NEW YORK (TheStreet) -- CHANGE IN RATINGS

Babcock & Wilcox ( BWC) was initiated with an Overweight rating at Morgan Stanley. $28 price target. Company has a healthy balance sheet and strong order backlog.

Comstock Resources ( CRK) was downgraded to Market Perform from Outperform at BMO Capital Markets on limited near-term growth, catalysts and appeal relative to other small-cap names. Price target cut to $30 from $38.

Family Dollar ( FDO) was upgraded to Overweight from Equal Weight at Barclays. Expect the company to improve its performance steadily in the coming years. Price target raised to $52 from $41.

Inergy ( NRGY) was upgraded at Wunderlich to Buy from Hold on weakness following the proposed merger with Inergy Holdings ( NRGP). Price target raised to $46 from $40.

OGE Energy ( OGE - Get Report) was initiated with a Hold rating at Jefferies. $43 price target. Should benefit from higher commodity prices for Enogex and rate increases at OG&E.

TW Telecom ( TWTC) was downgraded to Neutral from Buy at Banc of America/Merrill Lynch on multiyear highs in absolute terms and valuation. Price target boosted to $20 from $19.

STOCK COMMENTS / EPS CHANGES

Advanced Auto Parts ( AAP - Get Report) price target boosted to $51 from $47 at Barclays. The company is expected to report solid second-quarter results with strong margins, Barclays said. Maintain Equal Weight rating.

A123 Systems ( AONE) estimates cut at Morgan Stanley through 2012. Company is realizing lower gross margins. Equal-weight rating.

Carefusion ( CFN) estimates increased raised through 2012 at Morgan Stanley. Company is performing well in a difficult environment. Overweight rating and $32 price target.

Cree ( CREE) estimates boosted through 2012 at Sterne Agee. Company is realizing higher margins. Buy rating and $112 price target.

Convergys ( CVG) price target cut to $12 from $15 at Credit Suisse on anemic second-quarter results. Reiterate Outperform rating.

Walt Disney ( DIS) estimates were raised through 2011 at Jefferies. Company is seeing better Media Networks growth and advertising demand at ESPN. Buy rating and $41 price target.

Frontier Communications ( FTR) estimates cut through 2011 at Morgan Stanley. Company is seeing lower sales as it cuts back on promotions. Equal-weight rating.

Home Depot ( HD) price target cut to $35 from $37 at Barclays. Company will report mixed sales trends for the second quarter, Barclays said. Reiterate Overweight rating.

Home Depot ( HD) numbers lowered through 2012 at Jefferies. Company will be hurt by lower housing demand. Buy rating and new $33 price target.

Lowe's ( LOW) price target reduced to $26 from $28 at Barclays. Company will report mixed sales trends for the second quarter. Maintain Overweight rating.

Lowe's estimates, target reduced at Jefferies. Shares now seen reaching $24. Estimates also cut, given the weaker sales outlook. Buy rating.

McDermott ( MDR) estimates, target raised at UBS. Shares now seen reaching $17. Estimates also increased, given the company's solid bookings and higher realized margins. Buy rating.

Myriad Genetics ( MYGN) estimates reduced through 2012 at Morgan Stanley. Company continues to see decelerating sales growth. Equal-weight rating.

Select Medical ( SEM) estimates lowered through 2011 at Morgan Stanley. Company is seeing lower volumes and a softer pricing environment. Equal-weight rating.

Staples ( SPLS) price target lowered to $26 from $28 at Barclays. Expecting cautious second half of the year, Barclays said. Maintain Overweight rating.

Sunpower ( SPWRA) target upped to $13 at Kaufman Brothers. Company was sold out last quarter. Hold rating.

Sunpower price target raised raised to $16.50 from $16.30 at Credit Suisse as the company beat its second-quarter guidance. Maintain Neutral rating.

Supervalu ( SVU) target lowered to $12.50 at UBS. Company has limited visibility for a sales recovery in the second half of the year. Neutral rating.

This article was written by a staff member of TheStreet.