Analysts' Actions: TXN HAL DFS CELG THOR

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.

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