Valassis Communications ( VCI) was upgraded to buy at TheStreet Ratings.

TCF Financial ( TCB) was upgraded at FBR Capital to market perform from underperform. $17 price target. Company is seeing solid top-line growth and improving credit trends, FBR Capital said.

Valueclick ( VCLK) was downgraded at Goldman Sachs to neutral from buy. $29 price target. Company is facing increased competiton, Goldman said.

Wendy's ( WEN) was upgraded at Goldman Sachs to neutral from sell. $7.50 price target. Company is moving toward a franchising model and is realizing higher margins, Goldman said.

Stock Comments / EPS Changes

American Campus Comm ( ACC) numbers were reduced at UBS. Estimates were reduced given increased expenses to build occupancy, said UBS. Price target was cut to $46.

ACE Ltd ( ACE) estimates were raised at UBS. Earnings estimates were increased, reflecting higher loss reserve releases, said UBS. Price target is $100.

TD Ameritrade ( AMTD) estimates were raised at UBS. Earnings estimates were increased given exposure to rate sensitive revenues and higher IDA yields, said UBS. Price target goes to $27.

Broadcom numbers were reduced at UBS. Earnings estimates were reduced as cellular SoS underperforms, said UBS. Price target was cut to $35.

Peabody Energy ( BTU) estimates were raised at UBS. Earnings estimates were increased given better-than-expected unit gross margin, said UBS. Price target is $36.

CIT Group ( CIT) numbers were increased at Citigroup. Earnings estimates were raised given the second-quarter beat, said Citigroup. Price target goes to $58.

Centene ( CNC) numbers were raised at BMO Capital. Estimates were boosted through 2014. New market entries and the Acaria acquisition are adding to earnings, BMO Capital said. Market perform rating and new $56 price target.

Electronic Arts ( EA) numbers raised at UBS. Earnings estimates were increased given cost discipline and mix, said UBS. Price target was raised to $25.

Electronic Arts numbers were raised at BMO Capital. Shares are now seen reaching $30. Estimates were also increased, as the company is seeing higher sales and lower costs, BMO said.

Freeport-McMoRan ( FCX) numbers were reduced at Citigroup. Earnings estimates were reduced on weak energy outlook, said Citigroup. Price target is $23.

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