Analysts' Actions: TXN HAL DFS CELG THOR

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alexandria Real Estate Equities ( ARE) downgraded to hold at TheStreet Ratings.

Assurant ( AIZ) upgraded at Goldman from Neutral to Buy, Goldman Sachs said. Company is leveraged to higher debt issuance activity.

Brookdale Senior ( BKD) rated new Buy at Deutsche. $33 price target. Industry demand should continue to outpace supply.

CSX ( CSX) upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $20 price target.

Discover Financial ( DFS) downgraded at Argus from Buy to Hold, Argus said. Company is facing increased competition in the U.S.

EQT Midstream Partners ( EQM) rated new Buy at Citigroup. $33 price target. Unique pure play on Marcellus midstream growth that still looks cheap.

HFF ( HF) upgraded to buy at TheStreet Ratings.

Huntington Ingalls ( HII) downgraded at Morgan Stanley from Equal-weight to Underweight, Morgan Stanley said. Stock has outperformed its peers, but the company faces margin headwinds. $35 price target.

Heartland Payment ( HPY) downgraded at Stifel from Hold to Sell, Stifel Nicolaus said. Pricing will likely collapse with SME merchants.

Hill-Rom ( HRC) downgraded at Morgan Stanley from Overweight to Equal-weight, Morgan Stanley said. Company is leveraged to a weaker capital spending environment.

McGraw Hill ( MHP) rated new Buy at UBS. $64 price target. Prior investments and restructuring provide margin expansion opportunity.

Mosaic ( MOS) downgraded at Lazard from Buy to Neutral, Lazard said. $65 price target. Company lacks near-term catalysts.

Norfolk Southern ( NSC) upgraded at Bernstein to Market Perform from Underperform, Bernstein said. Valuation call, based on a $65 price target.

Precision Castparts ( PCP) rated new Hold at Keybanc. Margins may already be at peak levels.

PerkinElmer ( PKI) rated new Overweight at JP Morgan. $37 price target. Recent asset purchases and sales have led to reinvigorated growth.

Semtech ( SMTC) upgraded at Lazard to Buy. $31 price target. Gennum deal has attractive synergies and the company is growing in emerging markets.

Stratasys ( SSYS) upgraded at Craig-Hallum from Hold to Buy, Craig-Hallum said. $70 price target. Stock has pulled back, but earnings potential has increased following the Objet merger.

Thoratec ( THOR) upgraded at UBS to Buy from Neutral, UBS said. $39 price target. Inexpensive given its position in an attractive growth market.

Texas Instruments ( TXN) downgraded at Pacific Crest. Estimates also cut, given an expected inventory correction.

STOCK COMMENTS / EPS CHANGES

Celgene ( CELG) target raised at Jefferies to $91, Jefferies said. Positive topline data for Abraxane. Buy rating.

Chemed Corporation ( CHE) target raised at Oppenheimer to $80, Oppenheimer said. Bullish following management meetings. Outperform rating.

CNO Financial ( CNO) cut from Conviction Buy List at Goldman. Valuation call, as the stock is up 41% since June. $11 price target.

Express ( EXPR) estimates, target reduced at BMO. Shares of EXPR now seen reaching $15, according to BMO Capital. Estimates also cut, given the company's new guidance. Outperform rating.

Halliburton ( HAL) numbers lowered at Jefferies. Shares of HAL now seen reaching $44, Jefferies said. Estimates also lowered on North America weakness. Buy rating.

Helmerich & Payne ( HP) numbers lowered at Jefferies. Shares of HP now seen reaching $55, Jefferies said. Estimates also lowered on North American weakness. Buy rating.

Medivation ( MDVN) numbers raised at Citigroup. Shares of MDVN now seen reaching $70, Citigroup said. Estimates also increased to reflect higher Xtandi US price. Buy rating.

Mosaic ( MOS) numbers cut at Citigroup. Shares of MOS now seen reaching $69, Citigroup said. Estimates also lowered on disappointing quarterly results. Buy rating.

MSCI ( MSCI) estimates, target reduced at Credit Suisse. MSCI estimates were cut through 2014, Credit Suisse said. Vanguard loss will cut into profits. Outperform rating and new $31 price target.

AT&T ( T) estimates trimmed at UBS through 2012 on higher iPhone sales, UBS said. Neutral rating and $35 price target.

Zillow ( Z) estimates, target increased at ThinkEquity. Z estimates were raised through 2013, ThinkEquity said. Strong agent demand will improve pricing power. Buy rating and new $49 price target.

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This article was written by a staff member of TheStreet.