NEW YORK (TheStreet) -- CHANGE IN RATINGS

Cintas

(CTAS) - Get Report

upgraded at Baird from Underperform to Neutral. Valuation call, based on a $28 price target.

Devon Energy

(DVN) - Get Report

upgraded at Barclays to Overweight from Equal Weight. Devon's results should improve as it has shed its underperforming GOM and international assets. Price target increased by a dollar to $78.

Gilead Sciences

(GILD) - Get Report

downgraded at Citi to Hold from Buy. Decelerating HIV trends in US and no near-term catalysts. Price target sunk to $38 from $54.

Goldman Sachs

(GS) - Get Report

upgraded at KBW to Outperform. $190 price target. SEC settlement eliminates a key concern.

Harley-Davidson

(HOG) - Get Report

upgraded at Barclays to Equal Weight from Underweight. Management has been able to grow earnings despite the difficult retail environment. Price target increased to $32 from $30.

Harley-Davidson

(HOG) - Get Report

numbers raised at UBS. Shares of HOG now seen reaching $29.50. Estimates also increased, given better financial services results. Neutral rating.

Don't Miss Any Market Catalyst Visit the Earnings/Economic Calendar

Hormel Foods

(HRL) - Get Report

downgraded at Keybanc from Buy to Hold. Earnings upside potential will be lower in the coming quarters.

Masco

(MAS) - Get Report

downgraded at Goldman to Neutral. Weak housing and lower big-ticket demand could hurt the company.

Annaly Mortgage

(NLY) - Get Report

upgraded at FBR from Market Perform to Outpeform. $20 price target. Company has good earnings potential and just raised its dividend.

Stericycle

(SCRL)

downgraded at BofA/Merrill to Neutral from Buy. Valuation reaches ceiling given questions about growth. Price target increased to $68 from $64.

MEMC Electronic

(WFR)

upgraded at Kaufman from Hold to Buy. $15 price target. Company should exceed low expectations.

Yahoo!

(YHOO)

downgraded at Citi to Hold from Buy on mixed & lower 2Q10 EPS. Price target cut to $18 from $22. 3Q guided below street.

Yahoo!

(YHOO)

estimates, target lowered at UBS. Shares of YHOO now seen reaching $17. Estimates also cut, given lower display results. Neutral rating.

Zion Bancorporation

(ZION) - Get Report

upgraded at Citi to Hold from Sell as capital levels improve. Strong 2Q10 results. Price target raised to $22 from $18.

STOCK COMMENTS / EPS CHANGES

Apple

(AAPL) - Get Report

price target increased to $340 from $325 at Barclayson stronger than expected iPad & iPhone 4 momentum. 2010 and 2011 EPS estimates lifted to $14.43 and $16.92, respectively. Overweight rating.

Apple

(AAPL) - Get Report

estimates, target upped at UBS. AAPL estimates were boosted through 2011. Company guided higher and remains conservative. Buy rating and $340 price target.

Altera

(ALTR) - Get Report

estimates, target raised at UBS. Shares of ALTR now seen reaching $34. Estimates also increased, given continued secular growth trends. Buy rating.

TD Ameritrade

(AMTD) - Get Report

numbers lowered at Goldman. Shares of AMTD now seen reaching $17. Estimates also cut, as the company lacks catalysts. Neutral rating.

Apache

(APA) - Get Report

estimates upped, target cut at UBS. Shares of APA now seen reaching $125. On the other hand, estimates were boosted, given the company's earnings momentum. Buy rating.

Burger King

(BKC)

target, estimates lower at BofA/Merrill. BKC price target reduced to $20 from $24 on expected negative same store sales. 2010 and 2011 EPS estimates sunk to $1.33 and $1.44, respectively. Maintain Neutral rating.

Peabody Energy

(BTU) - Get Report

numbers boosted at Goldman. Shares of BTU now seen reaching $55. Estimates also upped, given cost controls. Buy rating.

Concho Resources

(CXO) - Get Report

numbers boosted at UBS. Shares of CXO now seen reaching $70. Estimates also upped, as the Marbob deal should add to earnings. Buy rating.

Estee Lauder

(EL) - Get Report

estimates cut at Goldman through 2011. Company is still being hurt by currency trends. Neutral rating.

Forest Laboratories

(FRX)

estimates increased at Morgan Stanley through 2013. Stock buyback should add to earnings. Overweight rating and $33 price target.

Illinois Tool Works

(ITW) - Get Report

estimates raised, target cut at UBS. Shares of ITW now seen reaching $57. On the other hand, estimates were increased through 2011, given better end-market demand. Buy rating.

Johnson & Johnson

(JNJ) - Get Report

numbers cut at UBS. Shares of JNJ now seen reaching $69. Estimates also reduced, given the company's new guidance. Buy rating.

Juniper Networks

(JNPR) - Get Report

estimates upped at Goldman through 2012. Visibility is improving. Buy rating and $32 price target.

Liberty Interactive

(LINTA)

estimates lowered at Morgan Stanley through 2011. Company could be hurt by lower near-term consumer spending. Equal-weight rating.

Marshall & Ilsley

(MI)

estimates lowered at UBS through 2011. Company is seeing lower sales. Sell rating and $5 price target.

Microsoft

(MSFT) - Get Report

price target cut at Barclays to $30 from $32. Expect solid 4Q earnings beat. Inability to address mobile/tablet opportunity keeps us at Equal Weight.

Seagate Technology

(STX) - Get Report

numbers lowered at UBS through 2012. Company lowered guidance, but margins may be at a bottom. Buy rating and new $18 price target.

Stryker

(SYK) - Get Report

estimates, target lowered at Goldman. SYK estimates were cut through 2012, Goldman Sachs said. Company is spending more on R&D and has a higher share count. Neutral rating and new $55 price target.

Tupperware

(TUP) - Get Report

estimates, target reduced at Goldman. TUP estimates were cut through 2012. Company is seeing more moderate sales growth. Neutral rating and new $48 price target.

UnitedHealth

(UNH) - Get Report

estimates increased at UBS through 2011. Company booted its guidance. Neutral rating and $32 price target.

VMware

(VMW) - Get Report

price target higher at Barclays, jumped to $70 from $55 on strong license momentum. Maintain Equal Weight rating.

VMWare

(VMW) - Get Report

estimates, target boosted at UBS. Shares of VMW now seen reaching $82. Company boosted guidance, given better sales across the board. Buy rating.

Weatherford

(WFT) - Get Report

estimates increased at UBS through 2011. Company is seeing better pricing and has operating leverage. Buy rating and $21 price target.

Whirlpool

(WHR) - Get Report

target lowered at Goldman to $106. Company is losing market share in the U.S. and facing tough comparisons in Brazil. Buy rating.

Don't Miss Any Market Catalyst Visit the Earnings/Economic Calendar

This article was written by a staff member of TheStreet.