NEW YORK (TheStreet) -- CHANGE IN RATINGS

Baxter

( BEC) upgraded at Goldman from Neutral to Buy. Company was also added to the Conviction List, as end-markets appear to be stabilizing. $57 price target.

Beckman Coulter

( BEC) estimates lowered at Morgan Stanley. BEC estimates were cut through 2012. Company is seeing lower margins, because of poor U.S. sales. Equal-weight rating.

Beckman Coulter

( BEC) downgraded at Baird from Outperform to Neutral. $54 price target. Company cut guidance for the second time in 2010.

Diamond Offshore

(DO) - Get Report

estimates lowered at Goldman through 2012. Company is facing a higher tax rate. Sell rating and $56 price target.

Diamond Offshore Drilling

(DO) - Get Report

downgraded at Barclays to Equal Weight from Overweight. Deepwater drilling moratorium affecting company more than expected. Price target cut to $62 from $70.

Estee Lauder

(EL) - Get Report

downgraded at Stifel from Hold to Sell. Company will likely struggle in Europe and not meet 2011 expectations.

Eagle Materials

(EXP) - Get Report

upgraded at Jefferies from Underperform to Hold. Valuation call, based on a $26 price target.

Glimcher Realty Trust

(GRT)

upgraded at Citi to Hold from Sell. Valuation and steady fundamentals. Price target jumped to $7.25 from $5.50.

Infinera

(INFN) - Get Report

upgraded at Citi to Buy from Hold on strong 2Q10 results. Guidance points to broad-based recovery in optical. Price target increased to $10.50 from $8.50.

Lender Processing

(LPS)

downgraded at Goldman from Buy to Neutral. Sales growth is being hurt by delayed volumes. $35 price target.

Qlogic

(QLGC)

estimates, target reduced at Morgan Stanley. Shares of QLGC now seen reaching $21. Estimates also cut, given weaker trends in Europe. Overweight rating.

Qlogic

(QLGC)

downgraded at ThinkEquity from Buy to Hold. Server upgrade cycle may have a more muted effect on Fibre Channel.

Suntrust Banks

(STI) - Get Report

numbers increased at UBS through 2011. Company is seeing improved credit fundamentals. Sell rating and new $14 price target.

Suntrust Banks

(STI) - Get Report

downgraded at FBR from Outperform to Market Perform. $27 price target. New analyst favors larger banks to the regionals.

Travelers

(TRV) - Get Report

downgraded at Oppenheimer from Outperform to Perform. Company is less optimistic about its outlook.

V F Corp

(VFC) - Get Report

upgraded at BofA/Merrill to Buy from Neutral. Strong global outlook for The North Face & Vans, Bank of America/Merrill Lynch said. Maintain $90 price target.

STOCK COMMENTS / EPS CHANGES

AmSurg

(AMSG)

price target lowered at Citi to $21 from $25. 2Q10 results were weak, but guidance should stop the bleeding. Reiterate Buy rating.

Amazon.com

(AMZN) - Get Report

price target cut at Citi. AMZN price target trimmed to $165 from $175 on bottom line miss. Maintain Buy rating.

Amazon.com

(AMZN) - Get Report

target, estimates cut at Barclays. AMZN price target trimmed to $132 from $155 on weak revenue forecasts, Barclays said. 2010 and 2011 EPS estimates decreased to $2.40 and $3.03, respectively. Maintain Overweight rating.

Amazon.com

(AMZN) - Get Report

estimates, target cut at UBS. Shares of AMZN now seen reaching $165. Company is spending more on fulfillment capacity. Buy rating.

Autonation

(AN) - Get Report

estimates, target raised at UBS. Shares of AN now seen reaching $20. Estimates also increased, given the company's cost-cutting efforts and buyback. Sell rating.

Air Products and Chemicals

(APD) - Get Report

price target raised at Citi. APD price target increased by a dollar to $75. Gas volumes improve, Airgas fight heats up. Maintain Hold rating.

American Express

(AXP) - Get Report

estimates raised at Barclays. AXP 2010 and 2011 EPS estimates increased to $3.40 and $3.75 on improving credit. Maintain Overweight rating and $51 price target.

Blackstone

(BX) - Get Report

estimates, target boosted at Goldman. Shares of BX now seen reaching $14.50. Estimates also upped, given higher portfolio values an asset levels. Buy rating.

Continental Airlines

(CAL) - Get Report

estimates lowered at UBS. CAL estimates were cut through 2011. Company is facing higher unit costs and fuel prices. Buy rating and $35 price target.

