NEW YORK (

TheStreet

) --

CHANGE IN RATINGS, EPS

AK Steel

(AKS) - Get Report

numbers cut at Jefferies.AKS estimates were reduced through 2012. Domestic steel demand is slowing. Hold rating and new $8.50 price target.

AK Steel estimates, target cut at UBS.Shares of AKS now seen reaching $9. Estimates also lowered as company guides to operating loss in 4Q. Buy rating.

Albermarle

(ALB) - Get Report

upgraded at BofA/Merrill to Neutral. Company is generating record catalyst earnings. $65 price target.

Alcoa

(AA) - Get Report

numbers lowered at UBS. Shares of AA now seen reaching $11.50. Estimates also lowered as ongoing global demand weakness leads to volume revisions. Neutral rating.

Amazon.com

(AMZN) - Get Report

estimates, target lowered at Credit Suisse.Shares of AMZN now seen reaching $200. Estimates also cut, as the company continues to invest more into future growth. Neutral rating.

Amazon.com estimates cut at UBS through 2012. Guidance reflects continued investment / pressure on Op income. Neutral rating.

Arch Capital Group

(ACGL) - Get Report

estimates lowered at UBS.ACGL estimates lowered through 2012. 3Q earnings miss and lower investment yields. Maintain $34 price target and Neutral rating.

Bank of NY Mellon

(BK) - Get Report

numbers raised cut at Morgan Stanley.BK estimates were reduced through 2012. Low interest rated will weigh on sales and earnings. Equal-weight rating and new $26 price target.

Celanese

(CE) - Get Report

downgraded at Citigroup from Buy to Neutral. $45 price target. Lack of catalysts .

Celanese estimates, target raised at UBS.Shares of CE now seen reaching $46. Estimates also increased on solid 3Q and positive guidance revisions. Neutral rating.

Centene

(CNC) - Get Report

estimates, target boosted at Goldman.Shares of CNC now seen reaching $33. Estimates also increased, given better demand visibility. Neutral rating.

CH Robinson

(CHRW) - Get Report

downgraded at Baird from Outperform to Neutral. $76 price target. Valuation call, as the company has limited near-term growth potential.

CH Robinson downgraded at BofA/Merrill from Buy to Neutral. Valuation call, based on a $78 price target.

CH Robinson downgraded at JP Morgan from Neutral to Underweight. Revenue growth appears to be slowing. $72 price target.

CIT Group

(CIT) - Get Report

estimates, target cut at Citigroup.Shares of CIT now seen reaching $49. Estimates also lowered as company continues to pay down debt.

Coach

(COH)

estimates, target increased at UBS.Shares of COH now seen reaching $67. Estimates also increased on gross margin support with upside potential.

Cummins

(CMI) - Get Report

estimates, target reduced at Credit Suisse.CMI estimates were cut through 2013. Earnings quality is decreasing. Outperform rating and new $122 price target.

Cummins numbers cut at UBS. Shares of CMI now seen reaching $120. Estimates also lowered on 3Q results and weaker near term demand from China/India. Buy rating.

Devry

(DV)

estimates, target cut at Credit Suisse.Shares of DV now seen reaching $36. Estimates also reduced, given lower starts and negative operating leverage. Neutral rating.

Devry downgraded at JP Morgan to Neutral. Company is leveraged to slower macro growth.

DreamWorks Animation

(DWA)

numbers cut at Goldman. DWA estimates were reduced through 2013. Company is seeing lower home video sales. Neutral rating and new $20 price target.

Express Scripts

(ESRX)

estimates lowered at UBS through 2012. Lowering Rx claim growth forecast. Maintain $53 price target and Buy rating.

F5 Networks

(FFIV) - Get Report

numbers boosted at Goldman.Shares of FFIV now seen reaching $96. Estimates also upped, given higher growth expectations. Neutral rating.

F5 Networks numbers raised at UBS.Shares of FFIV now seen reaching $96. Estimates also increased on strong earnings and outlook. Neutral rating.

First Solar

(FSLR) - Get Report

downgraded at Jefferies to Hold. $47 price target. CEO change will likely continue to hang over the stock.

HealthSpring

( HS) downgraded at UBS from Buy to Neutral. $55 price target. Downgrading following announcement of acquisition by CIGNA.

Health Management

(HMA)

estimates increased at UBS through 2012. Q3 on track and 2011 guidance clarified. Maintain $11.50 price target and Buy rating.

Human Genome

( HGSI) downgraded at Brean Murray to Hold. Company has pushed out its profit targets.

Human Genome numbers lowered at Credit Suisse. Shares of HGSI now seen reaching $25. Estimates also cut, given slower growth for Benlysta.

Illumina

(ILMN) - Get Report

estimates, target increased at Goldman.Shares of ILMN now seen reaching $32. Estimates also raised, given the company's new cost-cutting efforts. Neutral rating.

Lennox

(LII) - Get Report

estimates, target upped at Goldman.LII estimates were boosted through 2012. Company is seeing higher demand and keeping a tight lid on costs. Neutral rating and new $34 price target.

3M

(MMM) - Get Report

numbers lowered at Citigroup.Shares of MMM now seen reaching $76. Estimates also lowered as early / short cycle is still at risk for shortfall.

