American Express

(AXP) - Get Report

rated new Overweight at Morgan Stanley. Company should be one of the first credit card lenders to emerge from the downturn. $51 price target.

Capital One

(COF) - Get Report

rated new Equal-weight at Morgan Stanley. Recovery could lag peers, given the company's exposure to subprime. $45 price target.


(DE) - Get Report

upgraded at Morgan Stanley to Overweight. $64 price target. Demand is improving for farm equipment in the US. Higher corn prices could also drive a recovery in Brazil.

DR Horton

(DHI) - Get Report

price target lowered at Barclays by a dollar to $12. 2010 EPS estimate lifted to $0.21 from $0.03. Maintain Overweight rating.

DR Horton

(DHI) - Get Report

upgraded at Citigroup from Sell to Hold. $10.50 price target. Valuation call, as the stock is down 23% over the past three months.

Evercore Partners

(EVR) - Get Report

upgraded at Goldman from Neutral to Buy. Company has attractive growth opportunities in M&A.

Genessee & Wyoming

(GWR) - Get Report

rated new Equal-weight at Morgan Stanley. Stock is already pricing in the company's solid track record.


(JEF) - Get Report

downgraded at Goldman from Neutral to Sell. Company will be hurt by widening credit spreads.

NewAlliance Bancshares


upgraded at FBR from Market Perform to Outperform. $13 price target. Company could have opportunity to make FDIC-assisted acquisitions.



upgraded at Goldman from to Buy from Neutral. Company has attractive growth potential outside of the U.S.

NII Holdings

(NIHD) - Get Report

upgraded at Goldman from Neutral to Buy. $35.40 price target. Stock is down 13% since earnings, but it's largest market is Brazil, which is growing rapidly.

Knight Capital


downgraded at Goldman from Buy to Neutral. Valuation call.



upgraded at Piper to Neutral. $4 price target. Valuation call, as the stock has underperformed the market 27% since mid-year.


(AMZN) - Get Report

numbers increased at Merrill/BofA through 2011. Company should benefit from a continued shift toward online shopping this holiday season. Buy rating and new $140 price target.


(AVP) - Get Report

price target raised at Barclays by two dollars to $40. 2009 and 2010 EPS estimates maintained at $1.70 and $2.22, respectively. Reiterate Overweight rating.

Avon Products

(AVP) - Get Report

numbers boosted at Merrill/BofA. Shares of AVP now seen reaching $44. Estimates also raised, to reflect the weaker dollar. Buy rating.

Best Buy

(BBY) - Get Report

price target boosted at Barclays to $47 from $44. 2010 and 2011 EPS estimate lifted to $3.01 and $3.22, respectively. Maintain Overweight rating.



estimates raised at Goldman through 2012. Company had a strong quarter and maintained an upbeat outlook in recent meetings with management. Buy rating and $52 price target.


(F) - Get Report

estimates, target raised at Citigroup. Shares now seen reaching $6.50. Estimates also boosted, to reflect higher production and margin expectations. Sell rating.

Home Depot

(HD) - Get Report

estimates raised at Morgan Stanley through 2012. Company continues to reduce costs. Equal-weight rating.


(MOS) - Get Report

target raised at Merrill/BofA to $72. Global fertilizer demand is recovering. Buy rating.


(PRU) - Get Report

target raised at Merrill/BofA. PRU shares now seen reaching $66. Company has an attractive excess capital position. Buy rating.

Research in Motion


estimates lowered at Goldman through 2012. Expect weaker enterprise subscriber trends. Neutral rating.

Smith International


numbers cut at Morgan Stanley. SII estimates were lowered through 2011. Equity offering is dilutive and a puzzling strategy. Overweight rating and new $55 price target.

JM Smucker

(SJM) - Get Report

estimates, target boosted at Jefferies. Shares of SJM now seen reaching $67. Estimates also increased, to reflect strong earnings momentum. Buy rating.


(WFT) - Get Report

price target, estimates cut at Credit Suisse. WFT shares now seen reaching $21, down from $23. 2009 and 2010 EPS estimates lowered to $0.57 and $0.80, respectively. Outperform rating.

Yum! Brands

(YUM) - Get Report

numbers cut at Credit Suisse YUM estimates lowered to reflect cautious near-term domestic outlook. 2009 and 2010 EPS estimates trimmed to $2.16 and $2.41, respectively. $41 price target. Maintain Outperform rating.

This article was written by a staff member of