AerCap ( AER) upgraded at Goldman Sachs to Buy from Neutral due to better growth opportunities and more reliable earnings than peers. See superior returns driven by larger scale. Price target at $33. Commercial Metals ( CMC) upgraded at Citigroup from Hold to Buy. $40 price target. Expect the steel market to recover, and the stock looks attractive following a 20% sell-off. Cooper Companies ( COO) upgraded at Citigroup from Hold to Buy. Earnings were lower last quarter because of a higher tax rate, but sales growth trends remain strong. Core products are also taking market share, and earnings upside now seems possible. $60 price target. Cooper Companies numbers lowered at Jefferies. Price target dips to $46 from $48 and 2008 EPS estimates drop to $2.80 from $2.85. Reiterates Hold rating. Federated Investors ( FII) upgraded at JP Morgan to Neutral. Commercial paper market concerns are overblown for high-quality managers like Federated. Fifth Third ( FITB) upgraded at Bernstein from Underperform to Market Perform. $36 price target. Potential downside appears limited from current levels, despite continued credit concerns. Ingersoll Rand ( IR) initiated at Morgan Stanley with an equalweight rating and $58 price target. Kforce ( KFRC) downgraded to Neutral from Buy at Suntrust Robinson Humphrey. Earnings could fall below consensus estimates, as the finance and accounting staffing markets should slow down.