NEW YORK (TheStreet) -- CHANGE IN RATINGS

Americredit ( ACF) downgraded at KBW from Market Perform to Underperform. Valuation call, based on a $21 price target.

Alliance Data ( ADS) downgraded at Goldman from Buy to Neutral. Valuation call, based on a $70 price target.

AGCO ( AGCO) upgraded at JPMorgan. Rating raised to Neutral from Underweight. Price target raised to $39 from $30. 2010 EPS estimates lowered to $1.45 from $1.20.

Senator Levin Poses Three Cyber Scenarios (Forbes)

Cardinal Health ( CAH) downgraded at Goldman to Neutral. Investor expectations have caught up to the company's margin potential.

Cameron International ( CAM) upgraded at BMO to Outperform. Estimates also raised, as the company has leverage to rising international activity.

Diebold ( DBD) downgraded at Keybanc from Buy to Hold. Valuation call, as the company's estimates may not have much near-term upside potential.

Dell ( DELL) upgraded at Baird from Neutral to Outperform. $21 price target. Corporate PC and server spending should ramp throughout the year.

Exelon ( EXC) downgraded at Wells from Market Perform to Underperform. Estimates also cut, as the company is facing lower forward power prices.

Henry Schein ( HSIC) rated new Positive at Susquehanna Financial. $70 price target. Company should see renewed growth, as the economy rebounds.

Jack In The Box ( JACK) downgraded at BofA/Merrill to Underperform from Buy. Valuation and potential earnings issues. Maintain $24 price target. 2010 and 2011 EPS estimates set at $1.95 and $2.17, respectively.

Jack in the Box ( JACK) downgraded at Oppenheimer from Outperform to Perform. Valuation call, as beef prices could become a headwind in the second half of the year.

Mastercard ( MA) rated new Outperform at FBR Capital Markets. $300 price target. Company should benefit from an economic recovery and a continued shift toward electronic payments.

Masco ( MAS) rated new Buy at Goldman Sachs. $20 price target. Company is seeing better consumer demand and could raise its dividend.

MB Financial ( MBFI) downgraded at Baird from Outperform to Neutral. $25 price target. Valuation call, as the stock is now trading at 2 times book value.

Mohawk Industries ( MHK) rated new Sell at Goldman Sachs. Flooring prices will not go up as quickly as in other areas.

Nvidia ( NVDA) downgraded at Needham from Strong Buy to Hold. Channel checks suggest that Fermi could face further delays.

PetSmart ( PETM) rated new Market Perform at JMP Securities. Company has positive themes for 2010, but the stock is already pricing these in.

PPG Industries ( PPG) upgraded at Credit Suisse to Neutral from Underperform on a positive outlook for PPG's end markets. Price target jumped to $73 from $68. 2010 and 2011 EPS estimates raised to $4.09 and $4.61, respectively.

Regal Entertainment ( RGC) upgraded at Janney from Neutral to Buy. $20.50 price target. Company is seeing strong box office momentum and could boost its dividend.

Transocean ( RIG) downgraded at BMO from to Market Perform. Rate rollovers could weigh on the deepwater sector.

Visa ( V) rated new Outperform at FBR. Coverage of V was started with an Outperform rating. $115 price target. Company will continue to benefit from a secular shift toward electronic payments and the model also has significant potential for operating leverage.

Webster Financial ( WBS) downgraded at Morgan Stanley to Equal-weight. Valuation call, as the stock is up 69% year-to-date. $21 price target.

Whirlpool ( WHR) rated new Buy at Goldman Sachs. $106 price target. Exposure to Brazil is favorable and the company also offers a dividend.

Xcel Energy ( XEL) upgraded at Morgan Stanley to Equal-weight. $21.50 price target. Recent acquisitions should be accretive to earnings.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target raised at Oppenheimer. Shares of AAPL now seen reaching $285. Estimates also increased, to reflect stronger product sales. Even so, the company faces currency headwinds and tends to give conservative guidance. Outperform rating.

AmerisourceBergen ( ABC) numbers upped at Goldman through 2012. Generics continue to drive growth. Buy rating and new $35 price target.

Advanced Micro ( AMD) target, estimates boosted at Barclays. AMD price target raised to $11 from $10 as 1Q10 results came in ahead of expectations. 2010 and 2011 EPS estimates jumped to 47 cents and 75 cents, respectively. Overweight rating.

Advanced Micro ( AMD) estimates, target boosted at FBR. Shares of AMD now seen reaching $14. Estimates also increased to reflect higher gross margin, despite market share losses. Outperform rating.

Boeing ( BA) estimate tweaked at Barclays. BA 2010 EPS estimate lowered to $4.20 from $4.40 due to the elimination of the Medicare tax benefit. Maintain Overweight rating and $87 price target.

Boston Scientific ( BSX) estimates lowered at Barclays BSX 2010 and 2011 EPS estimates dropped to 32 cents and 40 cents, respectively. Reiterate Equal Weight rating and $7 price target.

EMC ( EMC) estimates boosted at Credit Suisse. EMC 2010 and 2011 EPS estimates increased to $1.21 and $1.34, respectively. Earnings and network storage trends will serve as a catalyst during the next quarter. Maintain Outperform rating and $22 price target.

Equinix ( EQIX) estimates reduced at Morgan Stanley. EQIX estimates were cut through 2012. Company is being hurt by a stronger dollar and higher churn. Equal-weight rating.

Electronic Arts ( ERTS) numbers boosted at Kaufman. Shares of ERTS now seen reaching $23. Estimates also increased, given strong industry sales reported by NPD. Buy rating.

Google ( GOOG) target, estimate higher at BofA/Merrill. GOOG price target raised to $685 from $670 as rest of world growth will catch up to US/UK. 2011 EPS estimate lifted to $31.25, 2010 held at $27.77. Reiterate Buy.

Google ( GOOG) target, estimates cut at Barclays. GOOG price target lowered to $650 from $675. Shares likely to be range-bound until we see revenue reacceleration. 2010 and 2011 EPS estimates trimmed to $27.89 and $32.36, respectively. Overweight rating.

Google ( GOOG) estimates, target raised at Goldman. Shares of GOOG now seen reaching $680. Estimates also increased, given accelerated U.S. growth. Buy rating.

Penn National ( PENN) cut from Conviction Sell list at Goldman. PENN was removed from the Conviction Sell list. Company still facing increased competition, but the employment outlook appears to be stabilizing. $20 price target.

Charles Schwab ( SCHW) target upped at Goldman. SCHW target was increased to $20. Company is positioned well for higher interest rates. Neutral rating.

Supervalu ( SVU) numbers increased at UBS. Shares of SVU now seen reaching $18. Estimates also raised, as sales are improving and the company is freeing up its balance sheet. Neutral rating.

Tsakos Energy Navigation ( TNP) estimates lower at Credit Suisse. TNP 2010 and 2011 EPS estimates cut to $0.94 and $1.41, respectively. Estimates lowered to account for recent vessel sales. Neutral rating and $16 price target.

Wal-Mart ( WMT) target boosted at UBS. WMT target was raised to $70. Company is addressing headwinds and should begin to trade on 2011 numbers. Buy rating.

Yum! Brands ( YUM) numbers boosted at Goldman. YUM estimates were upped through 2012. Company is seeing better sales in China. Buy rating and $48 price target.

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

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