NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Cirrus Logic

(CRUS) - Get Report

upgraded at Needham from Buy to Strong Buy, Needham said. $57 price target. Company has strong earnings momentum and boosted guidance.

General Motors

(GM) - Get Report

upgraded at Craig-Hallum from Hold to Buy, Craig-Hallum said. $30 price target. North America is strong and Europe could be bottoming.

Hyatt

(H) - Get Report

downgraded at Suntrust from Buy to Neutral, Suntrust, Robinson Humphrey said. $42 price target. Company lacks near-term catalysts.

HCC Insurance

(HCC) - Get Report

upgraded at KBW from Market Perform to Outperform, Keefe, Bruyette & Woods said. Valuation call, based on a $43 price target.

Medidata

(MDSO) - Get Report

upgraded at Piper from Neutral to Overweight, Piper Jaffray said. $54 price target. Company can generate sustainable SaaS growth.

Millennial Media

(MM)

rated new Neutral at Piper. $18 price target. Valuation call, as the stock is up 40% over the past month.

Netflix

(NFLX) - Get Report

downgraded at Oppenheimer from Outperform to Perform, Oppenheimer said. Valuation call, based on an $80 price target.

Pricesmart

(PSMT) - Get Report

downgraded at Benchmark from Buy to Hold, Benchmark said. $86 price target, based on valuation.

Riverbed

(RVBD)

upgraded at Cantor from Hold to Buy, Cantor Fitzgerald said. $24 price target. Opnet acquisition makes strategic sense and the stock is attractive following an 18% selloff.

Talisman Energy

(TLM)

downgraded at Citi from Buy to Neutral, Citigroup said. New business strategy adds risks to the model. $12.50 price target.

STOCK COMMENTS / EPS CHANGES

Agco

(AGCO) - Get Report

estimates, target lowered at UBS. Shares of AGCO now seen reaching $60, according to UBS. Estimates also cut, as the company is seeing slower growth in Europe and North America. Buy rating.

Booz Allen Hamilton

(BAH) - Get Report

numbers boosted at Credit Suisse. Shares of BAH now seen reaching $12, according to Credit Suisse. Estimates also upped, given the company's new guidance. Neutral rating.

Borg Warner

(BWA) - Get Report

numbers reduced at Citi. BWA estimates were cut through 2014, Citigroup said. Company lowered its guidance. Buy rating and new $76 price target.

Cummins

(CMI) - Get Report

estimates, target boosted at BMO.Shares of CMI now seen reaching $79, according to BMO Capital. Estimates also upped, given the company's new guidance. Market Perform rating.

CNH Global

(CNH)

numbers raised at Jefferies.Shares of CNH now seen reaching $44, Jefferies said. Estimates also raised on agriculture strength. Hold rating.

DigitalGlobe

(DGI)

estimates, target raised at Jefferies. Shares of DGI now seen reaching $32, according to Jefferies. Estimates also increased, given increased demand for imagery services and products. Buy rating.

Eaton

(ETN) - Get Report

target raised at Jefferies to $50, Jefferies said. Better than expected electrical results. Hold rating.

Generac

(GNRC) - Get Report

estimates, target upped at BMO. GNRC estimates were boosted through 2014, BMO Capital said. Company is realizing higher margins. Outperform rating and new $30 price target.

Mastercard

(MA) - Get Report

estimates, target increased at UBS. MA estimates were raised through 2013, UBS said. Company is finding new operating leverage. Sell rating and new $412 price target.

MGM Resorts

(MGM) - Get Report

numbers cut at Citi. Shares of MGM now seen reaching $11.15, according to Citigroup. Estimates also reduced, given slower Macau growth. Neutral rating.

Peregrine Semiconductor

(PSMI)

numbers raised at Oppenheimer. Shares of PSMI now seen reaching $24, Oppenheimer said. Estimates also raised on solid quarter. Outperform rating.

PVH

(PVH) - Get Report

estimates, target boosted at Credit Suisse. Shares of PVH now seen reaching $135, according to Credit Suisse. Estimates also upped, as the Warnaco acquisition should add to earnings. Outperform rating.

Quanta Services

(PWR) - Get Report

numbers raised at Credit Suisse. Shares of PWR now seen reaching $31, according to Credit Suisse. Estimates also increased, as the company is realizing higher margins. Outperform rating.

QEP Resources

(QEP) - Get Report

numbers reduced at UBS. QEP estimates were cut through 2013, UBS said. Company is leveraged to lower commodity prices. Buy rating and new $43.50 price target.

Rowan

(RDC)

estimates, target reduced at Jefferies. Shares of RDC now seen reaching $36, according to Jefferies. Estimates also cut, as the company lowered its guidance. Hold rating.

Seagate

(STX) - Get Report

estimates, target cut at Citi. Shares of STX now seen reaching $24, according to Citigroup. Estimates also reduced, as the company is realizing lower margins and buying back less stock. Sell rating.

Triumph

(TGI) - Get Report

estimates, target raised at Credit Suisse. Shares of TGI now seen reaching $82, according to Credit Suisse. Estimates also increased, as better organic growth is driving margin expansion. Outperform rating.

Universal Health

(UHS) - Get Report

numbers cut at Credit Suisse. Shares of UHS now seen reaching $51, according to Credit Suisse. Estimates also reduced, given the company's new guidance. Outperform rating.

Visa

(V) - Get Report

estimates, target increased at Credit Suisse. V estimates were raised through 2014, Credit Suisse said. Company is seeing higher sales growth. Outperform rating and new $160 price target.

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This article was written by a staff member of TheStreet.