NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Avnet ( AVT) upgraded at Deutsche from Hold to Buy. $39 price target. Operating leverage should help drive earnings growth.

Con-way ( CNW) downgraded at BofA/Merrill to Neutral from Buy as market is saturated with capacity. Price target drooped to $39 from $42.

Emergency Medical Services ( EMS) upgraded at Credit Suisse to Outperform from Neutral as the recent pullback makes an attractive entry point. Continued strength in EmCare division and potential acquisition, Credit Suisse said. Price target raised to $63 from $58.

Halliburton ( HAL) upgraded at FBR from Market Perform to Outperform. $44 price target. Company has seemingly less risk to the Gulf oil spill.

Jack In The Box ( JACK) downgraded at Credit Suisse to Neutral from Outperform on disappointing 3Q10 guidance. Price target trimmed to $23.

Lennar ( LEN) rated new Market Perform at KBW. $22 price target. Stock is already pricing in positive momentum.

Morgan Stanley ( MS)upgraded at FBR from Market Perform to Outperform. $35 price target. Company is in a transition and should be able to gain market share.

Nokia ( NOK) rated new Hold at Needham Research. Company is becoming more valuable in the smartphone market.

Public Service Enterprise ( PEG) upgraded at Goldman from Neutral to Buy. Company should benefit from higher expected capacity prices.

Teradata ( TDC) upgraded at Oppenheimer from Perform to Outperform. $38 price target. Product demand continues to grow.

Teva Pharmaceutical ( TEVA) downgraded at Oppenheimer from Outperform to Perform. Company lacks near-term catalysts, following the rejection for Copaxone.

STOCK COMMENTS / EPS CHANGES

Cisco Systems ( CSCO) estimates tweaked at Barclays. CSCO 2010 and 2011 EPS estimates trimmed to $1.59 and $1.78, respectively. Barclays maintained Overweight rating and $31 price target.

Cisco Systems ( CSCO) estimates increased at Morgan Stanley through 2012. Company seeing higher other income and a lower tax rate. Growth appears to be peaking. Equal-weight rating.

Cisco Systems ( CSCO) estimates, target boosted at UBS. Shares of CSCO now seen reaching $29. Estimates also upped, given better margins and a lower tax rate. Neutral rate.

Eaton Vance ( EV) estimates lowered at Citigroup. EV estimates were cut through 2012. Company is facing higher compensation costs. Hold rating and $36 price target.
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IBM ( IBM) estimates upped at Morgan Stanley through 2012. Company should see higher sales growth and a better margin mix. Equal-weight rating.

Ingersoll-Rand ( IR) numbers raised at Goldman. Shares of IR now seen reaching $45. Estimates also increased, following the company's upbeat analyst meeting. Neutral rating.

Quicksilver Resources ( KWK) price target cut at Barclays. KWK price target dropped to $18 from $24 on revised cash flow estimates. Maintain Overweight rating.

Whole Foods Market ( WFMI) target, estimates boosted at Barclays. WFMI price target jumped to $34 from $30 on strong 2Q10 results. 2010 and 2011 EPS estimates lifted to $1.37 and $1.63, respectively. Maintain Equal Weight rating.

Whole Foods Market ( WFMI) numbers raised at UBS. Shares of WFMI now seen reaching $45. Estimates also increased, as the company is seeing a return of middle-income shoppers. Neutral rating.

US Steel ( X) added to Conviction Buy List at Goldman Sachs. Global steel production has rebounded and the company will benefit from its vertical integration. Buy rating and $73 price target.

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