NEW YORK (TheStreet) -- CHANGE IN RATINGS

Cheesecake Factory(CAKE) - Get Report upgraded at Goldman from Neutral to Buy. Company should benefit from lower commodity prices and cost-savings efforts. Also expect to see a rebound in sales. $23 price target.

Corinthian Colleges

(COCO)

initiated at Deutsche Bank with a Buy rating and $27 price target. Introduces fiscal 2010 EPS estimates of $1.43.

Cabot Oil & Gas

(COG) - Get Report

upgraded at JP Morgan. Rating raised to Overweight from Neutral. Price target raised to $51.50 from $47.00. 2009 EPS estimates lowered to $1.32 from $1.41.

Cablevision

(CVC)

upgraded at Wells from Market Perform to Outperform. Stock can continue to beat the market, given its fundamental strength. Estimates also raised.

CreXus

( CXS) initiated at Merrill/BofA with a Neutral rating and $14.50 price target. CXS is waiting to deploy capital into attractive commercial real estate assets. 2009 and 2010 EPS estimates set at $0.06 and $1.44, respectively.

Darden Restaurants

(DRI) - Get Report

initiated at Deutsche Bank. Initiated with a Hold rating and $30 price target. Introduces fiscal 2010 EPS estimates of $2.72.

Federal Reality

(FRT) - Get Report

upgraded at Merrill/BofA to Buy from Neutral on growth potential. $63.50 price target.

Microsoft

(MSFT) - Get Report

upgraded at Argus from Sell to Hold. Windows 7 launch was a net positive for the company.

Oneok

(OKE) - Get Report

downgraded at Citigroup from Buy to Hold. Valuation call.

Palm

( PALM) downgraded at BMO from Market Perform to Underperform. $10 price target. Estimates also cut, as Android will likely take away market share.

RadioShack

(RSH)

upgraded at Keybanc from Underweight to Hold. Sales trends are improving, but margins may be slow to follow.

RadioShack

(RSH)

numbers boosted at Goldman through 2011. Company is seeing a surge in wireless sales. Neutral rating and new $19 price target.

RadioShack

(RSH)

price target raised at Barclays to $19 from $16 on wireless potential. 2009 and 2010 EPS estimates increased to $1.63 from $1.51 and to $1.78 from $1.48, respectively. Maintain Equal Weight rating.

Spectra Energy

(SE) - Get Report

downgraded at Citigroup from Hold to Sell. $18 price target. Valuation call, as the company has commodity price and currency risks.

Scientific Games

(SGMS) - Get Report

downgraded at William Blair from Outperform to Market Perform. Company missed quarter expectations and faces several potential headwinds to future growth.

Texas Instruments

(TXN) - Get Report

upgraded at FBR from Market Perform to Outperform. Company appears to be gaining market share, and can continue to expand its gross margin. $31 price target.

Viacom

(VIA.B)

upgraded at Pali from Neutral to Buy. $33 price target. Film division is surging and ratings are less bad. Estimates could also be boosted by new share buybacks.

Verizon

(VZ) - Get Report

upgraded at Wells from Market Perform to Outperform. Earnings expectations have been reset to a more reasonable level. and wireline margins have likely bottomed. Company is launching several new phones and FiOS momentum should continue into 2010.

STOCK COMMENTS / EPS CHANGES

Arch Capital Group

(ACGL) - Get Report

price target higher at Barclays. Shares now seen reaching $77, up from $73. Maintain 2009 and 2010 EPS estimates at $10.40 and $9.00. Reiterate Overweight rating.

AECOM Technology

(ACM) - Get Report

target, estimate lowered at Barclays. Price target dropped to $33 from $34. 2010 EPS estimate cut to $1.95 from $2.00, maintain 2009 at $1.68. Reiterate Equal Weight rating.

Boeing

(BA) - Get Report

estimates lowered at Barclays. BA 2009 and 2010 EPS estimates slashed to $1.36 from $1.78 and to $4.70 from $4.75, respectively. Reiterate Equal Weight rating and $57 price target.

Baidu

(BIDU) - Get Report

estimates, target cut at Bernstein. Shares of BIDU now seen reaching $420. Estimates also lowered, as the company guided lower, but the Phoenix Nest transition will pay off in the long run. Outperform rating.

Bristol-Myers

(BMY) - Get Report

estimates cut at Barclays. BMY 2010 by two cents to $2.16, maintain 2009 at $2.03. Reiterate $25 price target and Overweight rating.

Chesapeake Energy

(CHK) - Get Report

estimates changed at Barclays. CHK 2009 EPS estimates cut to $2.45 from $2.50, 2010 raised to $2.95 from $2.75. Maintain Overweight rating and $30 price target.

