CHANGE IN RATINGS

Allergan

(AGN) - Get Report

coverage initiated at Prudential: Prudential said it is initiating coverage on AGN with a Neutral Weight rating. Valuation bakes in upcoming product launches and growth opportunities.

Aircastle

(AYR) - Get Report

rated new Buy at Citigroup: AYR was initiated with a Buy rating, Citigroup said. $34 price target. Only public aircraft leasing company, and expect capital growth as well as an above-average dividend over the next couple of years.

BearingPoint

(BE) - Get Report

upgraded at Merrill: BE was upgraded from Sell to Neutral, Merrill Lynch said. New analyst expects fundamentals to improve, and believes the stock trades at an attractive valuation.

OSI Systems

(OSIS) - Get Report

coverage initiated at Jefferies: OSIS coverage initiated with a Buy rating, Jefferies said. See robust production cycle, momentum in homeland security spending, and potential significant EPS leverage. Price target at $24.

Reynolds American

(RAI)

downgraded at Citigroup: RAI was downgraded from Buy to Hold, Citigroup said. Supply chain issues will likely cut near-term volume growth. $68 price target.

Vertex Pharmaceuticals

(VRTX) - Get Report

upgraded at UBS: UBS said it is upgrading VRTX to Buy from Neutral based on valuation. Expects positive news flow should incrementally decrease risk. Maintained $42 target price.

STOCK COMMENTS / EPS CHANGES

Aeropostale

(ARO)

target price raised at Piper: Piper said it is raising its target price on ARO to $34 due to accelerating sales trends continuing in September. Maintained Outperform rating.

Autozone

(AZO) - Get Report

price target upped at Morgan Stanley: Morgan Stanley is raising its price target to $105 from $100, while trimming 2007 EPS estimates and raising 2008 EPS estimates.

AutoZone

(AZO) - Get Report

estimates raised at Goldman: Goldman said it is raising its 2007 estimates on AZO to $8.84 from $8.15 due to strong gross margin momentum and increased confidence in top-line growth based on lower gas prices. Price target at $116 and maintained Neutral rating.

BEA Systems

( BEAS) price target upped at Jefferies: Jefferies said it is raising its target on BEAS to $17 from $15 after positive management comments regarding second half of 2006. See extensive portfolio of SOA infrastructure products driving growth and margins through 2008. Reiterated Buy rating.

Broadcom

price target lowered at Goldman: Goldman said it is cutting its price target on BRCM to $30 from $32 due to added risks surrounding departure of company's CFO. Maintained Neutral rating.

Commerce Bancorp

(CBH) - Get Report

estimates cut at Morgan Stanley: Commerce Banc's stock discounts strong performance for several years to come, according to Morgan Stanley. Morgan Stanley reiterates its $25 price target and is cutting 2008 EPS estimates.

Dow Jones

( DJ) outlook cut at UBS: UBS said it is lowering its 2006 EPS estimates on DJ to $1.05 from $1.10 after company reduced 3Q guidance. Lowered target price to $40 from $38.

Dollar Tree

(DLTR) - Get Report

price target raised at Goldman: Target on DLTR increased to $34 from $32, Goldman said. See upside potential for sales and earnings after management comments at Tuesday's analyst meeting. Maintain Neutral rating.

Darden Restaurants

(DRI) - Get Report

outlook raised at UBS: UBS said it is raising its 2007 EPS estimates on DRI by 7 cents to $2.39 based on F1Q upside and upbeat outlook. raised target price to $43 from $42.

Maxim Integrated Products

(MXIM) - Get Report

estimates cut at Morgan Stanley: Morgan Stanley is lowering EPS estimates for 2007-2008 to reflect Maxim's recent preannounced shortfall. Maintain equal-weight rating.

National City

(SYMBOL)

estimates lowered at Morgan Stanley: Morgan Stanley is lowering 2007-2008 estimates for National City to reflect its sale of its sub-prime mortgage business to Merrill Lynch. Morgan Stanley maintains equal-weight rating and lower price target from $36 to $34.

Oracle

(ORCL) - Get Report

target price raised at UBS: UBS said it is raising its target price on ORCL to $21 from $20 following exceptional F1Q results. Maintained Buy rating.

Oracle

(ORCL) - Get Report

target raised at Jefferies: Jefferies said it is increasing its target on ORCL to $20 from $17.50 after company reported strong Q1 results. Expect scale economies to drive margins, earnings, and free cash flow. 2007 estimates upped by 3 cents to $0.99. Reiterated Buy rating.

Tenet Healthcare

(THC) - Get Report

outlook raised at Credit Suisse: UBS said it is raising its 2006 EPS estimates on THC to 11 cents from 9 cents. Believes current expectations may prove conservative. Rasied target price to $11 from $10.

Weyerhaeuser

(WY) - Get Report

estimates lowered at UBS: UBS said it is lowering its 2006 EPS estimates on WY to $3.55 from $3.90 based on weaker than expected wood products and containerboard volumes. Maintained $73 target price.

Weyerhaeuser

(WY) - Get Report

estimates trimmed at Goldman: 2006 estimates on WY cut to $3.55 from $3.65, Goldman said. See lower wood products volume and softer guidance in packaging. Target price at $64 and Neutral rating.

Yahoo!

(YHOO)

target, estimates cut at Goldman: Goldman said it is lowering its price target on YHOO to $32 from $40 due to slower ad spending in branded and search from economically sensitive categories like finance and autos. 2006 estimates lowered by a penny to $0.73. Maintained Buy rating.