Neustar (NSR) (SLH) (PLD) (SWN) (TIF) (NSPH) Ratings, Price Targets

Neustar (NYSE: NSR), Solera Holdings (NYSE: SLH), ProLogis (NYSE: PLD), Southwestern Energy (NYSE: SWN), Tiffany & Co. (NYSE: TIF) and Nanosphere (NASDAQ: NSPH) ratings and price targets.

Solera Holdings (SLH) had its “Sell” rating reiterated by Goldman Sachs (NYSE:GS).

ProLogis (PLD) had its price target lowered by RBC Capital from $38.00 to $30.00. They have a “Sector Perform” rating on the company.

Southwestern Energy (SWN) was downgraded by Robert W. Baird from an “Outperform” rating to a “Neutral” rating. They have a price target of $39.00 on the company, down from $45.00.

Tiffany & Co. (TIF) was downgraded by Wells Fargo & Co. (NYSE:WFC) from an “Outperform” rating to a “Market Perform” rating.

Nanosphere (NSPH) was upgraded by Zacks Investment Research from a “Neutral” rating to an “Outperform” rating.

Neustar (NSR) was upgraded by Goldman Sachs from a “Neutral” rating to a “Conviction Buy” rating.

Tiffany (TIF) (LIFE) (NHC) (JEF) (JNPR) (KELYA) Ratings, Price Targets

Tiffany & Co. (NYSE: TIF), Life Technologies Corporation (NASDAQ: LIFE), National HealthCare Co. (NYSE: NHC), Jefferies Group (NYSE: JEF), Juniper Networks (NASDAQ: JNPR) and Kelly Services, Inc. (NASDAQ: KELYA) ratings and price targets.

Tiffany & Co. (TIF) had its price target lowered by Collins Stewart to $66.00.

Life Technologies Corporation (LIFE) had its “outperform” rating reiterated by Oppenheimer (NYSE:OPY). They have a price target of $58.00 on the firm.

National HealthCare Co. (NHC) was downgraded by Zacks Investment Research from an “outperform” rating to a “neutral” rating.

Jefferies Group (JEF) was upgraded by Zacks Investment Research from an “underperform” rating to a “neutral” rating.

Juniper Networks (JNPR) was upgraded by Piper Jaffray (NYSE:PJC) from a “neutral” rating to an “overweight” rating.

Kelly Services, Inc. (KELYA) was upgraded by Zacks Investment Research from a “neutral” rating to an “outperform” rating.

Tiffany (TIF) (TJX) (TMK) (COH) (CVS) (DXCM) Get New Coverage

Tiffany & Co. (NYSE: TIF), TJX Companies Inc. (NYSE: TJX), Torchmark Co. (NYSE: TMK), Coach (NYSE: COH), CVS Caremark (NYSE: CVS) and DexCom Inc. (NASDAQ: DXCM) getting new coverage from analysts.

Collins Stewart initiated coverage on Tiffany & Co. (TIF). They placed a “neutral” rating and a $72.00 price target on the company.

Collins Stewart initiated coverage on TJX Companies Inc. (TJX). They placed a “Buy” rating and a price target of $75.00 on the company.

Evercore Partners initiated coverage on Torchmark Co. (TMK). They placed an “Equal Weight” rating on the company.

Collins Stewart initiated coverage on Coach (COH). They placed a “Neutral” rating and a price target of $67.00 on the company.

Macquarie initiated coverage on CVS Caremark (CVS). They placed an “Outperform” rating on the company.

MLV & Co. initiated coverage on DexCom Inc. (DXCM). They placed a “Buy” rating and a price target of $11.00 on the company.

Warnaco (WRC) (PFCB) (ROK) (SIG) (TIF) Ratings Reiterated

The Warnaco Group, Inc. (NYSE: WRC), P.F. Chang’s China Bistro (NASDAQ: PFCB), Rockwell Automation Inc. (NYSE: ROK), Signet Jewelers Ltd. (NYSE: SIG) and Tiffany & Co. (NYSE: TIF) had ratings on them reiterated by analysts.

Barclays Capital reiterated its "Overweight" rating on The Warnaco Group, Inc. (WRC).

Barclays Capital reiterated its "Equal Weight" rating on P.F. Chang’s China Bistro (PFCB).

Barclays Capital reiterated its "Overweight" rating on Rockwell Automation Inc. (ROK).

Barclays Capital reiterated its "Equal Weight" rating on Signet Jewelers Ltd. (SIG).

