NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Air T

(AIRT) - Get Report

downgraded to hold at TheStreet Ratings.

American International

(AIG) - Get Report

rated new Buy at Sterne Agee. $39 price target. Company can exceed consensus earnings expectations.

Autozone

(AZO) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $425 price target. Company can gain market share and expand its margins.

Baker Hughes

(BHI)

downgraded to hold at TheStreet Ratings.

Cognizant

(CTSH) - Get Report

downgraded at Goldman to Sell, Goldman Sachs said. Company has high exposure to the financial sector and trades at a relative premium. $52 price target.

Dow Chemical

(DOW) - Get Report

downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Company is the most expensive of its peers and also likely has the highest earnings risk. $36 price target.

eBay

(EBAY) - Get Report

rated new Buy at Needham. $50 price target. Marketplace business can grow faster than consensus estimates.

Edwards Lifesciences

(EW) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $107 price target. Valuation call.

Lender Processing

(LPS)

upgraded at Goldman to Buy, Goldman Sachs said. $27 price target. Company should benefit from increased loan and foreclosure volume.

Morgan Stanley

(MS) - Get Report

downgraded at Goldman Sachs to Neutral from Buy, Goldman Sachs said. $16 price target. Outsized capital market overhangs.

Pitney Bowes

(PBI) - Get Report

upgraded at Goldman to Neutral, Goldman Sachs said. 10% dividend yield should provide support for the stock.

Public Service Enterprise

(PEG) - Get Report

downgraded at Jefferies to Hold from Buy, Jefferies said. $32 price target. Loss of the basis differential between New Jersey and PJM West. Hold rating.

Sapient

(SAPE)

downgraded at Goldman to Sell, Goldman Sachs said. Company has high exposure to the financial sector and Europe. $9 price target.

Southwestern Energy

(SWN) - Get Report

upgraded at Citigroup to Buy from Neutral, Citigroup said. $38 price target. More constructive outlook for natural gas prices next year.

Stryker

(SYK) - Get Report

rated new Hold at Cantor. $56 price target. Growth already appears reflected in the stock.

Tronox

TheStreet Recommends

(TROX) - Get Report

rated new Buy at UBS. $145 price target. Exxaro acquisition is the capstone of new Tronox Limited.

ValueClick

(VCLK)

downgraded at Piper from Overweight to Neutral, Piper Jaffray said. $15 price target. Company will be hurt as more impression buying is moving to online exchanges.

STOCK COMMENTS / EPS CHANGES

Agilent

(A) - Get Report

estimates, target boosted at BofA/Merrill. Shares of A now seen reaching $54, according to Bank of America/Merrill Lynch. Estimates also upped, as the recent acquisition should add to earnings. Buy rating.

Apollo

(APOL)

estimates increased at Morgan Stanley. APOL estimates were raised through 2014, Morgan Stanley said. Management boosted guidance, given an expected turnaround in starts for 2013. Overweight rating and $48 price target.

Bristol-Myers

(BMY) - Get Report

numbers cut at BMO. BMY estimates were reduced through 2013, BMO Capital said. Eliquis delay pushes out the model. Outperform rating and new $38 price target.

ConocoPhillips

(COP) - Get Report

numbers lowered at Oppenheimer. Shares of COP now seen reaching $65, Oppenheimer said. Estimates also lowered on downstream spin off. Outperform rating.

Cytec

(CYT)

numbers lowered at Jefferies. Shares of CYT now seen reaching $63, Jefferies said. Estimates also lowered on imminent coatings exit. Hold rating.

Dell

(DELL) - Get Report

numbers lowered at Jefferies. Shares of DELL now seen reaching $13, Jefferies said. Estimates also lowered on pressure by Huawei. Hold rating.

Darden

(DRI) - Get Report

estimates, target reduced at Credit Suisse. Shares of DRI now seen reaching $48, according to Credit Suisse. Estimates also cut, given weaker sales trends. Neutral rating.

First Horizon

(FHN) - Get Report

numbers reduced at BofA/Merrill. Shares of FHN now seen reaching $7.50, according to Bank of America/Merrill Lynch. Estimates also cut, given the company's new guidance. Underperform rating.

Harley-Davidson

(HOG) - Get Report

numbers trimmed at UBS. Shares of HOG now seen reaching $49, UBS said. Estimates also lowered on stronger dollar. Neutral rating.

Hershey

(HSY) - Get Report

estimates, target raised at Credit Suisse. Shares of HSY now seen reaching $78, according to Credit Suisse. Estimates also increased, as the company has multiple potential growth levers. Outperform rating.

JP Morgan

(JPM) - Get Report

added to Conviction List at Goldman. Long-term story still intact.

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This article was written by a staff member of TheStreet.