NEW YORK (TheStreet) -- CHANGE IN RATINGS

Amylin Pharmaceuticals

( AMLN) upgraded at Barclays to Overweight from Equal Weight. Price target lifted to $22 from $16. 2009 and 2010 EPS estimates set at -$1.25 and -$0.35, respectively.

Acuity Brands

(AYI) - Get Report

upgraded at Oppenheimer from Market Perform to Outperform. $40 price target. Valuation call, as the company should see traction in market share and improving execution.

Coca-Cola Enterprises

( CEPH) rated new Hold at Citigroup. $23 price target. Company is more volatile, because of its high exposure to commodity prices.

Cephalon

( CEPH) target reduced at Goldman. Shares of CEPH now seen reaching $64. Trial failure of Cinquil hurts the company's revenue visibility. Buy rating.

Cephalon

( CEPH) upgraded at Jefferies from Hold to Buy. $63 price target. Stock is already pricing in negative news and there's upside potential for Treanda sales.

Ciena

(CIEN) - Get Report

target boosted at Citigroup. Shares of CIEN now seen reaching $18.50. Still believe the Nortel deal makes strategic sense. Buy rating.

Ciena

(CIEN) - Get Report

downgraded at Jefferies from Hold to Underperform. $12 price target. See several risks surrounding the Nortel acquisition.

Lexicon Pharmaceuticals

(LXRX) - Get Report

initiated at Thomas Weisel with and Overweight rating and $2.50 price target. 2009 and 2010 EPS estimates set at -$0.55 and -$0.54, respectively.

Prudential Financial

(PRU) - Get Report

upgraded at Wells from Market Perform to Outperform. Company is emerging from the financial crisis in a relatively strong position.

Reliance Steel

(RS) - Get Report

upgraded at UBS from Neutral to Buy. Company should see more M&A opportunities materialize. $50 price target.

St. Jude Medical

(STJ)

rated new Buy at Morgan Joseph. $42 price target. Stock deserves a premium valuation, given its long-term growth prospects.

Solarwinds

(SWI) - Get Report

rated new Outperform at Friedman, Billing Ramsey. $24 price target. Company has an impressive growth profile.

Tiffany

(TIF) - Get Report

rated new Buy at Keybanc. $50 price target. Company can gain market share, heading into 2010.

Tellabs

( TLAB) upgraded at Soleil from Hold to Buy. $7.25 price target. Valuation call, as the stock trades at a discount to its peers.

Union Pacific

(UNP) - Get Report

downgraded at UBS from Buy to Neutral. Stock is the most expensive of the group, and has enjoyed a solid run since the BNI purchase.

STOCK COMMENTS / EPS CHANGES

Analog Devices

(ADI) - Get Report

estimates raised at Goldman through 2010. Company is realizing a higher gross margin, aided by higher demand in the consumer and industrial segments. Buy rating and $33 price target.

Campbell Soup

(CPB) - Get Report

price target, estimate boosted at Barclays. CPB price target increased to $38 from $35 after strong 1Q10 results. Overweight rating. 2010 EPS estimate increased to $2.55 from $2.37.

Campbell Soup

(CPB) - Get Report

numbers increased at Goldman through 2012. Company is realizing a higher operating margin, aided by cost-cutting. Neutral rating and new $38 price target.

Deere

(DE) - Get Report

price target estimates raised at BofA. Bank of America/Merrill Lynch increased DE price target to $60 from $50. 2009 and 2010 EPS estimates set at $2.65 and $3.30, respectively. Reiterate Buy rating.

DR Horton

(DHI) - Get Report

estimates raised at Goldman through 2011. Company is seeing higher new orders. Buy rating and $17 price target.

Energy Transfer

(ETP)

target, estimates lowered at Barclays. ETP price target cut by 2 dollars to $47. 2009 and 2010 EPS estimates lowered to $2.57 from $3.21 and to $2.80 from $3.13, respectively. Overweight rating.

Ford Motor

(F) - Get Report

price target higher, estimates changed at Barclays. Barclays increased F price target by a dollar to $9. 2009 EPS estimate raised to -$0.38 from -$0.92, 2010 cut by 10 cents to $0.60. Equal Weight rating.

Hewlett-Packard

(HPQ) - Get Report

price target higher at BofA. HPQ price target boosted to $60 from $52 on strong quarterly results. 2010 and 2011 EPS estimates increased to $4.40 and $4.82, respectively. Maintain Buy rating.

Hewlett-Packard

(HPQ) - Get Report

estimates raised at Credit Suisse. Credit Suisse increased HPQ 2010 EPS estimate by 3 cents to $4.33, 2011 introduced at $4.84. Maintain $60 price target and Outperform rating.

Hewlett-Packard

(HPQ) - Get Report

price target, estimate increased at Barclays. HPQ shares now seen reaching $60, up from $57. 2010 EPS estimate lifted to $4.37 from $4.30. Maintain Overweight rating.

Hewlett-Packard

(HPQ) - Get Report

estimates, target raised at UBS. HPQ estimates were increased through 2010. Company is positioned well for a recovery. Buy rating and new $57 price target.

Illumina

(ILMN) - Get Report

estimates, target lowered at Goldman. Shares of ILMN now seen reaching $30. Estimates also cut, as channel checks suggest slower genome activity. Neutral rating.

Motorola

( MOT) price target lifted at Barclays. Barclays increased MOT price target by 50 cents to $8.50. 2009 and 2010 EPS estimates set at a penny and 33 cents, respectively. Maintain Equal Weight rating.

Merck

(MRK) - Get Report

price target raised at Barclays to $40 from $34. Maintain 2009 and 2010 EPS estimates at $3.29 and $3.47, respectively. Overweight rating.

Microsoft

(MSFT) - Get Report

estimates boosted at UBS through 2011. Company should be the beneficiary of higher hardware sales. Buy rating.

National Semi

(NSM)

added to Top Picks Live list at Citigroup. Company will benefit from a recovery in industrial demand, and improving handset activity. Buy rating and $20 price target.

Nuance Communications

(NUAN) - Get Report

estimates upped at Goldman through 2011. Company is seeing a lower tax rate and should benefit from the recent eCopy acquisition. Neutral rating and $15 price target.

People's United

(PBCT) - Get Report

estimates upped at Morgan Stanley through 2011. Company is focused on finding accretive acquisitions.

Priceline.com

(PCLN)

numbers boosted at Goldman. Shares of PCLN now seen reaching $250. Estimates also raised, to reflect improving cyclical trends. Buy rating.

Time Warner

(TWX)

price target, estimates dropped at Barclays. TWX price target lowered by a dollar to $30. 2009 and 2010 EPS estimate lowered to $1.75 from $2.09 and to $2.00 from $2.25, respectively. Equal Weight rating.

Valspar

(VAL) - Get Report

estimates, target lowered at Goldman. Shares of VAL now seen reaching 2011. Estimates also cut, to reflect higher raw materials costs. Buy rating and $32 price target.

Wal-Mart

(WMT) - Get Report

numbers increased at UBS. Shares of WMT now seen reaching $64. Estimates also raised, to reflect improving fundamentals and better expense management. Buy rating.

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