Agilent Technology ( A - Get Report) estimates increased at UBS through 2011, UBS said. Guidance better than expected. Maintain $43 price target and Buy rating.

Akamai ( ALAM) rated new Outperform at JMP Securities. $36 price target. Company can continue to deliver above-average growth.

Alterra Capital ( ALTE) rated new Neutral at UBS. $23 price target. Fairly valued and no near term catalysts.

Arthur J. Gallagher ( AJG) rated new Hold at Deutsche Bank. $32 price target. Growth is already fully priced into the stock.

Ashland ( ASH) target raised at Keybanc to $70. Company held an upbeat analyst meeting and the ISP purchase should be accretive to earnings.

Autodesk ( ADSK) estimates increased at Morgan Stanley through 2014. Solid sales are driving margin expansion. Equal-weight rating.

Autodesk estimates raised at UBS through 2012, UBS said. Clean beat and guidance viewed as conservative. Maintain $43 price target and Buy rating.

Autodesk upgraded to buy at TheStreet Ratings.

Concur Technologies ( CNQR) numbers cut at Jefferies.Shares of CNQR now seen reaching $53, according to Jefferies. Estimates also reduced, as the company is investing more in future growth. Buy rating.

Concur Technologies target raised at Oppenheimer to $52. Seeing robust demand and strong customer deployments. Outperform rating.

Cooper Companies ( COO) downgraded at BMO from Outperform to Market Perform. $64 price target. Expanded its recall on limited lots of Avaira Toric contact lenses.

Dell ( DELL) estimates upped at Credit Suisse through 2013, Credit Suisse said. Margins appear to be peaking, even though the company's sales growth remains anemic. Underperform rating and $16 price target.

Dell estimates raised at UBS through 2013, UBS said. Previous estimates could prove conservative. Maintain $19 price target and Buy rating.

Dick's Sporting Goods added to Conviction Buy List at Goldman. Growth trajectory continues to rise. $49 price target.

Dick's Sporting Goods numbers increased at UBS. Shares of DKS now seen reaching $47. Estimates also increased as margins continue to be impressive. Buy rating.

Equity One ( EQY) downgraded to hold at TheStreet Ratings.

Foot Locker ( FL - Get Report) estimates upped at Jefferies through 2012, Jefferies said. Company remains leveraged to a strong product cycle.

Home Depot ( HD - Get Report) numbers increased at Jefferies. HD estimates were raised through 2012. Company boosted its guidance. Hold rating and new $34 price target.

Home Depot estimates, target increased at UBS.Shares of HD now seen reaching $44. Estimates also increased on strong operational results as consistency is settling in. Buy rating.

Jacobs Engineering ( JEC - Get Report) numbers raised at Credit Suisse.Shares of JEC now seen reaching $48. Estimates also increased, as backlog and pricing are improving. Outperform rating.

Jacobs Engineering numbers increased at UBS. Shares of JEC now seen reaching $41, according to UBS. Estimates also increased as backlog growth supports higher confidence. Maintain $41 price target and Neutral rating.

K12 ( LRN) estimates, target cut at Morgan Stanley.Shares of LRN now seen reaching $37, according to Morgan Stanley. Estimates also reduced, as operating costs remain high. Overweight rating.

Kodiak Oil & Gas Company ( KOG) numbers raised at Oppenheimer.Shares of KOG now seen reaching $10.50. Estimates also raised on growth outlook improvement. Outperform rating.

McDermott International ( MDR - Get Report) numbers lowered at Citigroup. Shares of MDR now seen reaching $15. After the company shared a downbeat 2012 outlook. Hold rating.

Noble Energy ( NBL) estimates, target raised at UBS. Shares of NBL now seen reaching $117, according to UBS. Estimates also increased on attractive and visible 5 year and 10 year production growth. Buy rating.

Och-Ziff Capital Management ( OZM) numbers lowered at Citigroup.Shares of OZM now seen reaching $12. Estimates also lowered on a $250 million equity offering. Buy rating.

Protective Life ( PL) numbers boosted at Credit Suisse.Shares of PL now seen reaching $24, according to Credit Suisse. Estimates also upped, as the company is buying back more stock. Neutral rating.

Staples ( SPLS) estimates lowered at UBS through 2013. International segment is an Achilles heel. Maintain $18 price target and Buy rating.

Tenet Healthcare ( THC) downgraded at Leerink to Market Perform. Stock has bounced back 43% from October lows and lacks significant potential catalysts.

Tibco ( TIBX) rated new Market Perform at BMO. Valuation call, based on a $33 price target.

Tractor Supply ( TSCO) target boosted at Keybanc.Shares of TSCO now seen reaching $85. Company can continue to gain market share. Buy rating.

Ulta ( ULTA) numbers raised at Oppenheimer. Shares of ULTA now seen reaching $85. Estimates also raised on as the beauty category continues to be very healthy. Outperform rating.

Wal-Mart ( WMT - Get Report) estimates reduced at BMO through 2012. Company is seeing slower traffic and lower margins. Market Perform rating and $58 price target.

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David Peltier is a research associate at TheStreet. In keeping with company editorial policy, he doesn't own or short individual stocks. He also doesn't invest in hedge funds or other private investment partnerships. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Peltier appreciates your feedback; click here to send him an email.