NEW YORK (

TheStreet

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CHANGE IN RATINGS

Allegiant Travel

(ALGT) - Get Report

downgraded at Sterne Agee to Neutral, Sterne Agee said. Valuation call, based on a $74 price target.

TD Ameritrade

(AMTD) - Get Report

upgraded at BGB from Sell to Hold, BGB Securities said. Valuation call, based on a $15.50 price target.

Atmel

(ATML)

rated new Outperform at Pacific Crest. Market expectations are low and the company has had recent design wins. $9 price target.

AptarGroup

(ATR) - Get Report

downgraded at Keybanc from Buy to Hold, Keybanc said. Company cut guidance because of Europe.

American Express

(AXP) - Get Report

upgraded at Nomura to Buy, Nomura said. New analyst believes that fee-based initiatives can help drive growth.

Babcock & Wilcox

(BWC)

upgraded to buy at TheStreet Ratings.

Celanese

(CE) - Get Report

upgraded at UBS to Buy from Neutral, UBS said. $49 price target. Ethanol technology provides upside and stock catalyst.

Capital One

(COF) - Get Report

downgraded at Nomura to Neutral, Nomura said. New analyst believes that the portfolio runoff and weak loan growth will weigh on the stock.

Cypress Semiconductor

(CY) - Get Report

rated new Sector Perform at Pacific Crest. Company is leveraged to the lower end fo the business.

Darling

(DAR) - Get Report

rated new Market Perform at JMP. Valuation call.

Enbridge Energy Partners

(EEP)

upgraded to buy at TheStreet Ratings.

Eaton Vance

(EV) - Get Report

downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. Valuation call, based on a $29 price target.

Fiserv

(FISV) - Get Report

downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on an $80 price target.

Las Vegas Sands

(LVS) - Get Report

rated new Buy at Cantor. $57 price target. Company remains leveraged to long-term growth potential in Macau.

Mako Surgical

(MAKO)

downgraded at Goldman from Buy to Neutral, Goldman Sachs said. $17 price target. Thesis appears broken and the company lacks near-term catalysts.

MGM Resorts

(MGM) - Get Report

rated new Buy at Cantor. $14 price target. Macau should continue to grow, based on growing prosperity in China.

Southwestern Energy

(SWN) - Get Report

upgraded at Stifel from Hold to Buy, Stifel Nicolaus said. $38 price target. New oil plays could drive growth.

T. Rowe Price

(TROW) - Get Report

upgraded at BofA/Merrill to Buy, Bank of America/Merrill Lynch said. $74 price target. Company's funds continue to outperform the broader market.

Tyson Foods

(TSN) - Get Report

downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $20 price target. Feed costs are moving higher.

Viacom

(VIA.B)

downgraded at UBS to Neutral from Buy, UBS said. $48 price target. Growth concerns likely an overhang into 2013.

Wynn Resorts

(WYNN) - Get Report

rated new Buy at Cantor. $134 price target. Stock is down 20% since April, but Macau still has plenty of room to grow.

STOCK COMMENTS / EPS CHANGES

Alcoa

(AA) - Get Report

estimates, target reduced at JP Morgan.AA estimates were cut through 2013, JP Morgan said. Company is seeing lower aluminum prices. Overweight rating and new $12 price target.

Alcoa estimates cut at UBS through 2013 to reflect updated guidance and lower aluminum forecasts, UBS said. Neutral rating and $9.50 price target.

Alcoa numbers lowered at Jefferies. Shares of AA now seen reaching $11, Jefferies said. Estimates also lowered on sluggish aluminum prices. Buy rating.

Advanced Micro Devices

(AMD) - Get Report

numbers lowered at Citigroup. Shares of AMD now seen reaching $8, Citigroup said. Estimates also lowered on weak PC market and share loss to Intel.

Advanced Micro numbers reduced at Credit Suisse. Shares of AMD now seen reaching $6, according to Credit Suisse. Estimates also cut, given lower computer demand. Neutral rating.

Advanced Micro Devices numbers cut at UBS. Shares of AMD now seen reaching $7, UBS said. Estimates also lowered as preliminary 2Q sales well below estimates. Buy rating.

Carlyle Group

(CG) - Get Report

estimates raised at Citigroup through 2013, Citigroup said. 2Q carry fund performance beats forecast. $29 price target and buy rating.

Dover

(DOV) - Get Report

estimates, target reduced at Morgan Stanley.Shares of DOV now seen reaching $64, according to Morgan Stanley. Estimates also cut, given the company's new guidance. Equal-weight rating.

Luminex

(LMNX) - Get Report

numbers lowered at Jefferies.Shares of LMNX now seen reaching $17, Jefferies said. Estimates also lowered on GenturaDx acquisition. Hold rating.

Las Vegas Sands

(LVS) - Get Report

numbers cut at JP Morgan. Shares of LVS now seen reaching $50, according to JP Morgan. Estimates also reduced, given lower expected growth in Macau. Overweight rating.

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This article was written by a staff member of TheStreet.