NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Associated Banc

(ASBC)

downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Valuation call, based on a $13 price target.

CR Bard

upgraded at Goldman from Sell to Neutral, Goldman Sachs said. $98 price target. End-market demand is stabilizing.

Baker Hughes

(BHI)

numbers cut at Goldman. Shares of BHI now seen reaching $54, according to Goldman Sachs. Estimates also reduced, given the company's new guidance. Neutral rating.

Breeze-Eastern

(BZC)

upgraded to buy at TheStreet Ratings.

CVB Financial

(CVBF) - Get Report

downgraded at Wunderlich from Buy to Hold, Wunderlich said. $12 price target. Valuation call, as the stock is up about 60% since October.

Deer Consumer Products

(DEER)

downgraded to hold at TheStreet Ratings.

Education Management

(EDMC)

upgraded at Morgan Stanley from Underweight to Equal-weight, Morgan Stanley said. $15 price target. Valuation call, as the stock is down 42% year-to-date.

Emerson Electric

(EMR) - Get Report

upgraded at Nomura to Buy, Nomura said. $64 price target. Issues with Network Power business have been exaggerated.

First Horizon

(FHN) - Get Report

downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. $11 price target. Rise in treasury yields does not justify higher industry valuation.

First Republic

(FRC) - Get Report

upgraded at Morgan Stanley from Equal-weight to Overweight, Morgan Stanley said. $36 price target.

Annaly Capital

(NLY) - Get Report

downgraded at Sterne Agee from Neutral to Underperform, Sterne Agee said. $13.50 price target. Dividend and book value are facing increased risks.

PVH

(PVH) - Get Report

upgraded at Deutsche from Hold to Buy, Deutsche Bank said. $100 price target. Company can continue to deliver consistent growth, despite near-term challenges.

Rackspace

(RAX)

downgraded at Goldman from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $57 price target.

Western Digital

(WDC) - Get Report

upgraded at Needham from Buy to Strong Buy, Needham said. $66 price target. HGST purchase should help drive record profitability.

Exxon Mobil

(XOM) - Get Report

upgraded at JP Morgan from Underweight to Neutral, JP Morgan said. Valuation call, based on a $92 price target.

STOCK COMMENTS / EPS CHANGES

Actuant

(ATU)

numbers raised at Jefferies.Shares of ATU now seen reaching $34, Jefferies said. Estimates also raised on favorable sales and margin trends. Buy rating.

Actuant estimates, target raised at BMO.Shares of ATU now seen reaching $35, according to BMO Capital. Estimates also increased, as the company is realizing higher margins. Outperform rating.

Actuant estimates, target raised at UBS. Shares of ATU now seen reaching $33, according to UBS. Estimates also increased as 2Q12 saw growing momentum. Buy rating.

Check Point Software Technologies

(CHKP) - Get Report

target raised at Oppenheimer. Shares of CHKP now seen reaching $70, Oppenheimer said. Solid mid-quarter checks. Outperform rating.

Comerica

(CMA) - Get Report

target raised at Oppenheimer to $38, Oppenheimer said. Commercial-focused banking model remains positioned for growth. Outperform rating.

Capital One Financial

(COF) - Get Report

target raised at Oppenheimer. Shares of COF now seen reaching $61, Oppenheimer said. Bullish in financials. Outperform rating.

Discover Financial Services

(DFS) - Get Report

numbers raised at Jefferies.Shares of DFS now seen reaching $37, Jefferies said. Estimates also raised on positive outlook. Buy rating.

Discover Financial Services numbers raised at Citigroup.Shares of DFS now seen reaching $33, according to Citigroup. Estimates also increased as strong credit outlook supports continued high ROE. Neutral rating.

Discover Financial numbers increased at KBW. DFS estimates were raised through 2013, Keefe, Bruyette & Woods said. Company is seeing better credit quality. Outperform rating and new $38 price target.

EMC

(EMC)

estimates, target boosted at Credit Suisse. Shares of EMC now seen reaching $35, according to Credit Suisse. Estimates also upped, given improved earnings visibility. Outperform rating.

General Mills

(GIS) - Get Report

estimates lowered at Jefferies through 2013, Jefferies said. Margins are still an issue. Hold rating.

Halliburton

(HAL) - Get Report

estimates lowered at Citigroup through 2013, Citigroup said. North America margins pressured. Maintain Buy rating and $42 price target.

Las Vegas Sands

(LVS) - Get Report

numbers raised at Morgan Stanley. Shares of LVS now seen reaching $65, according to Morgan Stanley. Estimates also increased, given higher Macau growth. Overweight rating.

Microsoft

(MSFT) - Get Report

estimates, target increased at Morgan Stanley. MSFT estimates were raised through 2014, Morgan Stanley said. New Office product will help drive growth. Overweight rating and new $37 price target.

Old Dominion

(ODFL) - Get Report

numbers upped at Keybanc. ODFL estimates were boosted through 2013, Keybanc said. Company can gain market share in the coming quarters. Buy rating and new $55 price target.

Priceline.com

(PCLN)

target boosted at Piper to $763, according to Piper Jaffray. Company remains leveraged to increased use of online travel booking. Overweight rating.

Ralph Lauren

(RL) - Get Report

estimates lowered at UBS through 2012, UBS said. One-time items and seasonal shifts in the business. Maintain Buy rating and $195 price target.

Starbucks Corporation

(SBUX) - Get Report

numbers raised at Oppenheimer. Shares of SBUX now seen reaching $62, Oppenheimer said. Estimates also raised on declining coffee prices. Outperform rating.

Schlumberger

(SLB) - Get Report

estimates lowered at Citigroup through 2013, Citigroup said. North America margins pressured. Maintain Buy rating and $86 price target.

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This article was written by a staff member of TheStreet.