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Applied Materials ( AMAT) numbers boosted at Stifel. Shares of AMAT now seen reaching $17, according to Stifel Nicolaus. Estimates also upped, as INTC is boosting its CapEx budget. Buy rating.

Amphenol ( APH) cut from Top Picks Live List at Citigroup. Valuation call.

Comcast ( CMCSA) estimates raised at Credit Suisse. CMCSA 2010 and 2011 EPS estimate raised to $1.45 and $1.60, respectively. More optimistic forecast for JV, Credit Suisse said. Maintain Neutral rating and $22 price target.

Chipotle ( CMG) estimates, target upped at Stifel. CMG estimates were boosted through 2011, Stifel Nicolaus said. Company continues to post solid sales growth. Buy rating and new $260 price target.

Con-Way ( CNW) estimates cut at Credit Suisse. CNW 2010 and 2011 EPS estimates lowered to $0.58 and $1.49, respectively. Runaway health care costs hurt profits, Credit Suisse said. Maintain Neutral rating and $36 price target.

The Estee Lauder Companies ( EL) price target raised at Barclays. EL price target increased to $91 from $81. Despite facing tougher comps this quarter, we believe successful execution of strategies like leveraging existing assets within the flagship brands should substantially contribute to growth, Barclays said. Maintain Overweight rating.

EMC ( EMC) estimates, target boosted at Morgan Stanley. Shares of EMC now seen reaching $30, according to Morgan Stanley. Estimates also upped, as the company has multiple near-term growth drivers. Overweight rating.

Intel ( INTC) price target increased at Barclays. INTC price target raised to $24 from $23. Solid guidance as capex jumps up, Barclays said. 2011 estimate raised to $2.20 from $1.99. Maintain Equal Weight rating.

Intel ( INTC) estimates upped at Morgan Stanley through 2012, Morgan Stanley said. Company can continue to expand its gross margin. Overweight rating and $27 price target.

Intel ( INTC) estimates, target increased at UBS. INTC estimates were raised through 2012, UBS said. Company is seeing higher demand for Sandy Bridge and server processors. Buy rating and new $27 price target.

KBR ( KBR) estimates, target raised at Goldman. Shares of KBR now seen reaching $38, according to Goldman Sachs. Estimates also increased, to match the company's new guidance. Buy rating.

MSCI Inc ( MSCI) target, estimates boosted at Davenport. MSCI price target increased to $42 as operational trends point to improving growth, Davenport said. 2011 EPS estimate raised to $1.68, 2012 introduced at $1.92. Maintain Buy rating.

Tyco Electronics ( TEL) added to Top Picks Live List at Citigroup. Company has leverage to higher auto sales. $46 price target.
This article was written by a staff member of TheStreet.