CHANGE IN RATINGS

Best Buy

(BBY) - Get Report

upgraded at Oppenheimer to Outperform from Perform based on attractive valuation as shares are down nearly 20% since early June. Price target was lifted to $42 from $40. Estimates also raised to reflect better sales at BBY in Jan./Feb.

Bank of New York Mellon

(BK) - Get Report

downgraded at Goldman from Conviction Buy to Buy because it will be less of a catalyst compared to the other firms in its sector. Target price set at $39.

Compass Minerals

(CMP) - Get Report

downgraded to perform from outperform and $61 price target withdrawn. Potash pricing appears to be ready to crumble, which would directly impact CMP.

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Capella Education Company

(CPLA) - Get Report

downgraded at Credit Suisse to Neutral from Outperform. Cites full valuation from a recent rally and concerns about the sector's legal/regulatory environment. Maintained target price of $61.

Discover Financial

(DFS) - Get Report

upgraded at Goldman to Conviction Buy as consumer delinquencies are improving, capital raise behind its stock, it is trading below tangible book, and the co. should be profitable in 2H09 given reserve builds and loan repricing. Target price set at $12.

Goldman Sachs

(GS) - Get Report

upgraded at Meredith Whitney to Buy. $186 price target. Expect more debt issuance to fund budget gaps, and the company should gain market share in this area.

WW Grainger

(GWW) - Get Report

upgraded at Merrill/BofA from Neutral to Buy. $100 price target. Estimates also raised, to reflect cost-savings.

Intrepid Potash

(IPI) - Get Report

downgraded at Oppenheimer to Underperform from Outperform as potash pricing appears ready to drop sharply. Oppenheimer withdrew their price target.

Illinois Tool Works

(ITW) - Get Report

upgraded at Merrill/BofA from Underperform to Neutral. $37 price target. Valuation call, as the company's earnings outlook has materially improved.

Marriott

(MAR) - Get Report

upgraded to outperform from market perform with a $25 price target at JMP Securities. Upgrade due to more attractive valuation, solid balance sheet and fee-based revenues derived from its properties, which are seeing less deterioration than its luxury counterparts.

Penn National Gaming

(PENN) - Get Report

upgraded at Brean Murray to Buy from Hold as their recent capital expenditures begin to produce revenues. Penn is one of the few companies in the gaming industry with a healthy balance sheet and available capital. Price target was raised to $34.

Everest Re

(RE) - Get Report

initiated at UBS. Initiated with a Buy rating and $90 price target. Introduces 2009 EPS estimates of $9.80.

Rockwell Automation

(ROK) - Get Report

upgraded at JP Morgan. Rating raised to Overweight from Neutral. Price target raised to $35 from $29. Maintains 2009 EPS estimates of $1.40.

Scientific Games

(SGMS) - Get Report

upgraded at JP Morgan. Rating raised to Overweight from Neutral. Price target raised to $20 from $17. Maintains 2009 EPS estimates of $0.73.

SanDisk

(SNDK)

upgraded at Thomas Weisel to overweight from market weight and price target increased to $20 from $15. Upgrade due to expectations of significant improvement in costs, demand and ASPs over the next few quarters.

STOCK COMMENTS / EPS CHANGES

TD Ameritrade

(AMTD) - Get Report

estimates, target raised at Barclays through 2010. Robust trading environment and rising equity indices should help the bottom line. Overweight rating and new $21 price target.

CME Group

(CME) - Get Report

estimates, target reduced at Barclays to $315. Estimates also cut, to reflect lower volumes and pricing. Equal-weight rating.

Computer Sciences

(CSC)

target boosted at UBS to $43 a share. Stock should trade up toward a multiple that's more in-line with its peers. Neutral rating.

CSX

(CSX) - Get Report

estimates raised at Morgan Stanley through 2010. Company should benefit from cost-cutting. Overweight rating and $52 price target.

E*Trade

(ETFC) - Get Report

numbers boosted at Barclays to $1.20. Estimates also raised, to reflect higher trading activity. Equal-weight rating.

Google

(GOOG) - Get Report

estimates, target raised at Jefferies to $465. Estimates also increased to reflect resilience in the paid clicks market. Buy rating.

Intercontinental Exchange

(ICE) - Get Report

numbers cut at Barclays through 2010. Company facing higher interest costs. Equal-weight rating and new $116 price target.

Johnson & Johnson

(JNJ) - Get Report

2010 estimates raised at UBS because of moderating currency rates. Buy rating and $62 price target.

Manpower

(2010)

estimates lowered at Barclays through 2010. Economic activity remains weak in the US and Europe. Equal-weight rating.

PNC Financial Services

(PNC) - Get Report

numbers raised at to $38 from $28 after pre-provision earnings growth diverged in Q1 with large banks growing 17% and regionals shrinking 2%. Maintained Neutral rating.

Charles Schwab

(SCHW) - Get Report

estimates, target raised at Barclays to $19. Estimates also boosted, to reflect higher trading volumes and rising stock values. Equal-weight rating.

Wells Fargo

(WFC) - Get Report

target raised at Goldman to $29 from $14 after pre-provision earnings growth diverged in Q1 with large banks growing 17% and regionals shrinking 2%. Maintained Neutral rating.

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