Analysts' Actions: AG BSX DE FOXA PSX

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NEW YORK (TheStreet) -- CHANGE IN RATINGS

Agco was upgraded at Piper Jaffray to overweight from neutral. $61 price target. Company has exposure to South America and should benefit from higher demand for grain storage, Piper Jaffray said.

Axcelis Technologies was upgraded to hold at TheStreet Ratings.

Bemis was downgraded at Keybanc to hold from buy. Company has limited earnings upside potential, Keybanc said.

Boston Scientific was downgraded at Citigroup to neutral from buy and given a $9.30 price target. The value of the pipeline is priced in while fundamentals remain sluggish, Citigroup said.

Colfax was downgraded at Deutsche Bank to hold from buy. Valuation call, based on a $54 price target, Deutsche Bank said.

Cytec was upgraded at Goldman Sachs to buy from sell. $93 price target. Multiple expansion is likely not yet complete, Goldman said.

Dana was downgraded at Deutsche Bank to hold from buy. Valuation call, based on a $22 price target, Deutsche Bank said.

Deere was downgraded at Piper Jaffray to neutral from overweight. $89 price target. Estimates also cut, because of higher used inventory and lower grain prices, Piper Jaffray said.

FMC was downgraded at Goldman Sachs to sell from neutral. $58 price target. High soda ash inventory could weigh on prices, Goldman said.

21st Century Fox was initiated with a buy rating at Sterne Agee. $36 price target. Earnings growth should re-accelerate in fiscal 2015, Sterne Agee said.

GAIN Capital was upgraded to buy at TheStreet Ratings.

Mednax was initiated with a market perform rating at Wells Fargo. Valuation call, Wells Fargo said.

Phillips 66 was upgraded at Wells Fargo to outperform from market perform. Coastal refiners should perform better, Wells Fargo said.

Qualcomm was removed from the Top Pick List at Citigroup. Lackluster high-end smartphone sales, said Citigroup.

Webster Financial was downgraded at Sterne Agee to neutral from buy. Stock is up more than 30% year to date and exceeded the previous $25 price target, Sterne Agee said.

Western Refining was downgraded at Wells Fargo to market perform from outperform. Inland refiners should underperform on a relative basis, Wells Fargo said.

STOCK COMMENTS/EPS CHANGES

Agrium estimates were raised at UBS. Reflect less-volatile commodity pricing, said UBS.

Boeing estimates, target were raised at Drexel Hamilton. Shares are now seen reaching $120. Estimates also increased, given higher expected demand, Drexel Hamilton said. Buy rating.

Intel estimates were cut at Citigroup. Reflect a weak PC environment, Citigroup said.

Intrepid Potash estimates were reduced at UBS. Reflect potash price pressure, said UBS. Price target is $19.

KBR earnings estimates were reduced at UBS. Lower ammonia prices, project delays and LNG competition, said UBS. Price target is $36.

Mosaic estimates were raised at UBS. Reflect revised fertilizer price forecasts, said UBS. Price target is $68.

Precision Castparts price target, estimates were raised at UBS. Estimates were raised based on increasing shipset content and market share gains, UBS said. Large FCF supply and the acquisition of high-margin Permaswage suggest near-term growth, UBS also said. Price target also increased to $268.

Potash Corporation estimates were reduced at UBS. Reflect lower commodity prices and less volatility, said UBS. Price target is $47.

Timken estimates, price target were cut at Bank of America/Merrill Lynch. Estimates were reduced through 2015. Company has sluggish sales momentum, BofA/Merrill said. Buy rating and new $65 price target.

United Technologies price target was boosted at Drexel Hamilton. Shares are now seen reaching $110. Company is a market leader and deserves a higher multiple, Drexel Hamilton said. Buy rating.

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