Analysts' Actions: TXN HAL DFS CELG THOR

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Alexandria Real Estate Equities ARE downgraded to hold at TheStreet Ratings.

Assurant AIZ upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company is leveraged to higher debt issuance activity.

Brookdale Senior BKD rated new Buy at Deutsche. $33 price target. Industry demand should continue to outpace supply.

CSX CSX upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $20 price target.

Discover Financial DFS downgraded at Argus from Buy to Hold, Argus said. Company is facing increased competition in the U.S.

EQT Midstream Partners EQM rated new Buy at Citigroup. $33 price target. Unique pure play on Marcellus midstream growth that still looks cheap.

HFF HF upgraded to buy at TheStreet Ratings.

Huntington Ingalls HII downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Stock has outperformed its peers, but the company faces margin headwinds. $35 price target.

Heartland Payment HPY downgraded at Stifel from Hold to Sell, Stifel Nicolaus said. Pricing will likely collapse with SME merchants.

Hill-Rom HRC downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. Company is leveraged to a weaker capital spending environment.

McGraw Hill MHP rated new Buy at UBS. $64 price target. Prior investments and restructuring provide margin expansion opportunity.

Mosaic MOS downgraded at Lazard from Buy to Neutral, Lazard said. $65 price target. Company lacks near-term catalysts.

Norfolk Southern NSC upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $65 price target.

Precision Castparts PCP rated new Hold at Keybanc. Margins may already be at peak levels.

PerkinElmer PKI rated new Overweight at JP Morgan. $37 price target. Recent asset purchases and sales have led to reinvigorated growth.

Semtech SMTC upgraded at Lazard to Buy. $31 price target. Gennum deal has attractive synergies and the company is growing in emerging markets.

Stratasys SSYS upgraded at Craig-Hallum from Hold to Buy, Craig-Hallum said. $70 price target. Stock has pulled back, but earnings potential has increased following the Objet merger.

Thoratec THOR upgraded at UBS to Buy from Neutral, UBS said. $39 price target. Inexpensive given its position in an attractive growth market.

Texas Instruments TXN downgraded at Pacific Crest. Estimates also cut, given an expected inventory correction.

STOCK COMMENTS / EPS CHANGES

Celgene CELG target raised at Jefferies to $91, Jefferies said. Positive topline data for Abraxane. Buy rating.

Chemed Corporation CHE target raised at Oppenheimer to $80, Oppenheimer said. Bullish following management meetings. Outperform rating.

CNO Financial CNO cut from Conviction Buy List at Goldman. Valuation call, as the stock is up 41% since June. $11 price target.

Express EXPR estimates, target reduced at BMO. Shares of EXPR now seen reaching $15, according to BMO Capital. Estimates also cut, given the company's new guidance. Outperform rating.

Halliburton HAL numbers lowered at Jefferies. Shares of HAL now seen reaching $44, Jefferies said. Estimates also lowered on North America weakness. Buy rating.

Helmerich & Payne HP numbers lowered at Jefferies.Shares of HP now seen reaching $55, Jefferies said. Estimates also lowered on North American weakness. Buy rating.

Medivation MDVN numbers raised at Citigroup.Shares of MDVN now seen reaching $70, Citigroup said. Estimates also increased to reflect higher Xtandi US price. Buy rating.

Mosaic MOS numbers cut at Citigroup. Shares of MOS now seen reaching $69, Citigroup said. Estimates also lowered on disappointing quarterly results. Buy rating.

MSCI MSCI estimates, target reduced at Credit Suisse. MSCI estimates were cut through 2014, Credit Suisse said. Vanguard loss will cut into profits. Outperform rating and new $31 price target.

AT&T T estimates trimmed at UBS through 2012 on higher iPhone sales, UBS said. Neutral rating and $35 price target.

Zillow Z estimates, target increased at ThinkEquity. Z estimates were raised through 2013, ThinkEquity said. Strong agent demand will improve pricing power. Buy rating and new $49 price target.

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