RATINGS CHANGES

Alliance Data (ADS) was downgraded to sector weight at Pacific Crest. Estimates were also cut, given deteriorating credit trends, Pacific Crest said.

Diebold (DBD) was upgraded to overweight from neutral at J.P. Morgan. $33 price target. The stock is down 13% over the past month and has potential catalysts on the horizon, J.P. Morgan said.

Disney (DIS) was downgraded to hold at Drexel Hamilton. $102 price target. Estimates were also cut, as secular trends will likely hurt subscriber numbers, said Drexel.

Fitbit (FIT) was upgraded to hold at TheStreet Ratings. You can view the full analysis from the report here: FIT Ratings Report.

Hyatt (H) was downgraded to underweight at Morgan Stanley. $46 price target. The company may struggle to meet RevPAR forecasts, Morgan Stanley said.

Imperva (IMPV) was downgraded to neutral from buy at Nomura. $50 price target. The stock is already factoring in takeover potential, Nomura said.

Marriott (MAR) was upgraded to overweight at Morgan Stanley. $78 price target. The company can deliver solid growth and realize material synergies from Starwood, Morgan Stanley said.

NetApp (NTAP) was downgraded to sell from hold at Deutsche Bank. $25 price target. This was a valuation call, as the stock is up 45% over the past three months, said Deutsche.

Oshkosh (OSK) was upgraded to neutral from underperform at Credit Suisse. This was a valuation call, based on a $54 price target, said Credit Suisse.

Oshkosh was upgraded to overweight from neutral at J.P. Morgan. This was a valuation call, based on a $60 price target, J.P. Morgan said.

Charles Schwab (SCHW) was initiated with an overweight rating at Morgan Stanley. $37 price target. The company is a market leader and should average 18% earnings growth over the next two years, Morgan Stanley said.

Twitter (TWTR) was downgraded to underperform from perform at Oppenheimer. $17 price target. This was a valuation call, as the stock is already valued at 20x cash flow, said Oppenheimer.

Viacom (VIA) was downgraded to hold at TheStreet Ratings. You can view the full analysis from the report here: VIA Ratings Report.

This article was written by a staff member of TheStreet.