NEW YORK (TheStreet) -- CHANGE IN RATINGS

Amylin Pharma

( AMLN) initiated at Piper Jaffray with a Neutral rating and $26 price target. Introduces 2010 EPS estimates of -$0.11.

Airgas

(ARG)

downgraded at William Blair to Market Perform. Valuation call. Estimates also lowered, as the company is facing higher costs.

Continental Resources

(CLR) - Get Report

upgraded at Morgan Keegan from Market Perform to Outperform. Company has a rapidly accelerating program in the Bakken shale.

Rockwell Collins

(COL)

downgraded at Goldman from Buy to Neutral. $72 price target. Stock is up 80% over the past 12 months.

Dresser-Rand

(DRC)

downgraded at Goldman from Neutral to Sell. Estimates also lowered, as the company has late-cycle leverage.

Ingram Micro

(IM)

initiated at Barclays with an Equal Weight rating and $20 price target. 2010 and 2011 EPS estimates set at $1.70 and $1.95, respectively. Should benefit from improving IT spending.

Kellogg

(K) - Get Report

downgraded at BMO to Market Perform. Valuation call, as cereal sales could slow. $59 price target.

Lincare

( LNCR) downgraded at Deutsche from Buy to Hold. $47 price target. Valuation call, as the stock is already pricing in above-average growth.

Lorillard

(LO)

downgraded at Deutsche from Buy to Hold. $83 price target. Company is facing higher regulatory risk.

O'Reilly Automotive

(ORLY) - Get Report

downgraded at JP Morgan to Neutral from Overweight. Maintains $44 price target and 2010 EPS estimates of $2.54.

Precision Castparts

(PCP)

upgraded at Goldman from Neutral to Buy. $153 price target. Company is leveraged to higher aerospace production rates.

Progressive

(PGR) - Get Report

upgraded at Oppenheimer from Underperform to Perform. Company is seeing positive rate trends.

Power Integrations

(POWI) - Get Report

downgraded at Deutsche from Buy to Hold. Stock has traded through the $40 price target, though near-term trends remain strong.

Patterson-UTI

(PTEN) - Get Report

upgraded at Goldman from Sell to Neutral. Stock should bottom along with natural gas prices. $51 price target.

Synovus

(SNV) - Get Report

downgraded at FBR from Market Perform to Underperform. Valuation call, based on a $2.50 price target.

Solarfun Power

( SOLF) upgraded at Barclays to Equal Weight from Underweight on improving OEM business model. Price target doubled to $8 from $4. 2010 and 2011 EPS estimates boosted to 80 cents and 62 cents, respectively.

Syniverse

( SVR) upgraded at Jefferies from Hold to Buy. $22 price target. Company is leveraged to an economic recovery and higher data traffic.

Southwestern Energy

(SWN) - Get Report

upgraded at Goldman from Neutral to Buy. Stock also added to the Conviction List, with a $54 price target. Company can post superior growth in natural gas.

Molson Coors

(TAP) - Get Report

downgraded at Deutsche from Buy to Hold. $47 price target. Company will likely be hurt by weaker domestic volumes.

Tech Data Corp

(TECD) - Get Report

initiated at Barclays with an Equal Weight rating and $47 price target. TECD should benefit from more IT spending. 2011 and 2012 EPS estimates set at $3.70 and $4.10, respectively.

Theravance

(THRX)

initiated at Piper Jaffray. Initiated with an Overweight rating and $16 price target. Introduces 2010 EPS estimates of -$0.85.

Timken

(TKR) - Get Report

upgraded at Longbow from Neutral to Buy. $36 price target. Company should benefit from a better steel and bearings outlook.

Verisign

(VRSN) - Get Report

downgraded at Jefferies from Buy to Hold. $27 price target. Valuation call, as the company has limited pricing power in its business.

STOCK COMMENTS / EPS CHANGES

Atheros Communications

( ATHR) numbers raised at FBR. Shares of ATHR now seen reaching $41. Estimates also boosted, as the company is likely seeing strong sales momentum. Market Perform rating.

Bed Bath & Beyond

(BBBY) - Get Report

target, estimates boosted at BofA/Merrill. BBBY price target increased to $50 from $44 on broad-based improvement in home related goods so far in 2010. 2010 and 2011 EPS estimates set at $2.22 and $2.52, respectively.

Burger King

(BKC)

price target higher at Citi to $22 from $19 as recent sales figures show improvement. 2010 and 2011 EPS estimates held at $1.35 and $1.54, respectively.

Burger King

(BKC)

estimates, target raised at Goldman through 2012. Company is improving its brand image and breakfast should help drive growth. Neutral rating and new $22 price target.

Brookdale Senior

(BKD) - Get Report

cut from Conviction Buy list at Goldman. Stock has limited upside potential, based on a $22 price target.

CSX Corp

(CSX) - Get Report

target and estimates raised at BofA/Merrill. CSX price target jumped to $58 from $55 on higher volumes. 2010 and 2011 EPS estimates lifted to $3.35 and $3.80, respectively. Maintain buy rating.

Dreamworks Animation

(DWA)

numbers lowered at Goldman. Shares of DWA now seen reaching $49. Estimates also cut, given a lower opening for "How to Train Your Dragon". Buy rating.

CarMax

(KMX) - Get Report

estimates raised at Credit Suisse. KMX 2010 and 2011 EPS estimates increased to $1.17 and $1.21, respectively. Maintain Neutral rating and $23 price target.

Silicon Laboratories

(SLAB) - Get Report

estimates upped at FBR through 2011. Recent checks suggest robust business trends. Outperform rating and $61 price target.

Zions Bancorp

(ZION) - Get Report

estimates, target increased at FBR. Shares of ZION now seen reaching $24. Estimates also boosted, as the company should benefit from improving credit costs. Outperform rating.

This article was written by a staff member of TheStreet.com.