NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Alexandria Real Estate Equities

(ARE) - Get Report

downgraded to hold at TheStreet Ratings.

Assurant

(AIZ) - Get Report

upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company is leveraged to higher debt issuance activity.

Brookdale Senior

(BKD) - Get Report

rated new Buy at Deutsche. $33 price target. Industry demand should continue to outpace supply.

CSX

(CSX) - Get Report

upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $20 price target.

Discover Financial

(DFS) - Get Report

downgraded at Argus from Buy to Hold, Argus said. Company is facing increased competition in the U.S.

EQT Midstream Partners

(EQM) - Get Report

rated new Buy at Citigroup. $33 price target. Unique pure play on Marcellus midstream growth that still looks cheap.

HFF

(HF) - Get Report

upgraded to buy at TheStreet Ratings.

Huntington Ingalls

(HII) - Get Report

downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Stock has outperformed its peers, but the company faces margin headwinds. $35 price target.

Heartland Payment

(HPY)

downgraded at Stifel from Hold to Sell, Stifel Nicolaus said. Pricing will likely collapse with SME merchants.

Hill-Rom

(HRC) - Get Report

downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. Company is leveraged to a weaker capital spending environment.

McGraw Hill

( MHP) rated new Buy at UBS. $64 price target. Prior investments and restructuring provide margin expansion opportunity.

Mosaic

(MOS) - Get Report

downgraded at Lazard from Buy to Neutral, Lazard said. $65 price target. Company lacks near-term catalysts.

Norfolk Southern

(NSC) - Get Report

upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $65 price target.

Precision Castparts

(PCP)

rated new Hold at Keybanc. Margins may already be at peak levels.

PerkinElmer

(PKI) - Get Report

rated new Overweight at JP Morgan. $37 price target. Recent asset purchases and sales have led to reinvigorated growth.

Semtech

(SMTC) - Get Report

upgraded at Lazard to Buy. $31 price target. Gennum deal has attractive synergies and the company is growing in emerging markets.

Stratasys

(SSYS) - Get Report

upgraded at Craig-Hallum from Hold to Buy, Craig-Hallum said. $70 price target. Stock has pulled back, but earnings potential has increased following the Objet merger.

Thoratec

(THOR) - Get Report

upgraded at UBS to Buy from Neutral, UBS said. $39 price target. Inexpensive given its position in an attractive growth market.

Texas Instruments

(TXN) - Get Report

downgraded at Pacific Crest. Estimates also cut, given an expected inventory correction.

STOCK COMMENTS / EPS CHANGES

Celgene

(CELG) - Get Report

target raised at Jefferies to $91, Jefferies said. Positive topline data for Abraxane. Buy rating.

Chemed Corporation

(CHE) - Get Report

target raised at Oppenheimer to $80, Oppenheimer said. Bullish following management meetings. Outperform rating.

CNO Financial

(CNO) - Get Report

cut from Conviction Buy List at Goldman. Valuation call, as the stock is up 41% since June. $11 price target.

Express

(EXPR) - Get Report

estimates, target reduced at BMO. Shares of EXPR now seen reaching $15, according to BMO Capital. Estimates also cut, given the company's new guidance. Outperform rating.

Halliburton

(HAL) - Get Report

numbers lowered at Jefferies. Shares of HAL now seen reaching $44, Jefferies said. Estimates also lowered on North America weakness. Buy rating.

Helmerich & Payne

(HP) - Get Report

numbers lowered at Jefferies.Shares of HP now seen reaching $55, Jefferies said. Estimates also lowered on North American weakness. Buy rating.

Medivation

(MDVN)

numbers raised at Citigroup.Shares of MDVN now seen reaching $70, Citigroup said. Estimates also increased to reflect higher Xtandi US price. Buy rating.

Mosaic

(MOS) - Get Report

numbers cut at Citigroup. Shares of MOS now seen reaching $69, Citigroup said. Estimates also lowered on disappointing quarterly results. Buy rating.

MSCI

(MSCI) - Get Report

estimates, target reduced at Credit Suisse. MSCI estimates were cut through 2014, Credit Suisse said. Vanguard loss will cut into profits. Outperform rating and new $31 price target.

AT&T

(T) - Get Report

estimates trimmed at UBS through 2012 on higher iPhone sales, UBS said. Neutral rating and $35 price target.

Zillow

(Z) - Get Report

estimates, target increased at ThinkEquity. Z estimates were raised through 2013, ThinkEquity said. Strong agent demand will improve pricing power. Buy rating and new $49 price target.

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This article was written by a staff member of TheStreet.