Dow Chemical

(DOW) - Get Report

price target increased at Barclays to $25 from $18 on solid 3Q results. 2009 and 2010 EPS estimates raised to $0.53 from -$0.02 and to $1.38 from $0.60, respectively. Reiterate Equal Weight rating.

Entropic Comm.

(ENTR) - Get Report

target, estimates raised at Barclays. Shares now seen reaching $4.50. 2009 EPS estimate increased to breakeven from -$0.04, a penny added to 2010 at $0.31. Maintain Equal Weight rating.

Flextronics

(FLEX) - Get Report

price target inflated at Credit Suisse to $8.70 from $6.30 after 2Q beat. 2010 and 2011 EPS estimates set at $0.48 and $0.65, respectively. Maintain Outperform rating.

Hager Orthopedic

(HGR)

target, estimates increased at Barclays. HGR price target to $17 from $15. 2009 EPS estimate raised by 3 cents to $1.06, 2010 raised by 3 cents to $1.17. Reiterate Overweight rating.

Ingersoll-Rand

(IR) - Get Report

numbers increased at UBS. Shares to $34. Estimates also raised, to reflect expected productivity gains. Neutral rating.

Lorillard

(LO)

estimates changed at Credit Suisse. LO 2009 EPS estimate cut to $5.82 from $5.93, 2010 raised to $6.53 from $6.45. Maintain Outperform rating and $90 price target.

Lorillard

(LO)

estimates cut, target raised at UBS. LO estimates were lowered through 2010. Company is seeing lower volumes, but industry pricing is stable, and the company remains best-in-class. Buy rating and new $100 price target.

Limited Brands

(LTD)

estimates lifted at Credit Suisse. 2010 EPS estimate to $1.02 from $0.99, and 2011 to $1.24 from $1.21. $20 price target and Neutral rating maintained.

Lululemon

(LULU) - Get Report

estimates higher at Credit Suisse. 2010 and 2011 EPS estimates to $0.68 from $0.60 and to $0.90 from $0.82, respectively. Maintain $19 price target and Neutral rating.

Lululemon

(LULU) - Get Report

numbers raised at Goldman to $35. Estimates also boosted, to reflect the company's new guidance and improving sales trends. Buy rating.

3M

(MMM) - Get Report

estimates, target boosted at UBS. MMM estimates were raised through 2010. Company continues to see inventory re-stocking. Buy rating and new $86 price target.

Marvell Technology

(MRVL) - Get Report

numbers boosted at UBS. Shares now seen reaching $19. Estimates also raised, to reflect a higher sales outlook in multiple end-markets. Buy rating.

National Oilwell

(NOV) - Get Report

target, estimates raised at Credit Suisse. NOV price target lifted to $48 from $44 on strong 3Q results. Maintain Neutral rating. 2009 and 2010 EPS estimates increased to $3.72 from $3.54 and to $3.20 from $3.10, respectively.

National Oilwell

(NOV) - Get Report

estimates raised at Morgan Stanley through 2010. Company is realizing higher EBIT margins and has a strong backlog. Overweight rating and $93 price target.

Plum Creek Timber

(PCL)

estimates raised at Barclays. 2009 and 2010 EPS estimates to $1.43 from $1.32 and to $1.20 from $1.15, respectively, after strong 3Q. Reiterate Overweight rating and $40 price target.

PartnerRe

(PRE)

price target, estimates raised at Barclays. PRE price target increased to $90 from $77 after 3Q results. 2009 and 2010 EPS estimates raised to $13.20 from $11.50 and to $9.25 from $8.00, respectively. Maintain Overweight rating.

Pioneer Natural

(PXD) - Get Report

numbers increased at Goldman through 2011. New well will increased production rates. Buy rating and new $52 price target.

Reinsurance Group

(RGA) - Get Report

numbers boosted at Morgan Stanley. Shares of RGA now seen reaching $58. Estimates also raised, to reflect higher premium growth.

Roper

(ROP) - Get Report

estimates, target reduced at FBR. Shares of ROP now seen reaching $57. Estimates also lowered, to match the company's new guidance and lower energy demand. Market Perform rating.

Smart Modular Technologies

( SMOD) estimates upped at Barclays. SMOD 2010 EPS estimate lifted to $0.08 from $0.05. Maintain Equal Weight rating and $6 price target.

Sohu.com

(SOHU) - Get Report

numbers lowered at Bernstein through 2010. Company guided lower, placing more pressure on the launch of its new game in late 2010. Outperform rating and new $68 price target.

VF Corp

(VFC) - Get Report

estimate cut at Credit Suisse. 2009 EPS estimate lowered to $5.00 from $5.18 on higher spending. 2011 EPS estimate introduced at $6.00. Maintain $90 price target and Outperform rating.

WMS Industries

(WMS) - Get Report

numbers raised at Goldman. Shares of WMS now seen reaching $47. Estimates also boosted, to reflect the strong product line and sizable cost containment. Neutral rating.

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