Analysts' Actions: BDX FI INTU T VZ

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Becton Dickinson ( BDX) was upgraded at Piper Jaffray to overweight from neutral. $117 price target. Microbiology market should drive earnings growth, Piper Jaffray said.

Biomarin ( BMRN) was downgraded at Stifel Nicolaus to hold from buy. Valuation call, as the stock is largely pricing in potential near-term catalysts, Stifel Nicolaus said.

Caterpillar ( CAT) was downgraded at Robert Baird to neutral from outperform. Company is facing mining headwinds and lower construction growth, Robert Baird said.

Frank's International ( FI) was initiated with a buy rating and $33 price target at UBS. The company has industry leading margins, exposure to attractive offshore markets and balance sheet strength, UBS said.

HCA ( HCA) was upgraded at Mizuho to buy from neutral. $51 price target. Company should benefit from health care reform, Mizuho said.

Intuit ( INTU) was downgraded at Morgan Stanley to underweight. $62 price target. Tax business growth is slowing, Morgan Stanley said.

International Rectifier ( IRF) was upgraded to buy at TheStreet Ratings.

Interpublic Group ( IPG) was upgraded to hold from underperform at Jefferies. $17.20 price target. Big steps forward but valuation remains rich, Jefferies said.

ServiceNow ( NOW) was upgraded at Morgan Stanley to overweight. $62 price target. Total addressable market is higher than previous thought, Morgan Stanley said.

Nucor ( NUE) was initiated with an outperform rating at BMO Capital. $54 price target. Company should see an improved product mix and lower costs, BMO Capital said.

Oil States ( OIS) was upgraded at BMO Capital to market perform. $110 price target. Company is sold a noncore asset, and the sector is seeing better momentum, BMO Capital said.

Elizabeth Arden ( RDEN) was downgraded at B. Riley to neutral from buy. Valuation call, as the stock is approaching the $40 price target, B. Riley said.

Shutterfly ( SFLY) was upgraded to buy at TheStreet Ratings.

Synchronoss ( SNCR) was upgraded at Goldman Sachs to neutral from sell. $37 price target. Estimates also upped, given higher expected growth at Verizon ( VZ), Goldman said.

AT&T ( T) was initiated with an outperform rating at Credit Suisse. $38 price target. Stock is attractively valued, on a relative basis, Credit Suisse said.

Verizon was initiated with a neutral rating at Credit Suisse. Valuation call, based on a $52 price target, Credit Suisse said.

US Steel ( INTU) was initiated with a market perform rating at BMO Capital. $19 price target. Company will be hurt by lower steel pricing, BMO Capital said.

STOCK COMMENTS / EPS CHANGES

Akamai ( AKAM) estimates, price target were raised at Oppenheimer. Shares are now seen reaching $60. Estimates were also increased, and better sales and productivity should drive margin growth, Oppenheimer said.

Biogen Idec ( BIIB) was added to the US 1 List at Bank of America/Merrill Lynch. Risk/reward is positive ahead of the upcoming Tecfidera decision, BofA/Merrill said. $309 price target.

Cummins ( CMI) numbers were raised at UBS. Earnings estimates were boosted to reflect better growth from market positions and new products, said UBS. Price target goes to $146.

Cummins estimates, price target were increased at BMO Capital through 2015. Distribution acquisitions should add to earnings, BMO Capital said. Outperform rating and new $146 price target.

Ford ( F) estimates were raised at Citigroup. Estimates were raised to reflect confidence in Asia Pacific shares gains, said Citigroup. Price target is $20.

Fairchild Semiconductor ( FCS) price target was raised at Citigroup to $18. Conviction on China and new products increases, said Citigroup.

Factset ( FDS) numbers were raised at UBS. Earnings estimates were raised to reflect a lower tax rate, said UBS. Price target goes to $109.

Joy Global ( JOY) was downgraded at Robert Baird to neutral from outperform. $55 price target. Mining downturn is not yet priced into the stock, Robert Baird said.

Omega Healthcare ( OHI) estimates were increased at UBS. Earnings estimates were raised to reflect the sale-leaseback deal with Ark Holdings, said UBS. Price target is $28.

Whirlpool ( WHR) was added to US 1 List at Bank of America/Merrill Lynch. Company has dominant market share and is leveraged to the housing market recovery, BofA/Merrill said. $175 price target.

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