Itron ( ITRI) estimates, target cut at JP Morgan. Shares of ITRI now seen reaching $48, according to JP Morgan. Estimates also reduced, given higher macro uncertainty. Overweight rating. Macy's ( M) removed from Top Picks Live! at Citigroup. Strong outperformance and SSS comps are challenging. Maintain $49 price target and Buy rating. Manpower ( MAN) estimates, target cut at BofA/Merrill. Shares of MAN now seen reaching $40. Estimates also reduced, given slower European activity. Neutral rating. Mattel ( MAT) estimates reduced at Wells through 2013, Wells Fargo said. Company is leveraged to a stronger dollar. Outperform rating. Medivation ( MDVN) target raised at Jefferies. Shares of MDVN now seen reaching $105. Zytiga pre-chemo survival data bode well for Enzalutamide's prospect. Buy rating. Medivation estimates, target raised at Credit Suisse. Shares of MDVN now seen reaching $122, according to Deutsche Bank. Estimates also increased, as new pre-chemo data looks impressive. Outperform rating. Monsanto ( MON) estimates, target boosted at BofA/Merrill. Shares of MON now seen reaching $96, according to Bank of America/Merrill Lynch. Company should see higher domestic corn and soybean demand. Buy rating. OGE Energy ( OGE) numbers raised at Jefferies. Shares of OGE now seen reaching $57, Jefferies said. Estimates also raised on interim rate increase. Hold rating. Skyworks ( SWKS) estimates upped at JMP through 2013, JMP Securities said. Channel checks suggest higher growth. Outperform rating and $40 price target. Trimble ( TRMB) estimates, target cut at JP Morgan. Shares of TRMB now seen reaching $55, according to JP Morgan. Estimates also reduced, given macro uncertainty. Overweight rating. Wal-Mart ( WMT) estimates increased at Morgan Stanley through 2015, Morgan Stanley said. Company has solid operating leverage. Equal-weight rating. >To submit a news tip, email: firstname.lastname@example.org.