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NEW YORK (TheStreet) -- CHANGE IN RATINGS

Babcock & Wilcox

(BWC)

rated new Hold at Citigroup. $26 price target. Company faces an uncertain spending environment in the U.S.

Comverse Technology

( CMVT) downgraded at Stifel from Buy to Hold. Company is burning through cash faster than expected.

Curtis-Wright

(CW) - Get Curtiss-Wright Corporation Report

rated new Hold at Deutsche Bank. $34 price target. Company has lower aerospace exposure than some of its peers.

Concho Resources

(CXO) - Get Concho Resources Inc. Report

upgraded at BMO from Market Perform to Outperform. $73 price target. Marbob will boost the company's production growth even higher.

Brinker International

(EAT) - Get Brinker International Inc. Report

downgraded at Wells from Outperform to Market Perform. Estimates also cut, as increased competition and the weaker economy will likely weigh on sales.

Hudson Pacific Properties

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(HPP) - Get Hudson Pacific Properties Inc. Report

initiated at BofA/Merrill with a Buy rating and $18.50 price target. HPP is an office REIT with regional concentrations, high quality assets, and a strong balance sheet.

KLA-Tencor

(KLAC) - Get KLA Corporation Report

upgraded at Morgan Stanley from Underweight to Equal-weight. Valuation call, as the stock is already pricing in market-share losses.

Nvidia

(NVDA) - Get NVIDIA Corporation Report

estimates cut at UBS through 2012. Company is losing market share and seeing lower demand overseas. Sell rating and $8 price target.

Nvidia

(NVDA) - Get NVIDIA Corporation Report

upgraded at Morgan Stanley from Underweight to Equal-weight. Valuation call, as the stock is already pricing in a lot of bad news.

SuccessFactors

( SFSF) rated new Outperform at FBR Capital Markets. $26 price target. Company has first-mover advantage.

Strayer Education

(STRA) - Get Strategic Education Inc. Report

downgraded at Morgan Stanley from Equal-weight to Underweight. Valuation call, based on a $180 price target. Company also faces pricing pressure.

Triumph Group

(TGI) - Get Triumph Group Inc. Report

rated new Buy at Deutsche Bank. $94 price target. Company is positioned to benefit from an improving aerospace cycle.

Werner Enterprises

(WERN) - Get Werner Enterprises Inc. Report

upgraded at UBS from Sell to Neutral. $21.50 price target. Valuation call, following the recent selloff.

STOCK COMMENTS / EPS CHANGES

Advance Auto Parts

(AAP) - Get Advance Auto Parts Inc. Report

numbers raised at Citigroup. Shares of AAP now seen reaching $58. Estimates also increased, given operating leverage and the buyback program. Hold rating.

Autodesk

(ADSK) - Get Autodesk Inc. Report

estimates boosted at Barclays. ADSK 2010 and 2011 EPS estimates increased to $1.31 and $1.56, respectively. Margin leverage drives big EPS beat. Maintain Overweight rating.

Autodesk

(ADSK) - Get Autodesk Inc. Report

estimates increased at Morgan Stanley through 2012. Company is realizing higher customer demand and keeping a tight lid on costs. Underweight rating and $26 price target.

Convergys

(CVG)

estimates reduced at UBS through 2011. Company has limited sales visibility. Neutral rating.

Cemex

(CX) - Get Cemex S.A.B. de C.V. Sponsored ADR Report

price target trimmed at Credit Suisse to $13 from $15. Market pessimism seems overblown. Maintain Outperform rating.

DeVry

(DV) - Get DoubleVerify Holdings Inc. Report

price target cut at Credit Suisse to $47 from $65. Solid 4Q10 results but Washington counter cyclicality, execution risks linger. Maintain Neutral rating.

Estee Lauder

(EL) - Get Estee Lauder Companies Inc. (The) Report

estimates cut at UBS through 2012. Margin growth is slowing and the company is being hurt by currency rates. Neutral rating and $63 price target.

Kohl's

(KSS) - Get Kohl's Corporation Report

estimates reduced at Citigroup through 2012. Company's posted a lower gross margin and offered conservative guidance. Buy rating and $68 price target.

Eli Lilly

(LLY) - Get Eli Lilly and Company Report

estimates cut at Citigroup through 2011. Company lost a patent ruling with Strattera. Buy rating and $41 price target.

Eli Lilly

(LLY) - Get Eli Lilly and Company Report

price target lowered at Credit Suisse to $36 from $38 as NJ District Court Judge invalidates patent for Strattera. 2011 & 2012 estimates lowered. Maintain Neutral rating.

Microsoft

(MSFT) - Get Microsoft Corporation Report

estimates, target lowered at Jefferies. Shares of MSFT now seen reaching $33. Estimates also cut, given lower expected PC sales. Buy rating.

Markwest Energy Partners

(MWE)

numbers raised at Barclays. MWE price target raised to $36 from $34 as 2Q10 results surpassed expectations. 2010 and 2011 EPS estimates lifted to $1.35 and $0.93, respectively. Maintain Overweight rating.

ShoreTel

(SHOR)

estimate tweaked at Barclays. SHOR 2011 EPS estimate lowered to 2 cents a share. SHOR delivered solid 4Q results and guided above consensus. Maintain Equal Weight rating.

Sara Lee

( SLE) estimates reduced at Morgan Stanley. SLE estimates were cut through 2012. Consumer environment is weaker, which could affect pricing in the coming quarters. Equal-weight rating and $14.50 price target.

Textainer

(TGH) - Get Textainer Group Holdings Limited Report

price target increased at Credit Suisse to $30 from $26 as the company reported strong great 2Q10 results driven by revenues. Estimates raised through 2012. Maintain Outperform rating.

Wendy's/Arby's Group

(WEN) - Get Wendy's Company (The) Report

price target trimmed at Barclays to $5 from $6. Arby's ahead of plan, but Wendy's comps & margins falling slightly short. Reiterate Overweight rating.

This article was written by a staff member of TheStreet.