NEW YORK (TheStreet) -- CHANGE IN RATINGS

Astoria Financial (AF) upgraded at Barclays to Overweight from Equal Weight based on improving fundamentals and valuation. 2009 and 2010 EPS estimates set at $0.42 and $0.94, respectively. Price target upped to $14 from $12.

American Capital Agency

(AGNC) - Get Report

TST Recommends

downgraded at Merrill/BofA to Neutral from Buy as robust earnings are already priced into shares. Price target cut to $23 from $25. 2009 and 2010 EPS estimates set at $4.73 and $4.98.

Broadcom

upgraded at Barclays to Overweight from Equal Weight on expectations of robust 3Q. 2009 and 2010 EPS raised to $1.06 from $0.96 and to $1.65 from $1.36, respectively. Price target lifted to $35 from $30.

ConocoPhillips

(COP) - Get Report

upgraded at Collins Stewart from Hold to Buy. $60 price target. E&P portfolio will begin to require less capital in the future.

City National

(CYN)

upgraded at from Underperform to Market Perform at Friedman, Billings Ramsey. $37 price target. Deposit base is attractive, but the company has late-cycle credit exposure.

Dr. Pepper Snapple

(DPS)

rated new Buy at Citigroup. $35 price target. Stock was also added to the Top Picks Live list, as the company has been steadily gaining market share.

Eaton Corp

(ETN) - Get Report

upgraded at Barclays to Equal Weight from Underperform. 2009 EPS estimate maintained at $1.60, 2010 raised to $2.85 from $2.70. Shares now seen reaching $60, up from $40.

First Niagara

(FNFG)

initiated at Barclays with an Overweight rating and $16 price target. Bank deals should drive significant EPS growth through 2011. 2009 and 2010 EPS estimates set at $0.48 and $0.85, respectively.

Huntington Bancshares

(HBAN) - Get Report

upgraded at FBR from Market Perform to Outperform. $5 price target. Company has enough capital to eventually return to profitability.

Hatteras

(HTS)

downgraded at Merrill/BofA to Neutral from Buy. 2009 and 2010 EPS estimates set at $4.75 and $4.78, respectively. $28 price target.

Jefferies

(JEF) - Get Report

upgraded at JMP from Underperform to Market Perform. Estimates also raised, to reflect better fixed-income results.

Coca-Cola

(KO) - Get Report

rated new Buy at Citigroup. $61 price target. Company has returned to become the true leader in the industry and will benefit in the near term from a weaker dollar.

Lamar Advertising

(LAMR) - Get Report

upgraded at Barclays to Overweight from Equal Weight. 2009 and 2010 EPS estimates set at -$0.76 and -$0.45, respectively. Price target boosted to $35 from $22.

New York Community Bancorp

( NYB) upgraded at FBR from Underperform to Market Perform. $10 price target. Company will have higher earnings volatility than its peers, but also trades at an attractive valuation.

Ocwen Financial

(OCN) - Get Report

initiated at Barclays with an Overweight rating and $15 price target. 2009 and 2010 EPS estimates set at $0.84 and $1.29, respectively.

Oplink Communications

(OPLK)

upgraded at Thomas Weisel to Overweight from Market Weight on rebounding metrics, a compelling valuation, and raising industry multiples. 2010 and 2011 EPS estimates set at $0.73 and $0.88, respectively. Price target boosted to $18 from $12.

PNC Financial

(PNC) - Get Report

upgraded at FBR from Underperform to Market Perform. $43 price target. Valuation call, though the stock offers high-risk, high-reward potential.

Portland General

(POR) - Get Report

downgraded at Goldman from Buy to Neutral. Valuation call and 2010 guidance may be difficult to achieve.

Phillips-Van Heusen

(PVH) - Get Report

upgraded at Merrill/BofA to Buy from Neutral on improving traffic trends. Price target set at $54.

Polo Ralph Lauren

(RL) - Get Report

upgraded at Goldman to Buy. $90 price target. Estimates also boosted, to reflect expanding margins and expected share buybacks.

Rockwell Automation

(ROK) - Get Report

upgraded at Barclays to Overweight from Equal Weight as company has ability to expand market share. Maintain 2009 and 2010 EPS estimates at $1.55 and $1.70, respectively. Price target surged to $55 from $38

RRI

(RRI)

upgraded at Goldman from Neutral to Conviction Buy. Company is the least hedged power producer.

Synovus Financial

(SNV) - Get Report

downgraded at FBR from Market Perform to Underperform. $2.50 price target. Company has relatively high risk, but low potential returns, relative to its peers.

Strayer Education

(STRA) - Get Report

rated new Outperform at Oppenheimer. $250 price target. Company should continue to grow faster than the market.

Thomas & Betts

( TNB) upgraded at Barclays to Overweight from Equal Weight on valuation. 2009 and 2010 EPS estimates maintained at $2.00 and $2.20, respectively. Price target elevated to $43 from $24.

US Bancorp

(USB) - Get Report

upgraded at FBR from Underperform to Market Perform. $21 price target. Company is high-quality, but still has limited overall upside potential.

Warnaco

(WRC)

initiated at Merrill/BofA with a Buy rating and $50 price target. Global Calvin Klein expansion driving upside.

Zions Bancorporation

(ZION) - Get Report

upgraded from Market Perform to Outperform at Friedman, Billings Ramsey. $20 price target. Company should return to profitability by 2011 and has relatively low risk.

STOCK COMMENTS / EPS CHANGES

Cooper Industries

( CBE) price target, estimate raised at Barclays. Price target to $47 from $36. 2009 EPS estimate maintained at $2.35, 2010 lifted to $2.50 from $2.45. Reiterate Overweight rating.

Columbia Sportswear

(COLM) - Get Report

price target up at Thomas Weisel to $33 from $29. Maintain Market Weight rating. 2009 and 2010 EPS estimates set at $1.56 and $1.55, respectively.

Family Dollar

(FDO)

estimates, target cut at UBS. Estimates were lowered through 2011. Competition will temper gross margin gains. Neutral rating and new $26.50 price target.

Great Plains

(GXP)

cut from Conviction Buy List at Goldman. Stock has outperformed its peers over the past couple of months.

Hewlett-Packard

(HPQ) - Get Report

target raised at Kaufman to $54. XRX is not a threat to the company and HPQ could even possibly gain more market share in the near term. Buy rating.

Microsemi

(MSCC)

numbers boosted at FBR to $22. Estimates also increased, as the company's near-term sales are likely tracking at or above expectations. Outperform rating.

Oil States International

(OIS) - Get Report

price target increased at Barclays to $40 from $30 to reflect sustainable earnings power of OIS's Oil Sands. 2009 and 2010 EPS estimates elevated to $2.40 from $2.27 and to $1.90 from $1.75, respectively. Maintain Outperform rating.

Prudential Financial

(PRU) - Get Report

price target lifted at Credit Suisse to $55 from $51. Comfortable with PRU's liquidity and debt profile. 2009 and 2010 EPS estimates set at $5.77 and $5.80, respectively. Maintain Outperform rating.

SolarWinds

(SWI) - Get Report

numbers boosted at Morgan Stanley to $26. Estimates also raised, to reflect an improving spending environment. Overweight rating.

Under Armour

(UA) - Get Report

price target raised at Thomas Weisel to $24 from $19 on optimism for topline and margin recovery. 2009 and 2010 EPS estimates set at $0.82 and $0.96, respectively. Reiterate Market Weight rating.

Volcom

( VLCM) price target raised at Thomas Weisel to $15 from $11. Reiterate Market Weight rating.

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