NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Alpha Natural

(ANR)

downgraded at Nomura from Buy to Neutral, Nomura said. Valuation call, based on an $8 price target.

Apollo Global Management

(APO) - Get Report

initiated at Oppenheimer as Perform. Distributable earnings from 2005-2008 will drive stock performance.

Progressive Waste

(BIN)

rated new Hold at Keybanc. Valuation call.

Peabody Energy

(BTU) - Get Report

downgraded at Nomura to Reduce, Nomura said. $22 price target. Company is facing lower prices and higher costs.

Borg Warner

(BWA) - Get Report

upgraded at Citigroup to Buy from Neutral, Citigroup said. $79 price target. Stock has underperformed the S&P since 2011.

Carlyle Group

(CG) - Get Report

initiated at Oppenheimer. Unsure much growth in 2013 and 2014.

Clearwire

(CLWR)

upgraded at DA Davidson from Neutral to Buy, DA Davidson said. $2.05 price target. Company's spectrum holds compelling value.

Capital One

(COF) - Get Report

rated new Outperform at Robert Baird. $70 price target. Company can deliver better returns with less net interest margin pressure.

Dollar Tree

(DLTR) - Get Report

downgraded at Jefferies to Hold from Buy, Jefferies said. $41 price target. Comps decelerating.

Dollar Tree downgraded at Piper from Overweight to Neutral, Piper Jaffray said. $46 price target. Comp trends are slowing down.

Fleetcor

(FLT) - Get Report

downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Company was also removed from the Priority Stock list. Valuation call, as the stock is up 54% year-to-date.

General Electric

(GE) - Get Report

rated new Buy at Deutsche. $26 price target. Company is more sensitive to an economic recovery.

Honeywell

(HON) - Get Report

rated new Buy at Deutsche. $72 price target. Industrial economy is likely heading into the second half of an expansion cycle.

Liquidity Services

(LQDT) - Get Report

downgraded at BofA/Merrill to Neutral, Bank of America/Merrill Lynch said. $46 price target. Company is producing at the low end of expectations.

Oshkosh

(OSK) - Get Report

downgraded at Drexel Hamilton from Hold to Sell, Drexel Hamilton said. Investors should book profits, following Carl Icahn's bid for the company.

Plains Exploration

(PXP)

rated new Outperform at BMO Capital. $45 price target. Deepwater acquisition should drive near-term growth.

Seagate Technology

(STX) - Get Report

downgraded at Citigroup to Sell from Buy, Citigroup said. $25 price target. Further demand deterioration of PCs.

Ultimate Software

(ULTI)

rated new Buy at ThinkEquity. $116 price target, Company can continue to gain market share.

Western Digital

(WDC) - Get Report

downgraded at Citigroup to Sell from Buy, Citigroup said. $32 price target. Further demand deterioration of PCs.

Wal-Mart

(WMT) - Get Report

upgraded at Jefferies to Buy from Hold, Jefferies said. $88 price target. Comp momentum continues.

Xylem

(XYL) - Get Report

rated new Buy at Brean Murray. $31 price target. End-market demand is likely at trough levels and the company trades at a discount to its peers.

Zimmer

(ZMH)

rated new Outperform at JMP. $76 price target. Industry has several favorable tailwinds.

STOCK COMMENTS / EPS CHANGES

Advanced Micro

(AMD) - Get Report

numbers cut at BMO. Shares of AMD now seen reaching $3, according to BMO Capital. Estimates also reduced, given the company's new guidance. Market Perform rating.

Advanced Micro Devices numbers cut at UBS. Shares of AMD now seen reaching $3.25, UBS said. Estimates also lowered on 3Q preliminary results. Neutral rating.

JB Hunt

(JBHT) - Get Report

numbers raised at UBS.Shares of JBHT now seen reaching $65, UBS said. Estimates also increased on strong intermodal quarter.

Lowe's

(LOW) - Get Report

numbers raised at UBS.Shares of LOW now seen reaching $36, UBS said. Estimates also increased as company is poised for earnings acceleration. Buy rating.

McGraw-Hill

( MHP) numbers raised at Lazard. Shares of MHP now seen reaching $63, according to Lazard. Estimates also increased, given higher debt issuance rates. Buy rating.

Microsoft

(MSFT) - Get Report

estimates reduced at Pacific Crest through 2014, Pacific Crest said. Company is leveraged to lower PC demand. Sector Perform rating.

Children's Place

(PLCE) - Get Report

numbers increased at Sterne Agee. PLCE estimates were raised through 2014, Sterne Agee said. Sam's Club distribution should boost growth. Neutral rating and new $64 price target.

Western Refining

(WNR)

numbers boosted at Credit Suisse. Shares of WNR now seen reaching $35.50, according to Credit Suisse. Estimates also upped, as the company is realizing higher refinery margins.

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This article was written by a staff member of TheStreet.