NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Alcon ( ACL) downgraded at Citigroup from Buy to Hold. $165 price target. Valuation call, as the stock will be driven negotiations with NVS.

Cogent ( CCOI) upgraded at BofA/Merrill to Buy from Neutral on economic recovery and valuation. Price target boosted to $14 from $10.50.

Cree ( CREE) downgraded at Morgan Joseph from Buy to Hold. Company should post in-line earnings, and the stock is already pricing in growth in the LED lighting market.

Lennar ( LEN) upgraded at Barclays to Overweight from Equal Weight as analysts believe there is further upside to be seen this year. Price target increased to $20 from $17. 2010 and 2011 EPS estimates set at -$0.07 and $1.04, respectively.

Netsuite ( N) upgraded at Morgan Stanley from Underweight to Equal-weight. Industry trends have improved and the stock has shed its premium valuation.

PPG Industries ( PPG) upgraded at Citigroup from Hold to Buy. Company should benefit from increased auto production in 2010. $71 price target. Stock also added to the Top Picks Live list.

Spectra Energy ( SE) initiated at BofA/Merrill with a Buy rating and $24.50 price target. Favorable pricing and processing spreads, analysts said.

Toll Brothers ( TOL) downgraded at Barclays to Equal Weight from Overweight. Continued lack of profitability, driven by TOL's longer cycle times, analysts said. Price target trimmed by $2 to $21. 2010 and 2011 EPS estimates set at -$0.69 and $0.16, respectively.

Tyson Foods ( TSN) upgraded at Credit Suisse to Outperform from Neutral on valuation. Price target lifted to $16 from $13. 2009 and 2010 EPS estimates raised to $1.05 and $1.20, respectively.

STOCK COMMENTS / EPS CHANGES

Yamana Gold ( AUY) price target cut at BofA/Merrill by 50 cents to $15.50 on higher capital spending forecast. Reiterate Buy rating.

Boeing ( BA) estimates, target increased at UBS. Shares of BA now seen reaching $50. Estimates also boosted, to reflect a smaller pension deficit, though the order outlook remains weak. Sell rating.

Express Scripts ( ESRX) price target boosted at BofA/Merrill to $100 from $90. CEO affirmed synergy targets. Maintain Buy rating.

Exterran Holdings ( EXN) target, estimates lowered at Credit Suisse. Credit Suisse trimmed EXN price target to $22 from $26 on near-term US headwinds. 2009 and 2010 EPS estimates dropped to $1.27 and -$0.10, respectively. Neutral rating.

FPL Group ( FPL) target, estimates cut at Credit Suisse. FPL price target sank to $56 from $61. 2009 and 2010 EPS estimates lowered to $3.96 and $4.28, respectively. Neutral rating.

Genpact ( G) price target boosted at Credit Suisse to $19 from $15. Genpact is positioned to take advantage of the growing offshore BPO trend. 2009 and 2010 EPS estimates set at 76 cents and 84 cents, respectively. Outperform rating.

Ener1 ( HEV) target lower, estimates higher at BofA/Merrill Lynch. HEV price target to $7.50 from $9. 2010 and 2011 EPS estimates raised to 22 cents and 4 cents, respectively. Maintain Buy rating.

Linear Technology ( LLTC) numbers raised at Goldman. Estimates were increased through 2011. Company is seeing strong order momentum. Buy rating and new $33 price target.

Oracle ( ORCL) target raised at Morgan Stanley to $31. Company has multiple catalysts, including the closing of the Sun acquisition. Overweight rating.

Schweitzer-Mauduit ( SWM) numbers boosted at Goldman. Shares of SWM now seen reaching 2012. Estimates also raised, to reflect earlier adoption of a "safer cigarette" in Europe. Buy rating.

Union Pacific ( UNP) estimates increased at UBS through 2010. Volume growth is positive once again. Neutral rating and $70 price target.
This article was written by a staff member of TheStreet.com.