NEW YORK (TheStreet) -- CHANGE IN RATINGS

Bruker

(BRKR) - Get 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 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 Report

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

CenturyLink

(CTL) - Get Report

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

Donaldson Company

(DCI) - Get Report

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

Flextronics

(FLEX) - Get 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 Report

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

Intuitive Surgical

(ISRG) - Get 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 Report

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

McDonald's

(MCD) - Get Report

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

Noble Energy

(NBL) - Get Report

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

Oshkosh

(OSK) - Get 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 Report

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

Yum Brands

(YUM) - Get 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 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 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 Report

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

Consolidated Edison

(ED) - Get 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 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 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 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 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 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 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 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 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 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 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 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.