Analysts' Actions: BRCM CTXS EA LNKD VCLK

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Applied Industrial ( AIT) was downgraded at Wunderlich to hold from buy. Valuation call, based on a $56 price target, Wunderlich said.

Broadcom ( BRCM) was downgraded at UBS to neutral from buy. Connectivity headline risk, said UBS. Price target goes to $30.

BRE Properties ( BRE) was downgraded at UBS to neutral from buy. The sale to Land & Buildings is unlikely, said UBS. Price target goes to $55.

Citrix Systems ( CTXS) was upgraded at Credit Suisse to outperform from neutral. XenMobile and the partnership with Cisco are expected to reaccelerate growth, Credit Suisse said.

Cubic ( CUB) was upgraded at Benchmark to buy from hold. $60 price target. The defense backlog is improving in a challenging environment, Benchmark said.

Electronic Arts ( EA) was initiated with a buy rating and $30.83 price target at Benchmark. Battlefield 4 can drive near-term growth, Benchmark said.

Garmin ( GRMN) was upgraded to buy at TheStreet Ratings.

HSN ( HSNI) was upgraded at Wunderlich to buy from hold. $75 price target. Company has competitive advantages, especially in mobile, Wunderlich said.

ITT ( ITT) was upgraded at FBR Capital Markets to market perform from underperform. $32 price target. The outlook is improving in Europe, and investors are favoring industrial names, FBR Capital Markets said.

Ligand Pharmaceuticals ( LGND) was downgraded at Cantor Fitzgerald to sell from hold. The loss of two late-stage clinical programs outweighs second-quarter 2013 performance. Price target is $37.

Linear Technology ( LLTC) was downgraded at UBS to neutral from buy. Valuation and slowing wireless growth, said UBS. Price target is $40.

LinkedIn ( LNKD) was upgraded at Cantor Fitzgerald to buy from hold. $250 price target. Long-term outlook continues to improve, Cantor Fitzgerald said.

Mosaic ( MOS) was downgraded at UBS to neutral from buy. Reflects breakdown of a potash cartel, said UBS. Price target goes to $40.

Mylan ( MYL) was upgraded at Morgan Stanley to overweight from equal-weight. Price target is $41. Management has outlined key future growth opportunities, and the current valuation is attractive, Morgan Stanley said.

Mylan was downgraded at Needham to buy from strong buy. Valuation call, based on a $40 price target, Needham said.

Taminco ( TAM) was downgraded at UBS to neutral from buy. Based on valuation, said UBS. Price target goes to $24, UBS said.

United Stationers ( USTR) was downgraded at Wunderlich to hold from buy. $42 price target. Gross margin may be peaking, Wunderlich said.

Valueclick ( VCLK) was downgraded at Needham to hold from buy. Media revenue growth is slowing down, Needham said.

Viropharma ( VPHM) was downgraded at Leerink Swann to market perform from outperform. Price target is $34. Benefits of the new pipeline have been priced into the stock, Leerink Swann said.

Validus Holdings ( VR) was downgraded to hold at TheStreet Ratings.

Stock Comments / EPS Changes

Barrick Gold ( ABX) numbers were raised at UBS. Estimates were increased given cost reductions, said UBS. Price target goes to $17.50.

Automatic Data Processing ( ADP) price target was raised at Citigroup to $73. Reflects valuation being rolled forward and higher market multiples, said Citigroup.

Activision Blizzard ( ATVI) numbers were raised at UBS. Estimates were increased on margin expansion and new leverage to the capital structure, said UBS. Price target goes to $21.

Avon ( AVP) numbers were decreased at BMO Capital. Earnings estimates were decreased on the second-half 2013 operating margin headwind from foreign exchange, excess Chinese boutique inventory, and falling U.S. sales, said BMO Capital Markets. Price target was decreased to $26.

Blackstone Mortgage Trust ( BXMT) estimates were raised at Citigroup. Solid loan growth, said Citigroup. Price target is $27.

Cardinal Health ( CAH) numbers were raised at UBS. Estimates were raised for deal amortization and increased AssuraMed contribution, said UBS. Price target goes to $58.

Comcast ( CMCSA) numbers were raised at Oppenheimer. Shares are now seen reaching $52. Estimates were also raised on the strong quarter and expected margin growth, Oppenheimer said.

CME Group ( CME) numbers were cut at UBS. Estimates were reduced given increased costs, lower volumes and lower clearing revenues, said UBS. Price target goes to $83.

DirecTV ( DTV) estimates were cut at UBS. Estimates were reduced given weakness in Latin America, said UBS. Price target is $62.

FleetCor Technologies ( FLT) was price target raised at Citigroup to $106. Guidance was raised, and the multiple has expanded, said Citi.

Kraft Foods ( KRFT) numbers were raised at BMO Capital Markets. Shares are now seen reaching $61. Brand building efforts and new product innovation are helping to achieve sustainable long-term growth, BMO Capital Markets said.

Marriott ( MAR) numbers were reduced at BMO Capital. Earnings estimates were lowered on expected second-half 2013 softness in Asia and the Middle East, said BMO Capital Markets, Price target was decreased to $45.

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This article was written by a staff member of TheStreet.

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