Barclays Capital reiterated its "Overweight" rating on Tiffany & Co. (TIF).

Tiffany (TIF) (AOSL) (CF) (SCHW) (COV) (ESRX) Price Targets Changed

Tiffany & Co. (NYSE: TIF), Alpha and Omega Semi (NASDAQ: AOSL), CF Industries Holdings Inc. (NYSE: CF), Charles Schwab (NASDAQ: SCHW), Covidien plc (NYSE: COV) and Express Scripts, Inc. (NASDAQ: ESRX) had price targets adjusted by analysts.

Tiffany & Co. (TIF) had its price target raised by Deutsche Bank (NYSE:DB) from $76.00 to $79.00. They have a “Hold” rating on the company.

Alpha and Omega Semi (AOSL) had its price target lowered by Deutsche Bank (NYSE:DB) from $13.00 to $10.00. They have a “Hold” rating on the company.

CF Industries Holdings Inc. (CF) had its price target raised by Feltl & Co. from $211.00 to $218.25. They have a “Strong Buy” rating on the company.

Charles Schwab (SCHW) had its price target lowered by Stifel Nicolaus from $21.00 to $15.00. They have a “Buy” rating on the company.

Covidien (COV) had its price target raised by Goldman Sachs (NYSE:GS)to $60.00. They have a “Buy” rating on the company.

Express Scripts, Inc. (ESRX) had its price target lowered by JMP Securities to $69.00. They have an “Outperform” rating on the company.

Tiffany (TIF) (BBY) (NCR) (PFE) EPS Estimates Changed

Tiffany (NYSE:TIF), Best Buy (NYSE:BBY), NCR (NYSE:NCR) and Pfizer (NYSE:PFE) EPS estimates adjusted by analysts.

Tiffany (TIF) estimates were raised by Merriman Capital through 2012. They have a "Neutral" rating on the company.

Best Buy (BBY) estimates were cut by Goldman Sachs (NYSE:GS). They have a "Neutral" rating and a price target of $29 on the company.

NCR (NCR) EPS estimates were raised through 2013 at Goldman Sachs. They have a "Buy" rating and price target of $21 on the company.

Pfizer (PFE) EPS estimates were increased by Goldman Sachs through 2015. They have a "Buy" rating and a price target of $22 on the company.

Tiffany (TIF) (OVTI) (P) (CLWR) Make Big Moves

Shares of Tiffany (NYSE:TIF), OmniVision Technologies (NASDAQ:OVTI), Pandora Media (NYSE:P) and Clearwire (NASDAQ:CLWR) are among the big movers today, with Pandora and Tiffany pushing up and Clearwire and OmniVision going in the opposite direction.

Pandora Media (P) was trading at $13.63, gaining $1.16, or 9.30 percent, as of 11:49 AM EDT. Better-than-expected second-quarter earnings is the catalyst here.

Tiffany (TIF) was trading at $67.53, up $4.42, or 7.00 percent. The catalyst for Tiffany was also strong quarterly results which beat analysts' expectations.

OmniVision Technologies (OVTI) is getting pummeled, plunging to $16.93, down $7.89, or 31.79 percent. Weak guidance for the current quarter is the reason for the huge drop in share price.

Clearwire (CLWR) was trading down at $2.74, losing $0.25, or 8.36 percent. Talks with Blackstone Group about restructuring options appears to be the catalyst with Clearwire

Tiffany (TIF) (BKI) (DNDN) (DVA) (FICO) Upgraded

Tiffany & Co. (NYSE: TIF), Buckeye Technologies Inc. (NYSE: BKI), Dendreon Co. (NASDAQ: DNDN), DaVita Inc. (NYSE: DVA) and FICO (NASDAQ: FICO) upgraded by analysts.

Tiffany & Co. (TIF) was upgraded by Goldman Sachs (NYSE:GS) from a “Sell” rating to a “Neutral” rating. They have a price target of $68.00 on the company.

Buckeye Technologies Inc. (BKI) was upgraded by UBS AG (NYSE:UBS) from a “Neutral” rating to a “Buy” rating. They have a price target of $30.00 on the company, up from $28.00.

Dendreon Co. (DNDN) was upgraded by Credit Suisse (NYSE:CS) from an “Underperform” rating to a “Neutral” rating. They have a price target of $22.00 on the company.

DaVita Inc. (DVA) was upgraded by Raymond James (NYSE:JRF) from a “Market Perform” rating to an “Outperform” rating. They have a price target of $93.00 on the company.

