NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Cleco ( CNL) upgraded at Goldman from Sell to Neutral. Company has better earnings power, given a favorable rate case.

Costco ( COST) upgraded at Stifel from Hold to Buy. $68 price target. Square footage growth is re-accelerating.

Dow Chemical ( DOW) rated new Hold at Dahlman Rose. Company faces significant challenges with the ROH acquisition.

Entergy ( ETR) downgraded at Goldman from Buy to Neutral. Company had unfavorable rate cases in Arkansas and Texas.

Homex ( HXM) upgraded at Credit Suisse to Neutral from Underperform as working capital is stabilizing. Price target jumped to $32 from $26.

Knight Transportation ( KNX) downgraded at Deutsche from Buy to Hold. Valuation call.

Mosaic ( MOS) downgraded at Stifel from Buy to Hold. Company still faces risks with its court case in Florida.

Nextera Energy ( NEE) downgraded at Citigroup from Buy to Hold. $54 price target. Stock has outperformed its peers since March.

Nstar ( NST) downgraded at Goldman from Neutral to Sell. Valuation call.

PG&E ( PCG) upgraded at Goldman from Neutral to Buy. Valuation call, as the company's rate case should be resolve in the next 6-9 months.

Principal Financial ( PFG) rated new Hold at Deutsche Bank. $26 price target. Stock will remain volatile, along with the performance of the overall market.

Werner Enterprises ( WERN) downgraded at Deutsche from Buy to Hold. Stock is already pricing in a recovery in truckload rates.

Wal-Mart ( WMT) downgraded at Stifel from Buy to Hold. Company will struggle through recent managerial changes.

Oasis Petroleum ( OAS) rated new Buy at UBS. $20 price target. Company is a pure play on Bakken, and is oil-heavy.

STOCK COMMENTS / EPS CHANGES

Alcon ( ACL) estimates target raised at Citigroup. Shares of ACL now seen reaching $181. Estimates also increased, given strong sales momentum across the board. Buy rating.

Alberto-Culver ( ACV) estimates increased at UBS through 2011. Company has strong earnings momentum. Neutral rating and $30 price target.

Advent Software ( ADVS) estimates, target boosted at Brean Murray through 2011. Company had a strong quarter, driven by higher renewal rates. Buy rating.

Albermarle ( ALB) target, estimates raised at BofA/Merrill to $57 from $53. 2010 EPS estimate boosted to $3.15 from $2.95 on strong 2Q results. Reiterate Buy rating.

Apache ( APA) price target raised at BofA/Merrill to $145 from $138 on new assets acquired from BP. Reiterate Buy rating.

Anadarko ( APC) price target higher at BofA/Merrill. APC price target increased a dollar to $76 on confirmed discoveries in Ghana. Reiterate Buy rating.

AutoZone ( AZO) price target boosted at BofA/Merrill. AZO price target jumped to $225 from $208 on continued industry strength. Reiterate Buy rating.

Becton Dickinson ( BDX) numbers lowered at Citigroup through 2011. Company saw a weak flu season and will also be hurt by currency changes. Buy rating and new $76 price target.

Ceragon Networks ( CRNT) price target trimmed at Barclays. CRNT price target cut to $11 from $13. Sales trajectory depends on Indian government. Maintain Equal Weight rating.

Enterprise Products Partners ( EPD) target increased at Barclays to $41 from $39. Shale plays support growth visibility. Reiterate Overweight rating.

FedEx ( FDX) estimates increased at Morgan Stanley through 2012. Company is seeing better volume and yields in ground shipping. Equal-weight rating.

Fluor ( FLR) price target higher at Barclays. FLR price target increased to $61 from $58 on bookings momentum. Maintain Overweight rating.

Fluor ( FLR) estimates, target boosted at UBS. Shares of FLR now seen reaching $61. Estimates also upped, given the company's better backlog. Buy rating.

FMC Technologies ( FTI) price target higher at Credit Suisse to $69 from $65. Gulf of Mexico disruption offset by stronger Fluid Control revenues. Maintain Neutral rating.

Honeywell ( HON) estimate lifted at Barclays. HON 2010 EPS estimate raised 5 cents to $2.50, 2011 held at $3.15. Positive long cycle orders mark the quarter. Maintain $55 price target.

Intersil ( ISIL) estimates, target reduced at Citigroup. Shares of ISIL now seen reaching $9, according to Citigroup. Estimates also cut, following the Techwell acquisition. Sell rating.

Kellogg ( K) estimates lowered at Morgan Stanley through 2012. Cereal recall will hurt profits. Overweight rating and $60 price target.

Lorillard ( LO) estimates raised at UBS through 2011. Expect further price increases in the tobacco industry. Buy rating and $100 price target.

Masco ( MAS) estimates lowered at UBS through 2011. Company is realizing higher profitability. Sell rating and $8 price target.

Meredith ( MDP) price target lowered at Credit Suisse to $35 from $38. Rate base reductions support circulation thesis. Maintain Neutral rating.

McAfee ( MFE) estimates, target cut at Citigroup. Shares of MFE now seen reaching $34. Estimates also lowered, given the company's currency risk. Hold rating.

Owens & Minor ( OMI) numbers reduced at UBS. Shares of OMI now seen reaching $29. Estimates also cut, given lower hospital volumes. Neutral rating.

Plum Creek ( PCL) target upped at UBS. PCL target was boosted to $39. Company is seeing better operating momentum. Neutral rating.

Roper Industries ( ROP) estimates upped at Morgan Stanley through 2012. Company is seeing better results in the Energy and Scientific divisions. Equal-weight rating and $67 price target.

Range Resources ( RRC) estimates lowered at UBS through 2011. Company is spending more on exploration. Neutral rating and $52 price target.

Sanmina-SCI ( SANM) price target cut at Credit Suisse to $15 from $22. Weak 2Q10 results reveal declining operating leverage. Maintain Neutral rating.

SuccessFactors ( SFSF) estimates cut at Morgan Stanley through 2011. Company is focusing on growth, rather than profitability. Equal-weight rating.

United Technologies ( UTX) estimate boosted at BofA/Merrill. UTX 2010 EPS estimate jumped to $4.85 from $4.79 on improved operating leverage and performance. Reiterate Buy rating.

Veeco Instruments ( VECO) target, estimates raised at BofA/Merrill. VECO price target increased a dollar to $65. 2011 EPS estimate increased to $5.15 on continued strength in the LED cycle. Reiterate Buy rating.

Veeco Instruments ( VECO) numbers raised at UBS. Shares of VECO now seen reaching $60. Estimates also increased, given the company's new guidance. Buy rating.
This article was written by a staff member of TheStreet.