NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Adtran

(ADTN) - Get Report

downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. $12.50 price target. Estimates also cut, given weaker macro trends.

American Public Education

(APEI) - Get Report

upgraded to buy at TheStreet Ratings.

Ashland

(ASH) - Get Report

downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $76 price target.

BlackRock

(BLK) - Get Report

upgraded at Citigroup to Buy from Neutral, Citigroup said. $220 price target. Concerns over ETF related dilution and CEO turnover discounted.

Cache

(CACH)

downgraded to sell at TheStreet Ratings.

CH Robinson

(CHRW) - Get Report

upgraded at JP Morgan from Underweight to Neutral, JP Morgan said. $65 price target. Softer truck pricing support and improved outlook.

CME Group

(CME) - Get Report

downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call, as the stock approached the old $60 price target.

Disney

(DIS) - Get Report

downgraded at Caris from Above Average to Average, Caris & Company said. Valuation call.

Gilead

(GILD) - Get Report

upgraded at Lazard to Buy, Lazard said. $89 price target. Expect that HCV will be the company's next main growth driver.

Investors Bancorp

(ISBC) - Get Report

downgraded at Sterne from Buy to Neutral, Sterne Agee said. Valuation call, based on a $19 price target.

Intersil

(ISIL)

downgraded at JP Morgan from Neutral to Underweight, JP Morgan said. $5 price target. Company is losing market share in a declining PC market.

Keycorp

(KEY) - Get Report

downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $9 price target. Company will be hurt by lower mortgage rates.

Mastec

(MTZ) - Get Report

downgraded at DA Davidson from Buy to Neutral, DA Davidson said. Valuation call, as the stock has gained 50% over the past three months. $24 price target.

Maxim Integrated

(MXIM) - Get Report

upgraded at JP Morgan from Underweight to Neutral, JP Morgan said. $26 price target. Company is leveraged to higher growth at Samsung.

Netflix

(NFLX) - Get Report

upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $85 price target. Do not believe that Amazon is a direct threat to the company.

Packaging Corp.

(PKG) - Get Report

downgraded at DA Davidson to Neutral, DA Davidson said. Valuation call, based on a $37.50 price target.

Sonoco Products

( DA) downgraded at DA Davidson to Neutral, DA Davidson said. $33 price target. Estimates also cut, given the company's new guidance.

Webster Financial

(WBS) - Get Report

downgraded at Deutsche from Buy to Hold, Deutsche Bank said. $24 price target. Company is leveraged to higher expected mortgage prepay rates.

Western Gas Partners

(WES) - Get Report

downgraded at UBS to Neutral from Buy, UBS said. $51 price target. Valuation call.

STOCK COMMENTS / EPS CHANGES

Allegiant Travel

(ALGT) - Get Report

estimates raised at UBS through 2013, UBS said. Solid guidance for Q3. Buy rating and $75 price target.

Cabela's

(CAB)

estimates, target boosted at Credit Suisse. Shares of CAB now seen reaching $62, according to Credit Suisse. Estimates also upped, given higher expected comp sales. Outperform rating.

Community Health Systems

(CYH) - Get Report

target raised at Jefferies to $29, Jefferies said. Easy 2H12 comps and discounted valuation could ignite upward momentum. Hold rating.

Medtronic

(MDT) - Get Report

target raised at Oppenheimer to $48, Oppenheimer said. Recent peer-group multiple expansion. Outperform rating.

Northern Trust

(NTRS) - Get Report

numbers lowered at Jefferies. Shares of NTRS now seen reaching $48, Jefferies said. Estimates also lowered on efficiency initiatives. Hold rating.

Ocwen Financial

(OCN) - Get Report

numbers raised at KBW. Shares of OCN now seen reaching $40, according to Keefe, Bruyette & Woods said. Homeward acquisition should add to earnings. Outperform rating.

Onyx Pharmaceuticals

(ONXX)

numbers increased at BofA/Merrill. ONXX estimates were raised through 2013, Bank of America/Merrill Lynch said. Expect higher Kyprolis sales. Buy rating and new $101 price target.

Constellation Brands

(STZ) - Get Report

numbers raised at UBS. Shares of STZ now seen reaching $42. Estimates also increased as strong depletion trends support positive outlook. Buy rating.

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This article was written by a staff member of TheStreet.