Analysts' Actions: HP XOM AEO DFS NUE

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Assured Guaranty (AGO) upgraded to buy at TheStreet Ratings.

Belo (BLC) upgraded to buy at TheStreet Ratings.

Hub Group (HUBG) rated new Hold at Wunderlich. $36 price target. Company is facing increased price competition and higher rail rates.

Nucor (NUE) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. International steel prices remain lower than in the U.S.

RPC (RPC) downgraded at Dahlman from Hold to Sell, Dahlman Rose said. $9 price target. Company is seeing lower pricing and margins.

Reliance Steel (RS) rated new Buy at UBS. $66 price target. Company is leveraged to improving domestic demand.

Steel Dynamics (STLD) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Expect steel prices to move lower from here.

Safeway (SWY) downgraded at Jefferies to Hold from Buy, Jefferies said. $17 price target. Sales upside limited.

Ultra Petroleum (UPL) downgraded at Sterne Agee to Underperform, Sterne Agee said. Valuation call, based on a $20 price target.

US Steel (X) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Steel prices are likely at or near peak levels.

STOCK COMMENTS / EPS CHANGES

American Eagle (AEO) numbers raised at UBS. Shares of AEO now seen reaching $23. Estimates also increased, given improved execution. Neutral rating.

Cheesecake Factory (CAKE) numbers increased at Piper. CAKE estimates were raised through 2013, Piper Jaffray said. Company can continue to drive above-average sales and earnings growth. Overweight rating and new $37 price target.

Chico's FAS (CHS) numbers increased at UBS. CHS estimates were raised through 2014, UBS said. Higher sales are driving margin expansion.

Discover (DFS) estimates, target increased at Guggenheim. DFS estimates were raised through 2013, Guggenheim said. Paypal deal should generate higher fees and credit trends remain favorable. Buy rating and new $45 price target.

Express Scripts (ESRX) numbers raised at Jefferies. Shares of ESRX now seen reaching $70, Jefferies said. Estimates also raised on Medco synergies coming sooner. Buy rating.

Express (EXPR) estimates, target reduced at BMO. EXPR estimates were cut through 2013, BMO Capital said. Management lowered its guidance, which appears conservative. Outperform rating and new $20 price target.

Guess (GES) estimates, target cut at Sterne Agee. GES estimates were reduced through 2014, Sterne Agee said. Tourism is impacting traffic in North America. Buy rating and new $36 price target.

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