NEW YORK ( TheStreet) -- CHANGE IN RATINGSAmylin Pharma ( AMLN) initiated at Piper Jaffray with a Neutral rating and $26 price target. Introduces 2010 EPS estimates of -$0.11. Airgas ( ARG) downgraded at William Blair to Market Perform. Valuation call. Estimates also lowered, as the company is facing higher costs. Continental Resources ( CLR) upgraded at Morgan Keegan from Market Perform to Outperform. Company has a rapidly accelerating program in the Bakken shale. Rockwell Collins ( COL) downgraded at Goldman from Buy to Neutral. $72 price target. Stock is up 80% over the past 12 months. Dresser-Rand ( DRC) downgraded at Goldman from Neutral to Sell. Estimates also lowered, as the company has late-cycle leverage. Ingram Micro ( IM) initiated at Barclays with an Equal Weight rating and $20 price target. 2010 and 2011 EPS estimates set at $1.70 and $1.95, respectively. Should benefit from improving IT spending. Kellogg ( K) downgraded at BMO to Market Perform. Valuation call, as cereal sales could slow. $59 price target. Lincare ( LNCR) downgraded at Deutsche from Buy to Hold. $47 price target. Valuation call, as the stock is already pricing in above-average growth. Lorillard ( LO) downgraded at Deutsche from Buy to Hold. $83 price target. Company is facing higher regulatory risk. O'Reilly Automotive ( ORLY) downgraded at JP Morgan to Neutral from Overweight. Maintains $44 price target and 2010 EPS estimates of $2.54. Precision Castparts ( PCP) upgraded at Goldman from Neutral to Buy. $153 price target. Company is leveraged to higher aerospace production rates. Progressive ( PGR) upgraded at Oppenheimer from Underperform to Perform. Company is seeing positive rate trends. Power Integrations ( POWI) downgraded at Deutsche from Buy to Hold. Stock has traded through the $40 price target, though near-term trends remain strong. Patterson-UTI ( PTEN) upgraded at Goldman from Sell to Neutral. Stock should bottom along with natural gas prices. $51 price target. Synovus ( SNV) downgraded at FBR from Market Perform to Underperform. Valuation call, based on a $2.50 price target. Solarfun Power ( SOLF) upgraded at Barclays to Equal Weight from Underweight on improving OEM business model. Price target doubled to $8 from $4. 2010 and 2011 EPS estimates boosted to 80 cents and 62 cents, respectively.
Syniverse ( SVR) upgraded at Jefferies from Hold to Buy. $22 price target. Company is leveraged to an economic recovery and higher data traffic. Southwestern Energy ( SWN) upgraded at Goldman from Neutral to Buy. Stock also added to the Conviction List, with a $54 price target. Company can post superior growth in natural gas. Molson Coors ( TAP) downgraded at Deutsche from Buy to Hold. $47 price target. Company will likely be hurt by weaker domestic volumes. Tech Data Corp ( TECD) initiated at Barclays with an Equal Weight rating and $47 price target. TECD should benefit from more IT spending. 2011 and 2012 EPS estimates set at $3.70 and $4.10, respectively. Theravance ( THRX) initiated at Piper Jaffray. Initiated with an Overweight rating and $16 price target. Introduces 2010 EPS estimates of -$0.85. Timken ( TKR) upgraded at Longbow from Neutral to Buy. $36 price target. Company should benefit from a better steel and bearings outlook. Verisign ( VRSN) downgraded at Jefferies from Buy to Hold. $27 price target. Valuation call, as the company has limited pricing power in its business.
Dreamworks Animation ( DWA) numbers lowered at Goldman. Shares of DWA now seen reaching $49. Estimates also cut, given a lower opening for "How to Train Your Dragon". Buy rating. CarMax ( KMX) estimates raised at Credit Suisse. KMX 2010 and 2011 EPS estimates increased to $1.17 and $1.21, respectively. Maintain Neutral rating and $23 price target. Silicon Laboratories ( SLAB) estimates upped at FBR through 2011. Recent checks suggest robust business trends. Outperform rating and $61 price target. Zions Bancorp ( ZION) estimates, target increased at FBR. Shares of ZION now seen reaching $24. Estimates also boosted, as the company should benefit from improving credit costs. Outperform rating.