NEW YORK ( TheStreet) -- CHANGE IN RATINGS, EPS

AK Steel ( AKS) numbers cut at Jefferies. AKS estimates were reduced through 2012. Domestic steel demand is slowing. Hold rating and new $8.50 price target.

AK Steel estimates, target cut at UBS. Shares of AKS now seen reaching $9. Estimates also lowered as company guides to operating loss in 4Q. Buy rating.

Albermarle ( ALB) upgraded at BofA/Merrill to Neutral. Company is generating record catalyst earnings. $65 price target.

Alcoa ( AA) numbers lowered at UBS. Shares of AA now seen reaching $11.50. Estimates also lowered as ongoing global demand weakness leads to volume revisions. Neutral rating.

Amazon.com ( AMZN) estimates, target lowered at Credit Suisse. Shares of AMZN now seen reaching $200. Estimates also cut, as the company continues to invest more into future growth. Neutral rating.

Amazon.com estimates cut at UBS through 2012. Guidance reflects continued investment / pressure on Op income. Neutral rating.

Arch Capital Group ( ACGL) estimates lowered at UBS. ACGL estimates lowered through 2012. 3Q earnings miss and lower investment yields. Maintain $34 price target and Neutral rating.

Bank of NY Mellon ( BK) numbers raised cut at Morgan Stanley. BK estimates were reduced through 2012. Low interest rated will weigh on sales and earnings. Equal-weight rating and new $26 price target.

Celanese ( CE) downgraded at Citigroup from Buy to Neutral. $45 price target. Lack of catalysts .

Celanese estimates, target raised at UBS. Shares of CE now seen reaching $46. Estimates also increased on solid 3Q and positive guidance revisions. Neutral rating.

Centene ( CNC) estimates, target boosted at Goldman. Shares of CNC now seen reaching $33. Estimates also increased, given better demand visibility. Neutral rating.

CH Robinson ( CHRW) downgraded at Baird from Outperform to Neutral. $76 price target. Valuation call, as the company has limited near-term growth potential.

CH Robinson downgraded at BofA/Merrill from Buy to Neutral. Valuation call, based on a $78 price target.

CH Robinson downgraded at JP Morgan from Neutral to Underweight. Revenue growth appears to be slowing. $72 price target.

CIT Group ( CIT) estimates, target cut at Citigroup. Shares of CIT now seen reaching $49. Estimates also lowered as company continues to pay down debt.

Coach ( COH) estimates, target increased at UBS. Shares of COH now seen reaching $67. Estimates also increased on gross margin support with upside potential.

Cummins ( CMI) estimates, target reduced at Credit Suisse. CMI estimates were cut through 2013. Earnings quality is decreasing. Outperform rating and new $122 price target.

Cummins numbers cut at UBS. Shares of CMI now seen reaching $120. Estimates also lowered on 3Q results and weaker near term demand from China/India. Buy rating.

Devry ( DV) estimates, target cut at Credit Suisse. Shares of DV now seen reaching $36. Estimates also reduced, given lower starts and negative operating leverage. Neutral rating.

Devry downgraded at JP Morgan to Neutral. Company is leveraged to slower macro growth.

DreamWorks Animation ( DWA) numbers cut at Goldman. DWA estimates were reduced through 2013. Company is seeing lower home video sales. Neutral rating and new $20 price target.

Express Scripts ( ESRX) estimates lowered at UBS through 2012. Lowering Rx claim growth forecast. Maintain $53 price target and Buy rating.

F5 Networks ( FFIV) numbers boosted at Goldman. Shares of FFIV now seen reaching $96. Estimates also upped, given higher growth expectations. Neutral rating.

F5 Networks numbers raised at UBS. Shares of FFIV now seen reaching $96. Estimates also increased on strong earnings and outlook. Neutral rating.

First Solar ( FSLR) downgraded at Jefferies to Hold. $47 price target. CEO change will likely continue to hang over the stock.

HealthSpring ( HS) downgraded at UBS from Buy to Neutral. $55 price target. Downgrading following announcement of acquisition by CIGNA.

Health Management ( HMA) estimates increased at UBS through 2012. Q3 on track and 2011 guidance clarified. Maintain $11.50 price target and Buy rating.

Human Genome ( HGSI) downgraded at Brean Murray to Hold. Company has pushed out its profit targets.

Human Genome numbers lowered at Credit Suisse. Shares of HGSI now seen reaching $25. Estimates also cut, given slower growth for Benlysta.

Illumina ( ILMN) estimates, target increased at Goldman. Shares of ILMN now seen reaching $32. Estimates also raised, given the company's new cost-cutting efforts. Neutral rating.

Lennox ( LII) estimates, target upped at Goldman. LII estimates were boosted through 2012. Company is seeing higher demand and keeping a tight lid on costs. Neutral rating and new $34 price target.

3M ( MMM) numbers lowered at Citigroup. Shares of MMM now seen reaching $76. Estimates also lowered as early / short cycle is still at risk for shortfall.

3M estimates, target reduced at Credit Suisse. Shares of MMM now seen reaching $92. Estimates also cut, to match the company's new guidance. Neutral rating.

3M estimates, target lowered at UBS. Shares of MMM now seen reaching $88. Estimates also lowered as industrial outlook could be worse than expected. Buy rating.

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) 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) 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) 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.

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This article was written by a staff member of TheStreet.