Analysts' Actions: AEO CIT GPS JBLU GME

NEW YORK (TheStreet) -- CHANGE IN RATINGS

American Eagle Outfitters (AEO) downgraded at BMO to Market Perform from Outperform, BMO said. $20 price target. lack of near term catalysts.

Cameron International (CAM) upgraded at Dahlman Rose to Buy from Neutral, Dahlman Rose said. $61 price target. Combination of SLB and CAM's subsea business is a strategic plus.

CIT Group (CIT) upgraded at Nomura to Buy from Neutral, Nomura said. $42.50 price target. Compelling valuation and several upcoming catalysts.

Express Scripts (ESRX) upgraded at Citigroup to Buy from Neutral, Citigroup said. $62 price target. Compelling valuation and sell-off overdone.

Francesca's (FRAN) rated new Buy at Canaccord Genuity. $30 price target. Company can profitably expand its store base.

Frontier Communications (FTR) downgraded at Goldman to Sell, Goldman Sachs said. $3.75 price target. Cost structure has deteriorated.

Gamestop (GME) upgraded at Caris from Average to Buy, Caris & Co. said. $31 price target. Business should accelerate into the next game console cycle.

Gap (GPS) upgraded at Canaccord from Sell to Hold, Canaccord Genuity said. $35 price target. Company has sustained sales momentum and can expand margins.

WW Grainger (GWW) upgraded at Oppenheimer from Perform to Outperform, Oppenheimer said. $220 price target. Company can gain market share and expand margins.

Heartland Payment Systems (HPY) upgraded at Wells to Outperform from Market Perform, Wells Fargo said. $33 to $35 valuation range. Concerns about mobile disintermediation are overdone.

JetBlue Airways (JBLU) downgraded at Goldman to Sell from Neutral, Goldman Sachs said. $4.50 price target. Traffic risks outweigh recent jet fuel declines.

Mylan (MYL) upgraded at Leerink to Outperform from Market Perform, Leerink Swann said. $30 price target. Improved outlook on EpiPen and accretive transactions.

NetApp (NTAP) upgraded at Argus from Hold to Buy, Argus said. $36 price target. Higher sales should drive margin growth.

OSI Systems (OSIS) upgraded at Oppenheimer from Perform to Outperform, Oppenheimer said. $72 price target. Stock is attractive, following the recent selloff.

RPC (RES) upgraded at Dahlman from Sell to Hold, Dahlman Rose said. Valuation call, as the stock is trading at a 30% discount to its historical average.

Roper Industries (ROP) upgraded at Citigroup to Buy from Neutral, Citigroup said. $130 price target. Compelling growth story.

Varian Medical (VAR) rated new Buy at Benchmark. $88 price target. Company has several defensive growth characteristics.

Windstream (WIN) downgraded at Goldman to Sell, Goldman Sachs said. $7.50 price target. Company is facing margin pressure.

STOCK COMMENTS / EPS CHANGES

Autodesk (ADSK) estimates, target lowered at Credit Suisse. Shares of ADSK now seen reaching $32.50, according to Credit Suisse. Estimates also cut, given poor sales visibility. Neutral rating.

Allegiant Travel (ALGT) estimates raised at Sterne Agee through 2013, Sterne Agee said. Investor day shows progress at firm. Neutral rating and $74 price target.

Deere (DE) target raised at Citigroup to $97, Citigroup said. Estimate roll forward and modest multiple lift. Buy rating.

Dell (DELL) numbers cut at BMO. Shares of DELL now seen reaching $11, BMO said. Estimates also lowered as revenue and EPS decline will likely not reverse in the near term. Market Perform rating.

Dell numbers cut at UBS. Shares of DELL now seen reaching $9.75, UBS said. Estimates also lowered as PCs continue to decline. Neutral rating.

Gap (GPS) estimates raised at UBS through 2014, UBS said. Strong quarter with upside opportunity in Q4. Neutral rating and $37 price target.

Lowe's (LOW) estimates, target increased at BofA/Merrill. LOW estimates were raised through 2014, Bank of America/Merrill Lynch said. Sales growth should accelerate from here. Buy rating and new $38 price target.

Marvell (MRVL) estimates, target reduced at Jefferies. Shares of MRVL now seen reaching $8, according to Jefferies. Estimates also cut, given the company's new guidance. Hold rating.

Marvell Technology numbers lowered at Jefferies. Shares of MRVL now seen reaching $8, Jefferies said. Estimates also lowered as it invests in wireless. Hold rating.

Ross Stores (ROST) numbers cut at Nomura. ROST estimates were reduced through 2013, Nomura said. Company is facing difficult sales growth comps. Neutral rating and new $62 price target.

Transdigm (TDG) estimates, target cut at Credit Suisse. Shares of TDG now seen reaching $147, according to Credit Suisse. Estimates also reduced, as the company is seeing slower organic sales growth. Outperform rating.

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This article was written by a staff member of TheStreet.