Analysts' Actions: AMD GE LOW WMT COF MSFT

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alpha Natural ( ANR) downgraded at Nomura from Buy to Neutral, Nomura said. Valuation call, based on an $8 price target.

Apollo Global Management ( APO) initiated at Oppenheimer as Perform. Distributable earnings from 2005-2008 will drive stock performance.

Progressive Waste ( BIN) rated new Hold at Keybanc. Valuation call.

Peabody Energy ( BTU) downgraded at Nomura to Reduce, Nomura said. $22 price target. Company is facing lower prices and higher costs.

Borg Warner ( BWA) upgraded at Citigroup to Buy from Neutral, Citigroup said. $79 price target. Stock has underperformed the S&P since 2011.

Carlyle Group ( CG) initiated at Oppenheimer. Unsure much growth in 2013 and 2014.

Clearwire ( CLWR) upgraded at DA Davidson from Neutral to Buy, DA Davidson said. $2.05 price target. Company's spectrum holds compelling value.

Capital One ( COF) rated new Outperform at Robert Baird. $70 price target. Company can deliver better returns with less net interest margin pressure.

Dollar Tree ( DLTR) downgraded at Jefferies to Hold from Buy, Jefferies said. $41 price target. Comps decelerating.

Dollar Tree downgraded at Piper from Overweight to Neutral, Piper Jaffray said. $46 price target. Comp trends are slowing down.

Fleetcor ( FLT) downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Company was also removed from the Priority Stock list. Valuation call, as the stock is up 54% year-to-date.

General Electric ( GE) rated new Buy at Deutsche. $26 price target. Company is more sensitive to an economic recovery.

Honeywell ( HON) rated new Buy at Deutsche. $72 price target. Industrial economy is likely heading into the second half of an expansion cycle.

Liquidity Services ( LQDT) downgraded at BofA/Merrill to Neutral, Bank of America/Merrill Lynch said. $46 price target. Company is producing at the low end of expectations.

Oshkosh ( OSK) downgraded at Drexel Hamilton from Hold to Sell, Drexel Hamilton said. Investors should book profits, following Carl Icahn's bid for the company.

Plains Exploration ( PXP) rated new Outperform at BMO Capital. $45 price target. Deepwater acquisition should drive near-term growth.

Seagate Technology ( STX) downgraded at Citigroup to Sell from Buy, Citigroup said. $25 price target. Further demand deterioration of PCs.

Ultimate Software ( ULTI) rated new Buy at ThinkEquity. $116 price target, Company can continue to gain market share.

Western Digital ( WDC) downgraded at Citigroup to Sell from Buy, Citigroup said. $32 price target. Further demand deterioration of PCs.

Wal-Mart ( WMT) upgraded at Jefferies to Buy from Hold, Jefferies said. $88 price target. Comp momentum continues.

Xylem ( XYL) rated new Buy at Brean Murray. $31 price target. End-market demand is likely at trough levels and the company trades at a discount to its peers.

Zimmer ( ZMH) rated new Outperform at JMP. $76 price target. Industry has several favorable tailwinds.

STOCK COMMENTS / EPS CHANGES

Advanced Micro ( AMD) numbers cut at BMO. Shares of AMD now seen reaching $3, according to BMO Capital. Estimates also reduced, given the company's new guidance. Market Perform rating.

Advanced Micro Devices numbers cut at UBS. Shares of AMD now seen reaching $3.25, UBS said. Estimates also lowered on 3Q preliminary results. Neutral rating.

JB Hunt ( JBHT) numbers raised at UBS.Shares of JBHT now seen reaching $65, UBS said. Estimates also increased on strong intermodal quarter.

Lowe's ( LOW) numbers raised at UBS.Shares of LOW now seen reaching $36, UBS said. Estimates also increased as company is poised for earnings acceleration. Buy rating.

McGraw-Hill ( MHP) numbers raised at Lazard. Shares of MHP now seen reaching $63, according to Lazard. Estimates also increased, given higher debt issuance rates. Buy rating.

Microsoft ( MSFT) estimates reduced at Pacific Crest through 2014, Pacific Crest said. Company is leveraged to lower PC demand. Sector Perform rating.

Children's Place ( PLCE) numbers increased at Sterne Agee. PLCE estimates were raised through 2014, Sterne Agee said. Sam's Club distribution should boost growth. Neutral rating and new $64 price target.

Western Refining ( WNR) numbers boosted at Credit Suisse. Shares of WNR now seen reaching $35.50, according to Credit Suisse. Estimates also upped, as the company is realizing higher refinery margins.

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