Analysts' Actions: ATK, COST, ISRG, LOW

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alliant Techsystems ( ATK) was upgraded at FBR Capital Markets from market perform to outperform. $65 price target. Valuation call, as the firm is buying back more stock, FBR Capital Markets said.

Annaly Capital ( NLY) was downgraded to hold at TheStreet Ratings.

CF Industries ( CF) was downgraded at Dahlman Rose from buy to hold. Stock is already pricing in higher corn prices, Dahlman Rose said.

Costco ( COST) was upgraded at BMO Capital from underperform to market perform. Estimates were also boosted, as the company is seeing higher sales and lower costs, BMO said. $106 price target.

Gamestop ( GME) was upgraded to buy at TheStreet Ratings.

Hasbro ( HAS) was downgraded at Goldman Sachs from neutral to sell. $32 price target. Estimates were also cut, given slower expected consumer spending, Goldman said.

Harris Corp. ( HRS) was downgraded at Lazard to sell from neutral. $41 price target. Risk/return points down, Lazard said.

Intuitive Surgical ( ISRG) was upgraded at JP Morgan from neutral to overweight. $625 price target. Estimates were also boosted, given the company's attractive sales opportunities, JP Morgan said.

Lowe's ( LOW) was upgraded at Bank of America/Merrill Lynch from neutral to buy. Company should benefit from accelerating growth trends, BofA/Merrill said. $36 price target.

National Bank Holdings ( NBHC) was initiated with a buy rating at Goldman Sachs. $24 price target. Among the best positioned to benefit from consolidation, Goldman said.

Realty Income ( O) was upgraded at UBS to neutral from sell. $42 price target. QE3 and acquisition machine changes our near term view, UBS said.

Progressive Corp. ( PGR) was downgraded at Citigroup to sell from neutral. $19 price target. Special dividend removes catalyst, Citigroup said.

Riverbed Technology ( RVBD) was downgraded at Needham from strong buy to buy. Valuation call, based on a $27 price target, Needham said.

Sprint Nextel ( S) was upgraded at Jefferies to hold from buy. $7 price target. Deal talks with Softbank, Jefferies said.

Sandisk ( SNDK) was upgraded at Wedbush from neutral to outperform. $49 price target. NAND supply/demand outlook is improving and the company is seeing strong OEM wins, Wedbush said.

Titan International ( TWI) was upgraded at Jefferies to buy from hold. Favorable risk/reward, Jefferies said. Buy rating.

Wells Fargo ( WFC) was downgraded at Compass Point from buy to neutral. $37 price target. Company will struggle to produce meaningful earnings growth in a low interest rate environment, Compass Point.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates were lowered at William Blair through 2013. Company is facing supply constraints for the new iPhone, William Blair said. Outperform rating.

Avnet ( AVT) numbers were cut at UBS. Shares are now seen reaching $35. Estimates also lowered on more aggressive cost realignment, UBS said. Buy rating.

Celgene ( CELG) was downgraded at Oppenheimer to perform from outperform. Concerns about future acquisitions, Oppenheimer said.

Google ( GOOG) price target was raised at Oppenheimer to $800. The company's third quarter is on track to meet or exceed, Oppenheimer said. Outperform rating.

Home Depot ( HD) numbers were raised at BofA/Merrill. Shares are now seen reaching $72. Company is leveraged to higher industry sales growth, BofA/Merrill said. Buy rating.

Illinois Tool Works ( ITW) target was raised at Jefferies. Shares of ITW are now seen reaching $70. Relatively more defensive, Jefferies said. Buy rating.

JPMorgan Chase ( JPM) numbers were raised at JMP. Shares are now seen reaching $31. Estimates were also increased on improved expectations for mortgage production into 2013. Market underperform rating.

Newell Rubbermaid ( NWL) was added to US1 List at BofA Merrill. $24 price target. Cash-flow story is underappreciated.

Sirius XM ( SIRI) numbers were increased at Morgan Stanley through 2014. Company is seeing higher subscriber growth, Morgan Stanley said. Equal-weight rating and new $2.85 price target.

Sandisk ( SNDK) numbers were raised at Jefferies. Shares are now seen reaching $51. Estimates also raised on gross margin upside potential, Jefferies said. Buy rating.

Wells Fargo ( WFC) numbers were lowered at Oppenheimer. Shares are now seen reaching $38. Estimates were also lowered on expense disappointment, Oppenheimer said. Outperform rating.

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This article was written by a staff member of TheStreet.