Americredit downgraded at KBWACF was downgraded from Market Perform to Underperform, Keefe, Bruyette & Woods said. Valuation call, based on a $21 price target.
Alliance Data downgraded at GoldmanADS was downgraded from Buy to Neutral, Goldman Sachs said. Valuation call, based on a $70 price target.
AGCO upgraded at JP MorganAGCO upgraded at JP Morgan. Rating raised to Neutral from Underweight. Price target raised to $39 from $30. 2010 EPS estimates lowered to $1.45 from $1.20.
Cardinal Health downgraded at GoldmanCAH was downgraded to Neutral, Goldman Sachs said. Investor expectations have caught up to the company's margin potential.
Cameron International upgraded at BMOCAM was upgraded to Outperform, BMO Capital Markets said. Estimates also raised, as the company has leverage to rising international activity.
CF Industries upgraded at Thomas WeiselCF upgraded to Overweight from Market Weight on valuation and the successful issuance of common equity, Thomas Weisel said. Maintain $110 price target.
Diebold downgraded at KeybancDBD was downgraded from Buy to Hold, Keybanc Capital said. Valuation call, as the company's estimates may not have much near-term upside potential.
Dell upgraded at BairdDELL was upgraded from Neutral to Outperform, Robert Baird said. $21 price target. Corporate PC and server spending should ramp throughout the year.
Exelon downgraded at WellsEXC was downgraded from Market Perform to Underperform, Wells Fargo said. Estimates also cut, as the company is facing lower forward power prices.
Henry Schein rated new Positive at SusquehannaHSIC was initiated with a Positive rating, Susquehanna Financial said. $70 price target. Company should see renewed growth, as the economy rebounds.
Jack In The Box downgraded at BofA/MerrillJACK downgraded to Underperform from Buy. Valuation and potential earnings issues, Bank of America/Merrill Lynch said. Maintain $24 price target. 2010 and 2011 EPS estimates set at $1.95 and $2.17, respectively.
Jack in the Box downgraded at OppenheimerJACK was downgraded from Outperform to Perform, Oppenheimer said. Valuation call, as beef prices could become a headwind in the second half of the year.
Mastercard rated new Outperform at FBRMA was initiated with an Outperform rating, FBR Capital Markets said. $300 price target. Company should benefit from an economic recovery and a continued shift toward electronic payments.
Masco rated new Buy at GoldmanMAS was initiated with a Buy rating, Goldman Sachs said. $20 price target. Company is seeing better consumer demand and could raise its dividend.
MB Financial downgraded at BairdMBFI was downgraded from Outperform to Neutral, Robert Baird said. $25 price target. Valuation call, as the stock is now trading at 2 times book value.
Mohawk Industries rated new Sell at GoldmanMHK was initiated with a Sell rating, Goldman Sachs said. Flooring prices will not go up as quickly as in other areas.
Nvidia downgraded at NeedhamNVDA was downgraded from Strong Buy to Hold, Needham & Co. said. Channel checks suggest that Fermi could face further delays.
PetSmart rated new Market Perform at JMPPETM was initiated with a Market Perform rating, JMP Securities said. Company has positive themes for 2010, but the stock is already pricing these in.
PPG Industries upgraded at Credit SuissePPG upgraded to Neutral from Underperform on a positive outlook for PPG's end markets, Credit Suisse said. Price target jumped to $73 from $68. 2010 and 2011 EPS estimates raised to $4.09 and $4.61, respectively.
Regal Entertainment upgraded at JanneyRGC was upgraded from Neutral to Buy, Janney Montgomery said. $20.50 price target. Company is seeing strong box office momentum and could boost its dividend.
Transocean downgraded at BMORIG was downgraded from to Market Perform, BMO Capital Markets said. Rate rollovers could weigh on the deepwater sector.
Visa rated new Outperform at FBRCoverage of V was started with an Outperform rating, FBR Capital Markets said. $115 price target. Company will continue to benefit from a secular shift toward electronic payments and the model also has significant potential for operating leverage.
Webster Financial downgraded at Morgan StanleyWBS was downgraded to Equal-weight, Morgan Stanley said. Valuation call, as the stock is up 69% year-to-date. $21 price target.
