NEW YORK (TheStreet) -- CHANGE IN RATINGSADT ( ADT) was upgraded at Morgan Stanley to equal-weight. Competition fears have been overdone, Morgan Stanley said. $47 price target. Cliffs Natural ( CLF) was upgraded at FBR Capital Markets to outperform from market perform. $28 price target. Company is cutting costs, and China may begin importing more iron ore, FBR Capital Markets said. Dollar General ( DG) was upgraded at Bank of America/Merrill Lynch to buy from neutral. $60 price target. Investor sentiment should continue to strengthen, BofA/Merrill said. Fluor ( FLR) was upgraded to buy at TheStreet Ratings.
Fifth & Pacific ( FNP) was downgraded to sell at TheStreet Ratings. Hanesbrands ( HBI) numbers were initiated with an outperform rating at Wells Fargo. Strong free cash flow should boost growth, Wells Fargo said. Harley-Davidson ( HOG) was initiated with an overweight rating at Morgan Stanley. $62 price target. Company is leveraged to a better housing market, Morgan Stanley said. Heartware ( HTWR) was downgraded at Credit Suisse to neutral from outperform. Valuation call, based on a $105 price target, Credit Suisse said. Humana was upgraded at J.P. Morgan to overweight from neutral. Medicare Advantage plans should be able to sustain membership growth through upcoming reimbursement cuts, J.P. Morgan said.
Lender Processing Services ( LPS) was upgraded to buy at TheStreet Ratings. Paccar ( PCAR) was downgraded at Bank of America/Merrill Lynch to neutral from buy. $55 price target. Stock is already pricing in a 20% earnings recovery, BofA/Merrill said. Pharmerica ( PMC) was upgraded to buy at TheStreet Ratings. Integrys Energy ( TEG) was downgraded at DA Davidson to neutral from buy. $63 price target. Stock is up 20% year-to-date and already pricing in better weather, DA Davidson said. Thoratec ( THOR) was upgraded to neutral from underperform at Credit Suisse. $37 price target. Most challenging quarter is behind the company, Credit Suisse said. United Natural Foods ( UNFI) was upgraded at UBS to buy from neutral. Accelerated demand for organics and market share gains will drive the stock higher, UBS said. Price target goes to $56. Unum ( UNM) was downgraded at Deutsche Bank to hold from buy. Valuation call, based on a $31 price target, Deutsche Bank said.
STOCK COMMENTS / EPS CHANGESAutomatic Data ( ADP) numbers were raised at BMO Capital Markets. Shares are now seen reaching $75. Estimates were also increased, as the company is converting customers over to its new HCM platforms, BMO Capital said. Outperform rating.
Genesis Energy ( GEL) price target and earnings estimates were increased at UBS. Estimates were increased on improving GoM conditions and the project portfolio lineup, UBS said. Price target goes to $52. Honeywell ( HON) was added to the Top Picks Live! list at Citigroup. Company is comparatively better positioned for continued sector outperformance, Citigroup said. ITT ( ITT) estimates, price target were increased at Keybanc through 2014. Company is seeing higher sales while keeping a tight lid on costs, Keybanc said. Buy rating and new $34 price target. Las Vegas Sands ( LVS) numbers were raised at Morgan Stanley. Shares are now seen reaching $65. Estimates were also increased, as Singapore and Macau are driving growth, Morgan Stanley said. Overweight rating. Mohawk ( MHK) estimates, price target were increased at Credit Suisse. Estimates were increased through 2014. Company is realizing higher margins, Credit Suisse said. Neutral rating and new $121 price target. Follow TheStreet on Twitter and become a fan on Facebook.