NEW YORK ( TheStreet) -- STOCK COMMENTS / EPS CHANGESCavium ( CAVM) estimates lowered at Jefferies through 2012. Supply chain is depleting inventories. Hold rating. Cavium estimates lowered at Oppenheimer through 2012. Inventory downturn leads to negative pre-announcement. Perform rating. Cavium estimates lowered at Benchmark through 2012, Benchmark said. Company lowered 4Q11 revenue and gross margin expectations. Overweight rating. Cohu ( COHU) upgraded to buy at TheStreet Ratings. Google ( GOOG) estimates, target raised at Goldman. Shares of GOOG now seen reaching $685, according to Goldman Sachs. Estimates also increased as global query growth is likely to accelerate. Neutral rating. Molycorp ( MCP) estimates, target cut at JP Morgan. Shares of MCP now seen reaching $39, according to JP Morgan. Estimates also lowered on new Chinese export quotas. Neutral rating. Medicis Pharmaceutical ( MRX) estimates lowered at Goldman through 2015, Goldman Sachs said. Reflects updated company guidance. Maintain $38 price target and Neutral rating. Sears Holdings ( SHLD) numbers lowered at Goldman. Shares of SHLD now seen reaching $30, according to Goldman Sachs. Estimates also lowered on weaker than expected SSS. Sell rating. Sears Holdings estimates, target cut at Credit Suisse. Shares of SHLD now seen reaching $20, according to Credit Suisse. Estimates also lowered on weaker than expected results. Underperform rating. WMS Industries ( WMS) estimates trimmed at Credit Suisse through 2014, Credit Suisse said. Delays in product approvals and re-emergence of competitors. Neutral rating and $19 price target. >To submit a news tip, email: firstname.lastname@example.org.