Caterpillar

(CAT) - Get Report

target, estimates boosted at Barclays. CAT price target increased to $76 from $74. Accelerating machinery trends drive upside. 2010 and 2011 EPS estimates lifted to $3.75 and $5.00, respectively. Equal Weight rating.

Caterpillar

(CAT) - Get Report

estimates, target increased at UBS. CAT estimates were raised through 2011, UBS said. Company is seeing better demand across the board. Neutral rating and new $74 price target.

Chubb

(CB) - Get Report

estimates boosted at UBS through 2011. Company is seeing lower accident costs. Buy rating and $59 price target.

Chipotle Mexican Grill

(CMG) - Get Report

estimate higher at BofA/Merrill. CMG 2010 and 2011 EPS estimates raised to $5.10 and $6.10, respectively. Maintain Buy rating and $162 price target.

Chipotle

(CMG) - Get Report

target increased at Morgan Stanley. CMG target was raised to $164. Company is seeing increased traffic. Overweight rating.

Canadian National

(CNI) - Get Report

target, estimates boosted at Credit Suisse. CNI price target jumped to $71 from $67. Another beat and raise quarter. 2010 and 2011 EPS estimates improved to $4.05 and $4.60, respectively. Maintain Neutral rating.

Columbia Sportswear

(COLM) - Get Report

price target cut at Citi to $55 from $62. Solid 2Q10 results, but margins down. Maintain Hold rating.

Quest Diagnostics

(DGX) - Get Report

numbers cut at Goldman. Shares of DGX now seen reaching $45. Estimates also lowered, given a weaker pricing outlook. Sell rating.

Danaher

(DHR) - Get Report

estimates, target lowered at Goldman. DHR estimates were cut through 2012. Company could be hurt by the declining macro environment. Buy rating and new $47 price target.

Electronics for Imaging

(EFII) - Get Report

price target down at Citi to $11 from $15 on weak cash flow generation. Maintain Hold rating.

Eli Lilly

( ELI) estimates higher at Barclays. ELI 2010 and 2011EPS estimates improved to $4.61 and $3.39, respectively. Strong 2010 outlook. Maintain Equal Weight rating and $39 price target.

E*Trade Financial

(ETFC) - Get Report

numbers increased at Goldman. ETFC estimates were raised through 2012. Company is seeing improving credit trends and continues to cut costs. Buy rating and new $17 price target.

Fifth Third Bancorp

(FITB) - Get Report

numbers boosted at UBS. Shares of FITB now seen reaching $10. Estimates also upped, given the company's operating momentum. Sell rating.

Flextronics

(FLEX) - Get Report

price target cut at Credit Suisse. FLEX price target lowered to $7.55 from $11. Too cheap to downgrade. Maintain Outperform rating.

Flextronics

(FLEX) - Get Report

estimates upped at UBS through 2012. Company is seeing higher sales and is buying back stock. Buy rating and $9.50 price target.

Graco

(GGG) - Get Report

estimates reduced at Goldman through 2012. Company is spending more on new products. Sell rating and $33 price target.

Home Depot

(HD) - Get Report

estimates cut at Goldman through 2012. Company is seeing a decline in sales, but is keeping a tight lid on costs. Buy rating and $34 price target.

Janus Capital

(JNS)

estimates, target raised at Goldman. Shares of JNS now seen reaching $9.50. Estimates also increased, given the company's improved asset gathering. Sell rating.

Eli Lilly

(LLY) - Get Report

estimates upped at UBS through 2011. Company has strong earnings momentum, Neutral rating and $36 price target.

Lowe's

(LOW) - Get Report

estimates cut at Goldman through 2012. Company will likely see lower sales. Neutral rating and $25 price target.

3M

(MMM) - Get Report

estimates upped at UBS through 2011. Company is realizing higher margins. Buy rating and $100 price target.

Microsoft

(MSFT) - Get Report

estimates raised at Credit Suisse. MSFT 2010 and 2011 EPS estimates increased to $2.51 and $2.89, respectively. Strong 4Q10 results across all product divisions. Maintain Outperform rating and $40 price target.

Microsoft

(MSFT) - Get Report

target lowered at UBS to $35. Company will be hurt by a lower market multiple. Buy rating.

Murphy Oil

(MUR) - Get Report

estimates raised at Morgan Stanley through 2011. Company is leaving the refining business. Equal-weight rating and $69 price target.

