NEW YORK (TheStreet) -- CHANGE IN RATINGS

Applied Materials (AMAT) - Get Report was downgraded at RBC Capital to sector perform from outperform. Valuation call, based on a 12-month price target of $18, RBC Capital said.

On Assignment(ASGN) - Get Report was upgraded at Deutsche Bank to buy from hold. Twelve-month price target is $39. Company can exceed consensus earnings expectations, Deutsche Bank said.

Eaton Vance(EV) - Get Report was downgraded at Goldman Sachs to sell. Twelve-month price target is $33. Company is seeing slower flows, which could hurt earnings, Goldman said.

Engility

(EGL)

was upgraded to hold at TheStreet Ratings.

Honda Motor (HMC) - Get Report was upgraded to buy at TheStreet Ratings.

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KLA-Tencor(KLAC) - Get Report was downgraded at RBC Capital to sector perform from outperform. Twelve-month price target is $65. 20 nm foundry adoption could be muted, RBC Capital said.

Lam Research(LRCX) - Get Report was downgraded at RBC Capital to sector perform from outperform. Twelve-month price target is $57. Memory spending could moderate, RBC Capital said.

Mastercard(MA) - Get Report was downgraded at FBR Capital Markets to market perform from outperform. Company is exposed to potentially slowing emerging markets, FBR Capital Markets said.

Medivation (MDVN) was downgraded at Needham to hold from buy. Valuation call, Needham said.

Northrop Grumman(NOC) - Get Report was upgraded at Drexel Hamilton to buy. Twelve-month price target is $141. Defense sector deserves a higher multiple, Drexel Hamilton said.

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Norfolk Southern(NSC) - Get Report was upgraded at Wells Fargo to outperform from market perform. Estimates were also increased, as the company is cutting costs, Wells Fargo said.

NetApp(NTAP) - Get Report was upgraded at Piper Jaffray to overweight from neutral. Twelve-month price target is $52. Demand trends are improving, Piper Jaffray said.

NVR(NVR) - Get Report was downgraded at Sterne Agee to neutral from buy. Valuation call, based on a 12-month price target of $1,150, Sterne Agee said.

Palo Alto(PANW) - Get Report was upgraded at Wells Fargo to outperform. Increased confidence in the company's fundamental outlook, Wells Fargo said.

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Stancorp (SFG) was downgraded at Goldman Sachs to sell from neutral. Valuation call, based on a 12-month price target of $66.

Wesco(WCC) - Get Report was downgraded at MKM Partners to neutral from buy. Valuation call, based on a 12-month price target of $90.

Zynga(ZNGA) - Get Report was downgraded at Bank of America/Merrill Lynch to underperform. Valuation call, based on a 12-month price target of $3.80, Bank of America/Merrill Lynch said.

Stock Comments / EPS Changes

Chevron(CVX) - Get Report 12-month price target, earnings estimates were cut at UBS. Chevron decreased its numbers through 2015, UBS said. Disappointing 2014 production pressures long-term volume target, UBS said. Twelve-month price target is now $120. Neutral rating.

Manitowoc(MTW) - Get Report price target, EPS estimates were lifted at UBS. Manitowoc boosted numbers through 2015, UBS said. Crane orders are up 30% year over year and backlog was up 1% sequentially, UBS said. Twelve-month price target is $30. Neutral rating.

Newmont Mining(NEM) - Get Report numbers were cut at Sterne Agee. Twelve-month price target is now $30. Estimates were also reduced, given the company's new guidance, Sterne Agee said. Buy rating.

ONEOK(OKE) - Get Report price target, earnings estimates were decreased at Jefferies. The company cut its own numbers, Jefferies said. Valuation adjustment to account for OGS spin and limited upside of margin optimization, Jefferies said. Twelve-month price target is $67. Buy rating.

Paccar(PCAR) - Get Report estimates, price target were cut at Credit Suisse. Twelve-month price target is now $57. Estimates were also reduced, given lower European production, Credit Suisse said. Neutral rating.

Royal Caribbean(RCL) - Get Report 12-month price target was raised at UBS. Driven by a third-quarter beat and guidance range, 2014 constant currency net yield guidance being 50 bps above estimates, and slightly lower net cruise costs, UBS said. Twelve-month price target of $57. Buy rating.

Ulta(ULTA) - Get Report estimates, 12-month price target were reduced at Keybanc. Twelve-month price target is $100. Estimates were also cut, as the company will likely need to invest more to drive sales, Keybanc said.

Wal-Mart (WMT) - Get Report numbers were reduced at BMO Capital. Estimates were reduced through 2015. Company is being hurt by weather and could face price competition, BMO Capital said. Market Perform rating and new 12-month price target of $81.

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This article was written by a staff member of TheStreet.