NEW YORK ( TheStreet) -- CHANGE IN RATINGS

AK Steel ( AKS) downgraded at Goldman from Buy to Neutral. Valuation call, with the stock near the $26 price target. Company could also see margin pressure from higher iron ore prices.

Crown Castle ( CCI) downgraded at Wells from Outperform to Market Perform. See little potential for earnings upside this year.

Fifth Third Bancorp ( FITB) downgraded at FBR from Outperform to Market Perform. $14 price target. Valuation call, as the stock is up 24% since October.

MFA Financial ( MFA) downgraded at Jefferies from Buy to Hold. $7 price target. GSE repurchases will reduce the company's portfolio.

Oneok ( OKE) downgraded at Wells from Outperform to Market Perform. Valuation call, as the stock is up 80% since May.

Progress Energy ( PGN) initiated at Citi with a Hold rating and $40 price target. Still a work in progress. 2010 and 2011 EPS estimates set at $2.88 and $2.94, respectively.

PNC Financial ( PNC) upgraded at FBR from Market Perform to Outperform. $65 price target. Equity raise reduces the company's risk profile.

Potash ( POT) upgraded at Morgan Joseph from Hold to Buy. $130 price target. Buying activity has picked up in the potash market, which should send prices higher.

Perrigo ( PRGO) downgraded at BofA/Merrill to Neutral from Buy on valuation, still a solid story. Price target raised to $55. 2010 EPS estimate tweaked up to $2.61, 2011 maintained at $3.05.

Research in Motion ( RIMM) upgraded at BMO from Market Perform to Outperform. $88 price target. Company will likely boost guidance when it reports earnings at the end of the month.

Schnitzer Steel ( SCHN) downgraded at UBS from Buy to Neutral. $54 price target. Scrap prices could slide in the second quarter.

Sempra Energy ( SRE) upgraded at Barclays to Overweight from Equal Weight as sale of JV business is nearly complete. Price target increased by a dollar to $57. 2010 and 2011 EPS estimates set at $4.43 and $4.35, respectively.

Steel Dynamics ( STLD) upgraded at Keybanc from Hold to Buy. $23 price target. Company should see strong shipping momentum.

U.S. Steel ( X) upgraded at Goldman to Buy. $70 price target. Raw materials pricing are rising, which should boost steel prices.

Yahoo! ( YHOO) upgraded at JMP from Market Perform to Outperform. $21 price target. MSFT search deal should deliver growth.

STOCK COMMENTS / EPS CHANGES

BMC Software ( BMC) price target boosted at Barclays to $45 from $43 on potential consensus earnings revisions driven by acceleration in ESM license bookings. 2010 and 2011 EPS estimate set at $2.70 and $2.94, respectively. Overweight rating.

King Pharmaceuticals ( KG) price target boosted at BofA/Merrill to $15 on potential impact of Acurox sales. Maintain Buy rating.

Semtech ( SMTC) target cut, estimates higher at Citi. SMTC price target reduced to $21 from $24 after Sierra Monolithics acquisition. 2010 and 2011 EPS estimates raised to 61 cents and 94 cents, respectively. Maintain Buy rating.

RenaSola ( SOL) estimates changed at Barclays. SOL 2009 EPS estimate lowered to -$0.67, 2010 raised to $0.50. Maintain Equal Weight rating and $5 price target.

Urban Outfitters ( URBN) estimates raised at Credit Suisse. URBN 2011 and 2012 EPS estimates surged to $1.64 and $1.95, respectively. Based on better sales, noted Credit Suisse. Maintain Neutral rating and $33 price target.
This article was written by a staff member of TheStreet.com.