NEW YORK ( TheStreet) -- CHANGE IN RATINGSAssurant ( AIZ) was upgraded at Sterne Agee to neutral. There was lless downward pressure on lender-placed premium rates than originally feared, said Sterne Agee. Price target goes to $51. Aeropostale ( ARO) was downgraded at Goldman Sachs to sell from neutral. $10 price target. Company is facing increased competition, Goldman said. Community Health ( CYH) was downgraded at Deutsche Bank to hold from buy. Higher health insurance coverage is largely priced into the sector, Deutsche said. Health Management ( HMA) was downgraded at Deutsche Bank to hold from buy. Valuation call, following the recent run in the group, Deutsche Bank said. IBM ( IBM) was upgraded to buy from neutral at UBS. The company is well positioned for the IT-as-a-service transition with a strong strategy and ability to execute, UBS said. Estimates were raised and the price target goes to $235.
IDCC ( IDCC) was downgraded to market perform at William Blair. Uncertain timing of future licensing deals, said William Blair. NetApp ( NTAP) was downgraded at UBS from buy to neutral. The company could struggle in the IT-as-a-service era given its narrow product focus, UBS said. Price target was reduced to $37. Starz Entertainment was upgraded at Lazard Capital Markets to neutral. Resolution of long-term concerns, said Lazard Capital Markets. Catalysts going forward include upside to first-quarter estimates and the potential success of TV show Da Vinci's Demons.
Tenet Healthcare ( THC) was downgraded at Deutsche Bank to hold from buy. Valuation call, as the sector is up an average of 67% over the past year, Deutsche Bank said. Targa Resources ( TRGP) was downgraded at Morgan Stanley to equal-weight given the recent run in the stock. Price target goes to $70. STOCK COMMENTS/EPS CHANGES Advanced Auto Parts ( AAP) estimates were reduced at UBS through 2014 given a weaker-than-expected first quarter. Payroll taxes, delayed tax refunds and weather were all impacts, UBS said. CSX ( CSX) estimates, price target were raised at Jefferies. Shares are now seen reaching $30. Estimates were also increased, as companies appear to be restocking inventory, Jefferies said. Underperform rating. Ecolab ( ECL) estimates, price target were increased at Jefferies. Estimates were raised through 2014. Champion deal should add to earnings, Jefferies said. Buy rating and new $93 price target.
Expeditors ( EXPD) was cut from the Conviction Buy List at Goldman Sachs. Recent freight indicators have pointed to an uneven recovery, Goldman said. $47 price target. First Solar ( FSLR) price target and estimates were increased at UBS. Estimates were increased through 2014 given increased sales visibility in 2013 after the analyst day, said UBS. Price target goes to $40. FXCM ( FXCM) estimates were reduced at UBS after the company reported results. The company also announced that they sent a letter suggesting the acquisition of GCAP to the board, which will be accretive, UBS said. Herbalife ( HLF) was downgraded at D.A. Davidson to neutral after KPMG resigned as auditor. The resignation will be disruptive to the stock, D.A. Davidson said. The price target goes to $38. HMA ( HMA) estimates were reduced at UBS through 2014. Management preannounced first-quarter results that were negatively impacted by several items, UBS said. Microsoft ( MSFT) estimates were reduced at Citigroup through 2014. Reductions reflects a fine from the European Union, said Citigroup. Price target remains $35. Follow TheStreet on Twitter and become a fan on Facebook.