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CHANGE IN RATINGS

Allstate

(ALL) - Get Allstate Corporation Report

downgraded at Oppenheimer: ALL was downgraded from Buy to Neutral, Oppenheimer said. Valuation call, even though the company posted another solid quarter overnight. Estimates raised through 2007, to match the company's new guidance.

AMD

(AMD) - Get Advanced Micro Devices, Inc. Report

downgraded at JP Morgan: AMD was downgraded from Neutral to Underweight, JP Morgan said. Company posted a soft quarter, which was hurt by increased competition. Estimates also lowered, and there's further downside potential to the stock at current levels.

AMD

(AMD) - Get Advanced Micro Devices, Inc. Report

price target increased at Jefferies: Jefferies said it is upping its target on AMD to $19 from $17 due to expected top line growth in OEM sales. 2006 estimates raised to $1.09 from $0.87 after company announced positive Q3 results. Reiterated Hold rating.

Apollo

(APOL)

downgraded at Bear: APOL was downgraded to Peer Perform, Bear Stearns said. Stock fell more than 20% yesterday after a downside earnings surprise, though UOP enrollment could continue to decline. 2007 estimate also lowered to $2.48 a share.

Airgas

(ARG)

downgraded at UBS: UBS said it is downgrading ARG to Neutral from Buy based on valuation. Says recent outperformance limits upside potential. Raised target price to $42 from $40.

Cummins

TheStreet Recommends

(CMI) - Get Cummins Inc. Report

initiated at Morgan Stanley: Morgan Stanley initiates Cummins with an equalweight rating and $130 price target.

General Dynamics

(GD) - Get General Dynamics Corporation (GD) Report

estimates raised at Jefferies: Jefferies said it is upping its 2006 estimates on GD by 5 cents to $4.20 after company reported better than expected Q3 earnings. Reiterated Buy rating and $75 target.

General Dynamics

(GD) - Get General Dynamics Corporation (GD) Report

downgraded at Credit Suisse: Credit Suisse said it is downgrading GD to Neutral from Buy based on valuation and the absence of guidance boost. Maintained $76 target price.

Genuine Parts

(GPC) - Get Genuine Parts Company (GPC) Report

downgraded at JP Morgan: GPC was downgraded from Overweight to Neutral, JP Morgan said. 2007 expectations may prove optimistic, following discussions with management after the most recent quarter.

Keane

( KEA) downgraded at Morgan Stanley: Morgan Stanley downgrades Keane from equalweight to underweight, as it believes forward looking metrics have not yet turned the corner.

Paccar

(PCAR) - Get PACCAR Inc Report

initiated at Morgan Stanley: Morgan Stanley initiates Paccar with an overweight rating and $72 price target. Morgan Stanley believes the company is a core holding in the North American truck market.

Tyson Foods

(TSN) - Get Tyson Foods, Inc. Class A Report

downgraded at Deutsche: TSN was downgraded from Buy to Hold, Deutsche Bank said. $16 price target. Beef remains week, and new capacity is coming online. Estimates also cut for 2007 and 2008.

Washington Mutual

(WM) - Get Waste Management, Inc. Report

downgraded at Friedman, Billings: WM was downgraded to Market Perform, Friedman, Billings said. Company posted disappointing earnings, as margins have yet to recover. Credit quality also got weaker. $48 price target.

STOCK COMMENTS / EPS CHANGES

Apple

(AAPL) - Get Apple Inc. (AAPL) Report

price target increased at Goldman: Goldman said it is upping its target on AAPL to $90 from $85 after company resolved issues regarding iPod demand, Mac upside, and options ramifications. See accelerating Mac growth and good early iPod sales. 2007 earnings raised to $2.80 from $2.65 and reiterated Buy rating.

Apple

(AAPL) - Get Apple Inc. (AAPL) Report

target price raised at UBS: UBS said it is raising its target price on AAPL to $95 from $92 after 4Q results were well-ahead of expectations. Maintained Buy rating.

Apple

(AAPL) - Get Apple Inc. (AAPL) Report

estimates raised at Credit Suisse: Credit Suisse said it is raising 2007 EPS estimates on AAPL to $2.74 from $2.64 following strong FQ4 results and increased momentum in Mac sales. Maintained Outperform rating.

AMR

(AMR)

estimates raised at UBS: UBS said it is raising its 2006 EPS estimates on AMR to $1.59 from $1.46 based on positive outlook following inline 3Q results. Raised target price to $32 from $31.

Capital One

(COF) - Get Capital One Financial Corporation Report

estimates raised at Jefferies: 2006 estimates on COF increased to $7.72 from $7.60, Jefferies said. Company reported strong portfolio growth and higher margins. Reiterated Buy rating with $100 target.

Citrix

(CTXS) - Get Citrix Systems, Inc. Report

price target cut at Jefferies: Jefferies said it is lowering its target on CTXS to $27 from $30 due to concern over license sales growth and outlook for core app virtualization business. See margin pressure due to hardware as greater percentage of mix. 2006 estimates upped to $1.38 from $1.33. Reiterated Hold rating.

eBay

(EBAY) - Get eBay Inc. Report

price target raised at Goldman: Goldman said it is increasing its target on EBAY to $38 from $35 due to stable growth trends in core listings, continued aggressive share buybacks, and continued success in eBay express and payments business. Maintained Buy rating.

eBay

(EBAY) - Get eBay Inc. Report

earnings, target lowered at Jefferies: Jefferies said it is cutting its price target on EBAY to $45 from $50 after management provided conservative 2007 guidance along with solid Q3 results. 2007 estimates decreased to $1.28 from $1.38. Reiterated Buy rating.

Gilead

(GILD) - Get Gilead Sciences, Inc. (GILD) Report

estimates raised at Jefferies: Jefferies said it is upping its 2006 estimates on GILD by 10 cents to $2.42. Price target increased to $77 from $70. Company reported better than expected Q3 earnings and upped HIV product sales guidance. Reiterated Buy rating.

Parker Hannifin

(PH) - Get Parker-Hannifin Corporation Report

target increased at Jefferies: Price target on PH increased to $81 from $75, Jefferies said. Strong Q1 results tempered by caution regarding slowing economic growth. Reiterated Hold rating.

St. Jude Medical

(STJ)

estimates lowered at Jefferies: 2007 estimates on STJ cut by 4 cents to $1.86, Jefferies said. Believe slowing ICD market growth already priced into shares. Predict recovery and see STJ as viable acquisition target. Reiterated Buy rating and $44 target.

Triad Hospitals

(TRI) - Get Thomson Reuters Corporation Report

estimates lowered at Jefferies: Jefferies said it is lowering its 2006 estimates on TRI to $2.61 from $2.90 due to management outlook on bad debt. Reiterated Buy rating and $50 target.