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NEW YORK (

TheStreet

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CHANGE IN RATINGS

Air Lease Corp.

(AL) - Get Air Lease Corporation Class A Report

was initiated with a Sell rating at TheStreet Ratings.

Align Technology

(ALGN) - Get Align Technology, Inc. Report

was initiated with a Buy rating at Cantor Fitzgerald. $37 price target. Company has a competitive advantage in a fast-growing market, Cantor said.

Berry Petroleum

(BRY) - Get Berry Petroleum Corporation Report

was initiated with an Outperform rating at Barrington. $50 price target. Company has attractive oil reserves and can generate solid production growth over the coming years, Barrington said.

Avis Budget

(CAR) - Get Avis Budget Group, Inc. Report

was initiated with an Overweight rating at Morgan Stanley. Valuation call based on a $22 price target, Morgan Stanley said.

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Devon Energy

(DVN) - Get Devon Energy Corporation Report

was downgraded at Wells Fargo from Outperform to Market Perform. Company lacks a niche to differentiate itself from its peers, Wells Fargo said.

EOG Resources

(EOG) - Get EOG Resources, Inc. (EOG) Report

was upgraded at Wells Fargo from Market Perform to Outperform. Company continues to execute well, Wells Fargo said.

First American Financial

(FAF) - Get First American Financial Corporation Report

was upgraded to Buy at TheStreet Ratings.

Forum Energy Technologies

(FET) - Get Forum Energy Technologies, Inc. Report

was initiated with a Buy rating at Citigroup. $29 price target. Market conditions support top-line growth, Citigroup said.

Forum Energy was initiated with an Outperform rating at FBR Capital Markets. $28 price target. Company has a solid balance sheet and can generate compelling earnings growth, FBR said.

Hancock

(HBHC)

was upgraded at Stifel Nicolaus from Hold to Buy. Valuation call, based on a $36 price target, Stifel Nicolaus said.

Hertz Global

(HTZ) - Get Hertz Global Holdings, Inc. Report

was initiated with an Overweight rating at Morgan Stanley. $17 price target. Company is leveraged to better price trends for used cars, Morgan Stanley said.

Humana

(HUM) - Get Humana Inc. (HUM) Report

was upgraded at Wells Fargo from Market Perform to Outperform. Company is leveraged to continued growth of Medicare Advantage, Wells Fargo said.

Intercontinental Exchange

(ICE) - Get Intercontinental Exchange, Inc. (ICE) Report

was upgraded at JP Morgan from Neutral to Overweight. Open interest is recovering in Europe, and natural gas volume should rebound, JP Morgan said. $144 price target.

Knight Transportation

(KNX) - Get Knight-Swift Transportation Holdings Inc. Class A Report

was downgraded at Keybanc from Buy to Hold. Checks suggest that industry growth is slow but stable, Keybanc said.

Lowe's

(LOW) - Get Lowe's Companies, Inc. (LOW) Report

was downgraded at Piper Jaffray from Overweight to Neutral. $28 price target. Company is seeing lower remodeling demand than expected, Piper Jaffray said.

LyondellBasell

(LYB) - Get LyondellBasell Industries NV (LYB) Report

was initiated with an Outperform rating at Credit Suisse. $60 price target. Long-term fundamentals remain positive, despite a recent dip in the stock, Credit Suisse said.

MRC Global

(MRC) - Get MRC Global Inc. Report

was initiated with an Outperform rating at Robert Baird. $27 price target. Company is a market leader and leveraged to favorable industry trends, Robert Baird said.

MRC Global was initiated with a Neutral rating at Goldman Sachs. Valuation call, based on a $20 price target, Goldman said.

Manitowoc

(MTW) - Get Manitowoc Company, Inc. Report

was upgraded at Goldman Sachs to Buy from Neutral. $15 price target. Trough valuation and emerging U.S. crane recovery, Goldman said.

Oaktree

(OAK) - Get Oaktree Capital Group, LLC Class A Report

was initiated with an Overweight rating at Morgan Stanley. $55 price target. Company is seeing higher asset growth, Morgan Stanley said.

Oaktree was initiated with a Neutral rating at Credit Suisse. $45 price target.

Signature Bank

(SBNY) - Get Signature Bank Report

was upgraded at Guggenheim from Neutral to Buy. $71 price target. Company should see a continued organic growth in its core business, Guggenheim said.

Sirona Dental

(SIRO)

was initiated with a Buy rating at Cantor Fitzgerald. $57 price target. Company can return to mid-teens earnings growth by next year, Cantor said.

Tidewater

(TDW) - Get Tidewater Inc Report

was upgraded from Market Perform to Outperform at Clarkson Capital. $58 price target. Stock is attractive following a recent pullback, Clarkson said.

Western Refining

(WNR)

was upgraded at Dahlman Rose from Hold to Buy. $25 price target. Oil spreads should remain attractive into the second half of the year, Dahlman Rose said.

STOCK COMMENTS / EPS CHANGES

AmerisourceBergen

(ABC) - Get AmerisourceBergen Corporation Report

was placed on the Conviction Buy List at Goldman Sachs. The stock has fallen, and the company could win a new ESRX contract, Goldman said. New $45 price target.

General Cable

(BGC)

numbers were boosted at DA Davidson. Shares are now seen reaching $42. Estimates were also upped, following the Alcan Cable acquisition, DA Davidson said. Buy rating.

Campbell Soup

(CPB) - Get Campbell Soup Company Report

estimates were increased at Morgan Stanley through 2014. Sales trends are starting to improve, and the company is paying a lower tax rate, Morgan Stanley said. Underweight rating and $30 price target.

Cablevision Systems

(CVC)

numbers were lowered at Citigroup. Shares are now seen reaching $21. Estimates were also lowered on tepid top-line growth, Citi said. Buy rating.

JP Morgan

(JPM) - Get JPMorgan Chase & Co. (JPM) Report

numbers were lowered at Credit Suisse. Shares are now seen reaching $50. Estimates were also cut, as the company has halted its buyback program, Credit Suisse said. Outperform rating.

JP Morgan numbers were cut at UBS. Shares are now seen reaching $46. Estimates also lowered on lower share repurchases, UBS said. Buy rating.

Lowe's estimates, price target were cut at Morgan Stanley. Shares are now seen reaching $35. Estimates were also reduced, as the company is still working through its inventory transition, Morgan Stanley said. Overweight rating.

Lowe's numbers were cut at UBS. Shares are now seen reaching $34. Estimates were also lowered on lackluster quarterly results, UBS said. Buy rating.

McKesson

(MCK) - Get McKesson Corporation (MCK) Report

was cut from the Conviction Buy List at Goldman Sachs. Company lacks near-term catalysts, Goldman said. $105 price target.

MakeMyTrip Limited

(MMYT) - Get MakeMyTrip Ltd. Report

numbers were lowered at Oppenheimer. Shares are now seen reaching $28. Estimates were also lowered on fx headwinds, Oppenheimer said. Outperform rating.

Urban Outfitters

(URBN) - Get Urban Outfitters, Inc. Report

numbers were increased at Nomura. Estimates were increased through 2013. Company is seeing better square footage growth, Nomura said. Neutral rating and new $29 price target.

Yahoo!

(YHOO)

price target was raised at Morgan Stanley. Shares are now seen reaching $16.

Alibaba

sale should generate net cash of more than $4 billion, Morgan Stanley. Equal-weight rating.

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This article was written by a staff member of TheStreet.