DR Horton ( DHI) was upgraded at MKM Partners to buy from neutral. Twelve-month price target is $26. Remain confident about the prospects of a U.S. housing recovery, MKM Partners said.

EnerNOC ( ENOC) was downgraded at J.P. Morgan to neutral from overweight. Taking profits, as fundamental outlook remains unchanged, J.P. Morgan said.

First Niagara (FNFG) was downgraded at Bank of America/Merrill Lynch to underperform from buy. Valuation call, based on a 12-month price target of $10, Bank of America/Merrill Lynch said.

Global Payments (GPN) was downgraded at Wells Fargo to market perform from outperform. Valuation call, Wells Fargo said.

H&R Block (HRB) was upgraded at BTIG to buy from neutral. Twelve-month price target is $36. Bank sale could help unlock shareholder value, BTIG said.

J.C. Penney ( JCP) was upgraded at Piper Jaffray to overweight from neutral. Twelve-month price target is $11. 2014 should be a year of progress for the company, Piper Jaffray said.

Johnson & Johnson (JNJ) was upgraded at Jefferies to buy from neutral. Driven by continued expectations for strong performance from pharma division, Jefferies said. Twelve-month price target is $108.

Knight Transportation (KNX) was upgraded at Citigroup to buy from neutral. Twelve-month price target is $22. Company likely will augment growth with acquisitions, Citigroup said.

McDonald's (MCD) was upgraded at Morgan Stanley to overweight. Twelve-month price target is $115. Company has lagged, but the market does not appreciate its competitive advantages, Morgan Stanley said.

Monsanto
(MON) was downgraded at J.P. Morgan to neutral from overweight. Domestic corn price is at risk and lower planted corn acres in U.S. and Brazil will challenge MON to increase corn seed volumes, J.P. Morgan said. Twelve-month price target is $115.

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