NEW YORK ( TheStreet) -- CHANGE IN RATINGS AXT ( AXTI) is downgraded to hold at TheStreet Ratings.

HomeAway ( AWAY) was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $28 price target.

Beam ( BEAM) was initiated with a neutral rating at JPMorgan. $54 price target. Stock is also pricing in solid expected growth.

Cloud Peak ( CLD) was initiated with a neutral rating at Goldman Sachs. $24 price target. Company is performing well in a difficult environment.

Douglas Emmett ( DEI) was initiated with a buy rating at Keybanc. $22 price target. Company has an attractive portfolio, but trades at a discount to its peers.

F5 Networks ( FFIV) was upgraded to outperform from perform at Oppenheimer. $125 price target. Positioning for 2012.

Goldman Sachs ( GS) was initiated with an equal-weight rating at Evercore. $100 price target. Growth/return profiles unlikely to return anytime soon.

KLA-Tencor ( KLAC) was upgraded to overweight at JPMorgan. Industry fundamentals appear to be at a bottom.

Morgan Stanley ( MS) was initiated with an equal-weight rating at Evercore. $17 price target. Many uncertainties from regulatory and macro perspective.

Novellus ( NVLS) was downgraded to neutral at JPMorgan.

OGE Energy ( OGE) was upgraded to buy from hold at Jefferies. $59.50 price target. Recent EPA decision regarding region haze will boost earnings of regulated utility.

OpenTable ( OPEN) was initiated with an outperform rating at Credit Suisse. $49 price target. Stock is attractive, following a 65% decline.

AT&T ( T) was downgraded at JPMorgan to neutral from overweight. New analyst also has a $31 price target.

Torchmark ( TMK) was initiated with an equal-weight rating at Evercore. $48 price target. Solid FCF generator with modest growth.

STOCK COMMENTS / EPS CHANGES

Alcoa ( AA) price target lowered to $9.50 at UBS. Lowering estimates to reflect lower realized pricing, FX, and macro outlook. Neutral rating.

Agco ( AGCO) estimates, target raised at Credit Suisse. Shares of AGCO now seen reaching $47, according to Credit Suisse. Estimates also increased, as the GSI purchase should add to earnings. Neutral rating.

Actuant ( ATU) numbers lowered at Jefferies. Shares of ATU now seen reaching $30, Jefferies said. Estimates also lowered on slower growth in Europe. Buy rating.

Bed Bath & Beyond ( BBBY) numbers raised at Jefferies. Shares of BBBY now seen reaching $72, Jefferies said. Estimates also raised on strong November performance. Buy rating.

If you liked this article you might like

Take Xilinx' Rally Seriously

Are the Semis Now on Shaky Ground?

Are the Semis Now on Shaky Ground?

Xilinx, Arena Pharmaceuticals, Magellan Midstream: 'Mad Money' Lightning Round

'I Love the Down-and-Outers': Cramer's 'Mad Money' Recap (Thursday 7/13/17)