Analysts' Actions: AWK GS PHM NVE QCOR X

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Amcol ( ACO) downgraded at Sterne from Buy to Neutral, Sterne Agee said. Valuation call, as the stock is up 20% over the past five months.

ALCO Stores ( ALCS) upgraded to hold at TheStreet Ratings.

Apogee Enterprises ( APOG) upgraded to buy at TheStreet Ratings.

American Water Works ( AWK - Get Report) upgraded at Goldman to Buy from Neutral, Goldman Sachs said. $42 price target. Structural winner from the need to invest in new water infrastructure.

Citigroup ( C - Get Report) downgraded at UBS to Neutral from Buy, UBS said. $36 price target. Valuation call.

Clean Harbors ( CLH) downgraded at Baird from Outperform to Neutral, Robert Baird said. Valuation call, based on a $58 price target.

Coach ( COH) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse said. Valuation call, based on a $63 price target.

FMC ( FTI) upgraded at Guggenheim from Neutral to Buy, Guggenheim said. $64 price target. Estimates also boosted, given an improving subsea market.

Goldman Sachs ( GS - Get Report) downgraded at UBS to Neutral from Buy, UBS said. $125 price target. Valuation call.

Iconix ( ICON) downgraded at Benchmark from Buy to Hold, Benchmark said. Valuation call, as lower income consumers may have less available discretionary income.

Key Energy ( KEG) rated new Hold at Wunderlich. $10 price target. Company faces increased competition in the U.S.

Limited Brands ( LTD) upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $59 price target. Company has strong pricing power and can expand overseas.

Marriott ( MAR) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, based on a $42 price target.

Morgan Stanley ( MS) downgraded at UBS to Neutral from Buy, UBS said. $19 price target. Valuation call.

Norfolk Southern ( NSC) downgraded at Wells to Market Perform, Wells Fargo said. Estimates also cut, given the company's new guidance.

NV Energy ( NVE) downgraded at Goldman to Neutral from Buy, Goldman Sachs said. $19 price target. Outperformance and limited positive catalysts.

PulteGroup ( PHM - Get Report) upgraded at Compass Point from Market Perform to Buy, Compass Point said. Relative valuation call, as the sector should continue to recover.

Plexus ( PLXS) rated new Hold at Stifel. Margin expansion has stalled, along with weaker end-market demand.

Patterson-UTI ( PTEN) rated new Buy at Wunderlich. $20 price target. Company is leveraged to higher demand for land drilling and pressure pumping.

Questcor Pharmaceuticals ( QCOR) downgraded at Jefferies to Hold from Buy, Jefferies said. $30 price target. Aetna policy change is explicit.

Elizabeth Arden ( RDEN) rated new Above Average at Caris & Company. $55 price target. Core brand can deliver double-digit annual growth.

Ryland ( RYL) upgraded at Compass Point from Market Perform to Buy, Compass Point said. Company can outperform its peers in the midst of an industry recovery.

St. Jude ( STJ) downgraded at Mizuho to Neutral, Mizuho said. $45 price target. Company may lose market share in the coming quarters.

US Steel ( X - Get Report) downgraded at Nomura from Buy to Neutral, Nomura said. $20 price target. Earnings power will be hurt by lower bulk material prices.

STOCK COMMENTS / EPS CHANGES

Adobe Systems ( ADBE - Get Report) estimates reduced at JMP through 2013, JMP Securities said. Company guided toward lower expected sales. Underperform rating and $26 price target.

Bed Bath & Beyond ( BBBY - Get Report) numbers trimmed at UBS. Shares of BBBY now seen reaching $71, UBS said. Estimates also lowered on significant GM contraction in 2Q. Neutral rating.

Salesforce.com ( CRM - Get Report) numbers increased at ThinkEquity.CRM estimates were raised through 2014, ThinkEquity said. Company reiterated solid demand momentum at its user conference. Outperform rating and new $190 price target.

Salesforce.com numbers raised at Jefferies.Shares of CRM now seen reaching $180, Jefferies said. Estimates also raised on larger TAM and faster innovation. Buy rating.

Cirrus Logic ( CRUS) numbers raised at Sterne Agee.Shares of CRUS now seen reaching $55, according to Sterne Agee. Estimates also increased, as the company appears to be receiving more revenue per mobile device. Buy rating.

EMC ( EMC) estimates, target boosted at BMO. Shares of EMC now seen reaching $31, according to BMO Capital. Estimates also upped, as the company can continue to gain market share in the near term. Outperform rating.

Norfolk Southern ( NSC) numbers cut at Credit Suisse.NSC estimates were reduced through 2014, Credit Suisse said. Company lowered its guidance. Outperform rating and new $87 price target.

Polaris ( PII) estimates, target boosted at Keybanc. Shares of PII now seen reaching $90, according to Keybanc. Estimates also upped, following solid industry channel checks. Buy rating.

Phillips 66 ( PSX) target raised at Oppenheimer to $55, Oppenheimer said. Outlook improved. Outperform rating.

Questcor ( QCOR) estimates, target cut at BofA/Merrill. Shares of QCOR now seen reaching $45, according to Bank of America/Merrill Lynch. Estimates also reduced, following AET changes for Acthar. Buy rating.

Questcor Pharmaceuticals numbers lowered at Oppenheimer. Shares of QCOR now seen reaching $65, Oppenheimer said. Estimates also lowered on revision of Acthar coverage. Outperform rating.

Wyndham ( WYN) estimates, target upped at Lazard. WYN estimates were boosted through 2013, Lazard said. Company is likely to buy back more stock. Buy rating and new $63 price target.

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