NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Berry Petroleum ( BRY) initiated at JP Morgan. Initiated with an Overweight rating and $40.50 price target. Introduces 2010 EPS estimates of $4.96.

Cheesecake Factory ( CAKE) upgraded at Baird from Neutral to Outperform. $32 price target. Company is seeing better sales and traffic trends.

Clear Channel Outdoor ( CCO) upgraded at Piper Jaffray. Rating raised to Neutral from Underweight. Price target raised to $12 from $6. 2010 EPS estimates lowered to -$0.11 from -$0.04.

Dean Foods ( DF) downgraded at UBS from Buy to Neutral. $11 price target. Estimates also lowered, given pricing pressures in the milk market.

Electronic Arts ( ERTS) upgraded at MKM from Sell to Neutral. Company is turning the business around and seeing better sales from its new titles.

Legg Mason ( LM) upgraded at BofA/Merrill to Neutral from Underperform on cost savings, large buyback and better flows. Price target maintained at $31.

Nektar Therapeutics ( NKTR) downgraded at Barclays to Equal Weight from Overweight on valuation. Maintain $14 price target.

MetroPCS ( PCS) upgraded at Deutsche from Hold to Buy. $14 price target. New plans should drive subscriber growth.

Petsmart ( PETM) rated new Buy at Jefferies. $39 price target. Company should benefit from a resurgence in discretionary spending.

Primerica ( PRI) rated new Neutral at UBS. PRI was initiated with a Neutral rating. $27 price target. Company can deliver double-digit earnings growth by 2012, but faces compliance issues.

SS&C Technologies ( SSNC) rated new Buy at Deutsche Bank. $19 price target. Industry trends are improving and organic growth could accelerate.

St Jude Medical ( STJ) upgraded at Piper Jaffray to Overweight from Neutral. Maintains $44 price target and 2010 EPS estimates of $2.84.

Talbots ( TLB) initiated at Barclays with an Overweight rating and $23 price target. Sales are recovering broadly and the TLB story is just getting started.

Tyson Foods ( TSN) estimates increased at Morgan Stanley through 2011. Protein market is improving and the company is seeing better operating efficiency. Equal-weight rating.

Tyson Foods ( TSN) downgraded at Credit Suisse to Neutral from Outperform. Valuation call. Price target lowered to $21 from $23.

STOCK COMMENTS / EPS CHANGES

Apple ( AAPL) estimates, target raised at Kaufman. Shares of AAPL now seen reaching $320. Estimates also increased, given higher expected Mac and iPad sales. Buy rating.

Arena Resources ( ARNA) estimates raised at UBS through 2011. Company is seeing an improvement in production. Buy rating and $40 price target.

BioMed Realty ( BMR) numbers boosted at Credit Suisse. BMR price target lifted by a dollar to $17 on solid 1Q10 earnings. Estimates raised through 2012. Maintain Neutral rating.

Discovery Communications ( DISCA) target upped at Morgan Stanley to $42. Company can deliver organic growth and is buying back stock. Equal-weight rating and $42 price target.

Dish Network ( DISH) estimates boosted at Goldman through 2012. Company is seeing higher subscriber growth. Sell rating and $18 price target.

Fluor ( FLR) estimates reduced at UBS through 2011. Company reported a lower backlog this quarter. Buy rating and $60 price target.

Fluor ( FLR) target, estimates tweaked at Barclays. FLR price target lowered a dollar to $58 on mixed 1Q10 results. 2010 and 2011 EPS estimates trimmed to $2.85 and $3.20, respectively.

FMC ( FMC) estimates, target upped at UBS. FMC estimates were boosted through 2011. Soda Ash market is gaining momentum. Buy rating and new $73 price target.

Quicksilver Resources ( KWK) estimates increased at UBS through 2011. Company is realizing higher prices and spending less on CapEx. Buy rating and $16 price target.

Legg Mason ( LM) target, estimates higher at Citi. LM price target increased to $33.50 from $29.50 to reflect cost-reductions and share repurchases. Estimates lifted through 2012. Maintain Hold rating.

Legg Mason ( LM) estimates increased at FBR through 2012. Buybacks should offset restructuring costs. Market Perform rating and $33 price target.

K12 ( LRN) price target higher at Credit Suisse by a dollar to $21 on strong 3Q10 results. Estimates increased through 2012. Maintain Neutral rating.

Marathon Oil ( MRO) estimate raised at Barclays. MRO 2010 EPS estimates jumped to $3.10, 2011 held at $4.30. Oil discovered in the Flying Dutchman area. Maintain Equal Weight rating and $34 price target.

Nuance Communications ( NUAN) numbers boosted at FBR. Shares of NUAN now seen reaching $21. Estimates also upped, as the company is posting double-digit organic growth. Outperform rating.

Priceline.com ( PCLN) numbers lowered at Goldman. Shares of PCLN now seen reaching $260. Estimates also cut, given the weaker Euro and travel delays from the volcanic ash. Neutral rating.

Philip Morris ( PM) estimates lowered at Morgan Stanley through 2012. Company has significant exposure to Europe. Overweight rating and $57 price target.

Charles Schwab ( SCHW) estimates reduced at Morgan Stanley through 2011. Rate hikes will likely come later than expected. Overweight rating and $21 price target.

Scripps Networks ( SNI) target raised at Morgan Stanley to $52. Company is seeing better rating and should benefit from an advertising recovery. Equal-weight rating.

Tiffany ( TIF) estimates, target reduced at Goldman. TIF estimates were cut through 2012. Company has heavy exposure to Asia and Europe. Neutral rating and new $52 price target.

TJX ( TJX) estimates lowered at Goldman through 2012. Company is being hurt by the weaker Pound and Euro. Buy rating.

Wal-Mart ( WMT) estimates cut at Goldman through 2012. Company seeing impact from the weaker Pound and Yen. Buy rating.

Watson Pharmaceuticals ( WPI) estimates boosted at UBS through 2011. Company has a strong pipeline on both sides of the business. Neutral rating and $43 price target.

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

More from Stocks

The Stock Market Has Every Reason to See a Fresh Rally

The Stock Market Has Every Reason to See a Fresh Rally

3 Simple Tips on Investing From TheStreet's Jim Cramer

3 Simple Tips on Investing From TheStreet's Jim Cramer

Video: There Are Some Big Changes Coming to the PGA Championships in 2019

Video: There Are Some Big Changes Coming to the PGA Championships in 2019

Tesla's Supercharger Network Is Booming -- Here's Why That's a Concern

Tesla's Supercharger Network Is Booming -- Here's Why That's a Concern

Attention 60 Minutes: Google Isn't the Only Big-Tech Monopoly

Attention 60 Minutes: Google Isn't the Only Big-Tech Monopoly