Analysts' Actions: AG BSX DE FOXA PSX

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Agco ( AG) was upgraded at Piper Jaffray to overweight from neutral. $61 price target. Company has exposure to South America and should benefit from higher demand for grain storage, Piper Jaffray said.

Axcelis Technologies ( ACLS) was upgraded to hold at TheStreet Ratings.

Bemis ( BMS) was downgraded at Keybanc to hold from buy. Company has limited earnings upside potential, Keybanc said.

Boston Scientific ( BSX) was downgraded at Citigroup to neutral from buy and given a $9.30 price target. The value of the pipeline is priced in while fundamentals remain sluggish, Citigroup said.

Colfax ( CFX) was downgraded at Deutsche Bank to hold from buy. Valuation call, based on a $54 price target, Deutsche Bank said.

Cytec ( CYT) was upgraded at Goldman Sachs to buy from sell. $93 price target. Multiple expansion is likely not yet complete, Goldman said.

Dana ( DAN) was downgraded at Deutsche Bank to hold from buy. Valuation call, based on a $22 price target, Deutsche Bank said.

Deere ( DE) was downgraded at Piper Jaffray to neutral from overweight. $89 price target. Estimates also cut, because of higher used inventory and lower grain prices, Piper Jaffray said.

FMC ( FMC) was downgraded at Goldman Sachs to sell from neutral. $58 price target. High soda ash inventory could weigh on prices, Goldman said.

21st Century Fox ( FOXA) was initiated with a buy rating at Sterne Agee. $36 price target. Earnings growth should re-accelerate in fiscal 2015, Sterne Agee said.

GAIN Capital ( GCAP) was upgraded to buy at TheStreet Ratings.

Mednax ( MD) was initiated with a market perform rating at Wells Fargo. Valuation call, Wells Fargo said.

Phillips 66 ( PSX) was upgraded at Wells Fargo to outperform from market perform. Coastal refiners should perform better, Wells Fargo said.

Qualcomm ( QCOM) was removed from the Top Pick List at Citigroup. Lackluster high-end smartphone sales, said Citigroup.

Webster Financial ( WBS) was downgraded at Sterne Agee to neutral from buy. Stock is up more than 30% year to date and exceeded the previous $25 price target, Sterne Agee said.

Western Refining ( WNR) was downgraded at Wells Fargo to market perform from outperform. Inland refiners should underperform on a relative basis, Wells Fargo said.

STOCK COMMENTS/EPS CHANGES

Agrium ( AGU) estimates were raised at UBS. Reflect less-volatile commodity pricing, said UBS.

Boeing ( BA) estimates, target were raised at Drexel Hamilton. Shares are now seen reaching $120. Estimates also increased, given higher expected demand, Drexel Hamilton said. Buy rating.

Intel ( INTC) estimates were cut at Citigroup. Reflect a weak PC environment, Citigroup said.

Intrepid Potash ( IPI) estimates were reduced at UBS. Reflect potash price pressure, said UBS. Price target is $19.

KBR ( KBR) earnings estimates were reduced at UBS. Lower ammonia prices, project delays and LNG competition, said UBS. Price target is $36.

Mosaic ( MOS) estimates were raised at UBS. Reflect revised fertilizer price forecasts, said UBS. Price target is $68.

Precision Castparts ( PCP) price target, estimates were raised at UBS. Estimates were raised based on increasing shipset content and market share gains, UBS said. Large FCF supply and the acquisition of high-margin Permaswage suggest near-term growth, UBS also said. Price target also increased to $268.

Potash Corporation ( POT) estimates were reduced at UBS. Reflect lower commodity prices and less volatility, said UBS. Price target is $47.

Timken ( TKR) estimates, price target were cut at Bank of America/Merrill Lynch. Estimates were reduced through 2015. Company has sluggish sales momentum, BofA/Merrill said. Buy rating and new $65 price target.

United Technologies ( UTX) price target was boosted at Drexel Hamilton. Shares are now seen reaching $110. Company is a market leader and deserves a higher multiple, Drexel Hamilton said. Buy rating.

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This article was written by a staff member of TheStreet.

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