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CHANGE IN RATINGS
upgraded at Goldman from Sell to Neutral. See improving market fundamentals. $27.50 price target.
estimates reduced at Goldman. AOL estimates were cut through 2012. Company is seeing a higher tax rate and lower interest income. Neutral rating and $27 price target.
downgraded at BofA/Merrill to Neutral from Buy on valuation. Price target lowered to $23 from $26.
downgraded at BofA/Merrill to Underperform from Buy due to risks and higher valuation. Price target plunged to $20 from $26
ITT Educational Services
downgraded at BofA/Merrill to Neutral from Buy on valuation Bank of America/Merrill Lynch said. Price target lowered to $110 from $130.
upgraded at Goldman from Neutral to Buy. $16.50 price target. Recent sell-off is overdone, and the company should benefit from a rebound in asset flows.
numbers cut at Goldman. Shares of MWW now seen reaching $18. Company is seeing lower sales and higher marketing costs. Neutral rating.
downgraded at Goldman from Buy to Neutral. Relative valuation call, based on a $16 price target.
Total System Services
upgraded at Barclays to Equal Weight from Underweight on valuation. 2010 challenges price in. 2010 and 2011 EPS estimates set at $0.97 and $1.07, respectively. $13 price target.
upgraded at Barclays to Overweight from Equal Weight as revenue growth accelerates. Price target surged to $97 from $91. 2010 and 2011 EPS estimates increased to $3.85 and $4.75, respectively.
estimates, target raised at Goldman. Shares of V now seen reaching $103. Estimates also increased, given the company's higher realized sales and operating margins. Buy rating.
downgraded at BofA/Merrill to Neutral from Buy. Concerns around the company's ability to return to high single digit organic top-line growth. Price target sunk to $20. 2010 and 2011 EPS lowered to $1.33 and $1.47, respectively.
downgraded at Goldman to Neutral. $19 price target. Company could see pricing pressure and underperformance in the bill payment segment.
STOCK COMMENTS / EPS CHANGES
target, estimates boosted at Credit Suisse. BBBB price target raised to $40 from $35. Cross-sell drives revenue/EPS upside. 2010 and 2011 EPS estimates increased to $1.75 and $1.93, respectively. Neutral rating.
added to Conviction Buy list at Goldman. BEN was added to the Conviction Buy list. Company is a sector leader, when it comes to accelerating flow momentum. $130 price target.
cut from Conviction Buy List at Goldman. Stock lacks near-term catalysts. $265 price target.
estimates boosted at Goldman through 2011. Company is seeing higher sales and a return in gross margins. Neutral rating and $32 price target.
estimates boosted at Morgan Stanley. CMA estimates were increased through 2012. Company is seeing higher net interest margin and declining credit costs. Overweight rating and $45 price target.
price target raised at Credit Suisse to $32 from $28. Strong 2Q10 results and favorable outlook. Maintain 2010 and 2011 EPS estimates at $1.54 and $1.75, respectively. Outperform rating.
estimates upped at UBS. DHI estimates were increased through 2011. Company should benefit from stability in home prices and sales, though future profit expansion remains uncertain. Sell rating and $10 price target.
estimates, target increased at Goldman. Shares of DLB now seen reaching $52. Estimates also raised, to reflect improving 3D sales. Neutral rating.
numbers lowered at Goldman. EXC estimates were cut through 2012. Company is facing lower generation margins and higher fuel costs. Neutral rating and new $52 price target.
numbers lowered at Goldman. Shares of IP now seen reaching $29. Estimates also reduced, because of higher realized operating costs. Buy rating.
estimates, target boosted at FBR. ITT estimates were increased through 2011. Company raised guidance, given improving defense margins. Market Perform rating and new $58 price target.
estimates boosted at UBS. MCHP estimates raised through 2011. Company is seeing a better product mix and operational execution. Neutral rating and $28 price target.
numbers upped at FBR. Shares of MEE now seen reaching $63. Estimates also raised, because of expected growth in met coal production. Outperform rating.
National Oilwell Varco
numbers boosted at Goldman. Shares of NOV now seen reaching $56. Estimates also raised, to reflect improving sales and margin growth. Neutral rating.
estimates upped at Goldman. NVLS estimates were raised through 2011. Company is seeing better shipments and higher margins. Sell rating and new $20 price target.
numbers raised at Goldman. ONNN estimates were increased through 2011. Tight supply-chain dynamics should drive a strong recovery. Buy rating and new $11 price target.
estimates reduced at UBS. PFE estimates were cut through 2011. Company continues to spend more than expected. Buy rating and $24 price target.
numbers lowered at Morgan Stanley. Shares of PNC now seen reaching $71. Estimates also cut, to reflect the sale of the company's investment servicing unit. Overweight rating.
Polo Ralph Lauren
numbers cut at Goldman. RL estimates were lowered through 2012. Company is investing more in future growth. Buy rating and new $88 price target.
numbers upped at Goldman. ROP estimates were increased through 2011. Company is seeing strong demand in China and for consumables. Buy rating and new $67 price target.
numbers boosted at UBS. Shares of TMO now seen reaching $56. Estimates also raised, because of a return to organic sales growth. Buy rating.
estimates, target reduced at Goldman. TSO estimates were cut through 2013. Company is seeing lower throughput and capture rates. Neutral rating and new $13 price target.
estimates lowered at UBS. WFR estimates were cut through 2011. There is little near-term visibility in the solar wafer market. Buy rating and $20 price target.
This article was written by a staff member of TheStreet.com.