NEW YORK (TheStreet.com) -- CHANGE IN RATINGS

Altra (AIMC) - Get Report upgraded at Merrill/BofA to Buy from Neutral as Altra's valuation doesn't reflect an improved cost structure. Price target boosted to $13 from $6. 2009 and 2010 EPS estimate set at $0.19 and $0.60.

Ann Taylor

(ANN)

downgraded at Goldman from Buy to Neutral. $17 price target. Stock has almost doubled over the past two months.

AstraZeneca

(AZN) - Get Report

downgraded at Goldman to Sell. Stock is already pricing in positive news from Brilinta and the company faces significant patent risk.

Autozone

(AZO) - Get Report

upgraded at FBR from Underperform to Market Perform. $134 price target. Valuation call, as consensus expectations have come down enough.

Autozone

(AZO) - Get Report

numbers raised at Goldman to $173. Estimates also increased, to reflect a lower share count, given management's commitment to buybacks. Neutral rating.

Cardinal Health

(CAH) - Get Report

downgraded at Deutsche Bank. Rating lowered to Hold from Buy. Price target raised to $30.00 from $28.50. Maintains fiscal 2010 EPS estimates of $1.95.

Calpine

(CPN)

upgraded at Citigroup from Hold to Buy. $16.50 price target. Selling by large shareholder has created a buying opportunity. Estimates also raised, to reflect higher commodity prices.

KLA-Tencor

(KLAC) - Get Report

upgraded at Oppenheimer. Rating raised to Perform from Underperform. Price target raised to $37 from $27. Raises fiscal 2010 EPS estimates to $0.50 from $0.40.

L-3 Communications

(LLL) - Get Report

downgraded at JP Morgan. Rating lowered to Neutral from Overweight. Price target raised to $85 from $80. Raises 2009 EPS estimates of $7.45 from $7.40.

Limited Brands

(LTD)

rated new Neutral at Goldman. $17 price target. Company is mature, with fewer growth opportunities.

National Semiconductor

(NSM)

upgraded at Citigroup from Hold to Buy. $23 price target. Company has strong margin leverage and should benefit from robust handset trends.

Red Hat

(RHT) - Get Report

upgraded at Merrill/BofA to Buy from Neutral on acceleration in billings and cash flow. Price target lifted to $29 from $23.50. 2010 and 2011 EPS estimates set at $0.67 and $0.72, respectively.

Domtar

(UFS) - Get Report

downgraded at Deutsche Bank. Rating lowered to Hold from Buy. Price target raised to $40 from $35. 2009 EPS estimates lowered to -$2.45 from -$1.85.

STOCK COMMENTS / EPS CHANGES

Arris

(ARRS) - Get Report

estimates lowered at UBS through 2010. Company will spend more on R&D for the Digeo acquisition, though core visibility is improving. Neutral rating and $13 price target.

Bed Bath & Beyond

(BBBY) - Get Report

price target lifted at Barclays to $35 from $32 on strong 2Q results. 2010 and 2011 EPS estimates increased to $1.90 from $1.78 and to $2.15 from $1.95, respectively. Reiterate Equal Weight rating.

Burger King

(BKC)

estimates, target raised at Citigroup to $19. Estimates also boosted, to reflect increased price competition and slower sales in the U.S. Hold rating.

Cintas

(CTAS) - Get Report

estimates, target boosted at Citigroup through 2012. Company should be able to sustain higher margins. Hold rating and new $28 price target.

Citrix Systems

(CTXS) - Get Report

added to Conviction Buy list at Goldman. $44 price target. Company has the potential for operating leverage as enterprise spending is expected to recover.

DR Horton

(DHI) - Get Report

target boosted at Goldman to $17. Company has industry-low prices for its unsold homes. Buy rating.

Fairchild Semi

cut from Top Picks list at Citigroup. $18 price target. Valuation call, as the stock is up 70% since late May. Buy rating.

General Mills

(GIS) - Get Report

numbers increased at Goldman. Shares now seen reaching $75. Estimates also boosted, to reflect higher realized margins. Neutral rating.

Gymboree

(GYMB)

price target boosted at Merrill/BofA to $55 from $49 on growth opportunity for Crazy 8 stores. Reiterate Buy rating. 2010 and 2011 EPS estimates set at $3.21 and $3.63, respectively.

Halliburton

(HAL) - Get Report

target boosted at Citigroup to $34. Company is gaining market share and its margins are holding up better than competitors. Buy rating.

H&R Block

(HRB) - Get Report

estimates boosted at UBS through 2011. Company is focused on market share and cost-cutting. Buy rating and $28 price target.

KB Home

(KBH) - Get Report

estimates changed at Barclays. 2009 EPS estimates lowered to -$2.35 from -$2.34 and 2010 increased to $0.26 from $0.22. Maintain Equal Weight rating and $20 price target.

Nike

(NKE) - Get Report

estimates, target boosted at Goldman. Shares of NKE now seen reaching $61. Estimates also raised, to reflect better foreign sales and the weaker dollar. Neutral rating.

ON Semiconductor

(ONNN)

numbers boosted at FBR. Shares now seen reaching $10.50. Recent checks show that business is tracking at the high end of expectations. Outperform rating.

Paychex

(PAYX) - Get Report

price target raised at Merrill/BofA to $30 from $35 on signs that the trough in earnings is near. 2010 and 2011 EPS estimates set at $1.33 and $1.52, respectively. Reiterate Buy rating.

Vale

(VALE) - Get Report

estimates, target increased at Goldman. Shares now seen reaching $25. Estimates also boosted, to reflect higher commodity prices and more demand from China. Neutral rating.

Xilinx

(XLNX) - Get Report

estimates, target boosted at UBS. Estimates were raised through 2011. Company boosted sales guidance, and operating leverage appears sustainable. Buy rating and new $27.50 price target.

PAETEC

(PAET)

price target higher at Merrill/BofA to $4.00 from $3.50 on improving economic data and the company's revised 2009 guidance, said Bank of America/Merrill Lynch. Maintain Buy rating. 2009 and 2010 EPS estimates set at -$0.25 and -$0.26, respectively.

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