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NEW YORK (TheStreet) -- CHANGE IN RATINGS

Allegheny Technologies (ATI) - Get Allegheny Technologies Incorporated Report upgraded at UBS. Rating raised to Buy from Neutral. Price target raised to $42 from $31. 2009 EPS estimates raised to $0.25 from $0.22.

Baker Hughes

(BHI)

downgraded at Citigroup to Sell. Stock is now up 21% since announcing the BJS deal, doubling the performance of the industry. There are several integration risks in the deal.

Chicago Bridge & Iron

(CBI)

upgraded at Goldman from Neutral to Buy. Company has leverage to LNG in Australia and the relative valuation remains compelling.

Donaldson

(DCI) - Get Donaldson Company, Inc. Report

upgraded at Credit Suisse to Outperform from Underperform based on upside in the engine aftermarket business and long term growth prospects. 2010 EPS estimate lifted to $1.60 from $1.55, 2011 maintained at $1.93. Price target surged to $41 from $28.

FPL Group

(FPL) - Get First Trust New Opportunities MLP & Energy Fund Report

upgraded at Argus from Hold to Buy. $64 price target. Valuation call, to reflect improved operating performance and better earnings visibility.

Granite Construction

(GVA) - Get Granite Construction Incorporated Report

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downgraded at Goldman from Buy to Neutral. Stock lacks near-term catalysts and there's downside risk to third quarter earnings.

International Paper

(IP) - Get International Paper Company Report

rated new Outperform at RBC Capital. Company has strong free cash flow and should benefit from tax credits, which will allow management to pay down debt. $27 price target.

JPMorgan

(JPM) - Get JPMorgan Chase & Co. Report

upgraded at Fox-Pitt to Outperform. $55 price target. Estimates also raised.

JPMorgan

(JPM) - Get JPMorgan Chase & Co. Report

estimates boosted at Goldman through 2011. Company is on track to deliver higher pre-provision earnings. Buy rating and $54 price target.

Kinder Morgan

(KMP)

downgraded at Oppenheimer to Perform. $56 price target. Valuation call, as the company lacks near-term catalysts.

Lazard

(LAZ) - Get Lazard Ltd Class A Report

downgraded at Oppenheimer to Perform. $45 price target. $45 price target. Surprise death of CEO adds near-term risk to the thesis.

Lam Research

(LRCX) - Get Lam Research Corporation Report

downgraded at Citigroup from Hold to Sell. Stock has little relative upside from current levels.

Newfield Exploration

(NFX)

upgraded at Wells from Market Perform to Outperform. Company has an attractive mix of oil and natural gas. The stock also trades at a 26% discount to its peers.

Novellus Systems

(NVLS)

upgraded at Citigroup from Hold to Buy. Market is under-estimating the company's earnings power. $27 price target.

PG&E

(PCG) - Get PG&E Corporation Report

upgraded at UBS from Neutral to Buy. $46 price target. Company's relative risk/reward is attractive at current levels.

Par Pharmaceuticals

(PRX)

upgraded at Barclays to Overweight from Equal Weight on significant upside potential. Price target surged to $30 from $18. 2009 and 2010 EPS estimates boosted to $2.19 from $1.81 and to $1.05 from $0.47, respectively.

Charles Schwab

(SCHW) - Get Charles Schwab Corporation Report

downgraded at Merrill/BofA from Buy to Neutral. $23.50 price target. Wells notice for the YieldPlus fund, adds risk to the company's thesis.

Schlumberger

(SLB) - Get Schlumberger NV Report

upgraded at Citigroup from Hold to Buy. $80 price target. Estimates also boosted, to reflect an eventual rebound in drilling activity.

Sunpower

(SPWRA)

upgraded at Baird from Neutral to Outperform. $40 price target. Company's pricing appears to be holding up better than its peers.

Western Digital

(WDC) - Get Western Digital Corporation Report

downgraded at Stifel from Buy to Hold. Stock also removed from the Select List, as the market is already pricing in continued growth in the HDD market.

STOCK COMMENTS / EPS CHANGES

Abbott Laboratories

(ABT) - Get Abbott Laboratories Report

numbers boosted at Goldman through 2012. Company should see significant operating leverage from the Solvay deal. Buy rating and new $60 price target.

Adtran

(ADTN) - Get ADTRAN, Inc. Report

price target raised, estimates changed at Barclays. Price target to $23 from $20 on solid 3Q results. 2009 EPS trimmed to $1.16 from $1.19, 2010 raised to $1.31 from $1.27. Reiterate Equal Weight rating.