FICO (FICO) was upgraded by Keefe, Bruyette & Woods, Inc from an “Underperform” rating to a “Market Perform” rating.

Rare Element (REE) (TIF) (WEN) (WSM) (ERII) (LLTC) Get New Coverage

Rare Element Resources (NYSE: REE), Tiffany & Co. (NYSE: TIF), Wendys Arbys Group Ord Shs Class A (NYSE: WEN), Williams Sonoma Inc (NYSE: WSM), Energy Recovery Inc (NASDAQ: ERII) and Linear Technology Co. (NASDAQ: LLTC) had new coverage initiated on them by analysts.

Global Hunter Securities initiated coverage on Rare Element Resources (REE). They placed a “Buy” rating and a price target of $18.50 on the company.

Merriman Curhan Ford initiated coverage on Tiffany & Co. (TIF). They placed a “Neutral” rating on the company.

Janney Montgomery Scott initiated coverage on Wendys Arbys Group (WEN). They placed a “Buy” rating on the company.

Merriman Curhan Ford initiated coverage on Williams Sonoma Inc (WSM). They placed a “Buy” rating on the company.

Rodman & Renshaw initiated coverage on Energy Recovery Inc. (ERII). They placed a “Market Perform” rating on the company.

Wells Fargo & Co. (NYSE:WFC) initiated coverage on Linear Technology Co. (LLTC). They placed an “Outperform” rating on the company.

Triumph (TGI) (TIF) (TJX) (VFC) Price Targets Changed

Triumph Group, Inc. (NYSE: TGI), Tiffany & Co. (NYSE: TIF), TJX Companies Inc (NYSE: TJX) and V.F. Co. (NYSE: VFC) have price targets changed.

Triumph Group, Inc. (TGI) had its price target lowered by Stifel Nicolaus from $120.00 to $60.00. They have a “buy” rating on the company.

Tiffany & Co. (TIF) had its price target raised by Oppenheimer from $80.00 to $100.00. They have an “outperform” rating on the company.

TJX Companies Inc (TJX) had its price target raised by JPMorgan Chase & Co. (NYSE: JPM) to $56.00.

V.F. Co. (VFC) had its price target raised by UBS AG (NYSE: UBS)

to $126.00. They have a “buy” rating on the company.

Dividends on (SGK) (SWY) (TIF) (WU) (XEC) Declared

SCHAWK INC (NYSE:SGK), Safeway Inc. (NYSE:SWY), Tiffany & Co. (NYSE:TIF), Western Union Co. (NYSE:WU) and Cimarex Energy Co. (NYSE:XEC) declare dividends.

The Board of Directors of SCHAWK INC (SGK) declared a quarterly common stock dividend of $0.08 per share payable 6/30/11 to shareholders of record at the close of business on 6/15/11.

The Board of Directors of Safeway Inc. (SWY) declared a quarterly common stock dividend of $0.145 per share payable 7/4/11 to shareholders of record at the close of business on 6/23/11.

The Board of Directors of Tiffany & Co. (TIF) declared a quarterly common stock dividend of $0.29 per share payable 7/11/11 to shareholders of record at the close of business on 6/20/11.

The Board of Directors of Western Union Co. (WU) declared a quarterly common stock dividend of $0.08 per share payable 6/30/11 to shareholders of record at the close of business on 6/17/11.

The Board of Directors of Cimarex Energy Co. (XEC) declared a quarterly common stock dividend of $0.10 per share payable 9/1/11 to shareholders of record at the close of business on 8/15/11.

Coach (COH), Tiffany (TIF) Drop on Japan Exposure

Coach Inc. (NYSE:COH) and Tiffany & Co. (NYSE:TIF) closed down Tuesday on direct exposure in the Japanese market.

Sales in Japan are expected to come under pressure for Coach on news they have closed some stores and cut back on hours in others. The handbag company shut 20 stores and reduced hours at a number of others, according to a company spokeswoman.

While not giving a specific number, Tiffany & Co. said they closed a number of its 55 outlets in Japan until further notice.

Tiffany closed Tuesday at $57.68, falling $2.18, or 3.64 percent. Coach closed at $52.02, down $1.09, or 2.05 percent.

Tiffany & Co. (NYSE:TIF) EPS Estimates Boosted on Comp Growth Momentum

Tiffany & Co. (NYSE:TIF) has their EPS estimates raised by Barclays (NYSE:BCS) on acceleration of their comp sales during the Christmas season.