Whirlpool rated new Buy at GoldmanCoverage of WHR was started with a Buy rating, Goldman Sachs said. $106 price target. Exposure to Brazil is favorable and the company also offers a dividend.
Xcel Energy upgraded at Morgan StanleyXEL was upgraded to Equal-weight, Morgan Stanley said. $21.50 price target. Recent acquisitions should be accretive to earnings.
Shares of AAPL now seen reaching $285, Oppenheimer said. Estimates also increased, to reflect stronger product sales. Even so, the company faces currency headwinds and tends to give conservative guidance. Outperform rating.
AmerisourceBergen numbers upped at Goldman
ABC estimates were raised through 2012, Goldman Sachs said. Generics continue to drive growth. Buy rating and new $35 price target.
AmerisourceBergen numbers upped at GoldmanABC estimates were raised through 2012, Goldman Sachs said. Generics continue to drive growth. Buy rating and new $35 price target.
Advanced Micro target, estimates boosted at BarclaysAMD price target raised to $11 from $10 as 1Q10 results came in ahead of expectations, Barclays said. 2010 and 2011 EPS estimates jumped to 47 cents and 75 cents, respectively. Overweight rating.
Advanced Micro estimates, target boosted at FBRShares of AMD now seen reaching $14, FBR Capital Markets said. Estimates also increased to reflect higher gross margin, despite market share losses. Outperform rating.
Boeing estimate tweaked at BarclaysBA 2010 EPS estimate lowered to $4.20 from $4.40 due to the elimination of the Medicare tax benefit, Barclays said. Maintain Overweight rating and $87 price target
Boston Scientific estimates lowered at BarclaysBSX 2010 and 2011 EPS estimates dropped to 32 cents and 40 cents, respectively. Reiterate Equal Weight rating and $7 price target, Barclays said.
EMC estimates boosted at Credit SuisseEMC 2010 and 2011 EPS estimates increased to $1.21 and $1.34, respectively. Earnings and network storage trends will serve as a catalyst during the next quarter, Credit Suisse said. Maintain Outperform rating and $22 price target.
Equinix estimates reduced at Morgan StanleyEQIX estimates were cut through 2012, according to Morgan Stanley. Company is being hurt by a stronger dollar and higher churn. Equal-weight rating.
Electronic Arts numbers boosted at KaufmanShares of ERTS now seen reaching $23, according to Kaufman Bros. Estimates also increased, given strong industry sales reported by NPD. Buy rating.
Google target, estimate higher at BofA/MerrillGOOG price target raised to $685 from $670 as rest of world growth will catch up to US/UK, Bank of America/Merrill Lynch said. 2011 EPS estimate lifted to $31.25, 2010 held at $27.77. Reiterate Buy.
Google target, estimates cut at BarclaysGOOG price target lowered to $650 from $675. Shares likely to be range-bound until we see revenue reacceleration, Barclays said. 2010 and 2011 EPS estimates trimmed to $27.89 and $32.36, respectively. Overweight rating.
Google estimates, target raised at GoldmanShares of GOOG now seen reaching $680, according to Goldman Sachs. Estimates also increased, given accelerated U.S. growth. Buy rating.
Penn National cut from Conviction Sell list at GoldmanPENN was removed from the Conviction Sell list, Goldman Sachs said. Company still facing increased competition, but the employment outlook appears to be stabilizing. $20 price target.
Charles Schwab target upped at GoldmanSCHW target was increased to $20, Goldman Sachs said. Company is positioned well for higher interest rates. Neutral rating.
Supervalu numbers increased at UBSShares of SVU now seen reaching $18, according to UBS. Estimates also raised, as sales are improving and the company is freeing up its balance sheet. Neutral rating.
Tsakos Energy Navigation estimates lower at Credit SuisseTNP 2010 and 2011 EPS estimates cut to $0.94 and $1.41, respectively. Estimates lowered to account for recent vessel sales, Credit Suisse said. Neutral rating and $16 price target.
Wal-Mart target boosted at UBSWMT target was raised to $70, UBS said. Company is addressing headwinds and should begin to trade on 2011 numbers. Buy rating.
Yum! Brands numbers boosted at GoldmanYUM estimates were upped through 2012, Goldman Sachs said. Company is seeing better sales in China. Buy rating and $48 price target.
