Madison Square Garden ( MSG) numbers reduced at Morgan Stanley. Shares of MSG now seen reaching $28. Estimates also cut, given the business than will be lost from the NBA strike. Underweight rating.Masco ( MAS) estimates, target raised at Goldman.Shares of MAS now seen reaching $7. Estimates also increased, given higher realized margins. Sell rating. McKesson ( MCK) estimates, target increased at JMP.MCK estimates were raised through 2013. Company continues to execute well and should benefit from new generic introductions. Outperform rating and new $98 price target. McKesson numbers increased at UBS.Shares of MCK now seen reaching $99. Estimates also increased drug distributor momentum continues with blowout quarter. Buy rating. Molex ( MOLX) estimates, target increased at UBS.Shares of MOLX now seen reaching $23. Estimates also increased to reflect higher operating margins and sales. Neutral rating. National Oilwell Varco ( NOV) numbers increased at Morgan Keegan. NOV estimates were raised through 2012. Company is seeing higher order growth. Outperform rating and new $84 price target. Netflix ( NFLX - Get Report) upgraded at Hudson Square from Sell to Hold. Valuation call, based on a $110 price target. New York Times ( NYT) downgraded at Citigroup from Buy to Neutral. $8 price target. Near term macro headwinds could more than offset paywall benefits. Omnicare ( OCR) estimates, target boosted at Credit Suisse.Shares of OCR now seen reaching $28. Estimates also upped, given new margin expansion. Neutral rating. Owens & Minor ( OMI) downgraded at Baird from Neutral to Underperform. $28 price target. Company faces near-term margins risks. Owens &Minor numbers lowered at UBS.Shares of OMI now seen reaching $30. Estimates also lowered as management defers uncertainty to investor day. Neutral rating. Paccar ( PCAR) estimates, target increased at Credit Suisse.PCAR estimates were raised through 2013. Company is buying back more stock. Neutral rating and new $41 price target. Panera Bread ( PNRA) numbers upped at Piper.PNRA estimates were boosted through 2012. Estimates also boosted, as the company is seeing higher sales. Overweight rating and new $156 price target. Polyone ( POL) downgraded at Wells from Outperform to Market Perform. Company is seeing weaker specialty earnings. Quest Diagnostics ( DGX - Get Report) numbers raised at Credit Suisse. Shares of DGX now seen reaching $65. Estimates also increased, as margins should continue to expand. Outperform rating. RadioShack ( RSH) downgraded at Goldman from Buy to Neutral. Stock was also removed from the Conviction List. Margins are eroding and the company has limited near-term visibility. $13.50 price target. Range Resources ( RRC) estimates increased at UBS through 2012. 3Q results beat consensus on lower than expected per unit costs. Maintain $73 price target and Neutral rating. Regeneron ( REGN) upgraded at Leerink to Outperform. Valuation call.
RF Micro ( RFMD) numbers upped at Oppenheimer. RFMD estimates were boosted through 2013. Estimates also boosted, given solid demand for new products. Outperform rating and new $9 price target.Sigma-Aldrich ( SIAL) numbers cut at Goldman. SIAL estimates were reduced through 2014. Lower sales are cutting into margins. Neutral rating and new $68 price target. Sourcefire ( FIRE) downgraded at Citigroup from Buy to Neutral. $31 price target. US federal business not recovering as previously expected. T. Rowe Price ( TROW) numbers reduced at Credit Suisse.Shares of TROW now seen reaching $52. Estimates also cut, given lower institutional flows. Outperform rating. Tellabs ( TLAB) downgraded at JP Morgan to Underweight. Estimates also cut, to match the company's new guidance. Total System ( TSS) numbers boosted at Sterne Agee.Shares of TSS now seen reaching $22. Estimates also upped, to match the company's new guidance. Buy rating. US Steel ( X - Get Report) numbers cut at Jefferies.Shares of X now seen reaching $25. Estimates also reduced, given slower steel demand. Hold rating. Vale ( VALE) estimates, target lowered at Goldman. Shares of VALE now seen reaching $33. Estimates also cut, given new price expectations for iron ore. Buy rating. Valspar ( VAL) upgraded at Citigroup from Neutral to Buy. $40 price target. New industrial markets a growth opportunity. Waters ( WAT) estimates, target lowered at Jefferies.Shares of WAT now seen reaching $94. Estimates also cut, as the company is realizing a higher tax rate. Hold rating. Willis Group Holding ( WSH) numbers lowered at UBS.Shares of WSH now seen reaching $38. Estimates also lowered on continued earnings drag from Loan Protector. Neutral rating.