ARM Holdings: Investec maintains buy rating and 800p target; Natixis upgrades from neutral to buy, target lifted from 600p to 625p; JP Morgan Cazenover maintains neutral rating and 540p target; Barclays Capital reiterates overweight recommendation and 725p target; Jefferies upgrades from underperform to hold; Nomura cuts target from 600p to 580p, neutral rating kept.Associated British Foods: UBS ups target from 1,245p to 1,330p, buy rating kept; Nomura raises target from 1,325p to 2,375p, buy rating unchanged.Bodycote: Investec maintains buy rating and 510p target.DS Smith: Investec retains buy stance and 190p target.Fenner: Investec maintains buy recommendation and 500p target.Kesa Electricals: UBS upgrades from neutral to buy, target cut from 75p to 70p.Lamprell: Investec keeps buy rating and 450p target.Morrison: Jefferies maintains buy rating and 350p target.Premier Foods: Investec reiterates buy rating and 20p target.Sports Direct: Seymour Pierce downgrades from buy to hold, target left at 285p.Standard Life: Investec reiterates buy recommendation and 279p target.TalkTalk: Morgan Stanley downgrades from overweight to equal weight, target cut from 190p to 170p.Tesco: Jefferies maintains buy rating and 400p target.UBM: Investec keeps buy rating and 694p target.BC