NEW YORK (TheStreet.com) --CHANGE IN RATINGS

Baldor Electric (BEZ) downgraded at UBS from Neutral to Sell. $22 price target. Stock has more than doubled since the March lows but 2010 earnings expectations will likely prove optimistic.

Buckle

(BKE) - Get Report

upgraded at Roth to Buy. Company continues to post strong sales and earnings growth. $34 price target.

Buckle

(BKE) - Get Report

estimates raised at FBR through 2010. Comp sales should bounce back in August and the company is keeping a lid on costs. Underperform rating and $20 price target.

Celestica

(CLS) - Get Report

upgraded at Citigroup to Hold. Industry-wide inventory de-stocking appears to be finished.

Salesforce.com

(CRM) - Get Report

upgraded at Piper Jaffray. Rating raised to Overweight from Neutral. Price target raised to $65 from $47. Fiscal 2010 EPS estimates raised to 62 cents from 60 cents.

Salesforce.com

(CRM) - Get Report

numbers raised at Barclays to $46. Estimates also boosted, to reflect a rebound in bookings growth. Equal-weight rating.

Salesforce.com

(CRM) - Get Report

upgraded at FBR from Underperform to Market Perform. $45 price target. Company is executing ahead of plan and can achieve near-term guidance.

Dick's Sporting Goods

(DKS) - Get Report

target raised at Merrill/BofA to $23. Neutral rating.

Dick's Sporting Goods

(DKS) - Get Report

downgraded at Goldman from Buy to Neutral. Company is ramping investment, which will weigh on near-term earnings. $24 price target.

Edison International

(EIX) - Get Report

upgraded at Credit Suisse from Neutral to Outperform. $37 price target. Base rates should recover in the coming years.

Flextronics

(FLEX) - Get Report

upgraded at Citigroup from Hold to Buy. Stock also added to the Top Picks Live list. Industry fundamentals have bottomed and margins should expand over the next several quarters.

First Solar

(FSLR) - Get Report

downgraded at Jefferies. Rating lowered to Hold from Buy. Price target lowered to $130 from $200. 2009 EPS estimates lowered to $7.23 from $7.26.

Genzyme

(GENZ)

upgraded at Leerink Swann from Market Perform to Outperform. Allston will not have a major effect on the stock.

Gap

(GPS) - Get Report

upgraded at KeyBanc. Rating raised to Buy from Hold. Initiated $24 price target. Raises 2009 EPS estimates from $1.28 to $1.32.

Gap

(GPS) - Get Report

estimates/target boosted at Merrill/BofA. Shares now seen reaching $23. Estimates also raised, to reflect higher realized operating margins. Buy rating.

Gap

(GPS) - Get Report

upgraded at FBR to Outperform, Friedman, Billings Ramsey. $24 price target. Company has a good balance sheet with low inventory. Also looking to drive sales with a new marketing campaign.

Intuit

(INTU) - Get Report

downgraded at Credit Suisse. Rating lowered to Neutral from Outperform. Price target lowered to $30 from $33. Lowers fiscal 2010 EPS estimates from $1.97 to $1.96.

Jabil Circuit

(JBL) - Get Report

upgraded at Citigroup to Buy. Company should be able to resume sequential revenue growth.

Limited Brands

(LTD)

upgraded at Citigroup from Hold to Buy. $18 price target. Expect sales and margins to improve in 2010, because of management initiatives.

Lubrizol

(LZ)

downgraded at JP Morgan. Rating lowered to Neutral from Overweight. Price target lowered to $65 from $70. 2009 EPS estimates raised to $5.78 from $5.67.

Children's Place

(PLCE) - Get Report

upgraded at Citigroup to Buy. Company is looking for a new CEO, and numbers should meet expectations in the interim. $37 price target.

Schnitzer Steel

(SCHN) - Get Report

upgraded at UBS from Sell to Neutral. $54 price target. Estimates also raised, to reflect higher demand from China for scrap steel.

Sunpower

(SPWRA)

downgraded at Jefferies. Rating lowered to Hold from Buy. Price target lowered to $30 from $35. 2009 EPS estimates lowered to $1.15 from $1.38.

SunTech Power

(STP)

downgraded at Jefferies. Rating lowered to Underperform from Hold. Price target lowered to $12 from $14. 2009 EPS estimates lowered to $0.10 from $0.44.

Varian Medical

(VAR) - Get Report

upgraded at Citigroup from Hold to Buy. $45 price target. Stock is already pricing in the potential for lower hospital spending.

STOCK COMMENTS / EPS CHANGES

Aeropostale

(ARO)

numbers boosted at FBR through 2010. Company realizing a higher merchandise margin. Market Perform rating and new $39 price target.

BB&T

(BBT) - Get Report

estimates raised at Morgan Stanley through 2010. CNB acquisition should add to earnings. Equal-weight rating and $32 price target.

Burger King

(BKC)

estimates cut at UBS through 2010. Company seeing further same-store sales declines. Neutral rating and $17 price target.

Brocade

(BRCD)

numbers raised at Merrill/BofA. Estimates were increased through 2010. Company seeing higher gross margin. Buy rating and new $9 price target.

Brocade

(BRCD)

estimates lowered at UBS through 2010. Company posted a weak quarter and reduced expectations. Europe is especially soft. Buy rating and $10 price target.

Harman

(HAR)

target raised at Credit Suisse to $18. Company is cutting costs, but automotive margins are likely to fall further. Underperform rating.

Heinz

(HNZ)

numbers boosted at Merrill/BofA through 2011. Company seeing lower interest costs and modest margin gains. Underperform rating and new $36 price target.

McDermott

(MDR) - Get Report

estimates, target boosted at Morgan Stanley. Shares now seen reaching $27. Estimates also raised, to reflect higher oil and natural gas activity heading into 2010. Overweight rating.

Phillips-Van Heusen

(PVH) - Get Report

numbers boosted at Goldman to $33. Estimates also raised, to reflect higher sales and cost-cutting. Neutral rating.

Ross Stores

(ROST) - Get Report

numbers boosted at Credit Suisse. Shares now seen reaching $49. Estimates also raised, to reflect continued sales and margin momentum. Neutral rating.

Sears Holdings

(SHLD)

numbers cut at Goldman. Shares of SHLD now seen reaching $50. Estimates also lowered, to reflect lower sales and gross margin. Sell rating.

Wellcare

(WCG) - Get Report

estimates boosted at Goldman through 2010. Company seeing a higher rate from Florida Medicaid. Buy rating and $30 price target.

Williams-Sonoma

(WSM) - Get Report

target boosted at Merrill/BofA. Shares now seen reaching $15. Same-store sales likely to not fall as much as expected. Neutral rating.

This article was written by a staff member of TheStreet.com.