Analysts' Actions: AMT BEAV MDAS PXD WU

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

American Tower ( AMT) was upgraded at Nomura to buy. $90 price target. Organic tower revenue growth remains strong, Nomura said.

B/E Aerospace ( BEAV) was initiated Buy at Citigroup with a buy rating and $87 price target. The company has cyclical, secular and margin expansion opportunities, said Citigroup.

Brady ( BRC) was downgraded to hold at TheStreet Ratings.

Bristol-Myers Squibb ( BMY) was upgraded at J.P. Morgan to overweight from neutral. $52 price target. Meaningful long term upside from PD-1 and broader pipeline, J.P. Morgan said.

Medassets ( MDAS) was downgraded at Lazard Capital Markets to neutral from buy. Valuation call, as the stock moved through the old $25 price target, Lazard Capital Markets said.

Pioneer Natural ( PXD) was downgraded at Topeka Capital to buy from hold. Valuation call, based on a $195 price target, Topeka Capital said.

QEP Resources ( QEP) was downgraded to hold at TheStreet Ratings.

Umpqua ( UMPQ ) was upgraded at DA Davidson to buy from neutral. $20 price target. Sterling merger should improve effeciency, leverage and market share, DA Davidson said.

Western Union ( WU) was upgraded at Sterne Agee to buy from neutral. $22 price target. Momentum is building as the company is moving through a transition year, Sterne Agee said.

STOCK COMMENTS / EPS CHANGES

Boeing ( BA) estimates, price target were boosted at Sterne Agee. Shares are now seen reaching $164. Estimates were also increased as cash flow should continue to ramp, Sterne Agee said. Buy rating.

Carpenter ( CRS) estimates, price target were raised at Credit Suisse. Shares are now seen reaching $72. Estimates were also increased, as the company is cutting costs, Credit Suisse said. Outperform rating.

Dick's Sporting Goods ( DKS) was added to the US 1 List at Bank of America/Merrill Lynch. Company can deliver sustainable, annual double-digit earnings growth, BofA/Merrill said. $58 price target.

Dollar Tree ( DLTR) numbers were increased at Goldman Sachs. Estimates were raised through 2015. Company should benefit from improving industry trends and is buying back more stock, Goldman said. Buy rating and new $61 price target.

Lululemon ( LULU) numbers were cut at UBS. Earnings estimates were reduced given increased risks related to executive changes and sourcing issues, said UBS. Price target was reduced to $69.

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