Coach (COH) was upgraded to buy at TheStreet Ratings.
CST Brands (CST) was downgraded at J.P. Morgan to neutral. Expect to see more competition in the convenience store area, J.P. Morgan said.
Fifth Street Senior Floating Rate (FSFR) was initiated at UBS with a buy rating. Poised to deliver stable earnings in a rising rate environment, UBS said. Twelve-month price target is $16.
MSCI (MSCI) was downgraded at UBS to neutral from buy. Market risk with emerging-market exposure, margins coming down and payback on new spending still uncertain, UBS said. Twelve-month price target is $46.
Navistar (NAV) was downgraded at UBS to neutral from buy. Slower ramp to improved profitability and warranty expenses exceeded expectations, UBS said. Twelve-month price target is $44.
Palo Alto (PANW) was upgraded at FBR Capital Markets to outperform from market perform. Twelve-month price target is $90. Checks indicate faster adoption of the company's products, FBR Capital Markets said.
Tiffany (TIF) was downgraded to hold at TheStreet Ratings.
Stock Comments / EPS Changes
CSX (CSX) was added to the US 1 list at Bank of America/Merrill Lynch. Company is likely at the trough of its utility coal declines, BofA/Merrill said. Buy rating and 12-month price target of $32.
Lululemon (LULU) estimates, 12-month price target were cut at Canaccord Genuity. Twelve-month price target is now $69. Estimates were also reduced, as the company will likely offer conservative 2014 guidance, Canaccord Genuity said. Buy rating.
Microsoft (MSFT) 12-month price target was increased at UBS to $46. Driven by new management and new strategy, UBS said. Buy rating.
Sonic (SONC) price target was increased at UBS. SSS momentum with more effective labor cost management and lower-than-anticipated winter weather expenses, UBS said. Twelve-month price target is $19. Sell rating.