NEW YORK (TheStreet) -- CHANGE IN RATINGS

AmerisourceBergen ( ABC) upgraded at Citigroup to Buy. $34 price target. New analyst sees value, following positive channel checks.

AthenaHealth ( ATHN) upgraded at Citigroup to Hold. Stock is down 20% from its highs, and the new analyst believes that the company has a superior sales model. $39 price target.

BMC Software ( BMC) upgraded at Credit Suisse to Outperform from Neutral. OEM relationship with Cisco should fuel earnings growth. Price target raised to $46 from $39.50. 2010 and 2011 EPS estimates set at $2.70 and $2.90, respectively.

eBay ( EBAY - Get Report) downgraded at Kaufman from Buy to Hold. $31 price target. Recent data points show slower U.S. growth.

KeyCorp ( KEY - Get Report) downgraded at Baird from Neutral to Underperform. $7 price target. Valuation is no longer attractive, based on normalized earnings and tangible book value.

Monsanto ( MON) downgraded at Jefferies from Buy to Hold. $71 price target. Company missed earnings expectations last quarter and is seeing increased competition.

People's United Financial ( PBCT) initiated at BofA/Merrill with a Neutral rating and $16.50 price target. PBCT is well positioned to benefit from higher short term interest rates and a healthy bank M&A cycle.

Principal Financial ( PFG) downgraded at Citigroup from Buy to Hold. Valuation call, based on a $32 price target.

Smith International ( SII) upgraded at Barclays to Equal Weight from Underweight as Schlumberger agreed to acquire the company. 2010 and 2011 EPS estimates set at $1 and $1.40, respectively. Price target surged to $52 from $25.

STOCK COMMENTS / EPS CHANGES

Air Products ( APD) numbers boosted at Morgan Stanley. APD estimates were increased through 2011. Expect ARG deal to close and believe that the company can ultimately take market share. Overweight rating and new $92 price target.

Bed Bath & Beyond ( BBBY - Get Report) target, estimate boosted at Barclays to $47 from $44 as 4Q results beat expectations. 2011 EPS estimate improved to $2.68 from $2.49. Maintain Equal Weight rating.

Bed Bath & Beyond ( BBBY - Get Report) numbers upped at UBS through 2012. Company faces difficult comps, but will likely buy back stock over the coming quarters. Buy rating and new $55 price target.

EOG Resources ( EOG) estimates, target boosted at UBS. Shares of EOG now seen reaching $112. Estimates also upped, as the company boosted production growth guidance at its analyst meeting. Neutral rating.

Express Scripts ( ESRX) numbers increased at UBS. Shares of ESRX now seen reaching $126. Estimates also raised, as the company will likely target larger customers going forward. Buy rating.

Family Dollar ( FDO) estimates boosted at Morgan Stanley through 2012. Company is seeing a higher gross margins, as sales initiatives are paying off. Equal-weight rating.

Family Dollar ( FDO) target, estimates boosted at Barclays. FDO price target jumped to $41 from $36 as the company is focused on driving sales. 2010 and 2011 EPS estimates raised to $2.58 and $3.10, respectively. Reiterate Equal Weight rating.

First Solar ( FSLR) price target higher at BofA/Merrill. FSLR price target jumped to$135 from $120. Valuation call. 2010 and 2011 EPS estimate set at $6.35 and $7.20, respectively. Maintain Neutral rating.

Medco Health ( MHS) target boosted at UBS to $76. Company can still deliver 18% annual earnings growth over the next five years. Buy rating.

Monsanto ( MON) estimates, target lowered at UBS. Shares of MON now seen reaching $86. Estimates also cut, because of a slower expected product ramp. Buy rating.

Monsanto ( MON) target, estimates lower at Barclays. MON price target cut to $76 from $82 on lower expectations. 2010 EPS estimate lowered to $3.12, 2011 held at $3.66. Maintain Equal Weight rating.

Panera Bread ( PNRA) numbers boosted at MKM. PNRA estimates were increased through 2011. Company is likely seeing strong sales momentum and should be able to expand margins. Buy rating and new $88 price target.

Praxair ( PX) estimates, target increased at Morgan Stanley. Shares of PX now seen reaching $89. Estimates also raised, as the stock is not yet pricing in cyclical growth potential. Equal-weight rating.

Schnitzer Steel ( SCHN - Get Report) numbers boosted at UBS. Shares of SCHN now seen reaching $56. Estimates also increased, given strength in the auto parts and mill segments. Neutral rating.

Schlumberger ( SLB - Get Report) target higher, estimate lower at Barclays. SLB price target raised to $75 from $73. 2011 EPS estimate lowered 10 cents to $3.60 on reduced natural gas price forecast. Reiterate Overweight rating.

Tractor Supply ( TSCO) estimates, target raised at FBR. Shares of TSCO now seen reaching $59. Estimates also increased, given the company's new guidance. Underperform rating.

Weatherford ( WFT) target, estimate trimmed at Barclays. WFT price target cut by a dollar to $21 as 2011 nat gas price forecasts are lower. 2011 EPS estimates lowered to $1.30, 2010 held at $0.70. Maintain Overweight rating.

This article was written by a staff member of TheStreet.com.