NCR

(NCR) - Get Report

estimates lowered at Morgan Stanley through 2012. Company is seeing lower domestic financial spending. Equal-weight rating.

Nucor

(NUE) - Get Report

estimates, target reduced at Goldman Sachs. Estimates were cut through 2012. Company is seeing lower customer demand. Buy rating and new $45 price target.

NVR

(NVR) - Get Report

estimates boosted at Goldman through 2012. Company is seeing better community growth and buying back stock. Neutral rating and $700 price target.

Penn National

(PENN) - Get Report

estimates raised at Morgan Stanley. PENN estimates were increased through 2012. Company is seeing better margins at its new properties. Overweight rating and $36 price target.

Plexus

(PLXS) - Get Report

target higher at Citi by a dollar to $38. Strong revenue and margins but weak European wireless. Maintain Hold rating.

Philip Morris Int'l.

(PM) - Get Report

estimates upped at Morgan Stanley through 2012, according to Morgan Stanley. Company is market leader and continues to grow during a difficult environment. Overweight rating and $54 price target.

PMC-Sierra

(PMCS)

estimates upped at Goldman through 2012. Company has strong operating momentum. Neutral rating and $11 price target.

Reynolds American

(RAI)

estimates increased at Goldman through 2012. Company is seeing higher cigarette profits. Sell rating and $54 price target.

Riverbed Technology

(RVBD)

numbers boosted at UBS. RVBD estimates were upped through 2011. Company has a record pipeline and raised guidance. Neutral rating and new $35 price target.

Sherwin-Williams

(SHW) - Get Report

numbers lowered at Morgan Stanley. Shares of SHW now seen reaching $76. Estimates also cut, given challenging end-market conditions. Underweight rating.

Sherwin-Williams

(SHW) - Get Report

target, estimates changed at Barclays.SHW price target trimmed to $65 from $68 on slowing volume trends. 2010 EPS estimate sunk to $4.48, 2011 lifted to $5.13. Maintain Underweight rating.

Sandisk

(SNDK)

estimates increased at Goldman through 2011. Company is realizing higher margins. Neutral rating and $40 price target.

Sandisk

(SNDK)

target boosted at Morgan Stanley to $53. NAND supply/demand imbalance should remain through 2011. Overweight rating.

St. Jude Medical

(STJ)

estimates increased at UBS through 2011. Company is gaining market share in ICD's and keeping a tight lid on costs. Buy rating and $46 price target.

Skyworks Solutions

(SWKS) - Get Report

target, estimates raised at Barclays. SWKS price target increased by a dollar to $21. Sales and margins highlighted another strong quarter. 2010 and 2011 EPS estimates lifted to $1.20 and $1.45, respectively. Maintain Overweight rating.

Safeway

(SWY)

estimates, target reduced at UBS. SWY estimates were cut through 2011. Company will likely struggle to meet new guidance, as pricing power remains low. Neutral rating and new $20 price target.

AT&T

(T) - Get Report

estimates raised at Goldman through 2012. Company is buying back more stock. Buy rating and $34 price target.

Tyco Electronics

(TEL) - Get Report

estimates raised at UBS. Shares of TEL now seen reaching $33. Estimates also increased, given the company's new guidance. Buy rating.

Union Pacific

(UNP) - Get Report

target, estimates increased at Barclays. UNP price target jumped to $86 from $83 on strong 2Q10 earnings. 2010 and 2011 EPS estimates raised to $5.17 and $5.80, respectively. Maintain Equal Weight rating.

United Parcel

(UPS) - Get Report

estimates boosted at Morgan Stanley. UPS estimates were upped through 2011. Company continues to benefit from the cyclical recovery. Equal-weight rating.

United Parcel Service

(UPS) - Get Report

estimates increased at Credit Suisse. UPS 2010 and 2011 EPS estimates jumped to $3.40 and $4.02, respectively. Strong 2Q10 beat. Maintain Neutral rating and $74 price target.

USG

(USG)

estimates upped at Goldman through 2012. Company should see better pricing and volume demand in the coming quarters. Neutral rating and $12 price target.

Waste Connections

(WCN) - Get Report

numbers boosted at Goldman. Shares of WCN now seen reaching $40. Estimates also upped, given improving volume growth. Neutral rating and $40 price target.

Zimmer

(ZMH)

estimates upped at Morgan Stanley. ZMH estimates were boosted through 2012. Company has margin leverage and is repurchasing stock. Equal-weight rating.

This article was written by a staff member of TheStreet.