RATINGS CHANGES

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

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

Hyatt (H - Get Report) 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 - Get Report) 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 - Get Report) 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 - Get Report) 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 - Get Report) 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 - Get Report) 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 - Get Report) 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.