Analysts' Actions: A BBT DECK DUK JCP

TheStreet Staff

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Agilent was downgraded at Stifel Nicolaus to hold from buy. Valuation call, said Stifel Nicolaus.

Aflac was upgraded at FBR Capital Markets to outperform from market perform. $71 price target. Company is seeing higher sales and managing its solvency margin ratio better, FBR Capital Markets said.

BB&T was upgraded at Oppenheimer to outperform from perform. Valuation call, based on a $40 price target, Oppenheimer said.

Beacon Roofing was downgraded at Robert Baird to neutral from outperform. $39 price target. Estimates also cut, given lower near-term demand, Robert Baird said.

Cepheid was downgraded at Bank of America/Merrill Lynch to neutral. Valuation call, based on a $41 price target, BofA/Merrill said.

Cree was upgraded at Canaccord Genuity to buy from hold. $80 price target. Company is leveraged to continued demand for lighting and is seeing lower costs, Canaccord Genuity said.

Carter's was upgraded at Goldman Sachs to buy. $89 price target. Company deserves a premium valuation, Goldman said.

Deckers Outdoor was upgraded at Canaccord Genuity to buy from hold. $80 price target. Positive checks show improving fundamentals across the industry, Canaccord Genuity said.

Duke Energy was upgraded at Deutsche Bank to buy from hold. $74 price target. Sector appears attractively valued, Deutsche Bank said.

FirstEnergy was upgraded at Jefferies to hold from underperform. $36.50 price target. Valuation call, Jefferies said.

Finish Line was downgraded at Goldman Sachs to sell from neutral. Valuation call, based on a $22 price target, Goldman Sachs said.

Hess was downgraded at Societe Generale to hold from buy. $86 price target. Restructuring process could take longer than expected, Societe Generale said.

H&R Block was upgraded at Morgan Stanley to overweight. $33 price target. GoHealth relationship can drive near-term growth, Morgan Stanley said.

J.C. Penney was downgraded at Argus to hold from buy. Share offering could dilute investors by more than 40%, Argus said.

LKQ was upgraded at Robert Baird to outperform from neutral. $38 price target. Europe can drive near-term growth, Robert Baird said.

Nike was upgraded at Argus to buy from hold. $84 price target. Company is raising prices and should continue to gain market share, Argus said.

OneBeacon Insurance was upgraded to buy at TheStreet Ratings.

Regal Entertainment was upgraded to buy at TheStreet Ratings.

Public Service was upgraded at Deutsche Bank to buy from hold. Valuation call, based on a $37 price target, Deutsche Bank said.

Torchmark was downgraded at FBR Capital Markets to market perform from outperform. $69 price target. Valuation call, as the company could face continued sales challenges, FBR Capital Markets said.

T-Mobile US was upgraded at Oppenheimer to outperform from perform. $32 price target. Expect better churn trajectory and cost savings, Oppenheimer said.

Under Armour was upgraded at J.P. Morgan to neutral from underweight. $77 price target. Top-line prospects have improved, J.P. Morgan said.

Valmont was downgraded at Stifel Nicolaus to hold from buy. Company may struggle to maintain its growth rate, Stifel Nicolaus said.

STOCK COMMENTS / EPS CHANGES

Citigroup estimates, price target were raised at Credit Suisse. Shares are now seen reaching $65. Estimates were also increased, given continued expected international growth, Credit Suisse said. Outperform rating.

Chipotle Mexican Grill numbers were increased at Jefferies. Shares are now seen reaching $410. Estimates were also increased as marketing efforts helped maintain momentum through the third quarter, Jefferies said. Hold rating.

Dow Chemical numbers were boosted at UBS. Shares are now seen reaching $43. Estimates were also increased, given higher expected growth, UBS said. Buy rating.

Microsoft estimates, price target were reduced at UBS. Shares are now seen reaching $37. Estimates were also cut, given lower expected margins, UBS said. Buy rating.

Nike price target was increased at J.P. Morgan to $80. Remains best in class with top line growth and margin drivers, J.P. Morgan said. Overweight rating.

Yum! Brands estimates were lowered at Jefferies through 2014. Downside risk remains given competitive intrusion, Jefferies said. Hold rating.

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