NEW YORK (TheStreet) -- CHANGE IN RATINGS

Atheros Communications ( ATHR) upgraded at FBR from Market Perform to Outperform. $43 price target. Recent checks suggest that business is robust.

Endo Pharmaceuticals ( ENDP) downgraded at Goldman from Buy to Neutral. $27 price target. Stock lacks near-term catalysts.

F5 Networks ( FFIV) downgraded at Canaccord to Hold. Valuation call, based on an $80 price target.

First Horizon ( FHN) downgraded at KBW to Market Perform. $14 price target. Estimates also cut.

Juniper Networks ( JNPR) upgraded at Canaccord to Buy. $35 price target. Company is positioned well to grow into 2011.

King Pharmaceuticals ( KG) upgraded at Goldman to Neutral from Sell. Valuation call, based on a $9.50 price target.

Perrigo ( PRGO) downgraded at Goldman to Sell. $50 price target. Valuation call, as the stock is up 44% year-to-date.

Safe Bulkers ( SB) downgraded at BofA/Merrill to Buy from Neutral. The Baltic Dry Index (BDI) hints at a slowdown in China's growth. Price target trimmed to $8 from $9.50.

Temple-Inland ( TIN) downgraded at Goldman from Buy to Neutral. Valuation call, as the sector is seeing lower pulp prices.

Teekay Taankers ( TNK) upgraded at BofA/Merrill to Buy from Neutral. Investment benefits dividend. Price target jumped to $15 from $12.50.

WellCare Health Plans ( WCG) reinstated at BofA/Merrill with a Buy rating and $29 price target. WCG is launching a turnaround strategy as an arduous FBI investigation of accounting errors closes.

Yahoo! ( YHOO) upgraded at ThinkEquity from Hold to Buy. Company should see continued improvement in display growth and stabilizing search market share.

STOCK COMMENTS / EPS CHANGES

Alliance Data ( ADS) target boosted at Goldman. Shares of ADS now seen reaching $63. Credit quality improved in June. Neutral rating.

Amylin Pharmaceuticals ( AMLN) price target cut at Citi to $25 from $27 on higher Bydureon costs. 2010 and 2011 EPS estimates increased to -$0.70 and -$0.32, respectively. Maintain Buy rating.

Bank of America ( BAC) cut from Conviction Buy List at Goldman. Company is showing relatively little credit improvement.

Bank of America ( BAC) numbers reduced at FBR. Shares of BAC now seen reaching $18. Estimates also cut, given mounting margin pressures.

Bank of America ( BAC) price target cut at Barclays from $21 to $19. Interchange hit and reduced revenues cloud outlook. Maintain Equal Weight rating.

Walt Disney ( DIS) target cut at Morgan Stanley. Shares of DIS now seen reaching $40. Parks segment should be hurt by lower consumer confidence. Overweight rating.

General Electric ( GE) price target lower at Credit Suisse by a dollar to $22. Higher aviation R&D costs and ongoing subdued energy demand outlook. Maintain Outperform rating. EPS estimates for 2010/2011/2012 set at $1.11/$1.37/$1.68, respectively.

General Electric ( GE) price target lower at Barclays to $20 from $25. Headwinds in 2011 offset GE cap strength. 2010 EPS estimate increased to $1.15, 2011 lowered to $1.35. Maintain Overweight rating.

Genuine Parts ( GPC) numbers raised at Goldman. Shares of GPC now seen reaching $48. Estimates also increased, given stronger acceleration in the industrial business.

Jarden ( JAH) price target trimmed at Citi to $44 from $48 on rising costs. Cheap stock with strong long-term prospects. Maintain Buy rating.

Johnson & Johnson ( JNJ) estimates increased at UBS through 2011. Company seeing higher sales. Buy rating and $75 price target.

Kimberly-Clark ( KMB) numbers increased at Goldman through 2012. Company will be helped by lower pulp prices. Sell rating and new $58 price target.

Microsoft ( MSFT) price target cut at Citi to $31 from $37. Client inputs remain positive, secular concerns front and center. Maintain Buy rating.

Microsoft ( MSFT) estimates raised at UBS through 2011. Company seeing higher growth in Windows. Buy rating and $38 price target.

PMC-Sierra ( PMCS) estimates upped at Goldman through 2012. ADPT acquisition should add to earnings. Neutral rating.

Solarfun ( SOLF) target, estimates raised at Barclays. SOLF price target increased to $8 from $10. Recent euro strength and robust 2H10 fundamentals could drive near-term positive momentum, Barclays said. 2010 and 2011 EPS estimates jumped to $1.45 and $1.15, respectively.

Verizon ( VZ) price target trimmed at Barclays. VZ price target lowered to $31 from $32. Expect continued wireline margin weakness. Maintain Equal Weight rating.

Verizon ( VZ) target, estimates cut at Deutsche. Shares of VZ now seen reaching $36. On the other hand, estimates were cut because of the access line spin-off to FTR. Buy rating.

This article was written by a staff member of TheStreet.

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