NEW YORK (TheStreet) -- CHANGE IN RATINGS

Babcock & Wilcox ( BWC) rated new Hold at Citigroup. $26 price target. Company faces an uncertain spending environment in the U.S.

Comverse Technology ( CMVT) downgraded at Stifel from Buy to Hold. Company is burning through cash faster than expected.

Curtis-Wright ( CW) rated new Hold at Deutsche Bank. $34 price target. Company has lower aerospace exposure than some of its peers.

Concho Resources ( CXO) upgraded at BMO from Market Perform to Outperform. $73 price target. Marbob will boost the company's production growth even higher.

Brinker International ( EAT) downgraded at Wells from Outperform to Market Perform. Estimates also cut, as increased competition and the weaker economy will likely weigh on sales.

Hudson Pacific Properties ( HPP) initiated at BofA/Merrill with a Buy rating and $18.50 price target. HPP is an office REIT with regional concentrations, high quality assets, and a strong balance sheet.

KLA-Tencor ( KLAC) upgraded at Morgan Stanley from Underweight to Equal-weight. Valuation call, as the stock is already pricing in market-share losses.

Nvidia ( NVDA - Get Report) estimates cut at UBS through 2012. Company is losing market share and seeing lower demand overseas. Sell rating and $8 price target.

Nvidia ( NVDA - Get Report) upgraded at Morgan Stanley from Underweight to Equal-weight. Valuation call, as the stock is already pricing in a lot of bad news.

SuccessFactors ( SFSF) rated new Outperform at FBR Capital Markets. $26 price target. Company has first-mover advantage.

Strayer Education ( STRA) downgraded at Morgan Stanley from Equal-weight to Underweight. Valuation call, based on a $180 price target. Company also faces pricing pressure.

Triumph Group ( TGI) rated new Buy at Deutsche Bank. $94 price target. Company is positioned to benefit from an improving aerospace cycle.

Werner Enterprises ( WERN) upgraded at UBS from Sell to Neutral. $21.50 price target. Valuation call, following the recent selloff.

STOCK COMMENTS / EPS CHANGES

Advance Auto Parts ( AAP - Get Report) numbers raised at Citigroup. Shares of AAP now seen reaching $58. Estimates also increased, given operating leverage and the buyback program. Hold rating.

Autodesk ( ADSK - Get Report) estimates boosted at Barclays. ADSK 2010 and 2011 EPS estimates increased to $1.31 and $1.56, respectively. Margin leverage drives big EPS beat. Maintain Overweight rating.

Autodesk ( ADSK - Get Report) estimates increased at Morgan Stanley through 2012. Company is realizing higher customer demand and keeping a tight lid on costs. Underweight rating and $26 price target.

Convergys ( CVG) estimates reduced at UBS through 2011. Company has limited sales visibility. Neutral rating.

Cemex ( CX) price target trimmed at Credit Suisse to $13 from $15. Market pessimism seems overblown. Maintain Outperform rating.

DeVry ( DV) price target cut at Credit Suisse to $47 from $65. Solid 4Q10 results but Washington counter cyclicality, execution risks linger. Maintain Neutral rating.

Estee Lauder ( EL) estimates cut at UBS through 2012. Margin growth is slowing and the company is being hurt by currency rates. Neutral rating and $63 price target.

Kohl's ( KSS) estimates reduced at Citigroup through 2012. Company's posted a lower gross margin and offered conservative guidance. Buy rating and $68 price target.

Eli Lilly ( LLY) estimates cut at Citigroup through 2011. Company lost a patent ruling with Strattera. Buy rating and $41 price target.

Eli Lilly ( LLY) price target lowered at Credit Suisse to $36 from $38 as NJ District Court Judge invalidates patent for Strattera. 2011 & 2012 estimates lowered. Maintain Neutral rating.

Microsoft ( MSFT - Get Report) estimates, target lowered at Jefferies. Shares of MSFT now seen reaching $33. Estimates also cut, given lower expected PC sales. Buy rating.

Markwest Energy Partners ( MWE) numbers raised at Barclays. MWE price target raised to $36 from $34 as 2Q10 results surpassed expectations. 2010 and 2011 EPS estimates lifted to $1.35 and $0.93, respectively. Maintain Overweight rating.

ShoreTel ( SHOR) estimate tweaked at Barclays. SHOR 2011 EPS estimate lowered to 2 cents a share. SHOR delivered solid 4Q results and guided above consensus. Maintain Equal Weight rating.

Sara Lee ( SLE) estimates reduced at Morgan Stanley. SLE estimates were cut through 2012. Consumer environment is weaker, which could affect pricing in the coming quarters. Equal-weight rating and $14.50 price target.

Textainer ( TGH) price target increased at Credit Suisse to $30 from $26 as the company reported strong great 2Q10 results driven by revenues. Estimates raised through 2012. Maintain Outperform rating.

Wendy's/Arby's Group ( WEN - Get Report) price target trimmed at Barclays to $5 from $6. Arby's ahead of plan, but Wendy's comps & margins falling slightly short. Reiterate Overweight rating.

This article was written by a staff member of TheStreet.