NEW YORK ( TheStreet) -- CHANGE IN RATINGSDollar Tree ( DLTR) initiated with a Hold rating at Jefferies. $64 price target. Company is well-managed, but facing difficult near-term comparisons. Masco ( MAS) rated new Buy at Keybanc. Coverage of MAS was started with a Buy rating. $19 price target. Housing industry and economy in North America have likely reached a bottom. Strayer Education ( STRA) downgraded at BMO from Outperform to Market Perform. Valuation call, based on a $248 price target. Stanley Black & Decker ( SWK) upgraded at Deutsche from Hold to Buy. $70 price target. Coverage reinstated following the merger, as the company looks attractive on an earnings basis. Under Armour ( UA) downgraded at Barclays to Equal Weight from Overweight on valuation. 2010 and 2011 EPS estimates set at $1.05 and $1.30, respectively. $30 price target. Under Armour ( UA) downgraded at FBR to Market Perform. Stock is up 26% from its recent lows, and traded up through the $30 price target. Whole Foods ( WFMI) downgraded at Longbow to Neutral. Although a recent survey was positive, the stock is up 35% since December.
Carnival ( CCL) estimates, target increased at UBS. CCL estimates were boosted through 2011. Company is seeing better booking and pricing trends. Buy rating and new $43 price target. Carnival ( CCL) target, estimates raised at Barclays. CCL price target jumped to $41 from $39 after strong 1Q10 results. 2010 and 2011 EPS estimates lifted to $2.35 and $2.75, respectively. Maintain Equal Weight rating. Cummins ( CMI) target, estimates boosted at Citi. CMI price target surged to $72 from $58 after positive meeting with management. 2010 and 2011 EPS estimates raised to $2.60 and $4.10, respectively. Maintain Buy rating. Darden Restaurants ( DRI) estimates upped at UBS through 2011. Company is seeing better sales momentum. Buy rating and $49 price target. Darden Restaurants ( DRI) target, estimates boosted at Barclays. DRI price target raised to $46 from $44 on strong 3Q10 results. 2010 and 2011 EPS estimates lifted to $2.90 and $3.25, respectively. Maintain Overweight rating. EMC ( EMC) estimates, target increased at FBR. EMC estimates were raised through 2011. Field checks show positive momentum in the company's sales. Outperform rating and new $23 price target. Hartford ( HIG) estimates lowered at UBS. HIG estimates were reduced through 2011. Capital raising will dilute earnings. Buy rating and $35 price target. Jabil ( JBL) estimates, target boosted at UBS. JBL estimates were raised through 2011. Company boosted guidance, even though its facing component shortages. Neutral rating and new $19 price target. Jabil ( JBL) target, estimates raised at Citi. JBL price target increased to $23 from $21 on solid 2Q10 results. 2010 and 2011 EPS estimates improved to $1.33 and $1.73, respectively. Maintain Buy rating. KB Home ( KBH) estimates lowered at Goldman. KBH estimates were reduced through 2011. Company is seeing higher operating costs. Neutral rating and $19 price target. Microsemi ( MSCC) estimates, target raised at FBR. Shares of MSCC now seen reaching $24. Estimates also increased, following positive channel checks. Outperform rating. Noble Energy ( NBL) numbers boosted at Morgan Stanley. Shares of NBL now seen reaching $94. Estimates also raised, given the potential of the company's gas project in Israel. Overweight rating.
PepsiCo ( PEP) estimates cut at Goldman. PEP estimates were lowered through 2012. Company has a strong growth outlook, but currency trends will hurt profits. Buy rating and $75 price target. Phillips-Van Heusen ( PVH) numbers upped at Morgan Stanley. PVH estimates were raised through 2011. Company should continue to grow through the Tommy Hilfiger acquisition. Overweight rating and new $65 price target. Royal Caribbean ( RCL) numbers raised at UBS. Shares of RCL now seen reaching $34. Estimates also increased, as the company is likely seeing better trends, like CCL. Neutral rating. Sonic ( SONC) estimates inched higher at Barclays. SONC 2010 and 2011 EPS estimates raised to 58 cents and 72 cents, respectively, after 2Q10 results. Maintain Equal Weight rating and $8 price target. Walgreen ( WAG) estimates lowered at UBS. WAG estimates were cut through 2011. Company was hurt by weak flu sales and operating costs will remain relatively high. Buy rating and $46 price target. Zions Bancorporation ( ZION) target, estimates changed at Credit Suisse. ZION price target jumped to $18 from $15. 2010 EPS estimates increased to -$3.27, 2011 cut to $1.13. Maintain Underperform rating.