Barclays says, "We are encouraged by the momentum in comp growth during the holiday period and now expect nearly $3.1 billion in sales in 2010. We are increasing our 4Q10 EPS estimate to $1.39 from $1.29 and increasing our full year 2010, 2011, and 2012 EPS estimates to $2.88, $3.30 and $3.50 from $2.77, $3.15, and $3.35, respectively."

Barclays reiterates an "Overweight" rating on Tiffany & Co., which closed Wednesday at $60.99, up $0.43, or 0.71 percent. Barclays has a price target on TIF of $72.

Jefferies Bearish on Coach (NYSE:COH), rue21 (Nasdaq:RUE), Tiffany (NYSE:TIF), Aeropostale (NYSE:ARO), Talbots (NYSE:TLB0), Urban Outfitters (NASDAQ:URBN)

While Jefferies (NYSE:JEF) acknowledges some specialty retailers will do better in 2011 than others, it particulary notes those with stronger international exposure, although they downgraded Coach (NYSE:COH), rue21 (Nasdaq:RUE), Aeropostale (NYSE:ARO), Tiffany (NYSE:TIF), Talbots (NYSE:TLB0), Urban Outfitters (NASDAQ:URBN).

They lowered their ratings on all of the above from "Buy" to "Hold," with the exception of Aeropostale, which they lowered from "Hold" to "Underperform."

They're more bullish on Abercrombie & Fitch Company (NYSE:ANF), Fossil (Nasdaq:FOSL) and Guess? (NYSE:GES).

Jefferies commented on speciality retailers, saying, "Our 2010 call to sell off-price worked in 2H but not in 1H. We believe the value trade of the last few years was cyclical not secular, and expect a very difficult road ahead for this part of the market. Our ARO call follows this theme."

Coach was trading at $54.67, down $0.64, or 1.16 percent, as of 1:03 PM EST. rue21 was trading at $30.19, up $0.88, or 3.00 percent. Tiffany was at $62.43, gaining $0.16, or 0.26 percent. Talbots was trading at $8.42, down $0.10, or 1.17 percent. Urban Outfitters was at $35.26, down $0.51, or 1.42 percent. Aeropostale was at $24.03, down $0.61, or 2.48 percent.

Goldman (NYSE:GS) Says Tiffany (NYSE:TIF) Faces Tough Margins in 2011

Tiffany & Co. (NYSE:TIF) has been soaring recently after their earnings report, which was very strong for the jewelry retailer. Still, Goldman Sachs (NYSE:GS) said they see margins getting tougher in 2011.

Goldman said they "think the shares may find some support given the solid top-line results and much better than expected gross margins. However, with both sales and margin comparisons getting tougher in 2011, we are likely to see a slowing EPS growth trajectory."

Net income in the quarter for Tiffany rose to $55.1 million, or $0.43 a share, a gain of 27 percent over the $43.3 million generated last year in the same quarter.

Revenue for the quarter was up 14 percent, coming in at $681.73 million, up from last year's $598.21 million.

Analysts had been looking for revenue of $652.8 million, and earnings of $037 a share.

Same-store sales were up 5 percent and grow margins grew from 54.8 percent to 58.5 percent, an increase of 370 basis points.

EPS for full year 2010 was increased from a range of $2.60 to $2.65 to a range of $2.72 to $2.77.

Tiffany & Co. (NYSE:TIF) Margins, Earnings, Revenue Should Exceed Expectations

A review of Tiffany & Co. (NYSE:TIF) by Barclays (NYSE:BCS) suggests when the retailer reports its third-quarter earnings, revenue, margins and earnings should exceed their expectations and estimates.

Barclays said, Tiffany will report 3Q10 EPS on Wednesday, November 24 before the market open. We believe our EPS estimate of $0.36 could prove conservative. Importantly, our estimate incorporates the increased marketing spend planned for 3Q10, some of which was tied to a major customer and media event in Beijing. We expect Tiffany revenues to increase 8.0% to $646.2 million in 3Q10, driven by a an almost 8% sales increase in the U.S. to $327.1 million and more than a 20% increase in Asia ex-Japan to $125.3 million...Importantly, we expect another strong gross margin increase of 150 bps to 56.3% as the company continues to benefit from its February 2010 price increases."

Tiffany closed Monday at $59.22, rising by $1.19, or 2.05 percent. Barclays has a price target of $64 on them, increasing it from $55.