Autonation

(AN) - Get AutoNation, Inc. Report

estimates, target boosted at Goldman. Shares of AN now seen reaching $17. Estimates also raised, to reflect lean inventory and higher margins. Sell rating.

Brookfield Asset Mgmt.

(BAM) - Get Brookfield Asset Management Inc. Class A Report

target increased at Credit Suisse to $24 from $20 on momentum and restructuring benefits. 2009 and 2010 EPS estimates set at $0.73 and $0.96, respectively. Reiterate neutral rating.

Chesapeake Energy

(CHK) - Get Chesapeake Energy Corporation Report

estimates lowered at Goldman through 2011. Company is spending more to deliver growth. Buy rating and $34 price target.

Comcast

(CMCSA) - Get Comcast Corporation Class A Report

added to Top Picks list at Citigroup. Stock replaces CVC, as the company will likely gain and leverage full control of NBC Universal.

Crescent Point Energy

(CPGT)

price target lifted at Weisel to $44 from $43 after the company announced a $575 million equity financing. Maintain Overweight rating.

Digital Globe

(DGI)

numbers boosted at Morgan Stanley. Shares of DGI now seen reaching $31. Estimates also raised, to reflect the successful launch of a new satellite. Overweight rating.

Fastenal

(FAST) - Get Fastenal Company Report

estimates, target raised at Morgan Stanley. FAST estimates were increased through 2011. Company is seeing slightly better sales, but costs will also have to move higher. Underweight rating, based on premium valuation. New $31 price target.

WW Grainger

(GWW) - Get W.W. Grainger, Inc. Report

numbers raised at FBR. Shares of GWW now seen reaching $116. Estimates also boosted, to reflect to reflect the company's operating momentum posted last quarter. Outperform rating.

InterActiveCorp

(IACI)

price target higher at Credit Suisse to $24 from $21. 2009 and 2010 EPS estimates set at $0.13 and $0.22, respectively. Maintain Outperform rating.

JPMorgan

(JPM) - Get JPMorgan Chase & Co. Report

price target boosted at Barclays to $55 from $46 following robust 3Q results. 2009 and 2010 EPS estimates increased to $2.15 from $1.80 and to $3.65 from $3.25, respectively. Maintain Overweight rating.

Linear Technology

(LLTC)

price target, estimates higher at Weisel. LLTC price target boosted to $33 from $30. 2010 and 2011 EPS estimates lifted to $1.28 from $1.07 and to $1.60 from $1.37, respectively. Maintain Overweight rating.

Linear Technology

(LLTC)

estimates raised at Goldman through 2010. Company continues to benefit from a recovery in industrial demand. Buy rating and $30 price target.

Landstar Systems

(LSTR) - Get Landstar System, Inc. Report

price target lifted at Credit Suisse to $45 from $44 after solid 3Q results. 2009 and 2010 EPS estimates set at $1.45 and $1.70, respectively. Reiterate Outperform rating.

Microsoft

(MSFT) - Get Microsoft Corporation Report

estimates boosted at Goldman through 2012. Company will ultimately benefit from higher PC unit sales. Buy rating and $30 price target.

MSC Industrial

(MSM) - Get MSC Industrial Direct Co., Inc. Class A Report

numbers boosted at Morgan Stanley. Shares of MSM now seen reaching $39. Estimates also raised, to reflect signs of more stable demand in the industrial sector. Underweight rating.

Philip Morris

(PM) - Get Philip Morris International Inc. Report

numbers raised at UBS. PM estimates were increased through 2010. Company should benefit from a weaker dollar. Neutral rating and new $49 price target.

Tenet Healthcare

(THC) - Get Tenet Healthcare Corporation Report

numbers raised at Goldman. Estimates were increased through 2011. The company is positioned best to benefit from supply oost savings. Buy rating and new $8 price target.

Textron

(TXT) - Get Textron Inc. Report

price target raised at Merrill/BofA to $21.50 from $15 on valuation. 2009 and 2010 EPS estimates set at -$0.20 and $0.85, respectively. Maintain Neutral rating.

Viacom

(VIAB) - Get Viacom Inc. Class B Report

price target raised at Credit Suisse to $30 from $25. 2009 and 2010 EPS estimates increased to $2.12 from $2.04 and to $2.25 from $2.15, respectively. Maintain Neutral rating.

Xilinx

(XLNX) - Get Xilinx, Inc. Report

price target raised at Barclays to $26 from $25. 2010 EPS estimate increased to $1.05 from $0.94, 2011 introduced at $1.32. Reiterate Overweight rating.

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