Analysts' Actions: ACN CSCO DE ONXX STI

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

American Campus Communities ( ACC) was downgraded to hold at TheStreet Ratings.

Accenture ( ACN) was upgraded at Robert Baird to outperform from neutral. $86 price target. Stock has trailed, creating a buying opportunity, Robert Baird said.

Bruker ( BRKR) was upgraded at Bank of America/Merrill Lynch to buy. $26 price target. Company trades at a 40% discount to its peers, but can expand margins, BofA/Merrill said.

Cisco ( CSCO) was upgraded at J.P. Morgan to neutral from underweight. $26 price target. Enterprise networking trends improving, J.P. Morgan said.

Concho ( CXO) was downgraded at UBS to neutral from buy and given a $103 price target. Valuation is full, and there is upside risk to capex, UBS said.

Deere ( DE) was downgraded at UBS to sell from neutral and given a $72 price target. Lower corn prices will pressure demand for Ag equipment, UBS said.

Devry ( DV) was downgraded at Compass Point to neutral from buy. $28 price target. Expect continued deterioration and the university and medical internation program, Compass Point said.

IHS ( IHS) was upgraded at Deutsche Bank to buy from hold. $125 price target. Improving economy could lead to accelerating sales growth, Deutsche Bank said.

Mistras Group ( MG) was downgraded to hold at TheStreet Ratings.

Onyx Pharmaceuticals ( ONXX) was downgraded at BMO Capital to market perform from outperform. $143 price target. Company is seeing slower sales growth, BMO Capital said.

Orbitz ( OWW) was downgraded at Lazard Capital Markets to neutral from buy. Valuation call, as the stock has made a big run, Lazard Capital Markets said.

Suntrust ( STI) was downgraded at Argus Research to hold from buy. Valuation call, as the stock is up 60% since last June, Argus said.

St. Jude ( STJ) was upgraded at Wells Fargo to outperform from market perform. CardioMEMS will likely receive U.S. approval and the stock is the cheapest in the industry, Wells said.

Sun Edison ( SUNE) was downgraded at Ardour to hold from buy. Valuation call, based on an $8 price target, Ardour said.

Tetra Tech ( TTEK) was downgraded at Robert Baird to neutral from outperform. Mining and federal markets could hold to the company back from matching expectations, Baird said.

TW Telecom ( TWTC) was downgraded at DA Davidson to neutral from buy. Valuation call, based on a $33 price target, DA Davidson said.

Stock Comments / EPS Changes

Advance Auto Parts ( AAP) estimates were reduced at UBS. Earnings estimates were trimmed given top-line weakness, said UBS. Price target is $95.

Agrium ( AGU) earnings estimates were reduced at UBS. Earnings estimates were trimmed due to pricing pressure in wholesale higher nitrogen costs, said UBS. Price target is $100.

Facebook ( FB) estimates were raised at UBS. Advertising industry channel checks indicate continued momentum, said UBS. Price target goes to $45.

FirstEnergy ( FE) estimates were cut at UBS. Earnings estimates were reduced given current free cash flow challenges and PJM auctions, said UBS. Price target goes to $37.

Gap ( GPS) numbers were raised at UBS. Estimates were raised on initial second-quarter earnings guidance that was better than expected, said UBS. Price target goes to $45.

Gap estimates, price target were raised at Lazard Capital Markets. Shares are now seen reaching $52. Estimates were also increased, given the company's new guidance, Lazard Capital Markets said. Buy rating.

Annaly Capital Management ( NLY) estimates were raised at Citigroup. Estimates were boosted on second-quarter results, said Citigroup. Price target is $12.

Priceline.com ( PCLN) numbers were increased at Benchmark. Estimates were raised through 2014. Company is gaining market share and continues to expand internationally, Benchmark said. Buy rating.

Priceline numbers were raised at UBS. Estimates were raised as operating metrics show acceleration, said UBS. Price target goes to $1,060.

Transocean ( RIG) estimates were cut at UBS. Estimates were cut given short-term overcapacity issues, said UBS. Price target is $63.

Scripps Networks ( SNI) numbers were raised at UBS. Estimates were raised on higher ad growth and strong pricing, said UBS. Price target goes to $74.

TreeHouse Foods ( THS) estimates were raised at Citigroup. Estimates were increased given K cup strength and Associated Brands acquisition, said Citigroup. Price target goes to $85.

Time Warner ( TWX) numbers were boosted at BMO Capital Markets. Shares are now seen reaching $65. Estimates were also increased, given the company's new guidance, BMO Capital Markets said. Market Perform rating.

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This article was written by a staff member of TheStreet.

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