See also: Eaton: Analysts' Upgrades, Downgrades

Editor's Note: Green and red arrows refer to intraday stock price movement.

NEW YORK ( TheStreet) -- STOCK COMMENTS / EPS CHANGES

Cardinal Health ( CAH) numbers raised at Goldman. Shares of CAH now seen reaching $40, according to Goldman Sachs. Estimates also increased, as a recent acquisition should add to earnings. Neutral rating.

Capital One ( COF) numbers increased at Morgan Stanley through 2012, Morgan Stanley said. Loan growth should soon begin to materialize. Equal-weight rating and new $47 price target.

Rockwell Collins ( COL) numbers boosted at Goldman. Shares of COL now seen reaching $68, according to Goldman Sachs. Estimates also upped, given higher government demand. Neutral rating.

Costco ( COST) estimates, target raised at Morgan Stanley. Shares of COST now seen reaching $78, according to Morgan Stanley. Estimates also increased, given higher membership fees. Overweight rating.

Fairchild Semiconductor ( FCS) numbers raised at Citigroup. Shares of FCS now seen reaching $22, according to Citigroup. Estimates also increased, as the company is seeing near-term design momentum. Buy rating.

Flextronics ( FLEX) estimates, target raised at Goldman. Shares of FLEX now seen reaching $7.25, according to Goldman Sachs. Estimates also increased, as the company is seeing higher sales. Sell rating.

Google ( GOOG) price target higher at Barclays. GOOG shares now seen reaching $740, up from $675. Strong 4Q10 results with FX and hedging-neutral revenue growth accelerating 28%, Barclays said. Maintain Overweight rating.

Google ( GOOG) estimates, target increased at Goldman. GOOG estimates were raised through 2012. Company is seeing accelerating global growth. Buy rating and new $720 price target.

International Game Technology ( IGT) price target raised at Credit Suisse to $21 from $19 on strong 1Q11 results lead by higher margins, Credit Suisse said. Maintain Outperform rating.

Johnson Controls ( JCI) numbers increased at UBS through 2012, UBS said. Company is realizing higher margins. Neutral rating and new $40 price target.

Jones Apparel ( JNY) numbers reduced at Goldman. JNY estimates were cut through 2012, Goldman Sachs said. Company is realizing lower gross margins. Neutral rating and new $14 price target.

Maxim Integrated ( MXIM) numbers upped at Goldman. MXIM estimates were boosted through 2012, Goldman Sachs said. Higher sales are driving margin growth. Sell rating and new $19 price target.

Parker Hannifin ( PH) estimates upped at Goldman through 2013. Company has attractive exposure to late-cycle demand. Buy rating and new $107 price target.

Polycom ( PLCM) estimates, target upped at UBS. PLCM estimates were boosted through 2012, UBS said. Company is seeing higher growth through strategic partners. Neutral rating and new $43 price target.

PNC Financial ( PNC) numbers reduced at Morgan Stanley. Shares of PNC now seen reaching $74, according to Morgan Stanley. Estimates also cut, as the company is buying back less stock. Overweight rating.

GT Solar ( SOLR) price target raised at Credit Suisse to $10.50 from $9. Order strength and execution, Credit Suisse said. Maintain Neutral rating.

Skyworks Solutions ( SWKS) price target boosted at Barclays to $34 from $30 on strong quarter and increased guidance, Barclays said. 2011 and 2012 EPS estimates raised to $1.74 and $1.93, respectively. Maintain Overweight rating.

Tyco Electronics ( TEL) numbers boosted at UBS. Shares of TEL now seen reaching $42, according to UBS. Estimates also upped, given margin growth. Buy rating.

Union Pacific ( UNP) price target raised at Credit Suisse by a dollar to $114 on favorable pricing, Credit Suisse said. Maintain Outperform rating.

US Bancorp ( USB) numbers boosted at Citigroup. Shares of USB now seen reaching $33, according to Citigroup. Estimates also upped, given higher reserve releases. Buy rating.

Wells Fargo ( WFC) numbers upped at Citigroup. WFC estimates were boosted through 2012, Citigroup said. Credit quality is improving. Hold rating and new $37 price target.

Weyerhaeuser ( WY) target, estimates boosted at Barclays. WY price target increased to $31 from $29. WY 2010/2011/2012 EPS estimates raised to $0.51/$1.15/$1.75 We believe downturn is over and upturn is under way, Barclays said. Maintain Overweight rating.
This article was written by a staff member of TheStreet.