Arthur J. Gallagher ( AJG) upgraded at Merrill from Neutral to Buy. $27 price target. Company sports an attractive 5.3% dividend yield, and the stock is at its lowest valuation in 5 years. Brokerage margins should also stabilize with cost-cutting efforts. Baxter International ( BAX) upgraded at Citigroup from Hold to Buy. Company should be able to grow margins in BioSciences. $69 price target. Best Buy ( BBY) downgraded at Cowen to Neutral rating from Buy. Company cites lack of new product cycles on the horizon and the recent pop in BBY shares. Brinker International ( EAT) downgraded at Keybanc from Hold to Underweight. Company announced poor quarterly same-store sales, and competition should remain high in 2008. $15 price target. Federated Investors ( FII) upgraded at UBS to Buy rating from Neutral. Price target and FY 2008 eps estimates hold at $44 and $2.65. Genco Shipping ( GNK) rated new Outperfrom at Credit Suisse. Remains bullish on the near-term outlook for charter rates and believes current stock price presents a compelling entry point. Sets $70 target. Helen of Troy ( HELE) upgraded at Jefferies to Buy rating from Hold. Price target and FY 2008 eps estimates hold at $21 and $1.80. Intuitive Surgical ( ISRG) downgraded at Wachovia to Market Perform. Stock looks fully valued, as 2008 estimates may fall short of consensus expectations. Illinois Tool Works ( ITW) downgraded at Merrill from Buy to Neutral. Estimates also cut, because of the company's dependence on the North American consumer.