Analysts' Actions: BBBY DAN JCI KORS X

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Apache ( APA) was upgraded to buy at TheStreet Ratings.

Bed, Bath & Beyond ( BBBY) was downgraded at Canaccord Genuity to hold from buy. $84 price target. Company could be hurt by a challenging consumer discretionary environment, Canaccord Genuity said.

Biogen Idec ( BIIB) was initiated with a market perform rating at FBR Capital Markets. $259 price target. Company has limited visibility with its hemophilia franchises, FBR Capital Markets said.

Corporate Executive Board ( CEB) was downgraded to hold at TheStreet Ratings.

Dana ( DAN) was downgraded at Keybanc to hold from buy. Valuation call, as little new business growth is expected in 2014.

Edwards Lifesciences ( EW) downgraded at J.P. Morgan to underweight from neutral. $62 price target. Street estimates too high and growth deceleration to start in the second half of 2014.

First Republic ( FRC) was downgraded at Deutsche Bank to hold. Valuation call, as the stock is up 53% since January, Deutsche Bank said.

Johnson Controls ( JCI) was downgraded at Litchfield Hills to hold from buy. Valuation call, based on a $47 price target, Litchfield Hills said.

Michael Kors ( KORS) was initiated with a buy rating at Maxim Group. $99 price target. Company can continue to grow over the coming years, Maxim Group said.

Oceaneering ( OII) was upgraded at Howard Weil to outperform from sector perform. $105 price target. Company has solid visibility and boosted guidance, Howard Weil said.

SM Energy ( SM) was upgraded at Topeka Capital to buy from hold. $120 price target. Company disclosed new acreage in the Permian basin, Topeka Capital said.

SanDisk ( SM) was downgraded at Bank of America/Merrill Lynch to neutral from buy. Valuation call, based on a $75 price target, BofA/Merrill Lynch said.

Union Pacific ( UNP) was downgraded at Robert Baird to neutral from outperform. $173 price target. Stock is largely factoring in strong pricing, Baird said.

US Steel ( X) was downgraded at Deutsche Bank to hold from buy. $22 price target. Company offered a weaker outlook, despite better steel market trends, Deutsche Bank said.

Xylem ( XYL) was downgraded at Keybanc to hold from buy. Valuation call, following the recent surge in the stock, Keybanc said.

Xylem was upgraded at DA Davidson to neutral from underperform. $34 price target. Company boosted its guidance and announced surprise growth, DA Davidson said.

Stock Comments/EPS Changes

Acadia Healthcare ( ACHC) numbers, price target were raised at Jefferies. Shares are now seen reaching $47. Strong top-line growth and upside in margin expansion, Jefferies said. Estimates lifted into next year. Buy rating.

Actavis ( ACT) estimates, price target were increased at Jefferies. Company expects double-digit organic growth after in-line third-quarter results. $168 price target and hold rating.

Archer-Daniels-Midland ( ADM) numbers were increased at BMO Capital. Estimates were boosted through 2014. Company is seeing higher divisional profits and a higher LIFO benefit, BMO Capital said. Market perform rating and new $42 price target.

Aetna ( AET) estimates, price target were lowered at BMO Capital. Estimates were cut through 2014. Company reduced its guidance, BMO Capital said. Outperform rating and new $70 price target.

Ameriprise ( AMP) estimates, price target were boosted at Credit Suisse. Shares are now seen reaching $100. Estimates were also increased, given better asset management growth, Credit Suisse said. Neutral rating.

Cummins ( CMI) estimates, price target were reduced at BMO Capital. Shares are now seen reaching $144. Estimates were also cut, given the company's new guidance, BMO Capital said. Outperform rating.

Dana estimates, price target are lowered at Jefferies. Weakness in commercial vehicles, Jefferies said. $23 price target and buy rating.

Gilead ( GILD) estimates, price target were increased at Credit Suisse. Estimates were raised through 2015. Company is seeing higher sales and keeping a tight lid on costs, Credit Suisse said. Outperform rating and new $80 price target.

Gilead Sciences ( GILD) price target was raised at J.P. Morgan to $85. Strong third-quarter with upside in HIV-related sales, J.P. Morgan said. Overweight rating.

L-3 Communications ( LLL) estimates, price target were raised at Credit Suisse. Price target was increased to $97. Estimates were also increased, as the company is realizing higher margins.

LinkedIn ( LNKD) estimates, price target were boosted at Credit Suisse. Shares are now seen reaching $288. Estimates were also increased, given the company's new guidance. Outperform rating.

Questcor Pharmaceuticals ( QCOR) estimates, price target were increased at Jefferies. QCOR raised its numbers, said Jefferies. Very robust Acthar growth in rheumatology, Jefferies also said. $76 price target and buy rating.

Titan International ( TWI) estimates, price target were lowered at Jefferies. TWI decreased its numbers into next year. Uncertainty reflecting commodity end markets and company execution, Jefferies said. $16 price target and Hold rating.

Valero ( VLO) estimates, price target were raised at Credit Suisse. Shares are now seen reaching $40. Crude spreads have widened, Credit Suisse said. Neutral rating.

Vertex ( VRTX) estimates, price target were cut at Credit Suisse. Shares are now seen reaching $78. Estimates were also reduced, given lower Incivek sales, Credit Suisse said. Neutral rating.

Western Union ( WU) numbers were cut at Sterne Agee. Shares are now seen reaching $20. Estimates were also reduced, given the company's new guidance, Sterne Agee said. Buy rating.

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This article was written by a staff member of TheStreet.

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