Analysts' Actions: HP XOM AEO DFS NUE

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Assured Guaranty ( AGO) upgraded to buy at TheStreet Ratings.

Belo ( BLC) upgraded to buy at TheStreet Ratings.

Hub Group ( HUBG) rated new Hold at Wunderlich. $36 price target. Company is facing increased price competition and higher rail rates.

Nucor ( NUE) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. International steel prices remain lower than in the U.S.

RPC ( RPC) downgraded at Dahlman from Hold to Sell, Dahlman Rose said. $9 price target. Company is seeing lower pricing and margins.

Reliance Steel ( RS) rated new Buy at UBS. $66 price target. Company is leveraged to improving domestic demand.

Steel Dynamics ( STLD) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Expect steel prices to move lower from here.

Safeway ( SWY) downgraded at Jefferies to Hold from Buy, Jefferies said. $17 price target. Sales upside limited.

Ultra Petroleum ( UPL) downgraded at Sterne Agee to Underperform, Sterne Agee said. Valuation call, based on a $20 price target.

US Steel ( X) downgraded at Dahlman from Buy to Hold, Dahlman Rose said. Steel prices are likely at or near peak levels.

STOCK COMMENTS / EPS CHANGES

American Eagle ( AEO) numbers raised at UBS. Shares of AEO now seen reaching $23. Estimates also increased, given improved execution. Neutral rating.

Cheesecake Factory ( CAKE) numbers increased at Piper. CAKE estimates were raised through 2013, Piper Jaffray said. Company can continue to drive above-average sales and earnings growth. Overweight rating and new $37 price target.

Chico's FAS ( CHS) numbers increased at UBS. CHS estimates were raised through 2014, UBS said. Higher sales are driving margin expansion.

Discover ( DFS) estimates, target increased at Guggenheim. DFS estimates were raised through 2013, Guggenheim said. Paypal deal should generate higher fees and credit trends remain favorable. Buy rating and new $45 price target.

Express Scripts ( ESRX) numbers raised at Jefferies. Shares of ESRX now seen reaching $70, Jefferies said. Estimates also raised on Medco synergies coming sooner. Buy rating.

Express ( EXPR) estimates, target reduced at BMO. EXPR estimates were cut through 2013, BMO Capital said. Management lowered its guidance, which appears conservative. Outperform rating and new $20 price target.

Guess ( GES) estimates, target cut at Sterne Agee. GES estimates were reduced through 2014, Sterne Agee said. Tourism is impacting traffic in North America. Buy rating and new $36 price target.

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