Analysts' Actions: ORCL, MTB, COF

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Assurant ( AIZ) downgraded at BofA/Merrill from Buy to Neutral, Bank of America/Merrill Lynch said. Company is facing increased regulatory risk. $45 price target.

Armstrong World ( AWI) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call.

BB&T ( BBT) downgraded at Guggenheim from Buy to Hold, Guggenheim said. Valuation call, based on a $34 price target.

Blackrock ( BLK) downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. Valuation call, based on a $224 price target.

Capital One ( COF) upgraded at Guggenheim from Neutral to Buy, Guggenheim said. $67 price target. Recent acquisitions should add to earnings.

Cintas ( CTAS) downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $45 price target.

Cloud Peak Energy ( CLD) downgraded to hold at TheStreet Ratings.

Edgewater Technology ( EDGW) downgraded to hold at TheStreet Ratings.

Hudson City ( HCBK) rated new Buy at Compass Point. Valuation call, based on an $8.50 price target.

LinkedIn ( LNKD) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $135 price target. Estimates also boosted, given higher operating metrics.

Allscripts ( MDRX) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Performance has lagged since the Eclipsys merger.

MicroStrategy ( MSTR) rated new Buy at Think. $160 price target. License business is likely to show accelerated growth over the next couple of years.

M&T Bank ( MTB) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. $96 price target. Company is less attractive in an improving economy.

Nisource ( NI) upgraded at Keybanc from Hold to Buy, Keybanc said. $26.50 price target. Stock is attractive, based on a sum-of-the-parts valuation.

Regions Financial ( RF) upgraded at Guggenheim from Neutral to Buy, Guggenheim said. Valuation call, based on a $9 price target.

Royal Gold ( RGLD) upgraded at National Bank Financial to Outperform from Sector Perform, National Bank Financial. $82 price target. Recent sell off overdone.

Silicon Laboratories ( SLAB) upgraded at UBS to Buy from Neutral, UBS said. $50 price target. Expect new CEO to raise R&D efficiency.

US Silica ( SLCA) rated new Buy at Dahlman. $25 price target. Company is leveraged to growth in the fracture proppant market.

Suntrust ( STI) downgraded at Guggenheim from Buy to Neutral, Guggenheim said. Valuation call, based on a $26 price target.

STOCK COMMENTS / EPS CHANGES

Amedisys ( AMED) numbers raised at Jefferies. Shares of AMED now seen reaching $16.50, Jefferies said. Estimates also raised to reflect benefit of agency rationalization efforts. Hold rating.

Affiliated Managers Group ( AMG) numbers raised at Citigroup. Shares of AMG now seen reaching $129, according to Citigroup. Estimates also increased as deal floodgates begin to open. Buy rating.

Caterpillar ( CAT) target cut at Raymond James to $130, according to Raymond James. Sales growth appears to be decelerating. Outperform rating.

Cintas ( CTAS) estimates, target raised at Citigroup. Shares of CTAS now seen reaching $47, according to Citigroup. Estimates also increased on solid fundamental trends. Buy rating.

Dr Pepper Snapple ( DPS) numbers lowered at UBS. Shares of DPS now seen reaching $40, according to UBS. Estimates also lowered as volumes remain weak. Neutral rating.

HSBC ( HBC) target raised at UBS to $47.68, UBS said. Improved yield curve environment. Maintain Neutral rating.

Home Depot ( HD) numbers raised at Credit Suisse. Shares of HD now seen reaching $55, according to Credit Suisse. Estimates also increased, as the company can continue to improve margins. Outperform rating.

Jabil Circuit ( JBL) numbers raised at Citigroup. Shares of JBL now seen reaching $30, according to Citigroup. Estimates also increased as company continues to invest in high margin materials technology group. Neutral rating.

Micron technology ( MU) numbers raised at Citigroup. Shares of MU now seen reaching $12, according to Citigroup. Estimates also increased on DRAM rebound. Buy rating.

Old Dominion ( ODFL) numbers upped at Morgan Stanley. ODFL estimates were boosted through 2013, Morgan Stanley said. Company is leveraged to better industry pricing. Overweight rating.

Oracle ( ORCL) estimates increased at Morgan Stanley through 2013, Morgan Stanley said. Company is carrying a lot of operating momentum into the coming quarters. Overweight rating and $33 price target.

Oracle estimates, target raised at UBS. Shares of ORCL now seen reaching $36, UBS said. Estimates also increased on bigger pipeline and better conversion. Buy rating.

Penn National ( PENN) numbers increased at BofA/Merrill. PENN estimates were raised through 2013, Bank of America/Merrill Lynch said. Sales have been tracking ahead of expectations through February. Buy rating and new $50 price target.

Research in Motion ( RIMM) estimates upped at Morgan Stanley through 2014, Morgan Stanley said. Company may have done better than previously expected, but estimates remain below consensus. Equal-weight rating.

US Silica ( SLCA) numbers raised at Morgan Stanley. Shares of SLCA now seen reaching $28, according to Morgan Stanley. Estimates also increased, given a better pricing outlook. Overweight rating.

Tiffany & Co. ( TIF) numbers raised at Sterne Agee. Shares of TIF now seen reaching $83, according to Sterne Agee. Estimates also increased on strong outlook from management. Buy rating.

Williams-Sonoma ( WSM) target raised at UBS to $40, UBS said. Management believes it is making prudent investments. Neutral rating.

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This article was written by a staff member of TheStreet.

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