NEW YORK ( TheStreet) -- CHANGE IN RATINGSAngeion ( ANGN) downgraded to sell at TheStreet Ratings. Builders FirstSource ( BLDR) downgraded to sell at TheStreet Ratings. Expedia ( EXPE) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Valuation call, given weaker travel trends in Europe. Global Payments ( GPN) downgraded at Stifel from Buy to Hold, Stifel Nicolaus said. Company is leveraged to slower security spending growth. Groupon ( GRPN) downgraded at Benchmark from Buy to Hold, Benchmark said. $7 price target. Subscriber growth and gross billings have slowed dramatically. Groupon downgraded at Citigroup to Neutral from Buy, Citigroup said. $9 price target. Sharply slowing core business. Huntington Ingalls ( HII) rated new Neutral at JP Morgan. $46 price target. Kayak ( KYAK) rated new Equal-weight at Morgan Stanley. Valuation call. Kayak rated new Buy at Deutsche. $35 price target. Company is a market leader and can deliver nearly 30% annual growth. Southwest ( LUV) downgraded at BofA/Merrill from Neutral to Underperform, Bank of America/Merrill Lynch said. $8.50 price target. Estimates also lowered, given lower domestic business travel. NCR ( NCR) downgraded at Wedbush from Outperform to Neutral, Wedbush said. Potential FCPA violations could derail the company's growth story. $23 price target. Palo Alto ( PANW) rated new Equal-weight at Morgan Stanley . Valuation call, as the stock is already pricing in the company's market-leading growth potential. Palo Alto rated new Buy at Goldman. $78 price target. Company can deliver sustained growth and margin expansion. Palo Alto Networks rated new Neutral at Citigroup. $65 price target. Less revenue visibility with just 20% recurring. Palo Alto Networks rated new Neutral at UBS. $64 price target. Disruptive, high growth, strong end markets ... reflected in valuation. Wendy's ( WEN) downgraded at Keybanc from Hold to Underperform, Keybanc said. $4 price target. Company lacks near-term catalysts and JACK offers better value at current levels.
STOCK COMMENTS / EPS CHANGES
Aon ( AON) estimates, target reduced at Credit Suisse. Shares of AON now seen reaching $50, according to Credit Suisse. Estimates also cut, given slower expected growth in Europe. Neutral rating. Avago Technologies ( AVGO) target raised at Citigroup to $45, Citigroup said. iPhone 5 analysis points to strong Oct Q wireless growth. Buy rating.