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NEW YORK (TheStreet) -- CHANGE IN RATINGS

Bruker

(BRKR) - Get Bruker Corporation Report

rated new Outperform at JMP. $18 price target. Company is a market leader and federal stimulus efforts could help boost equipment sales.

CF Industries

(CF) - Get CF Industries Holdings, Inc. Report

rated new Hold at Soleil. $105 price target. Valuation call, as the stock is up 57% since the end of June.

Chipotle

(CMG) - Get Chipotle Mexican Grill, Inc. Report

rated new Hold at Jefferies. $155 price target. Stock is already pricing in the company's above-average growth potential.

CenturyLink

(CTL) - Get CenturyLink, Inc. Report

upgraded at Goldman to Buy. $42 price target. Company generates healthy free cash flow and has little earnings volatility.

Donaldson Company

(DCI) - Get Donaldson Company, Inc. Report

upgraded at BofA/Merrill to Neutral from Underperform. Valuation call. Maintain $50 price target.

TheStreet Recommends

Flextronics

(FLEX) - Get Flex Ltd. Report

rated new Sell at Goldman. $5.50 price target. ODM business could further dilute the company's margins.

Int'l. Game Technology

(IGT) - Get International Game Technology PLC Report

downgraded at Janney from Buy to Neutral. Estimates also cut, given lower replacement demand in Las Vegas.

Intuitive Surgical

(ISRG) - Get Intuitive Surgical, Inc. Report

rated new Outperform at JMP Securities. $362 price target. Surgical volumes should grow 30% and the U.S. capital equipment market appears to have stabilized.

Jabil Circuit

(JBL) - Get Jabil Inc. Report

rated new Buy at Goldman Sachs. $15.50 price target. Company generates above-average margins and earnings growth.

McDonald's

(MCD) - Get McDonald's Corporation Report

rated new Hold at Jefferies. $75 price target. Stock is already pricing in potential earnings growth.

Noble Energy

(NBL) - Get Noble Energy, Inc. Report

downgraded at UBS from Buy to Neutral. $76 price target. Valuation call, based on recent outperformance.

Oshkosh

(OSK) - Get Oshkosh Corp Report

upgraded at Baird from Neutral to Outperform. $42 price target. Stock is down 30% year-to-date and already pricing in weaker military spending.

Qwest

(Q)

upgraded at Goldman to Buy. Company is positioned well to exceed cash flow targets. $7 price target.

WMS Industries

(WMS) - Get Advanced Drainage Systems, Inc. Report

downgraded at Janney to Neutral. Replacement demand remains soft in Las Vegas. $40 price target.

Yum Brands

(YUM) - Get Yum! Brands, Inc. Report

rated new Hold at Jefferies. $44 price target. Company could face margin and currency pressure in the second half of the year.

STOCK COMMENTS / EPS CHANGES

Clean Harbors

(CLH) - Get Clean Harbors, Inc. Report

price target raised at BofA/Merrill to $78 from $74 on incremental contribution from oil spill work in the Gulf of Mexico and Michigan. Reiterate Buy rating.

Calpine

(CPN)

price target higher at Citi to $18 from $16.50 to reflect higher earnings. Maintain Buy rating.

Cognizant

(CTSH) - Get Cognizant Technology Solutions Corporation Class A Report

estimates, target raised at UBS. Shares of CTSH now seen reaching $71. Estimates also increased, as the company is gaining market share. Buy rating.

Encana

(ECA) - Get Encana Corporation Report

price target cut at Credit Suisse to $35 from $37 on lower oil & gas prices. Maintain Outperform rating.

Consolidated Edison

(ED) - Get Consolidated Edison, Inc. Report

numbers increased at Citigroup. ED estimates were raised through 2012. Company will now be able to charge higher gas and steam rates. Buy rating and new $51 price target.

FedEx

(FDX) - Get FedEx Corporation Report

estimates lowered at Morgan Stanley through 2012. Sales growth is slowing and the company is facing cost pressures. Equal-weight rating.

FedEx

(FDX) - Get FedEx Corporation Report

price target lower at Barclays to $106 from $109 as 1Q EPS of $1.20 came up slightly below expectations. 2011 and 2012 EPS estimates sunk to $5.40 and $6.35, respectively. Maintain Overweight rating.

FedEx

(FDX) - Get FedEx Corporation Report

estimates reduced at Goldman through 2012. Company is seeing lower international priority shipping demand. Neutral rating and $95 price target.

Micron Technology

(MU) - Get Micron Technology, Inc. Report

target lowered at Oppenheimer. Shares of MU now seen reaching $9. Company pre-announced lower guidance, but remains undervalued. Buy rating.

Nike

(NKE) - Get NIKE, Inc. Class B Report

estimate raised at Barclays. NKE 2012 EPS estimate set at $4.09, maintain 2011 at $4.35. Nike will report 1Q11 earnings on Thursday, September 23, after the close. Maintain Overweight rating.

Oracle

(ORCL) - Get Oracle Corporation Report

price target lifted at BofA/Merrill. ORCL price target increased to $34 from $30 on strong earnings. Unstoppable force and long term megacap winner. Maintain Buy rating.

Oracle

(ORCL) - Get Oracle Corporation Report

estimates, target boosted at UBS. Shares of ORCL now seen reaching $32. Estimates also upped, as the company is seeing double-digit growth across the board. Buy rating.

Oracle

(ORCL) - Get Oracle Corporation Report

price target boosted at Barclays. ORCL shares now seen reaching $31, up from $29. Product momentum drives strong 1Q11 upside. Maintain Overweight rating.

Oracle

(ORCL) - Get Oracle Corporation Report

estimates, target raised at Goldman. Shares of ORCL now seen reaching $32. Estimates also increased, given the company's strong earnings momentum. Buy rating.

Patterson

( RIMM) estimates, target reduced at UBS. Shares of PDCO now seen reaching $29. Estimates also lowered, as a recent survey suggests a softer recovery in the U.S. dental market. Neutral rating.

Research in Motion

( RIMM) estimates higher at Barclays. RIMM 2011 and 2012 EPS estimates lifted to $5.90 and $6.26, respectively. Solid 2Q11 results and robust guidance. Maintain Overweight rating and $85 price target.

Research in Motion

( RIMM) estimates upped at Goldman through 2013. Company is seeing higher selling prices and margins. Sell rating and $45 price target.

Williams

(WMB) - Get Williams Companies, Inc. Report

estimates, target lowered at Citigroup. Shares of WMB now seen reaching $28.50. Estimates were also cut through 2011, to match the company's new guidance. Buy rating.

Williams-Sonoma

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

numbers increased at Goldman. WSM estimates were raised through 2012. Share buyback program should add to earnings. Neutral rating and new $33 price target.

This article was written by a staff member of TheStreet.