NEW YORK ( TheStreet) -- CHANGE IN RATINGS
Amylin Pharmaceuticals ( AMLM) initiated at Credit Suisse with an Outperform rating and $28 price target. Analysts noted improved confidence in Byetta and potential acquisition interest. 2010 and 2011 EPS estimates set at -$0.75 and -$0.10, respectively. AOL ( AOL) rated new Hold at Jefferies.$27 price target. Company is re-inventing itself, but lacks near-term catalysts. Dell ( DELL) upgraded at UBS from Neutral to Buy. $16 price target. Valuation call, as gross margins have bottomed. Kimberly-Clark ( KMB) downgraded at Goldman from Neutral to Sell. Estimates also lowered, because of higher expected pulp prices. New $60 price target. Micron Technology ( MU) downgraded at UBS from Buy to Neutral. $10.50 price target. Estimates also lowered, because of market oversupply. MSCI ( MXB) upgraded at UBS from Neutral to Buy. Stock has fallen 14% since mid-December, though the RiskMetrics acquisition should add to earnings. $40 price target. OSI Pharmaceuticals ( OSIP) downgraded at UBS from Buy to Neutral. $56 price target. Roche bid is unlikely, but the stock is already pricing in the majority of the takeover premium. OSI Pharmaceuticals ( OSIP) target upped at Goldman to $48. Hostile bid has helped boost the value. Neutral rating. Rowan ( RDC) downgraded at MKM from Buy to Neutral. Valuation call, as the stock is up 21% since late January. Shanda Interactive ( SNDA) downgraded at Roth from Buy to Hold. $48 price target. Company has limited earnings visibility, following the recent profit miss. Sandisk ( SNDK) upgraded at UBS from Sell to Neutral. $34 price target. Estimates also raised, as pricing should improve along with handset storage growth. Southern Union ( SUG) downgraded at Stifel from Buy to Hold. Stock is already pricing in strength in the Gathering and Processing segment. Westar Energy ( WR) upgraded at Wells to Outperform. Estimates also raised, because of expected base rate relief. Exco Resources ( XCO) initiated at Barclays with an Overweight rating and $29 price target. 2010 could mark the beginning of an aggressive growth profile driven by the Haynesville and Marcellus shale plays.