Price target: Cut to $195, down from $224
Rating: Downgraded to "neutral," from "overweight"
"While fundamentals are solid (nowhere more apparent than last week's earnings results), changes of this magnitude tend to be disruptive," Piper Jaffray analysts wrote in a note to clients Sunday.
The analysts continued: "Our experience leads us to take a more cautionary view noting the potential lack of momentum and time involved in formalizing a new team."