NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Auxilium

(AUXL)

downgraded at Leerink to Market Perform, Leerink Swann said. Company lacks near-term catalysts. $25 price target.

Becton Dickinson

(BDX) - Get Report

downgraded at JP Morgan from Neutral to Underweight, JP Morgan said. $72 price target. Company is facing lower end-market demand.

BMC Software

(BMC)

downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. $40 price target. Company is seeing slower bookings growth.

Bruker

(BRKR) - Get Report

downgraded at Leerink from Outperform to Market Perform, Leerink Swann said. See limited near-term earnings upside potential.

Concho Resources

(CXO) - Get Report

upgraded at Wells from Market Perform to Outperform, Wells Fargo said. Company is a market leader and should continue to grow in the Permian basin.

First Horizon

(FHN) - Get Report

upgraded at Compass Point from Sell to Neutral, Compass Point said. Valuation call, based on an $8 price target.

Louisiana-Pacific

(LPX) - Get Report

upgraded at BMO to Market Perform, BMO Capital said. $11.25 price target. Company should benefit from higher panel prices.

Northeast Utilities

(NU)

downgraded at Deutsche from Buy to Hold, Deutsche Bank said. Valuation call, based on a $40 price target.

Polypore

(PPO)

downgraded at Baird from Outperform to Neutral, Robert Baird said. $37 price target. Sales visibility has become limited.

Symetra

(SYA)

downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. $14 price target. Estimates also cut, given lower expected annuity growth.

Tech Data

(TECD) - Get Report

downgraded at BofA/Merrill to Underperform, Bank of America/Merrill Lynch said. $47 price target. More than half of the company's sales come from Europe.

Wal-Mart

(WMT) - Get Report

upgraded at Deutsche to Hold from Sell, Deutsche Bank said. $68 price target. Fundamentals are improving and investors should gravitate toward the company's defensive position.

STOCK COMMENTS / EPS CHANGES

Allstate

(ALL) - Get Report

estimates, target raised at BofA/Merrill.Shares of ALL now seen reaching $43, according to Bank of America/Merrill Lynch said. Company is realizing higher margins. Buy rating.

Affiliated Managers

(AMG) - Get Report

numbers increased at BofA/Merrill. AMG estimates were raised through 2013, Bank of America/Merrill Lynch said. Company is carrying a lot of operating momentum into the second half of the year. Neutral rating and new $127 price target.

Cummins

(CMI) - Get Report

estimates, boosted at Credit Suisse. Shares of CMI now seen reaching $120, according to Credit Suisse. Estimates also upped, as the company is realizing higher margins. Outperform rating.

Foster Wheeler

(FWLT)

numbers cut at Credit Suisse. Shares of FWLT now seen reaching $31, according to Credit Suisse. Estimates also reduced, given the company's new guidance. Outperform rating.

Kraft

( KFT) estimates reduced at Credit Suisse through 2013, Credit Suisse said. Company is leveraged to Southern Europe and is facing currency concerns. Outperform rating and $45 price target.

Manpower

(MAN) - Get Report

estimates, target cut at Morgan Stanley. MAN estimates were reduced through 2013, Morgan Stanley said. Expect slower growth in Europe. Equal-weight rating and new $36 price target.

Valero Energy

(VLO) - Get Report

numbers upped at Morgan Stanley through 2014, Morgan Stanley said. Retail spinoff should boost shareholder value. Equal-weight rating and new $32 price target.

Wal-Mart

(WMT) - Get Report

target raised at BofA/Merrill to $85, according to Bank of America/Merrill Lynch. Company has limited exposure to Europe and deserves a higher multiple. Buy rating.

STRATEGY CALLS / MARKET CALLS

Airline Sector downgraded at Dahlman from Optimistic to Cautious, Dahlman Rose said. Stocks are already pricing in the bottom for fuel costs.

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This article was written by a staff member of TheStreet.