Acxiom (ACXM) was upgraded at Wells Fargo to outperform from market perform. Stock has pulled back 21%, and the company is seeing growing adoption for the AOS platform, Wells Fargo said.

Athlon (ATHL) was upgraded at Citigroup to buy from neutral. Valuation call, based on a 12-month price target of $54, Citi said.

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CyrusOne(CONE) - Get Report was initiated at UBS with a buy rating. Attractive external growth profile, UBS said. Twelve-month price target is $24.

Campbell Soup(CPB) - Get Report was downgraded at Credit Suisse to underperform from neutral. Twelve-month price target is $42. Estimates also cut, to match the company's new guidance, Credit Suisse said.

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Dow Chemical(DOW) - Get Report was upgraded at Wells Fargo to outperform. Estimates were also increased, given higher returns from PDH and Sadura, Wells Fargo said.

Energy Company of Parana(ELP) - Get Report was upgraded to buy at TheStreet Ratings.

General Dynamics(GD) - Get Report was downgraded at Argus to hold from buy. Valuation call, Argus said.

Howard Hughes(HHC) - Get Report was downgraded to hold at TheStreet Ratings.

J.C. Penney(JCP) - Get Report downgraded at Wells Fargo to underperform from market perform. Valuation call, Wells Fargo said.

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Michael Kors (KORS) was initiated with a buy rating at Topeka Capital. Twelve-month price target is $117. Company can continue to deliver 20% to 25% earnings growth, Topeka said.

Netflix(NFLX) - Get Report was initiated with a buy rating at Topeka Capital. Twelve-month price target is $421. International segment remains undervalued by the market, Topeka Capital said.

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This article was written by a staff member of TheStreet.