NEW YORK (TheStreet) -- CHANGE IN RATINGS

Apple (AAPL - Get Report) upgraded at JMP from Market Perform to Outperform. $200 price target. Estimates also raised to reflect expected growth from new devices and markets.

Brady ( BRC - Get Report) upgraded at Keybanc from Hold to Buy. $36 price target. Company is positioned well to gain market share and grow earnings in an economic rebound.

Cardinal Health ( CAH - Get Report) downgraded at Oppenheimer to Perform. $29 price target. Valuation call, as the stock is already pricing in a potential turnaround.

Electronic Arts ( ERTS) downgraded at Goldman to Neutral from Buy. Estimates are now below consensus, as the company's turnaround could now take longer than expected. $21 price target.

iPods Through The Ages

First Solar ( FSLR) rated new Sector Perform at RBC Capital. $150 price target. Company is positioned well, but there is currently too much industry supply.

Illinois Tool Works ( ITW) downgraded at Merrill/BofA to Underperform from Neutral on unattractive valuation. 2009 and 2010 EPS estimates set at $1.60 and $2.30, respectively. Price target raised to $40 from $37.

Jetblue ( JBLU) downgraded at JP Morgan. Rating lowered to Neutral from Overweight. Price target raised to $9.50 from $7.00. Raises 2009 EPS estimates to $0.24 from $0.20.

Las Vegas Sands ( LVS) rated new Sell at Citigroup. $13 price target. Stock looks fully priced ahead of a Macau spin-off. Company also likely to lose market share to CityCenter.

MSC Industrial Direct Co. ( MSC) upgraded at Merrill/BofA to Buy from Underperform noting MSC offers a leveraged way to play economic recovery. 2009 and 2010 EPS estimates increased to $1.97 and $1.80, respectively. Price target surged to $54 from $26.

Navistar ( NAV - Get Report) downgraded at JP Morgan. Rating lowered to Neutral from Overweight. Price target lowered to $47 from $56. 2009 EPS estimates lowered to $2.15 from $3.01.

Quanta Services ( PWR - Get Report) rated new Outperform at RBC Capital. $30 price target. Company should capitalize on the multi-decade capex spending cycle for grid infrastructure.

Transocean ( RIG) rated new Perform at Oppenheimer. Sentiment may be more positive than the actual fundamental outlook.

Raymond James ( RJF) downgraded at Pali from Buy to Neutral. Valuation call, as the stock is up 40% since June 11.

RadioShack ( RSH) upgraded at Morgan Stanley to Overweight from Equal-Weight on wireless stabilization, rent reductions and balance sheet incentives. 2009 and 2010 EPS estimates set at $1.55 and $1.65, respectively. Price target boosted to $21.

Starent Networks ( STAR) upgraded at Barclays to Overweight from Equal Weight on signs that healthy demand will fuel solid 2010 growth. 2009 and 2010 EPS estimates set at $0.80 and $0.95, respectively. Price target boosted to $29 from $24.

Tiffany ( TIF) upgraded at Credit Suisse to Outperform from Neutral. Price target surged to $45 from $20. 2010 and 2011 EPS estimates increased to $1.83 from $1.57 and to $2.27 from $1.61, respectively

Time Warner ( TWX) upgraded at Goldman from Neutral to Conviction Buy. $33.50 price target. Company should benefit from a stronger rebound in national advertising.

United Airlines ( UAUA) upgraded at JP Morgan. Rating raised to Overweight from Underweight. Establishes $13 price target. Raises 2009 EPS estimates to -$10.17 from -$12.64.

Xerox ( XRX) upgraded at Brean Murray from Hold to Buy. $10.25 price target. Company can expand margins and exceed expectations heading into 2010.

Yahoo! ( YHOO) upgraded at Merrill/BofA to Buy from Neutral as sentiment and valuation near bottom. 2009 and 2010 EPS estimates set at $0.59 and $0.61, respectively. Price target raised to $19 from $17.

STOCK COMMENTS / EPS CHANGES

Adobe Systems ( ADBE) price target higher at Thomas Weisel to $34 from $31 on positive 3Q expectations. 2009 and 2010 EPS estimates set at $1.51 and $1.70. Maintain Overweight rating.

Franklin Resources ( BEN) target boosted to $105 at Friedman, Billings Ramsey. Company posted higher September assets. Market Perform rating.

Coach ( COH) numbers boosted at Citigroup to $36. Estimates also raised, to reflect expected sequential improvement in full-price sales. Buy rating.

Campbell Soup ( CPB) price target raised at Morgan Stanley to $30.50 from $28. Maintain Equal Weight rating. 2009 and 2010 EPS estimates set at $2.16 and $2.27, respectively.

FuelCell Energy ( FCEL) price target cut at Thomas Weisel by a dollar to $5 on weak 3Q results. Maintain Overweight rating. 2009 and 2010 EPS estimates slashed to -$0.94 and -$0.45, respectively.

KB Home ( KBH) price target lifted at Credit Suisse to $19 from $17 on continued strength at low end of market. Reiterate Outperform rating. 2009 and 2010 EPS estimates set at -$2.85 and -$0.30, respectively.

Korn/Ferry International ( KFY) price target raised at Credit Suisse to $14 from $14. Maintain Neutral rating. 2009 and 2010 EPS estimate set at $0.69 and $0.00, respectively.

Kodiak Oil & Gas ( KOG) price target up at Thomas Weisel to $2.75 from $1.90 on completion of wells. 2009 and 2010 EPS increased to $0.02 and to $0.11, respectively. Reiterate Overweight rating.

K12 ( LRN) price target cut at Credit Suisse to $20 from $25 on disappointing FY10 guidance. 2009 and 2010 EPS estimates set at $0.42 and $0.56, respectively. Maintain Outperform rating.

Mylan ( MYL) target boosted at Goldman to $17. Company held an upbeat analyst meeting and see no major red flags behind the CFO departure. Buy rating.

On Semiconductor ( ONNN) numbers boosted at UBS to $12. Estimates also raised, to reflect the potential for margin expansion. Buy rating.

Pep Boys-Manny ( PBY) price target lifted at Credit Suisse to $9 from $8. Reiterate Neutral rating. 2010 and 2011 EPS estimates set at $0.24 and $0.30, respectively.

Skyworks Solutions ( SKWS) target, estimate upped at Barclays. Price target to $14 from $13. 2009 and 2010 EPS estimates raised to $0.67 from $0.64 and to $0.83 from $0.74, respectively. Maintain Equal Weight rating.

Time Warner Cable ( TWC) target boosted at Citigroup to $45. Company is an attractive takeover target, especially for CMCSA. Buy rating.

Texas Instruments ( TXN) price target, estimates raised at Barclays to $27 from $25 on raised 3Q guidance. 2009 and 2010 EPS estimates lifted to $1.01 from $0.92 and to $1.67 from $1.50, respectively. Maintain Equal Weight rating.

MEMC Electronic ( WFR) estimates cut at FBR through 2010. Company facing charges for its facility consolidation. The production bottleneck also remains at the Texas facility. $22 price target.

This article was written by a staff member of TheStreet.com.