NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Aetna

(AET)

upgraded at Collins Stewart from Sell to Hold. Health care segment is showing signs of stabilization.

Aetna

(AET)

estimates, target reduced at Goldman. Shares of AET now seen reaching $37. Estimates also lowered, as the company faces multiple headwinds. Neutral rating.

Aetna

(AET)

estimates raised at UBS. AET estimates were increased through 2011. Company has multiple earnings tailwinds. Buy rating and $38 price target.

Amazon

(AMZN) - Get Report

upgraded at Collins Stewart. AMZN was upgraded to Buy. $150 price target. Stock is down 15% from its recent highs, and believe that the Kindle will continue to grow.

Airgas

(ARG)

downgraded at Keybanc. ARG was downgraded from Buy to Hold. APD will likely have to raise its bid, but the risk/reward is no longer as attractive.

Autozone

(AZO) - Get Report

upgraded at Citigroup. AZO was upgraded from Hold to Buy. Company could gain market share and increase operating margins. Also expect to see an aggressive buyback program. New $188 price target.

Biomarin Pharma

(BMRN) - Get Report

downgraded at Brean Murray. BMRN was downgraded from Buy to Hold. Valuation call, as the stock is already pricing in good news from Phase 2 products.

Broadcom

rated new Buy at Citigroup. BRCM was initiated with a Buy rating. $35 price target. Company is a classic growth story, with leverage to an improving economic cycle.

Emerson

(EMR) - Get Report

price target raised at BofA/Merrill. EMR price target increased to $56 from $50 following upbeat analyst meeting. Organic growth will return to positive territory in 2H10, said Bank of America/Merrill Lynch. 2010 and 2011 EPS estimates lifted to $2.35 and $2.95, respectively. Buy rating.

Home Depot

(HD) - Get Report

upgraded at Morgan Stanley from Equal-weight to Overweight. $35 price target. Company is positioned well for a housing recovery.

IntercontinentalExchange

(ICE) - Get Report

upgraded at Susquehanna. ICE was upgraded to Positive. $114 price target. Company should see better results from OTC energy trading.

Idacorp

(IDA) - Get Report

upgraded at Keybanc. IDA was upgraded from Hold to Buy. $33 price target. Recent rate settlement was favorable, and not yet priced into the stock.

K12

(LRN) - Get Report

downgraded at Credit Suisse to Neutral from Outperform as state budget pressures could weigh on the company's margins and revenue. Price target remains at $20.

Moody's

(MCO) - Get Report

rated new Neutral at Goldman. $30 price target. Pending reform is an overhang, despite the company's exposure to growing global credit.

McGraw-Hill

(MHP)

rated new Neutral at Goldman. $35 price target. Company lower relative margins, but strong earnings visibility.

Newell Rubbermaid

(NWL) - Get Report

upgraded at Morgan Stanley. NWL was upgraded from Equal-weight to Overweight. $18 price target. Stock is near trough valuation, and has an attractive risk/reward profile.

Southern Copper

(PCU)

upgraded at Credit Suisse. PCU upgraded to Outperform from Underperform on higher copper prices. Price target raised to $34 from $31.50. 2009 and 2010 EPS estimates set at $1.09 and $2.13, respectively.

Washington Federal

(WFSL)

upgraded at FBR. WFSL was upgraded from Market Perform to Outperform. $22 price target. Stock is attractive following a recent pullback, and the company is rich with capital.

TheStreet Recommends

Exxon Mobil

(XOM) - Get Report

upgraded at Collins Stewart from Hold to Buy. $80 price target. Market is underestimating the value of the XTO deal.

STOCK COMMENTS / EPS CHANGES

Burger King

(BKC)

estimates increased at UBS. BKC estimates were raised through 2011. Company is realizing higher margins, despite weaker sales. Neutral rating and $18 price target.

Boston Scientific

(BSX) - Get Report

numbers cut at Goldman. Shares of BSX now seen reaching $9. Estimates were also lowered, because of deteriorating industry pricing. Neutral rating.

Emerson Electric

(EMR) - Get Report

target boosted at Morgan Stanley. Shares of EMR now seen reaching $50. Company likely to continue posting sequential order growth. Equal-weight rating.

E*Trade Financial

(ETFC) - Get Report

numbers lowered at FBR. ETFC estimates were reduced through 2011. Company is cutting is commissions, because of price competition. Outperform rating and new $2 price target.

FMC

(FMC) - Get Report

estimates, target raised at UBS. Shares of FMC now seen reaching $67, UBS said. Estimates also boosted, to reflect new momentum in soda ash. Buy rating.

First Solar

(FSLR) - Get Report

estimates, target cut at Deutsche. Shares of FSLR now seen reaching $125. Estimates also lowered, to reflect difficult industry fundamentals. Hold rating.

Genzyme

(GENZ)

cut from Conviction Sell List at Goldman. GENZ was removed from the Conviction Sell list. Regulatory and manufacturing risks are largely behind the company. New $52 price target.

ITT

(ITT) - Get Report

estimates, target raised at Morgan Stanley. ITT estimates were boosted through 2011. Company is seeing strong demand across the board, even though Defense orders are facing tough comps. Equal-weight rating and new $59 price target.

Lear

(LEA) - Get Report

estimates, target boosted at UBS. LEA estimates were increased through 2010. Company likely to see increased operating margins. Buy rating and new $87 price target.

Medtronic

(MDT) - Get Report

estimates, target reduced at Goldman. Shares of MDT now seen reaching $43. Estimates also lowered, because of poor industry pricing. Neutral rating.

Northrop Grumman

(NOC) - Get Report

numbers upped at Goldman. Shares of NOC now seen reaching $50. Estimates also raised, because of pension tailwinds. Sell rating.

Nvidia

(NVDA) - Get Report

estimates, target upped at FBR. Shares of NVDA now seen reaching $17. Estimates also raised, as checks suggest that business is running ahead of plan. Market Perform rating.

Sara Lee

(SLE)

estimates boosted at Goldman. SLE estimates were raised through 2011. Company is seeing a lower tax rate and is being helped by falling commodity costs.

St. Jude

(STJ)

added to Conviction Sell List at Goldman. STJ was added to the Conviction Sell list. $35 price target. Consensus estimates are likely to head lower, given the company's leverage to the ICD market.

Travelers

(TRV) - Get Report

numbers increased at UBS. Shares of TRV now seen reaching $58. Estimates were also raised, to reflect share repurchase activity. Buy rating.

Tyson Foods

(TSN) - Get Report

estimates upped at Morgan Stanley. TSN estimates were raised through 2011. Company is realizing higher profit margins in chicken. Equal-weight rating.

Weyerhaeuser

(WY) - Get Report

estimates cut at Goldman. WY estimates were lowered through 2011. Company is facing higher interest expenses. Neutral rating and $45 price target.

Yum Brands

(YUM) - Get Report

estimates boosted at UBS. YUM estimates were upped through 2011. Seeing better US trends at Pizza Hut and Taco Bell. Neutral rating and $38 price target.

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