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NEW YORK (TheStreet.com) -- CHANGE IN RATINGS

Barrick Gold (ABX) initiated at Jefferies. Initiated with a Hold rating and $40 price target. Introduces 2009 EPS estimates of $1.90.

American Capital Agency

(AGNC) - Get AGNC Investment Corp. Report

downgraded at Merrill/BofA to Neutral from Buy based on valuation. 2009 and 2010 EPS estimates set at $4.73 and $4.98, respectively. Price target trimmed from $25 to $23.

Atmos Energy

(ATO) - Get Atmos Energy Corporation Report

downgraded at Argus from Buy to Hold. Valuation call, as the stock is up 40% since early March.

Armstrong World

(AWI) - Get Armstrong World Industries, Inc. Report

upgraded at Suntrust from Neutral to Buy. $40 price target. Stock is trading at a discount to potential liquidation value and 25% below its peer group.

Becton Dickinson

( JCG) initiated at Piper Jaffray. Initiated with an Overweight rating and $82 price target. Introduces 2009 EPS estimates of $4.98.

Bristol-Myers Squibb

( JCG) downgraded at Morgan Stanley from Overweight to Equal Weight solely on valuation, fundamentals remain intact. 2010 and 2011 EPS estimates set at $2.15 and $2.36, respectively. Maintain $23 price target.

Hatteras

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( JCG) downgraded at Merrill/BofA to Neutral from Buy as robust earnings outlook is already priced into shares. 2009 and 2010 EPS set at $4.75 and $.78, respectively. Maintain $28 price target.

J. Crew

( JCG) upgraded at Needham from Underperform to Hold. Estimates also raised, as the company has clean inventory and raised its forward guidance.

J. Crew

( JCG) upgraded at Citigroup from Hold to Buy. $40 price target. Estimates also raised, to reflect accelerating growth.

J. Crew

( JCG) price target, estimates enlarged at Barclays . Price target raised to $35 from $30 on upbeat 2Q earnings. 2009 and 2010 EPS estimates increased to $1.30 from $1.15 and to $1.60 from $1.40, respectively. Reiterate Equal Weight rating.

J. Crew

( JCG) estimates, target increased at FBR. Shares now seen reaching $39. Estimates also boosted, to reflect strong sales momentum. Outperform rating.

Micros Systems

(MCRS)

downgraded at Brean Murray from Buy to Hold. Valuation call, based on a $29 price target.

Mosaic

(MOS) - Get Mosaic Company Report

downgraded at UBS to Neutral from Buy on valuation and weak potash demand expectations. 2009 and 2010 EPS estimates slashed to $3.60 from $3.90 and to $3.00 from $3.15, respectively. Price target lowered to $53 from $55.

Newmont Mining

(NEM) - Get Newmont Corporation Report

initiated at Jefferies. Initiated with a Buy rating and $52 price target.

Potash

(POT)

downgraded at UBS from Buy to Neutral and trimmed the price target to $95 from $100. Analysts noted valuation and modest potash demand. 2009 and 2010 EPS lowered to $3.95 from $4.10 and to $7.95 from $8.29, respectively.

Williams-Sonoma

(WSM) - Get Williams-Sonoma, Inc. Report

upgraded at Goldman from Neutral to Buy. Estimates also raised, to reflect improved merchandising. $21 price target.

STOCK COMMENTS / EPS CHANGES

Aruba Networks

(ARUN)

price target, estimate lifted at Barclays. Price target to $8.50 from $6 after better than expected 4Q results. 2010 EPS estimate raised to $0.16 from $0.13. Maintain Equal Weight rating.

Boeing

(BA) - Get Boeing Company Report

estimates lowered at Goldman. BA 2009 estimate was cut to $2.35 a share. Company is facing a non-cash charge for the re-classification of R&D costs. Neutral rating and $52 price target.

DuPont

(DD) - Get DuPont de Nemours, Inc. Report

price target increased at UBS to $36 from $31 on improved earnings outlook. Reiterate Buy rating.

Dell

(DELL) - Get Dell Technologies Inc Class C Report

target boosted at Citigroup to $18. Company is seeing improving demand, along with the PC upgrade cycle. Buy rating.

Dell

(DELL) - Get Dell Technologies Inc Class C Report

numbers increased at Barclays to $15 from $10 on positive stability and margins. 2010 and 2011 EPS estimates boosted to $0.89 from $0.85 and to $1.09 from $1.05, respectively. Reiterate Equal Weight rating.

Guess

(GES) - Get Guess?, Inc. Report

price target raised at Morgan Stanley to $33 from $30 on near to medium term attractiveness. 2010 and 2011 EPS estimates set at $2.54 and $2.59, respectively. Reiterate Equal Weight rating.

G-III Apparel

(GIII) - Get G-III Apparel Group, Ltd. Report

numbers increased at Thomas Weisel to $16 from $9 on strength in Calvin Klein brand. 2010 and 2011 EPS estimates lifted to $1.05 from $1.00 and to $1.20 from $1.10. Maintain Market Weight rating.

Monsanto

(MON)

2010 estimates cut at Goldman to reflect severe pressure in the glyphosate market. Neutral rating and $82 price target.

Marvell Technologies

(MRVL) - Get Marvell Technology, Inc. Report

target, estimates raised at Barclays. Price target to $14 from $11 on solid operational execution. 2010 and 2011 EPS estimates bumped up to $0.69 from $0.50 and to $0.91 from $0.71, respectively. Maintain Equal Weight rating.

Marvell Technology

(MRVL) - Get Marvell Technology, Inc. Report

numbers raised at FBR through 2010. Company boosted guidance, based on higher realized gross margin. Outperform rating and new $20 price target.

Noble

(NE) - Get Noble Corporation Report

numbers boosted at Jesup & Lamont. Shares now seen reaching $55. Estimates also increased, following the company's latest fleet update. Buy rating.

Netezza

( NZ) target lifted, estimates mixed at Morgan Stanley. NZ's price target was increased to $12 from $10 on strong 3Q outlook. 2010 EPS estimate trimmed by 5 cents to $0.08 and 2011 raised to $0.27 from $0.16. Maintain Overweight rating.

Precision Castparts

(PCP)

numbers upped at Goldman to $96. Estimates also boosted, to reflect expected accretion from the Carlton acquisition. Neutral rating.

Solera

(SLH)

estimates cut at Goldman through 2011. Company is realizing lower EBITDA margins. Neutral rating and $28 price target.

VF Corp

(VFC) - Get V.F. Corporation Report

price target boosted at Thomas Weisel to $82 from $72 on favorable growth strategy, especially in China. 2009 and 2010 EPS estimates set at $4.96 and $5.46, respectively. Maintain Overweight rating.

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