NEW YORK (
CHANGE IN RATINGS
downgraded at KBW to Underperform. $6 price target. See little long-term value in the stock, given the current capital structure.
upgraded at Wells from Market Perform to Outperform. Cyclical earnings growth should be strong, even though the 2011 consensus estimate may prove optimistic.
initiated at Barclays with an Equal Weight rating and $85 price target. Analysts noted balance sheet flexibility, experienced management, accelerating FCF, and valuation.
downgraded at Baird from Outperform to Neutral. $41 price target. Company is seeing slower EBITDA growth.
Catalyst Health Solutions
downgraded at Barclays to Equal Weight from Overweight on valuation. Price target tweaked higher to $46 from $44.
upgraded at Barclays to Overweight from Equal Weight on strong expectations for the upcoming quarter. Price target surged to $132 from $107. 2011 EPS estimate raised to $6.32.
downgraded at Deutsche from Buy to Hold. $6 price target. Valuation call, as the stock has nearly doubled in 2010.
upgraded at Susquehanna from Neutral to Positive. $10 price target. Company is likely to achieve margin gains throughout 2010.
upgraded at Barclays to Equal Weight from Underweight as the global lodging industry is at the cusp of a protracted recovery period. Price target surged to $58 from $34. 2010 and 2011 EPS estimates increased to $0.93 and $1.62, respectively.
upgraded at Oppenheimer from Perform to Outperform. $22 price target. Company should benefit from an improving economy and labor market.
rated new Buy at Keybanc. $27 price target. Technology and superior service should help the company past its competition.
downgraded at Janney from Buy to Neutral. Company had a poor quarter, especially in sewer rehab.
rated new Buy at Sterne Agee. $28 price target. Servers should show seasonal strength, boosting gross margins.
downgraded at Barclays to Equal Weight from Overweight on relative valuation to the utility group. Price target maintained at $36.
numbers raised at Goldman. Shares of MAR now seen reaching $42. Estimates also increased, given better global travel trends. Buy rating.
upgraded at Barclays to Equal Weight from Underweight as the entire lodging industry was upgraded to Neutral. 2010 and 2011 EPS estimates lifted to $1.03 and $1.43, respectively. Price target jumped to $38 from $22.
upgraded at Deutsche from Hold to Buy. $28 price target. Company has attractive growth prospects in Storage and Mobile segments.
downgraded at Susquehanna to Neutral. Consensus estimates may be too high and the company could face increased competition from the NYSE.
downgraded at Soleil to Hold. $13.50 price target. Company is seeing weak retail sales.
rated new Buy at Citigroup. ORCL was initiated with a Buy rating. $32 price target. Company can grow its software margins.
downgraded at UBS from Neutral to Sell. Valuation call, based on a $37 price target.
Pharmaceutical Product Dev.
upgraded at Goldman to Neutral. $28 price target. Company is seeing strong new business wins and lower cancellations.
upgraded at Needham from Hold to Buy. $23 price target. Company is seeing a solid rebound in customer demand.
upgraded at Deutsche from Hold to Buy. $34 price target. Stock has been lagging, but credit should also improve in the company's key markets later this year.
SXC Health Solutions
initiated at Barclays with an Equal Weight rating and $74 price target. 2010 and 2011 EPS estimates set at $2.02 and $2.60, respectively. No leverage and over $300M in cash, analysts noted.
upgraded at BofA/Merrill to Buy from Neutral as fundamentals appear to have bottomed. Price target surged to $40 from $27.
rated new Hold at Jefferies. $57 price target. Demand is particularly weak in California and Florida.
STOCK COMMENTS / EPS CHANGES
Boardwalk Pipeline Partners
price target cut at Credit Suisse to $33 from $35. Operating results were above expectations, but distribution was lighter. Reiterate Outperform rating.
estimates, target boosted at UBS. Shares of CAT now seen reaching $74. Estimates also upped, to match the company's new guidance. Neutral rating.
numbers upped at UBS. CAVM estimates were boosted through 2011. Company should realize operating leverage in the coming quarters. Buy rating and new $37 price target.
price target lifted at Credit Suisse to $26 from $19. AT&T finally announced CIEN as one of its two key domain suppliers for optical and transport equipment, Credit Suisse said. Reiterate Outperform rating.
estimates, target raised at Citigroup. Shares of CIEN now seen reaching $25. Estimates also increased, as the company sees higher potential sales growth. Buy rating.
estimates, target increased at Citigroup. CMA estimates were raised through 2012. Company seeing better credit and margin results. Hold rating and new $48 price target.
price target higher at Credit Suisse, to $71 from $68 after reporting solid 1Q10 results. Full year 2010 outlook was substantially more positive, Credit Suisse added. Maintain Neutral rating.
numbers boosted at Goldman. Shares of COL now seen reaching $74. Estimates also upped, to match the company's new guidance. Neutral rating.
numbers upped at Goldman. DLB estimates were boosted through 2012. Company should benefit from higher PC shipments and 3D screen sales. Neutral rating and new $64 price target.
numbers increased at UBS. ERTS estimates were raised through 2011. New games appear to be selling well. Buy rating and new $23 price target.
numbers upped at Goldman. FLIR estimates were boosted through 2012. Commercial demand is coming back. Neutral rating and ne $31 price target.
cut from Conviction Buy list at Goldman. Stock has underperformed of late, but still appears attractively valued based on long-term growth prospects. $680 price target.
estimates, target increased at Goldman. LO estimates were raised through 2012. Company is seeing better volumes. Buy rating and new $96 price target.
estimates, target raised at UBS. Shares of NETL now seen reaching $40. Estimates also increased, given stronger enterprise demand. Buy rating.
numbers increased at FBR. NFX estimates were raised through 2011. Capital shift could drive additional production growth. Outperform rating and new $72 price target.
estimates, target boosted at Citigroup. Shares of PNC now seen reaching $75. Estimates also upped, given better credit trends and higher realized net interest margin. Hold rating.
estimates, target increased at Morgan Stanley. ROP estimates were raised through 2012. Company is seeing double-digit organic order growth. Equal-weight rating and new $65 price target.
numbers raised at FBR. Shares of RSH now seen reaching $29. Estimates also increased, as same-store sales growth is accelerating. Outperform rating.
numbers upped at UBS. STZ estimates were boosted through 2012. Company is likely to buyback more shares. Buy rating and new $21 price target.
price target increased at Credit Suisse. TGT price target improved to $64 from $55. The company is making a clear shift from "pay less" to "expect more." Reiterate Outperform rating.
target boosted at BofA/Merrill. TXN price target improved to $28 from $26 after solid 1Q10 results. Margins out of gas. Maintain Neutral rating.
numbers boosted at FBR. Shares of TXN now seen reaching $36. Robust demand is driving growth across the board. Outperform rating.
numbers raised at Morgan Stanley. Shares of UPL now seen reaching $63. Estimates also increased, given the potential of development at Pinedale. Overweight rating.
numbers raised at UBS. Shares of URBN now seen reaching $48. Estimates also increased, given solid comp sales trends. Buy rating.
cut from Top Picks Live at Citigroup. Valuation call, based on a $52 price target. Buy rating.
numbers increased at UBS. VECO estimates were raised through 2011. Expect shipments to ramp in the second half of the year. Buy rating and new $71 price target.
estimates, target boosted at Goldman. Shares of WHR now seen reaching $130. Estimates also upped, to match the company's new guidance. Buy rating.
price target higher at BofA/Merrill, to $55 from $49 as 3Q10 results are in line. Reiterate Buy rating.
This article was written by a staff member of TheStreet.com.