Analysts' Actions: NFLX GM MGM H RVBD

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Cirrus Logic ( CRUS) upgraded at Needham from Buy to Strong Buy, Needham said. $57 price target. Company has strong earnings momentum and boosted guidance.

General Motors ( GM) upgraded at Craig-Hallum from Hold to Buy, Craig-Hallum said. $30 price target. North America is strong and Europe could be bottoming.

Hyatt ( H) downgraded at Suntrust from Buy to Neutral, Suntrust, Robinson Humphrey said. $42 price target. Company lacks near-term catalysts.

HCC Insurance ( HCC) upgraded at KBW from Market Perform to Outperform, Keefe, Bruyette & Woods said. Valuation call, based on a $43 price target.

Medidata ( MDSO) upgraded at Piper from Neutral to Overweight, Piper Jaffray said. $54 price target. Company can generate sustainable SaaS growth.

Millennial Media ( MM) rated new Neutral at Piper. $18 price target. Valuation call, as the stock is up 40% over the past month.

Netflix ( NFLX) downgraded at Oppenheimer from Outperform to Perform, Oppenheimer said. Valuation call, based on an $80 price target.

Pricesmart ( PSMT) downgraded at Benchmark from Buy to Hold, Benchmark said. $86 price target, based on valuation.

Riverbed ( RVBD) upgraded at Cantor from Hold to Buy, Cantor Fitzgerald said. $24 price target. Opnet acquisition makes strategic sense and the stock is attractive following an 18% selloff.

Talisman Energy ( TLM) downgraded at Citi from Buy to Neutral, Citigroup said. New business strategy adds risks to the model. $12.50 price target.

STOCK COMMENTS / EPS CHANGES

Agco ( AGCO) estimates, target lowered at UBS. Shares of AGCO now seen reaching $60, according to UBS. Estimates also cut, as the company is seeing slower growth in Europe and North America. Buy rating.

Booz Allen Hamilton ( BAH) numbers boosted at Credit Suisse. Shares of BAH now seen reaching $12, according to Credit Suisse. Estimates also upped, given the company's new guidance. Neutral rating.

Borg Warner ( BWA) numbers reduced at Citi. BWA estimates were cut through 2014, Citigroup said. Company lowered its guidance. Buy rating and new $76 price target.

Cummins ( CMI) estimates, target boosted at BMO. Shares of CMI now seen reaching $79, according to BMO Capital. Estimates also upped, given the company's new guidance. Market Perform rating.

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