NEW YORK (TheStreet) -- CHANGE IN RATINGS

Aecom (ACM) - Get AECOM Report was downgraded at Keybanc to hold from buy. Organic growth will likely remain tepid, Keybanc said.

Analog Devices (ADI) - Get Analog Devices, Inc. Report was upgraded at Drexel Hamilton to buy from hold. Twelve-month price target is $60. Global manufacturing visibility is improving, Drexel Hamilton said.

CSX (CSX) - Get CSX Corporation Report was downgraded at Stifel Nicolaus to hold from buy. Company is facing higher costs, Stifel Nicolaus said.

Diamond Food (DMND) price target, EPS estimates were increased at Jefferies. Diamond increased its own numbers, Jefferies said. Valuation call with strong EPS growth outlook, Jefferies said. Hold rating and 12-month price target of $23.

Equifax (EFX) - Get Equifax Inc. Report was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a 12-month price target of $66, Goldman said.

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Esterline Technologies (ESL) was upgraded at UBS to buy from neutral. Big cost-reduction opportunity to drive EPS upside, UBS said. Twelve-month price target is $123.

Eaton Vance (EV) - Get Eaton Vance Corp. Report was downgraded at Citigroup to sell from neutral. Twelve-month price target is $37. Asset flow dynamics continue to worsen, Citigroup said.

Generac (GNRC) - Get Generac Holdings Inc. Report was downgraded at Oppenheimer to perform from outperform. Valuation call, as the company has limited earnings upside potential, Oppenheimer said.

Hewlett-Packard (HPQ) - Get HP Inc. (HPQ) Report was upgraded at Bank of America/Merrill Lynch to buy. Twelve-month price target is $39. Company will likely close the valuation gap to its peers, BofA/Merrill said.

Gartner (IT) - Get Gartner, Inc. (IT) Report was upgraded at Goldman Sachs to buy from neutral. Twelve-month price target is $85. Company is buying back stock and can deliver solid earnings growth, Goldman Sachs said.

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Michael Kors (KORS) was upgraded to buy at TheStreet Ratings.

Kroger
(KR) - Get Kroger Co. (KR) Report was downgraded at Credit Suisse to neutral from outperform. Valuation call, based on a 12-month price target of $39, Credit Suisse said.

McGraw Hill (MHFI) was downgraded at Goldman Sachs to neutral from buy. Valuation call, based on a 12-month price target of $82, Goldman Sachs said.

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MRC Global (MRC) - Get MRC Global Inc. Report was downgraded at Bank of America/Merrill Lynch to underperform from buy. Twelve-month price target is $30. Estimates were also cut, as the company is facing increased competition, Bank of America/Merrill Lynch said.

Micron (MU) - Get Micron Technology, Inc. (MU) Report was upgraded at JMP Securities to market outperform. Twelve-month price target is $31. Memory trends are getting stronger and the company has multiple demand drivers, JMP Securities said.

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Netsuite (N) was upgraded at FBR Capital Markets to outperform from market perform. Twelve-month price target is $125. Strong SaaS momentum can drive 30%-plus growth in 2014, FBR Capital Markets said.

Norfolk Southern (NSC) - Get Norfolk Southern Corporation Report was downgraded at Stifel Nicolaus to hold from buy. Valuation call, Stifel Nicolaus said.

Ralph Lauren (RL) - Get Ralph Lauren Corporation Class A Report was downgraded at Morgan Stanley to equal-weight. New analyst believes that earnings visibility is decreasing, Morgan Stanley said.

SolarCity (SCTY) was initiated with a buy rating at Deutsche Bank. Twelve-month price target is $90. Installed base should double in 2014 and growth can accelerate through 2016, Deutsche Bank said.

TransDigm (TDG) - Get TransDigm Group Incorporated Report was downgraded to hold at TheStreet Ratings.

Trinity (TRN) - Get Trinity Industries, Inc. Report was upgraded at Stifel Nicolaus to buy from hold. Twelve-month price target is $67. Company could boost its 2014 outlook, Stifel Nicolaus said.

Tetra Tech (TTEK) - Get Tetra Tech, Inc. Report was upgraded at Keybanc to buy from hold. Twelve-month price target is $33. End-market demand is improving, Keybanc said.

VMWare (VMW) - Get VMware, Inc. Class A Report was upgraded at Citigroup to buy. Twelve-month price target is $120. Checks and surveys suggest a stable core business, Citi said. Networking and storage should drive near-term growth, Citi also said.

Verint (VRNT) - Get Verint Systems Inc. Report was upgraded at FBR Capital Markets to outperform from market perform. Twelve-month price target is $55. Kana purchase should help boost growth, FBR Capital Markets said.

Vectren (VVC) was upgraded at Keybanc to buy from hold. Twelve-month price target is $41. Infrastructure services can deliver double-digit percentage growth over the next couple of years. Keybanc said.

Stock Comments / EPS ChangeseBay (EBAY) - Get eBay Inc. Report estimates, price target were cut at Pacific Crest. Twelve-month price target is now $60. U.S. trends have been soft, Pacific Crest said. Outperform rating.J.C. Penney (JCP) - Get J. C. Penney Company, Inc. Report price target, EPS were reduced at UBS. J.C. Penney reduced its own numbers, UBS said. Reflects challenging holiday trends, J.C. Penney said. Twelve-month price target is $5. Sell rating.Kellogg (K) - Get Kellogg Company (K) Report estimates, price target were reduced at Jefferies. Kellogg reduced its own numbers, Jefferies said. Valuation call and muted domestic consumer demand, Jefferies also said. Twelve-month price target is $63. Hold rating.Kindred Healthcare (KND) price target was increased at UBS. Kindred increased its own numbers. Move reflects increasing clarity with long-term reimbursement due to passage of LTACH criteria legislation, UBS said.Linear Technology (LLTC) price target, EPS estimates were increased at UBS. Linear Technology increased its own numbers, UBS said. Driven by better industrial/auto trends and better margins on higher fab loadings, UBS also said. Neutral rating. Twelve-month price target is $46.Petsmart (PETM) was cut from the Best Ideas List at Wedbush. Company lacks near-term visibility, Wedbush said. $78 price target.Rowan (RDC) price target, EPS estimates were reduced at Jefferies. Rowan reduced its own numbers, Jefferies said. Full effective utilization not yet back to drive peak day rates, but still can fill out 2014-2015 backlog, Jefferies said. Buy rating. Twelve-month price target is $41.Follow TheStreet on Twitter and become a fan on Facebook.

This article was written by a staff member of TheStreet.