Following his firm's Gaming, Lodging, Restaurant & Leisure Management Access Forum, JPMorgan analyst John Ivankoe upgraded Domino's Pizza (DPZ) to Overweight from Neutral while downgrading Yum! Brands (YUM) to Neutral from Overweight. The analyst believes Domino's algorithm to achieve 8%-12% system-wide sales growth remains intact. The stock's recent multiple compression to "slower growing peers" presents an opportunity, Ivankoe tells investors in a research note. He has a $270 price target for the shares. Ivankoe says Domino's Pizza now deserves an Overweight rating more than Yum! Brands. The 9% year-to-date run in Yum shares leaves little upside to estimates, says the analyst. He has a $94 price target for the stock.