Analysts' Actions: DVN, EOG, LOW, HTZ

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Air Lease Corp. was initiated with a Sell rating at TheStreet Ratings.

Align Technology was initiated with a Buy rating at Cantor Fitzgerald. $37 price target. Company has a competitive advantage in a fast-growing market, Cantor said.

Berry Petroleum was initiated with an Outperform rating at Barrington. $50 price target. Company has attractive oil reserves and can generate solid production growth over the coming years, Barrington said.

Avis Budget was initiated with an Overweight rating at Morgan Stanley. Valuation call based on a $22 price target, Morgan Stanley said.

Devon Energy was downgraded at Wells Fargo from Outperform to Market Perform. Company lacks a niche to differentiate itself from its peers, Wells Fargo said.

EOG Resources was upgraded at Wells Fargo from Market Perform to Outperform. Company continues to execute well, Wells Fargo said.

First American Financial was upgraded to Buy at TheStreet Ratings.

Forum Energy Technologies was initiated with a Buy rating at Citigroup. $29 price target. Market conditions support top-line growth, Citigroup said.

Forum Energy was initiated with an Outperform rating at FBR Capital Markets. $28 price target. Company has a solid balance sheet and can generate compelling earnings growth, FBR said.

Hancock was upgraded at Stifel Nicolaus from Hold to Buy. Valuation call, based on a $36 price target, Stifel Nicolaus said.

Hertz Global was initiated with an Overweight rating at Morgan Stanley. $17 price target. Company is leveraged to better price trends for used cars, Morgan Stanley said.

Humana was upgraded at Wells Fargo from Market Perform to Outperform. Company is leveraged to continued growth of Medicare Advantage, Wells Fargo said.

Intercontinental Exchange was upgraded at JP Morgan from Neutral to Overweight. Open interest is recovering in Europe, and natural gas volume should rebound, JP Morgan said. $144 price target.

Knight Transportation was downgraded at Keybanc from Buy to Hold. Checks suggest that industry growth is slow but stable, Keybanc said.

Lowe's was downgraded at Piper Jaffray from Overweight to Neutral. $28 price target. Company is seeing lower remodeling demand than expected, Piper Jaffray said.

LyondellBasell was initiated with an Outperform rating at Credit Suisse. $60 price target. Long-term fundamentals remain positive, despite a recent dip in the stock, Credit Suisse said.

MRC Global was initiated with an Outperform rating at Robert Baird. $27 price target. Company is a market leader and leveraged to favorable industry trends, Robert Baird said.

MRC Global was initiated with a Neutral rating at Goldman Sachs. Valuation call, based on a $20 price target, Goldman said.

Manitowoc was upgraded at Goldman Sachs to Buy from Neutral. $15 price target. Trough valuation and emerging U.S. crane recovery, Goldman said.

Oaktree was initiated with an Overweight rating at Morgan Stanley. $55 price target. Company is seeing higher asset growth, Morgan Stanley said.

Oaktree was initiated with a Neutral rating at Credit Suisse. $45 price target.

Signature Bank was upgraded at Guggenheim from Neutral to Buy. $71 price target. Company should see a continued organic growth in its core business, Guggenheim said.

Sirona Dental was initiated with a Buy rating at Cantor Fitzgerald. $57 price target. Company can return to mid-teens earnings growth by next year, Cantor said.

Tidewater was upgraded from Market Perform to Outperform at Clarkson Capital. $58 price target. Stock is attractive following a recent pullback, Clarkson said.

Western Refining was upgraded at Dahlman Rose from Hold to Buy. $25 price target. Oil spreads should remain attractive into the second half of the year, Dahlman Rose said.

STOCK COMMENTS / EPS CHANGES

AmerisourceBergen was placed on the Conviction Buy List at Goldman Sachs. The stock has fallen, and the company could win a new ESRX contract, Goldman said. New $45 price target.

General Cable numbers were boosted at DA Davidson. Shares are now seen reaching $42. Estimates were also upped, following the Alcan Cable acquisition, DA Davidson said. Buy rating.

Campbell Soup estimates were increased at Morgan Stanley through 2014. Sales trends are starting to improve, and the company is paying a lower tax rate, Morgan Stanley said. Underweight rating and $30 price target.

Cablevision Systems numbers were lowered at Citigroup. Shares are now seen reaching $21. Estimates were also lowered on tepid top-line growth, Citi said. Buy rating.

JP Morgan numbers were lowered at Credit Suisse. Shares are now seen reaching $50. Estimates were also cut, as the company has halted its buyback program, Credit Suisse said. Outperform rating.

JP Morgan numbers were cut at UBS. Shares are now seen reaching $46. Estimates also lowered on lower share repurchases, UBS said. Buy rating.

Lowe's estimates, price target were cut at Morgan Stanley. Shares are now seen reaching $35. Estimates were also reduced, as the company is still working through its inventory transition, Morgan Stanley said. Overweight rating.

Lowe's numbers were cut at UBS. Shares are now seen reaching $34. Estimates were also lowered on lackluster quarterly results, UBS said. Buy rating.

McKesson was cut from the Conviction Buy List at Goldman Sachs. Company lacks near-term catalysts, Goldman said. $105 price target.

MakeMyTrip Limited numbers were lowered at Oppenheimer. Shares are now seen reaching $28. Estimates were also lowered on fx headwinds, Oppenheimer said. Outperform rating.

Urban Outfitters numbers were increased at Nomura. Estimates were increased through 2013. Company is seeing better square footage growth, Nomura said. Neutral rating and new $29 price target.

Yahoo! price target was raised at Morgan Stanley. Shares are now seen reaching $16. Alibaba sale should generate net cash of more than $4 billion, Morgan Stanley. Equal-weight rating.

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