NEW YORK (TheStreet) -- CHANGE IN RATINGS

ADC Telecom

(ADCT) - Get Report

downgraded at Jefferies from Buy to Hold. See limited upside to the $12.75 takeover bid from TEL.

Amerigroup

(AGP)

initiated at Citi with a Buy rating and $45 price target. Favorable overall view of Medicaid, and Amerigroup is our favorite name.

AK Steel

(AKS) - Get Report

upgraded at Goldman from Neutral to Buy. $17 price target. Company should benefit from falling iron ore prices.

Allstate

(ALL) - Get Report

rated new Perform at Oppenheimer. Agency network is the company's most valuable asset.

Codexis

(CDXS) - Get Report

initiated at Credit Suisse with an Outperform rating and $17 price target. The company's gene shuffling platform technology and blue chip customers create long-term value.

Centene

(CNC) - Get Report

initiated at Citi with a Buy rating and $27 price target. A significant portion of Centene's revenue was up for bid in first half of 2010, but the next six months look better.

Salesforce.com

(CRM) - Get Report

upgraded at UBS. CRM was upgraded from Neutral to Buy. $111 price target. Estimates also boosted, given the opportunity for the Chatter product.

eHealth

(EHTH) - Get Report

initiated at Citi with a Sell rating and $10 price target. Health care reform could decimate eHealth's business model.

Energizer

(ENR) - Get Report

upgraded at UBS from Neutral to Buy. $63 price target. Stock is already pricing in lower earnings, and the company has room to cut costs.

Illumina

(ILMN) - Get Report

rated new Perform at Oppenheimer. Stock is largely pricing in the company's growth potential.

Keycorp

(KEY) - Get Report

rated new Negative at Susquehanna. $6 price target. Company needs to raise significant capital, which will dilute current investors.

Lincoln National

(LNC) - Get Report

downgraded at Credit Suisse to Neutral from Outperform. We see heightened risk of LNC realizing impairments on either goodwill assets, DAC assets, or statutory reserves. Price target cut to $30.

Lexmark

(LXK)

downgraded at Morgan Stanley from Equal-weight to Underweight. Competition is heating up, and the company faces currency risks.

MDC Holdings

(MDC) - Get Report

downgraded at Goldman to Neutral. Company was also removed from the Conviction Buy list, as the large land purchase will require higher operating costs.

Medtronic

(MDT) - Get Report

rated new Outperform at Oppenheimer. Coverage of MDT was started with an Outperform rating. $48 price target. Stock is not pricing in new products in the company's pipeline.

Magellan Health Services

(MGLN) - Get Report

initiated at Citi with a Buy rating and $47 price target. MGLN should benefit from a likely increase in outsourcing activity.

Molina Healthcare

(MOH) - Get Report

initiated at Citi with a Buy rating and $33 price target. Molina should continue to deliver EPS upside in 2010.

Motorola

(MOT)

upgraded at MKM from Sell to Neutral. $7 price target. Droid launch should benefit from HTC supply and iPhone 4 operating problems.

Principal Financial Group

(PFG) - Get Report

upgraded at Credit Suisse to Outperform from Neutral. PFG looks relatively attractive on a liquidation value basis. Price target trimmed to $32.

Praxair

(PX)

downgraded at Goldman from Buy to Neutral. Company is facing a more muted macro growth outlook.

RLI

(RLI) - Get Report

rated new Market Perform at Keefe, Bruyette & Woods. Valuation call, based on a $60 price target.

StanCorp Financial

(SFG)

downgraded at Credit Suisse to Neutral from Outperform. Expecting top line results to remain under pressure and valuation is full. Price target plunged to $45 from $51.

Sherwin-Williams

(SHW) - Get Report

downgraded at Goldman to Sell. Estimates also cut, based on a more cautious housing outlook.

Vivus

(VVUS) - Get Report

upgraded at Leerink to Outperform. Qnexa is likely to be approved by the FDA.

Zions Bancorporation

(ZOIN)

rated new Neutral at Susquehanna Financial. Bank has yet to see an improvement in credit.

STOCK COMMENTS / EPS CHANGES

Amazon.com

(AMZN) - Get Report

numbers reduced at UBS. AMZN estimates were cut through 2011. Company will be hurt by the stronger dollar. Buy rating and new $170 price target.

Boeing

(BA) - Get Report

estimate cut at BofA/Merrill. BA 2010 EPS estimate lowered to $3.98 from $4.00 after Boeing's deliveries were lighter than expected in the second quarter. Maintain Buy rating and $90 price target.

Bristol-Myers

(BMY) - Get Report

estimates cut at Leerink. BMY estimates were lowered through 2016. Company will be hurt by pricing in Europe and currency changes. Outperform rating.

Covidien

(COV)

estimates upped at Goldman. COV estimates were boosted through 2013. eV3 deal should add to earnings. Neutral rating and $48 price target.

CSX

(CSX) - Get Report

estimates, target boosted at Goldman. Shares of CSX now seen reaching $53. Estimates also upped, given better margins and an increased stock buyback. Sell rating.

eBay

(EBAY) - Get Report

estimates, target cut at UBS. Shares of EBAY now seen reaching $28. Estimates also lowered, given signs of a weaker marketplace and the stronger dollar. Buy rating.

Expeditors Int'l.

(EXPD) - Get Report

estimates raised at Morgan Stanley through 2012. Company continues to navigate a difficult market. Underweight rating.

Intel

(INTC) - Get Report

price target higher at Citi to $32 from $30. Beat & raise bodes well for 2H seasonality. Maintain Buy rating.

Intel

(INTC) - Get Report

estimates higher at Barclays. INTC 2010 and 2010 EPS estimates increased to $2.08 and $2.14, respectively. Barclays cited robust 2Q10 results and strong guidance. Maintain Overweight rating and $26 price target.

Intel

(INTC) - Get Report

estimates increased at UBS through 2011. Higher prices are driving record gross margins. Buy rating and $30 price target.

The PMI Group

(PMI)

estimate raised at Barclays. PMI 2010 EPS estimate lifted to -$2.80. Improving credit should limit red ink. Maintain Underweight rating and $4 price target.

Radian Group

(RDN) - Get Report

price target cut at Barclays to $10 from $18. 2Q credit improving, CDS noise remains. Maintain Underweight rating.

Shaw Group

(SHAW)

target raised at Citi. SHAW price target increased by a dollar to $39 after strong 3Q results. Maintain Hold rating.

Symantec

(SYMC) - Get Report

estimates, target reduced at UBS. Shares of SYMC now seen reaching $16. Estimates also cut, given the weaker Euro. Neutral rating.

This article was written by a staff member of TheStreet.