NEW YORK (TheStreet) -- CHANGE IN RATINGS

Almaden Minerals

(AAU) - Get Report

was downgraded to sell at TheStreet Ratings.

Bank of America

(BAC) - Get Report

was upgraded at Morgan Stanley to overweight. $16 price target. Earnings are at an inflection point and should exceed consensus expectations, Morgan Stanley said.

Caterpillar

(CAT) - Get Report

was upgraded at J.P. Morgan to overweight from neutral. $100 price target. Risk/reward has become more favorable, J.P. Morgan said.

Compass Minerals

(CMP) - Get Report

was downgraded at BMO Capital to underperform from market perform. $75 price target. Expect the company to miss first-quarter estimates, BMO Capital said.

Community Health

was upgraded at Robert Baird to outperform from neutral. $56 price target. Stock has pulled back 15% from its recent highs, Robert Baird said.

Also see: Netflix Surges on First-Quarter Earnings Beat >>

Informatica

(INFA)

was upgraded at J.P. Morgan to neutral from underperform. $32 price target. Company can post higher license revenue, J.P. Morgan said.

Sempra Energy

(SRE) - Get Report

was downgraded at ISI Group to neutral from buy. Company faces regulatory risks, ISI said.

TCF Financial

(TCB)

was upgraded to buy at TheStreet Ratings.

Veeco Instruments

(VECO) - Get Report

was upgraded at Oppenheimer to outperform from perform. $42 price target. Worst appears to be behind the company, Oppenheimer said.

Also see: Here's Why Apple Is Really Screwed >>

Western Union

(WU) - Get Report

was downgraded at Citigroup to neutral. Remittance trends have weakened through the first quarter of 2013, and a recovery in the key U.S.-Mexico corridor is lacking, Citi said. Price target is now $15.

Yum! Brands

(YUM) - Get Report

was downgraded at Bank of America/Merrill Lynch to underperform from buy. $60 price target. Estimates also cut, given lower China earnings, BofA/Merrill said.

STOCK COMMENTS/EPS CHANGES

Apple

(AAPL) - Get Report

price target was lowered at FBR Capital Markets to $525. Company lacks near-term catalysts, FBR Capital Markets said. Outperform rating.

Ameriprise

(AMP) - Get Report

estimates were increased because of the company's first-quarter earnings beat, UBS said. The biggest upside surprise can come from Advice & Wealth Management, UBS said.

Caterpillar's price target and estimates were reduced at UBS. Estimates were reduced through 2014 to reflect weakness in the mining business, said UBS. Price target was reduced to $85.

Caterpillar estimates and price target were reduced at BMO Capital. Company is seeing lower volumes, BMO Capital said. Outperform rating and new $96 price target.

Danaher

(DHR) - Get Report

estimates were reduced at UBS through 2014. Reflects weakness in the equipment sales business, said UBS.

Dr Pepper Snapple

(DPS)

estimates were reduced at UBS through 2014. Scanner data and competitor results that indicate the quarter could be at risk, UBS said.

Halliburton

(HAL) - Get Report

estimates were increased at UBS through 2014. Impressive North American margin traction, UBS said.

Halliburton estimates, price target were boosted at BMO Capital. Estimates were also increased, given higher realized North American margins, BMO said. Outperform rating.

Illumina

(ILMN) - Get Report

price target and estimates were increased at UBS. Estimates increased through 2014 given the first-quarter beat, said UBS. The current earnings guidance seems conservative given recent momentum, UBS added. Price target is now $67.

Illumina estimates, price target were increased at Credit Suisse. Estimates were increased through 2015. Company can likely gain market share from its top competitor, Credit Suisse said. Outperform rating and new $72 price target.

Mead Johnson Nutrition

(MJN)

estimates were reduced at Citigroup through 2014. Reflects the negative impact Hong Kong's restriction on the export of milk powder is having on sales, said Citigroup.

Netflix

(NFLX) - Get Report

estimates, price target were raised at Lazard Capital Markets. Shares are now seen reaching $250. Estimates were also increased, as higher subscription growth is expanding margins, Lazard Capital Markets said. Buy rating.

State Street

(STT) - Get Report

estimates were increased at UBS through 2014 after the first-quarter beat. The company continues to target $575 to $625 million in savings by 2015, UBS said.

Tennant

(TNC) - Get Report

estimates, price target were cut at Jefferies. Estimates were reduced through 2014. Company is seeing lower new-product sales, Jefferies said. Hold rating and new $49 price target.

Texas Instruments

(TXN) - Get Report

estimates were reduced at UBS. Estimates were cut in 2013 despite the first-quarter beat. The company's core business still faces headwinds, UBS said.

Wesco International

(WCC) - Get Report

estimates were reduced at UBS through 2014. UBS said that despite the weak first-quarter report, it remains confident in the second-half recovery.

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This article was written by a staff member of TheStreet.