NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Amcol

(ACO)

downgraded at Sterne from Buy to Neutral, Sterne Agee said. Valuation call, as the stock is up 20% over the past five months.

ALCO Stores

(ALCS)

upgraded to hold at TheStreet Ratings.

Apogee Enterprises

(APOG) - Get Report

upgraded to buy at TheStreet Ratings.

American Water Works

(AWK) - Get Report

upgraded at Goldman to Buy from Neutral, Goldman Sachs said. $42 price target. Structural winner from the need to invest in new water infrastructure.

Citigroup

(C) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $36 price target. Valuation call.

Clean Harbors

(CLH) - Get Report

downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $58 price target.

Coach

(COH)

downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Valuation call, based on a $63 price target.

FMC

(FTI) - Get Report

upgraded at Guggenheim from Neutral to Buy, Guggenheim said. $64 price target. Estimates also boosted, given an improving subsea market.

Goldman Sachs

(GS) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $125 price target. Valuation call.

Iconix

(ICON) - Get Report

downgraded at Benchmark from Buy to Hold, Benchmark said. Valuation call, as lower income consumers may have less available discretionary income.

Key Energy

(KEG) - Get Report

rated new Hold at Wunderlich. $10 price target. Company faces increased competition in the U.S.

Limited Brands

(LTD)

upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $59 price target. Company has strong pricing power and can expand overseas.

Marriott

(MAR) - Get Report

downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $42 price target.

Morgan Stanley

(MS) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $19 price target. Valuation call.

Norfolk Southern

(NSC) - Get Report

downgraded at Wells to Market Perform, Wells Fargo said. Estimates also cut, given the company's new guidance.

NV Energy

(NVE)

downgraded at Goldman to Neutral from Buy, Goldman Sachs said. $19 price target. Outperformance and limited positive catalysts.

PulteGroup

(PHM) - Get Report

upgraded at Compass Point from Market Perform to Buy, Compass Point said. Relative valuation call, as the sector should continue to recover.

Plexus

(PLXS) - Get Report

rated new Hold at Stifel. Margin expansion has stalled, along with weaker end-market demand.

Patterson-UTI

(PTEN) - Get Report

rated new Buy at Wunderlich. $20 price target. Company is leveraged to higher demand for land drilling and pressure pumping.

Questcor Pharmaceuticals

(QCOR)

downgraded at Jefferies to Hold from Buy, Jefferies said. $30 price target. Aetna policy change is explicit.

Elizabeth Arden

(RDEN)

rated new Above Average at Caris & Company. $55 price target. Core brand can deliver double-digit annual growth.

Ryland

(RYL)

upgraded at Compass Point from Market Perform to Buy, Compass Point said. Company can outperform its peers in the midst of an industry recovery.

St. Jude

(STJ)

downgraded at Mizuho to Neutral, Mizuho said. $45 price target. Company may lose market share in the coming quarters.

US Steel

(X) - Get Report

downgraded at Nomura from Buy to Neutral, Nomura said. $20 price target. Earnings power will be hurt by lower bulk material prices.

STOCK COMMENTS / EPS CHANGES

Adobe Systems

(ADBE) - Get Report

estimates reduced at JMP through 2013, JMP Securities said. Company guided toward lower expected sales. Underperform rating and $26 price target.

Bed Bath & Beyond

(BBBY) - Get Report

numbers trimmed at UBS. Shares of BBBY now seen reaching $71, UBS said. Estimates also lowered on significant GM contraction in 2Q. Neutral rating.

Salesforce.com

(CRM) - Get Report

numbers increased at ThinkEquity.CRM estimates were raised through 2014, ThinkEquity said. Company reiterated solid demand momentum at its user conference. Outperform rating and new $190 price target.

Salesforce.com numbers raised at Jefferies.Shares of CRM now seen reaching $180, Jefferies said. Estimates also raised on larger TAM and faster innovation. Buy rating.

Cirrus Logic

(CRUS) - Get Report

numbers raised at Sterne Agee.Shares of CRUS now seen reaching $55, according to Sterne Agee. Estimates also increased, as the company appears to be receiving more revenue per mobile device. Buy rating.

EMC

(EMC)

estimates, target boosted at BMO. Shares of EMC now seen reaching $31, according to BMO Capital. Estimates also upped, as the company can continue to gain market share in the near term. Outperform rating.

Norfolk Southern

(NSC) - Get Report

numbers cut at Credit Suisse.NSC estimates were reduced through 2014, Credit Suisse said. Company lowered its guidance. Outperform rating and new $87 price target.

Polaris

(PII) - Get Report

estimates, target boosted at Keybanc. Shares of PII now seen reaching $90, according to Keybanc. Estimates also upped, following solid industry channel checks. Buy rating.

Phillips 66

(PSX) - Get Report

target raised at Oppenheimer to $55, Oppenheimer said. Outlook improved. Outperform rating.

Questcor

(QCOR)

estimates, target cut at BofA/Merrill. Shares of QCOR now seen reaching $45, according to Bank of America/Merrill Lynch. Estimates also reduced, following AET changes for Acthar. Buy rating.

Questcor Pharmaceuticals numbers lowered at Oppenheimer. Shares of QCOR now seen reaching $65, Oppenheimer said. Estimates also lowered on revision of Acthar coverage. Outperform rating.

Wyndham

(WYN)

estimates, target upped at Lazard. WYN estimates were boosted through 2013, Lazard said. Company is likely to buy back more stock. Buy rating and new $63 price target.

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This article was written by a staff member of TheStreet.