at Wunderlich. $25 price target. Company is highly profitable and should continue to deliver solid growth.

Waters (WAT) rated new Buy at Cantor. $86 price target. Company can continue to expand market share and margins.

Webster Financial (WBS) downgraded at Jefferies to Hold from Buy, Jefferies said. Runup in price brings valuation in-line.

STOCK COMMENTS / EPS CHANGES

Advanced Micro (AMD) numbers cut at Sterne Agee. Shares of AMD now seen reaching $8. Estimates also reduced, given recent manufacturing issues. Buy rating.

Apache (APA) target lowered at Oppenheimer. Shares of APA now seen reaching $120, Oppenheimer said. Share declines greater than group. Outperfrom rating.

Apollo (APOL) estimates, target raised at Morgan Stanley. Shares of APOL now seen reaching $61, according to Morgan Stanley. Estimates also increased, given higher new starts growth. Overweight rating.

Bank of America (BAC) numbers cut at Citigroup. Shares ! of BAC n ow seen reaching $8, according to Citigroup. Estimates also lowered related to legacy mortgage risk exposure.

Blackrock (BLK) numbers raised at Jefferies. Shares of BLK now seen reaching $175. Estimates also raised on market performance. Hold rating.

Choice Hotels (CHH) downgraded at J.P. Morgan to Underweight from Neutral, J.P. Morgan said. $31 price target. Valuation is rich with EBITDA growth below peers.

Walt Disney (DIS) estimates increased at BMO through 2013, BMO Capital said. Cable networks can drive growth and the company is cutting costs. Outperform rating and $48 price target.

Kohl's Corporation (KSS) numbers lowered at Jefferies. Shares of KSS now seen reaching $47, Jefferies said. Estimates also lowered on January is expected to also be soft. Hold rating.

Eli Lilly (LLY) estimates cut at UBS through 2012, UBS said. Guidance below consensus due to faster Zyprexa sales erosion and higher SG&A. Maintain Neutral rating and $38 price target.

LinkedIn (LNKD) estimates, target adjusted at UBS. Shares of LNKD now seen reaching $90, according to UBS. Estimates increased after republishing model. Buy rating.

Monsanto (MON) estimates, target boosted at Goldman. Shares of MON now seen reaching $90, according to Goldman Sachs. Estimates also upped, given the company's strong order book. Buy rating.

Monsanto numbers raised at Jefferies.Shares of MON now seen reaching $78, Jefferies said. Estimates also raised on quarter beat. Hold rating.

Monsanto estimates, target increased at Citigroup.Shares of MON now seen reaching $89, according to Citigroup. Estimates also increased on improving performance in Latin America. Buy rating.MS C Industrial (MSM) numbers raised at UBS. Shares of MSM now seen reaching $81, according to UBS. Estimates also increased as fundamental performance should expand multiple. Buy rating.

MSC Industrial numbers raised at Credit Suisse.Shares of MSM now seen reaching $80, according to Credit Suisse. Estimates also increased, as the company has strong pricing power and can gain market share. Neutral rating.

Och-Ziff (OZM) added to Analyst Focus List at JP Morgan. OZM was added to the Analyst Focus List, JP Morgan said. $13 price target. Cheap option on future performance fee earnings/distributions.

RF Micro Devices (RFMD) estimates lowered at UBS through 2013, UBS said. December quarter massively short. Neutral rating.

RenaissanceRe Holdings (RNR) added to Top Picks Live at Citigroup. $85 price target. Best positioned insurer to take advantage of firming rates.

Target (TGT) numbers lowered at Jefferies. Shares of TGT now seen reaching $48, Jefferies said. Estimates also lowered on muted promotional efforts. Hold rating.

T. Rowe Price Group (TROW) numbers raised at Jefferies. Shares of TROW now seen reaching $66, Jefferies said. Estimates also raised on improving flow trends. Buy rating.

Texas Instruments (TXI) numbers raised at Jefferies. Shares of TXI now seen reaching $42. Estimates also raised on increased cost savings. Buy rating.

Visa (V) estimates, target upped at Guggenheim. V estimates were boosted through 2013, Guggenheim said. New escrow deposit account will add to earnings. Neutral rating and new $108 price target.

ViroPharma Incorporated (VPHM) estima tes raised at Oppenheimer through 2012, Oppenheimer said. Positive 2012 guidance. Outperform rating.

Worthington (WOR) estimates, target increased at Goldman. WOR estimates were increased through 2014, Goldman Sachs said. Company is realizing higher prices for processed steel. Sell rating and new $14.50 price target.

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