NEW YORK (TheStreet) -- RATINGS CHANGES

American Eagle (AEO) - Get Report was downgraded at Janney Montgomery to neutral from buy. Company has an excees inventory overhang, Janney Montgomery said.

Allegiant (ALGT) - Get Report was upgraded at Deutsche Bank to buy from hold to buy. Twelve-month price target is $130. Estimates were also increased, given better sales trends and cost controls, Deutsch Bank said.

BOK Financial (BOKF) - Get Report was downgraded at BMO Capital to underperform from market perform. Twelve-month price target is $61. Company faces near-term earnings pressure, BMO Capital said.

Cisco (CSCO) - Get Report was downgraded at Wunderlich to hold from buy. Valuation call, based on a 12-month price target of $24.

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Dr. Pepper Snapple (DPS) was downgraded at Wells Fargo to underperform from market perform. Estimates were also cut, given increased competition, Wells Fargo said.

First Acceptance (FAC) was upgraded to buy at TheStreet Ratings.

FireEye (FEYE) - Get Report was upgraded at Wedbush to outperform from neutral. Twelve-month price target is $72. Stock has declined, but the business continues to deliver robust growth, Wedbush said.

Synageva (GEVA) was upgraded at Wedbush to outperform from neutral. Twelve-month price target is $93. Valuation call, based on recent industry pullback, Wedbush said.

KLA-Tencor (KLAC) - Get Report was downgraded at Pacific Crest to sector perform. Stock is up 7% year to date, despite the prospect of lower expected market demand, Pacific Crest said.

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Laclede Gas (LG) was upgraded at Stifel Nicolaus to buy from hold. Twelve-month price target is $50. Alabama Gas purchase should add to earnings, Stifel Nicolaus said.

Eli Lilly (LLY) - Get Report was upgraded at BMO Capital to market perform from underperform. Twelve-month price target is $62. Company has been executing well, versus low expectations, BMO Capital said.

Liberty Global (LBTYA) - Get Report was downgraded to hold at TheStreet Ratings.

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Nike (NKE) - Get Report was upgraded at Stifel Nicolaus to buy from hold. Twelve-month price target is $87. Company has standout fundamentals and the price has corrected, Stifel Nicolaus said.

ON Semiconductor (ONNN) was upgraded at MKM Partners to buy from neutral. Valuation call, based on a 12-month price target of $13.

Yelp (YELP) - Get Report was upgraded at SunTrust to buy from neutral. Twelve-month price target is $85. Valuation is now more supportive and recent deals provide modest incremental positives, SunTrust said.

Stock Comments / EPS Changes

Maxim (MXIM) - Get Report estimates, price target were raised at MKM Partners. Twelve-month price target is now $36.20. Estimates were also increased, given better smartphone and industrial trends, MKM Partners said.

Fortress Investment (FIG) 12-month price target was lowered and earnings estimates were revised at Jefferies. Earnings revision was generally modest, Jefferies said. $8 price target and hold rating.

Wabco (WBC) - Get Report was added to the Conviction Buy List at Goldman Sachs. Twelve-month price target is $126. Company can improve returns and earnings power in the current cycle, Goldman said.

Weight Watchers (WTW) - Get Report numbers were cut at Credit Suisse. Shares are now seen reaching $20. Estimates were also reduced, given lower enrollment trends, Credit Suisse said. Neutral rating.

Och-Ziff Capital Management (OZM) 12-month price target, EPS estimates were cut at Jefferies. Driven by modest earnings revisions, Jefferies said. Twelve-month price target is $16. Buy rating.

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