NEW YORK (TheStreet) -- RATINGS CHANGES

Alcoa(AA) - Get Report was upgraded to buy from neutral at Bank of America/Merrill Lynch. $12 price target. The aluminum market is more stable and the company is leveraged to continued aerospace growth, said BofA/Merrill.

Accenture(ACN) - Get Report was upgraded to buy from hold at Argus. $108 price target. The company is executing well and expanding margins, said Argus.

Aetna (AET) was upgraded to outperform from sector perform at RBC Capital. $162 price target. The stock is down 15% from June highs, but expect the Humana deal to close, said RBC.

Atlas Financial Holdings(AFH) - Get Report was downgraded to hold at TheStreet Ratings. You can view the full analysis from the report here: AFH Ratings Report.

Bank of America(BAC) - Get Report was upgraded to buy from neutral at Nomura. $18 price target. The company is the best positioned for tougher CCAR capital rules, Nomura said.

Coca-Cola Enterprises (CCE) was downgraded to sector perform from outperform at RBC Capital. This was a valuation call, based on a $54 price target, RBC said.

Cerner(CERN) - Get Report was upgraded to buy from hold at Topeka. This was a valuation call, based on a $71 price target, said Topeka.

DineEquity(DIN) - Get Report was downgraded to hold at TheStreet Ratings. You can view the full analysis from the report here: DIN Ratings Report.

Fitbit(FIT) - Get Report was upgraded to overweight at Morgan Stanley. $58 price target. The company is selling more units and can realize operating leverage, said Morgan Stanley.

Harris (HRS) was upgraded to buy at Goldman Sachs. $100 price target. Orders and organic revenue growth are accelerating, Goldman said.

L-3 Communications(LLL) - Get Report was downgraded to neutral at Goldman Sachs. $116 price target. This was a valuation call, as the company is not executing consistently, said Goldman.

Microchip(MCHP) - Get Report was upgraded to overweight from neutral at JPMorgan. Fundamentals should stabilize in the next quarter or two, JPMorgan said.

Marvell(MRVL) - Get Report was downgraded to neutral from overweight at JPMorgan. The company's growth thesis is not playing out, said JPMorgan.

Micron(MU) - Get Report was upgraded to neutral from buy at MKM Partners. This was a valuation call, based on a $23 price target, MKM said.

Orbital ATK (OA) was upgraded to buy at Goldman Sachs. $91 price target. The company has multiple growth drivers and generates strong cash flow, said Goldman.

PNC Financial(PNC) - Get Report was upgraded to buy from hold at Deutsche Bank. The stock has pulled back, but management can continue to cut costs, said Deutsche.

Pool(POOL) - Get Report was upgraded to overweight at Keybanc. $79 price target. Rising home values should boost the company's recurring U.S. business, said Keybanc.

Royal Gold(RGLD) - Get Report was downgraded to neutral from buy at Goldman Sachs. $60 price target. The company is leveraged to lower copper prices, Goldman said.

Reliance Steel(RS) - Get Report was upgraded to buy at Bank of America/Merrill Lynch. $66 price target. The company has low debt leverage and steady margins, said BofA/Merrill.

Charles Schwab(SCHW) - Get Report was upgraded to overweight from neutral at JPMorgan. The company has sold off, but has growth and rate sensitivity, JPMorgan said.

Sandisk (SNDK) was upgraded to overweight from neutral at JPMorgan. The company can resume growth in the enterprise and client segments, said JPMorgan.

Constellation Brands(STZ) - Get Report was downgraded to outperform from top pick at RBC Capital. This was a valuation call, based on a $145 price target, said RBC.

Fresh Market (TFM) was upgraded to neutral from underperform at Sterne Agee/CRT. $20 price target. The short thesis has played out, as the company is already down 48% year to date, Sterne Agee said.

US Bancorp(USB) - Get Report was upgraded to buy from hold at Deutsche Bank. The stock has lagged its peers, but generates the highest returns in the industry, said Deutsche.

Wayfair(W) - Get Report was upgraded to buy from neutral at Bank of America/Merrill Lynch. $45 price target. The sell-off has created an attractive buying point, BofA/Merrill said.

Wisconsin Energy(WEC) - Get Report was upgraded to outperform from market perform at Wells Fargo. The company can deliver higher earnings growth and deserves a premium valuation, said Wells.

Wells Fargo(WFC) - Get Report was upgraded to buy from hold at Deutsche Bank. The stock is down with the rest of the group, but the company can take advantage of higher interest rates, Deutsche said.

This article was written by a staff member of TheStreet.