3M estimates, target reduced at Credit Suisse. Shares of MMM now seen reaching $92. Estimates also cut, to match the company's new guidance. Neutral rating.

3M estimates, target lowered at UBS. Shares of MMM now seen reaching $88. Estimates also lowered as industrial outlook could be worse than expected. Buy rating.

Madison Square Garden

(MSG) - Get Report

numbers reduced at Morgan Stanley. Shares of MSG now seen reaching $28. Estimates also cut, given the business than will be lost from the NBA strike. Underweight rating.

Masco

(MAS) - Get Report

estimates, target raised at Goldman.Shares of MAS now seen reaching $7. Estimates also increased, given higher realized margins. Sell rating.

McKesson

(MCK) - Get Report

estimates, target increased at JMP.MCK estimates were raised through 2013. Company continues to execute well and should benefit from new generic introductions. Outperform rating and new $98 price target.

McKesson numbers increased at UBS.Shares of MCK now seen reaching $99. Estimates also increased drug distributor momentum continues with blowout quarter. Buy rating.

Molex

(MOLX)

estimates, target increased at UBS.Shares of MOLX now seen reaching $23. Estimates also increased to reflect higher operating margins and sales. Neutral rating.

National Oilwell Varco

(NOV) - Get Report

numbers increased at Morgan Keegan. NOV estimates were raised through 2012. Company is seeing higher order growth. Outperform rating and new $84 price target.

Netflix

(NFLX) - Get Report

upgraded at Hudson Square from Sell to Hold. Valuation call, based on a $110 price target.

New York Times

(NYT) - Get Report

downgraded at Citigroup from Buy to Neutral. $8 price target. Near term macro headwinds could more than offset paywall benefits.

Omnicare

(OCR)

estimates, target boosted at Credit Suisse.Shares of OCR now seen reaching $28. Estimates also upped, given new margin expansion. Neutral rating.

Owens & Minor

(OMI) - Get Report

downgraded at Baird from Neutral to Underperform. $28 price target. Company faces near-term margins risks.

Owens &Minor numbers lowered at UBS.Shares of OMI now seen reaching $30. Estimates also lowered as management defers uncertainty to investor day. Neutral rating.

Paccar

(PCAR) - Get Report

estimates, target increased at Credit Suisse.PCAR estimates were raised through 2013. Company is buying back more stock. Neutral rating and new $41 price target.

Panera Bread

(PNRA)

numbers upped at Piper.PNRA estimates were boosted through 2012. Estimates also boosted, as the company is seeing higher sales. Overweight rating and new $156 price target.

Polyone

(POL) - Get Report

downgraded at Wells from Outperform to Market Perform. Company is seeing weaker specialty earnings.

Quest Diagnostics

(DGX) - Get Report

numbers raised at Credit Suisse. Shares of DGX now seen reaching $65. Estimates also increased, as margins should continue to expand. Outperform rating.

RadioShack

(RSH)

downgraded at Goldman from Buy to Neutral. Stock was also removed from the Conviction List. Margins are eroding and the company has limited near-term visibility. $13.50 price target.

Range Resources

(RRC) - Get Report

estimates increased at UBS through 2012. 3Q results beat consensus on lower than expected per unit costs. Maintain $73 price target and Neutral rating.

Regeneron

(REGN) - Get Report

upgraded at Leerink to Outperform. Valuation call.

RF Micro

(RFMD)

numbers upped at Oppenheimer. RFMD estimates were boosted through 2013. Estimates also boosted, given solid demand for new products. Outperform rating and new $9 price target.

Sigma-Aldrich

(SIAL)

numbers cut at Goldman. SIAL estimates were reduced through 2014. Lower sales are cutting into margins. Neutral rating and new $68 price target.

Sourcefire

( FIRE) downgraded at Citigroup from Buy to Neutral. $31 price target. US federal business not recovering as previously expected.

T. Rowe Price

(TROW) - Get Report

numbers reduced at Credit Suisse.Shares of TROW now seen reaching $52. Estimates also cut, given lower institutional flows. Outperform rating.

Tellabs

( TLAB) downgraded at JP Morgan to Underweight. Estimates also cut, to match the company's new guidance.

Total System

(TSS) - Get Report

numbers boosted at Sterne Agee.Shares of TSS now seen reaching $22. Estimates also upped, to match the company's new guidance. Buy rating.

US Steel

(X) - Get Report

numbers cut at Jefferies.Shares of X now seen reaching $25. Estimates also reduced, given slower steel demand. Hold rating.

Vale

(VALE) - Get Report

estimates, target lowered at Goldman. Shares of VALE now seen reaching $33. Estimates also cut, given new price expectations for iron ore. Buy rating.

Valspar

(VAL) - Get Report

upgraded at Citigroup from Neutral to Buy. $40 price target. New industrial markets a growth opportunity.

Waters

(WAT) - Get Report

estimates, target lowered at Jefferies.Shares of WAT now seen reaching $94. Estimates also cut, as the company is realizing a higher tax rate. Hold rating.

Willis Group Holding

(WSH)

numbers lowered at UBS.Shares of WSH now seen reaching $38. Estimates also lowered on continued earnings drag from Loan Protector. Neutral rating.

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This article was written by a staff member of TheStreet.