NEW YORK ( TheStreet) -- CHANGE IN RATINGSAmphenol (APH) was downgraded at Stifel Nicolaus to hold from buy. Valuation call, as the stock has gained 25% year to date, Stifel said.
IEC Electronics (IEC) was downgraded to hold at TheStreet Ratings. MDC (MDC - Get Report) was upgraded at Keybanc to buy. $46 price target. Stock has lagged, but the company has an attractive land supply, Keybanc said. PulteGroup (PHM - Get Report) was downgraded at Keybanc to hold. Valuation call, Keybanc said. Rosetta Resources (ROSE - Get Report) was downgraded at Cowen to hold from buy. $50 price target. Stock is already pricing in the potential of the company's Permian assets, Cowen said. Ryland (RYL - Get Report) was downgraded at Keybanc to hold. Stock is already pricing in higher gross margins, Keybanc said.
SodaStream (SODA) was downgraded at J.P. Morgan to neutral. Better-than-expected top line and earnings growth is priced in, said J.P. Morgan. Suntrust (STI - Get Report) was downgraded at Oppenheimer to perform from outperform. Valuation call, Oppenheimer said. STOCK COMMENTS/EPS CHANGES Analog Devices (ADI) estimates were reduced at Citigroup. Earnings estimates were reduced to reflect weaker sales due to customers' July shut-downs and weaker gross margins, said Citigroup. AutoZone (AZO) price target and estimates were raised at UBS. Earnings estimates were increased as sales momentum in troubled geographies pick up and the commercial business gets better, said UBS. Price target goes to $430. Best Buy (BBY) estimates were raised at UBS. Earnings estimates were increased as operating margins are expected to be sustained via cost savings, said UBS. Home Depot (HD) price target and estimates were increased at UBS. Earnings estimates were increased on raised guidance after a standout quarter despite unseasonable weather, said UBS. Price target goes to $88.
Medtronic (MDT) estimates, price target were boosted at Credit Suisse. Shares are now seen reaching $56. Estimates were also upped, given the company's new guidance, Credit Suisse said. Neutral rating.