NEW YORK ( TheStreet) -- CHANGE IN RATINGSAmylin 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.
STOCK COMMENTS / EPS CHANGESBoeing ( BA) 2011 EPS estimates introduced at $5.10, 2010 maintained at $4.40. Reiterate Overweight rating and $65 target.
BE Aerospace ( BEAV) estimates upped at UBS through 2011. Company said at its investor day that consumables orders are picking up. Neutral rating and $24 price target. Bristol-Myers ( BMY) estimates reduced at Goldman through 2012. Company is seeing lower belatacept sale and not paying down as much debt. Neutral rating and $26 price target. Cliffs Natural ( CLF) estimates boosted at Morgan Stanley through 2011. Company should benefit from better steel raw material pricing. Equal-weight rating. Dish Network ( DISH) numbers boosted at Goldman. Estimates were increased through 2012. Company is seeing more new subscribers and better cost controls. Sell rating and new $18 price target. El Paso ( EP) estimates, target increased at Goldman. Shares of EP now seen reaching $12. Estimates also raised, as the company is seeing higher margins. Neutral rating. Interpid Potash ( IPI) estimates reduced at UBS through 2011. Company is seeing softer pricing. Neutral rating and $30 price target. Mylan ( MYL) target, estimates boosted at Barclays. MYL price target jumped to $25 from $20 on valuation and earnings potential. 2010 EPS estimate increased to $1.57, 2011 introduced at $2.01. Maintain Overweight rating. Nuvasive ( NUVA) estimates, target increased at Goldman. NUVA estimates were boosted through 2012. New insurance coverage is a positive surprise. Neutral rating and new $44 price target. PHH ( PHH) estimates, target raised at FBR. Shares of PHH now seen reaching $25. Estimates also increased, given the company's strong earnings momentum. Outperform rating. Smithfield Foods ( SFD) estimates raised at Morgan Stanley through 2011. Company is seeing lower costs and higher lean hog prices. Equal-weight rating. Venoco ( VQ) price target tweaked at Credit Suisse. VQ price target raised by a dollar to $13. 2010 and 2011 EPS estimates lowered to 40 cents and 72 cents, respectively. Maintain Neutral rating. Verizon ( VZ) 2011 EPS estimates introduced at $2.49, 2010 maintained at $2.05. Reiterate Equal Weight rating and $33 price target. Warner Chilcott ( WCRX) estimates increased at UBS. WCRX estimates were raised through 2011. Company is seeing higher sales. Buy rating and $33 price target.