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CHANGE IN RATINGS, EPS
upgraded at Goldman from Neutral to Buy. $31 price target. Stock is attractive, following a 38% selloff.
( APKT) numbers reduced at Goldman.Shares of APKT now seen reaching $35, according to Goldman Sachs. Estimates also cut, given slower expected revenue growth. Neutral rating.
numbers raised at Citigroup.Shares of ALK now seen reaching $81. Estimates also increased leading fundamentals and attractive valuation. Buy rating.
Alaska Air estimates raised at UBS through 2012. Solid 3Q and 2012 cost guidance positive. Maintain $81 price target and Buy rating.
numbers upped at Jefferies.ALXN estimates were boosted through 2012. Company is seeing higher Soliris sales and cutting costs. Hold rating and new $58 price target.
Alexion Pharmaceutical estimates, target raised at UBS.Shares of ALXN now seen reaching $70. Estimates also increased on aHUS and margins. Neutral rating.
Alliance Data Systems
upgraded to buy at TheStreet Ratings.
estimates, target reduced at Jefferies.ALTR estimates were cut through 2012. Inventories are falling. Buy rating and new $43 price target.
Altera estimates, target cut at UBS.Shares of ALTR now seen reaching $44.50. Estimates also lowered as weak macro slows secular growth. Buy rating.
numbers lowered at Jefferies.Shares of ASBC now seen reaching $11. Estimates also cut, given reduced net interest income expectations. Buy rating.
estimates lowered at Citigroup through 2012. Reflects an elevation in dilution from a rapid adoption of Smartphones. Maintain $32 price target and Buy rating.
estimates, target raised at Goldman.Shares of AN now seen reaching $34. Estimates also increased, given better realized operating margin. Sell rating.
AutoNation estimates lowered at UBS through 2011. Margins tailwinds end post Q3. Maintain $30 price target and Sell rating.
estimates, target reduced at Goldman.BAX estimates were cut through 2014. Lower sales are hurting margins. Buy rating and new $66 price target.
estimates adjusted at Citigroup through 2012. Reflects the 3Q shortfall, but also stronger long term asset gathering outlook. Maintain $18 price target and Buy rating.
numbers increased at Goldman through 2013. Higher revenue is driving margin expansion. Neutral rating and new $51 price target.
Chipotle Mexican Grill
estimates lowered at UBS through 2012. Sales beat, margins miss, view unchanged. Maintain $345 price target and Neutral rating.
estimates lowered at UBS through 2012. Guidance revised downward based on heavy 3Q cat losses. Maintain $70 price target and Buy rating.
( CBE) numbers boosted at Goldman. Shares of CBE now seen reaching $55. Estimates also upped, given better margin visibility. Neutral rating.
estimates, target reduced at Jefferies.CVD estimates were cut through 2012. Company still has excess capacity. Hold rating and new $53 price target.
upgraded at Ardour from Accumulate to Buy. $21 price target. Company has a strong earnings base and the stock is attractive, following a recent pullback.
estimates, target upped at Goldman. DHR estimates were boosted through 2013. Company is realizing higher margins and paying lower interest expense.
upgraded at Canaccord from Hold to Buy. $21.50 price target. Enhanced production profile and dividend policy leads to bump in valuation.
estimates cut at Credit Suisse through 2013. Company will likely not cut costs as quickly as expected. Neutral rating and $39 price target.
estimates, target raised at Citigroup.Shares of FLEX now seen reaching $7. Estimates also increased on a more optimistic margin outlook. Neutral rating.
Flextronics estimates, target boosted at Goldman. Shares of FLEX now seen reaching $5.25. Estimates also upped, given higher sales and lower interest expense. Sell rating.
estimates, target cut at Credit Suisse.FSL estimates were reduced through 2012. Cellular business remains weak. Outperform rating and new $18 price target.
estimates, target boosted at Credit Suisse.Shares of HSY now seen reaching $70. Estimates also upped, as the company has solid pricing power. Outperform rating.
numbers cut at Jefferies.HBAN estimates were reduced through 2012. Company's costs remain high. Buy rating and new $6 price target.
downgraded at Oppenheimer from Outperform to Perform. Thesis played out with few near term catalysts.
downgraded to hold at TheStreet Ratings.
Ingersoll-Rand cut from Focus List at Credit Suisse. Valuation call, based on a $41 price target.
Ingersoll-Rand numbers lowered at Jefferies.Shares of IR now seen reaching $38. Estimates also cut, given reduced residential expectations. Buy rating.
estimates, target increased at Jefferies.KEY estimates were raised through 2012. Operating trends are improving. Hold rating and new $7.50 price target.
numbers lowered at Credit Suisse.Shares of LH now seen reaching $91. Estimates also cut, given slower underlying growth trends. Neutral rating.
estimates lowered at Goldman through 2014. Company is seeing higher operating costs. Neutral rating $29 price target.
Microsoft estimates lowered at UBS through 2013 on Skype and revenue mix shift, UBS said. Maintain $33 price target and Buy rating.
National Penn Bancshares
downgraded at Guggenheim from Buy to Neutral. $8 price target. Current premium valuation reflects earnings profile.
numbers cut at Jefferies.Shares of NFX now seen reaching $44. Estimates also reduced, as the company is seeing limited growth opportunities. Hold rating.
estimates, target cut at Credit Suisse.Shares of NE now seen reaching $49. Estimates also reduced, as the company is seeing higher unanticipated downtime. Outperform rating.
Noble Corporation estimates lowered at UBS through 2012. Reflects below the line items, including higher SG&A. Maintain $42 price target and Buy rating.
estimates, target cut at Jefferies. Shares of NUE now seen reaching $45. Estimates also reduced, given lower expected steel demand.
added to Focus List at Credit Suisse. $61 price target. Company is cutting costs and can generate solid near-term growth.
Penn National Gaming
downgraded at Brean Murray from Buy to Hold. 3Q trends remain solid, but note of caution on growth trajectory will likely depress valuation.
numbers raised at Morgan Stanley.Shares of PM now seen reaching $78. Estimates also increased, as the company is posting solid growth across the board. Overweight rating.
numbers increased at Goldman.RJF estimates were raised through 2013. Investment banking remains strong. Neutral rating and new $32 price target.
estimates adjusted at UBS through 2012. Upside Q3 results with solid demand outlook heading into 2012. Buy rating.
upgraded at Baird from Neutral to Outperform. $17 price target. Company can take market share in the coming quarters.
numbers raised at UBS.Shares of LUV now seen reaching $10. Estimates also increased on top line performance. Maintain Neutral rating.
upgraded at Oppenheimer from Perform to Outperform. Pressure on fees now taking a backseat.
rated new Buy at Think. $32 price target. Increasing adoption of mobility driving business.
estimates lowered at UBS through 2012. Volumes remain weak despite easier comps. Maintain $55 price target and Buy rating.
estimates raised at Citigroup through 2012. Strong quarter in a challenging market, incrementals accelerate. Maintain $106 price target and Buy rating.
Union Pacific numbers raised at Credit Suisse. Shares of UNP now seen reaching $120. Estimates also increased, given higher realized yields. Outperform rating.
numbers reduced at Morgan Stanley.DIS estimates were cut through 2013. Company lowered its guidance. Overweight rating and new $40 price target.
upgraded at BMO from Market Perform to Outperform. $167 price target. Earnings, cash flow, Cotai, all catalysts for valuation.
This article was written by a staff member of TheStreet.