Editor's Note: Green and red arrows refer to intraday stock price movement.

NEW YORK (

TheStreet

) --

CHANGE IN RATINGS, EPS

Accenture

(ACN) - Get Accenture Plc Class A Report

estimates lowered at Goldman through 2013. Currency changes will likely weigh on earnings. Buy rating and $60 price target.

American Capital

(AGNC) - Get AGNC Investment Corp. Report

rated new Buy at UBS. $29 price target. Attractive mid to high teens ROE in a low growth environment. Buy rating.

Annaly Capital

(NLY) - Get Annaly Capital Management, Inc. Report

rated new Neutral at UBS. $17 price target. Outsized exposure to 30 yr fixed mortgage rates raises prepayment risk.

Archer-Daniels-Midland

(ADM) - Get Archer-Daniels-Midland Company Report

rated new Neutral at Goldman. $30 price target. Company is facing a sharp earnings decline in 2012.

Carmax

(KMX) - Get CarMax, Inc. Report

estimates, target lowered at Credit Suisse.Shares of KMX now seen reaching $36. Estimates also cut, given recent pricing pressure. Outperform rating.

Cavium Networks

(CAVM)

target lowered at Morgan Stanley to $48. Cisco's hub transition appears to be happening sooner than expected. Overweight rating.

Cavium Networks downgraded at Deutsche Bank from Buy to Hold. $30 price target. Concerned about near term demand trends and inventory draw downs.

Cavium Networks estimates, target lowered at UBS.Shares of CAVM now seen reaching $37. Estimates also lowered as macro and company issues weigh on 3Q. Buy rating.

CBS

(CBS) - Get CBS Corporation Class B Report

target lowered at Kaufman to $27. Syndication revenue could be delayed. Buy rating.

Cepheid

(CPHD)

upgraded at Goldman to Buy. New products should continue to drive near-term growth.

Discover Financial Services

(DFS) - Get Discover Financial Services Report

estimates raised at Evercore to 2012. While beat was mainly driven by improved credit, top line drivers also looked good. Maintain $27 price target and Equal-Weight rating.

Discover Financial Services estimates raised at Sterne Agee through 2013. Expecting only a modest decline in NCOs and will likely see some up tick in NCOs in September or October. Maintain $30 price target and Buy rating.

Dollar Tree

(DLTR) - Get Dollar Tree, Inc. Report

target boosted at Credit Suisse to $65. Company can leverage growth based on its recent investments. Neutral rating.

Dollar Tree estimates, target increased at Jefferies. Shares of DLTR now seen reaching $86. Estimates also raised on strong relative top line growth and its defensive profile. Buy rating.

Edison International

(EIX) - Get Edison International Report

rated new Outperform at FBR Capital Market. $41 price target. Company has an attractive regulated utility operation.

FedEx

(FDX) - Get FedEx Corporation Report

estimates, target lowered at Citigroup.Shares of FDX now seen reaching $87. Estimates also lowered as company lowered its F2012 EPS guidance. Buy rating.

FedEx target lowered at Credit Suisse to $89. Company will likely continue to face macro headwinds. Neutral rating.

FedEx estimates raised at Deutsche Bank through 2013. See compelling value and long term growth potential. Maintain $117 price target and Buy rating.

First Solar

(FSLR) - Get First Solar, Inc. Report

estimates, target cut at Citigroup.Shares of FSLR now seen reaching $90. Estimates also lowered on new merchant pricing reality and lower sales price for Topaz. Hold rating.

First Solar estimates, target cut at UBS.Shares of FSLR now seen reaching $120. Estimates also lowered on near term oversupply and lower sales price for Topaz. Buy rating.

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Freeport McMoRan

(FCX) - Get Freeport-McMoRan, Inc. (FCX) Report

estimates, target lowered at Jefferies. Shares of FCX now seen reaching $55. Estimates also lowered on recent 30 day strike. Buy rating.

Gartner

(IT) - Get Gartner, Inc. (IT) Report

rated new Neutral at Credit Suisse. $38 price target. Company is a market leader but is leveraged to a slower macro growth environment.

Hewlett-Packard

(HPQ) - Get HP Inc. (HPQ) Report

numbers cut at Goldman.HPQ estimates were reduced through 2013. Despite the CEO change, the company remains leveraged to slower macro growth. Neutral rating and new $24 price target.

International Rectifier

(IRF)

numbers reduced at FBR. Shares of IRF now seen reaching $29. Estimates also cut, as industrial customers appear to be working down inventory. Outperform rating.

Jabil Circuit

(JBL) - Get Jabil Inc. Report

estimates, target lowered at Deutsche Bank. Shares of JBL now seen reaching $19. Estimates also lowered on a slower growth environment. Hold rating.

Myriad Genetics

(MYGN) - Get Myriad Genetics, Inc. Report

upgraded at Goldman from Sell to Neutral. Management's capital deployment has become more progressive.

Nielsen

(NLSN) - Get Nielsen Holdings Plc (NLSN) Report

downgraded at Needham from Buy to Hold. Company has a highly leveraged balance sheet and could be hurt by the European turmoil.

Nike

(NKE) - Get NIKE, Inc. (NKE) Report

estimates increased at Credit Suisse through 2014. Company continues to generate solid sales growth. Neutral rating and $91 price target.

Nike estimates, target raised at UBS. Shares of NKE now seen reaching $106. Estimates also increased on high quality EPS beat. Maintain Buy rating.

OpenText

(OTEX) - Get Open Text Corporation Report

upgraded at Benchmark from Sell to Hold. Valuation call, following the recent selloff.

Pandora Media

(P)

upgraded at Morgan Stanley from Equal-weight to Overweight. $16 price target. Risk/reward appears more attractive at current levels.

Pepsico

(PEP) - Get PepsiCo, Inc. Report

downgraded at Stifel from Buy to Hold. Valuation call, as market sentiment has deteriorated in recent months.

PPG Industries

(PPG) - Get PPG Industries, Inc. Report

rated new Neutral at UBS. $72 price target. An industrial powerhouse at a fair price.

Quest Diagnostics

(DGX) - Get Quest Diagnostics Incorporated Report

downgraded at Goldman to Sell. Valuation call, as volumes should remain sluggish.

Royal Dutch Shell

(RDS.A)

upgraded at Benchmark from Sell to Hold. Valuation call, given the company's solid asset base.

Under Armour

(UA) - Get Under Armour, Inc. Class C Report

rated new Buy at Argus Research. $90 price target. Earnings should grow 22% annually over the next five years.

Viacom

(VIA.B)

estimates cut at Credit Suisse through 2012. Company now sees lower expected domestic advertising growth. Neutral rating and $41.25 price target.

Viacom estimates lowered at UBS through 2012. Company lowered guidance on ratings issues. Maintain $56 price target and Buy rating.

End of report.

This article was written by a staff member of TheStreet.