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CHANGE IN RATINGS

Becton Dickinson

(BDX) - Get Becton, Dickinson and Company Report

was upgraded at Piper Jaffray to overweight from neutral. $117 price target. Microbiology market should drive earnings growth, Piper Jaffray said.

Biomarin

(BMRN) - Get BioMarin Pharmaceutical Inc. Report

was downgraded at Stifel Nicolaus to hold from buy. Valuation call, as the stock is largely pricing in potential near-term catalysts, Stifel Nicolaus said.

Caterpillar

(CAT) - Get Caterpillar Inc. Report

was downgraded at Robert Baird to neutral from outperform. Company is facing mining headwinds and lower construction growth, Robert Baird said.

Frank's International

(FI) - Get Frank's International NV Report

was initiated with a buy rating and $33 price target at UBS. The company has industry leading margins, exposure to attractive offshore markets and balance sheet strength, UBS said.

HCA

(HCA) - Get HCA Healthcare Inc (HCA) Report

was upgraded at Mizuho to buy from neutral. $51 price target. Company should benefit from health care reform, Mizuho said.

Intuit

(INTU) - Get Intuit Inc. (INTU) Report

was downgraded at Morgan Stanley to underweight. $62 price target. Tax business growth is slowing, Morgan Stanley said.

International Rectifier

(IRF)

was upgraded to buy at TheStreet Ratings.

Interpublic Group

(IPG) - Get Interpublic Group of Companies, Inc. (IPG) Report

was upgraded to hold from underperform at Jefferies. $17.20 price target. Big steps forward but valuation remains rich, Jefferies said.

Read: 5 Stocks Under $10 Making Big Moves

ServiceNow

(NOW) - Get ServiceNow, Inc. Report

was upgraded at Morgan Stanley to overweight. $62 price target. Total addressable market is higher than previous thought, Morgan Stanley said.

Nucor

(NUE) - Get Nucor Corporation Report

was initiated with an outperform rating at BMO Capital. $54 price target. Company should see an improved product mix and lower costs, BMO Capital said.

Oil States

(OIS) - Get Oil States International, Inc. Report

was upgraded at BMO Capital to market perform. $110 price target. Company is sold a noncore asset, and the sector is seeing better momentum, BMO Capital said.

Elizabeth Arden

(RDEN)

was downgraded at B. Riley to neutral from buy. Valuation call, as the stock is approaching the $40 price target, B. Riley said.

Read: How Capital Markets Will React to FOMC News

Shutterfly

(SFLY) - Get Shutterfly, Inc. Report

was upgraded to buy at TheStreet Ratings.

Synchronoss

(SNCR) - Get Synchronoss Technologies, Inc. Report

was upgraded at Goldman Sachs to neutral from sell. $37 price target. Estimates also upped, given higher expected growth at

Verizon

TheStreet Recommends

(VZ) - Get Verizon Communications Inc. Report

, Goldman said.

AT&T

(T) - Get AT&T Inc. Report

was initiated with an outperform rating at Credit Suisse. $38 price target. Stock is attractively valued, on a relative basis, Credit Suisse said.

Verizon was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $52 price target, Credit Suisse said.

US Steel

(INTU) - Get Intuit Inc. (INTU) Report

was initiated with a market perform rating at BMO Capital. $19 price target. Company will be hurt by lower steel pricing, BMO Capital said.

STOCK COMMENTS / EPS CHANGES

Akamai

(AKAM) - Get Akamai Technologies, Inc. Report

estimates, price target were raised at Oppenheimer. Shares are now seen reaching $60. Estimates were also increased, and better sales and productivity should drive margin growth, Oppenheimer said.

Biogen Idec

(BIIB) - Get Biogen Inc. Report

was added to the US 1 List at Bank of America/Merrill Lynch. Risk/reward is positive ahead of the upcoming Tecfidera decision, BofA/Merrill said. $309 price target.

Cummins

(CMI) - Get Cummins Inc. Report

numbers were raised at UBS. Earnings estimates were boosted to reflect better growth from market positions and new products, said UBS. Price target goes to $146.

Read: Taking the Blame for Other Workers Can Be Risky

Cummins estimates, price target were increased at BMO Capital through 2015. Distribution acquisitions should add to earnings, BMO Capital said. Outperform rating and new $146 price target.

Ford

(F) - Get Ford Motor Company Report

estimates were raised at Citigroup. Estimates were raised to reflect confidence in Asia Pacific shares gains, said Citigroup. Price target is $20.

Fairchild Semiconductor

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price target was raised at Citigroup to $18. Conviction on China and new products increases, said Citigroup.

Factset

(FDS) - Get FactSet Research Systems Inc. Report

numbers were raised at UBS. Earnings estimates were raised to reflect a lower tax rate, said UBS. Price target goes to $109.

Joy Global

(JOY)

was downgraded at Robert Baird to neutral from outperform. $55 price target. Mining downturn is not yet priced into the stock, Robert Baird said.

Omega Healthcare

(OHI) - Get Omega Healthcare Investors, Inc. Report

estimates were increased at UBS. Earnings estimates were raised to reflect the sale-leaseback deal with

Ark Holdings

, said UBS. Price target is $28.

Whirlpool

(WHR) - Get Whirlpool Corporation (WHR) Report

was added to US 1 List at Bank of America/Merrill Lynch. Company has dominant market share and is leveraged to the housing market recovery, BofA/Merrill said. $175 price target.

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This article was written by a staff member of TheStreet.