NEW YORK (

TheStreet

) --

CHANGE IN RATINGS

Applied Materials

(AMAT) - Get Report

was initiated with a Hold rating at Deutsche Bank. $10 price target. Company lacks near-term visibility, Deutsche Bank said.

Boeing

(BA) - Get Report

was initiated with a Buy rating at Sterne Agee. $82 price target. Company should soon see production increases across the board, Sterne Agee said.

Baker Hughes

(BHI)

was initiated with a Buy rating at Jefferies. $65 price target. Recently rounded out product offerings, Jefferies said.

Cameron International

(CAM)

was initiated with a Buy rating at Jefferies. $65 price target. Well-positioned to benefit from secular growth trends in the deepwater market, Jefferies said.

Core Laboratories NV

(CLB) - Get Report

was initiated with a Hold rating at Jefferies. $102 price target. Current valuation limits further upside, Jefferies said.

Rockwell Collins

(COL)

was initiated with a Neutral rating at Sterne Agee. Company is leveraged to slowing demand from defense end-markets, Sterne Agee said.

DuPont

(DD) - Get Report

was initiated with a Neutral rating at UBS. $44.50 price target. Company's profits are highly dependent on the global economy, UBS said.

Dillard's

(DDS) - Get Report

was downgraded at Sterne Agee from Buy to Neutral. $47 price target. Margin story appears to be over, Sterne Agee said.

Dril-Quip

(DRQ) - Get Report

was initiated with a Hold rating at Jefferies. $67 price target. Justified premium with industry-leading margins and consistent earnings growth, Jefferies said.

Devon Energy

(DVN) - Get Report

was initiated with an Outperform rating at Robert Baird. $83 price target. Company can continue to deliver solid growth, Robert Baird said.

FMC Technologies

(FTI) - Get Report

was initiated with a Hold Rating at Jefferies. $51 price target. Stock is fairly valued, Jefferies said.

Foster Wheeler

(FWLT)

was initiated with a Neutral rating at Lazard Capital. Company has recently lost some projects, though the new CEO has the potential to turn the business around, Lazard said.

Genworth Financial

(GNW) - Get Report

was upgraded at Citigroup from Neutral to Buy. $8 price target. Valuation call, Citigroup said.

Halliburton

(HAL) - Get Report

was initiated with a Buy rating at Jefferies. $47 price target. Shares are oversold and trading at a 35%-40% discount to their five-year average, Jefferies said.

Honeywell

(HON) - Get Report

was upgraded at Sterne Agee from Neutral to Buy. New analyst believes that the company can deliver consistent double-digit growth, Sterne Agee said. $69 price target.

Helmerich & Payne

(HP) - Get Report

was initiated with a Hold rating at Jefferies. $59 price target. Premium nature of company's rig fleet is adequately captured, Jefferies said.

KLA-Tencor

(KLAC) - Get Report

was initiated with a Hold rating at Deutsche Bank. $38 price target. Bookings recovery could be pushed out, Deutsche said.

Nabors Industries

(NBR) - Get Report

was downgraded at Jefferies. $19 price target. Moderating NAM land rig and pressure pumping expectations, Jefferies said.

National Oilwell Varco

(NOV) - Get Report

was initiated with a Buy rating at Jefferies. $88 price target. Leveraged to continuation of new-build cycle, Jefferies said.

Oceaneering International

(OII) - Get Report

was rated new Hold at Jefferies. $48 price target. Concerned with capacity overhang in subsea umbilical market, Jefferies said.

Oil States International

(OIS) - Get Report

was initiated with a Buy rating at Jefferies. $95 price target. Broad diversification provides stability, Jefferies said.

PPG Industries

(PPG) - Get Report

was upgraded from Hold to Buy at Keybanc. $100 price target. Upcoming capital markets day should generate positive momentum for the company, Keybanc said.

Patterson-UTI Energy

(PTEN) - Get Report

was downgraded at Jefferies from Buy to Hold. $22 price target. Moderating NAM land rig and pressure pumping expectations, Jefferies said.

Research In Motion

( RIM) was upgraded at Bernstein Research from Underperform to Market Perform. Valuation call, based on a $16 price target, Bernstein said.

Schlumberger

(SLB) - Get Report

was initiated with a Buy rating at Jefferies. $90 price target. Highly leveraged to a continued recovery in drilling and long-term growth of deepwater drilling, Jefferies said.

SeaCube Container Leasing

(BOX) - Get Report

was initiated with a Sell rating at TheStreet Ratings.

Superior Energy Services

(SPN)

was initiated with a Buy rating at Jefferies. $40 price target. Remains attractively valued, Jefferies said.

Susquehanna Bancshares

(SUSQ)

was upgraded at Sterne Agee from Neutral to Buy. $9.50 price target. Valuation call and cost reductions, Sterne Agee said.

Symetra

(SYA)

was upgraded from Underperform to Neutral at Bank of America/Merrill Lynch. Investment spreads remain stable, and the company is trading at half of book value, BofA/Merrill Lynch said. $13 price target.

United Natural Foods

(UNFI) - Get Report

was upgraded at Jefferies from Hold to Buy. Valuation is now attractive, Jefferies said.

US Global Investors

(GROW) - Get Report

was upgraded to Buy at TheStreet Ratings.

Vera Bradley

(VRA) - Get Report

was initiated with a Neutral rating at JP Morgan. Valuation call, despite the company's solid growth potential, JP Morgan said.

Weatherford

(WFT) - Get Report

was initiated with a Buy rating at Jefferies. $21 price target. Favorable North American portfolio, Jefferies said.

STOCK COMMENTS / EPS CHANGES

Copano Energy

( CPNO) estimates were lowered at UBS through 2012. Waiting for Eagle Ford upside. Maintain $33 price target and Neutral rating, UBS said.

D.R. Horton

(DHI) - Get Report

estimates were lowered at UBS through 2013. Slower margin expansion in a gradual recovery, UBS said. Maintain $13 price target and Buy rating.

DCP Midstream

(DPM)

estimates and target were increased at UBS. Shares are now seen reaching $45. Estimates were also increased on improving distributions story. Maintain $45 price target and Neutral rating, UBS said.

Guess

(GES) - Get Report

estimates, target were cut at Brean Murray. Shares are now seen reaching $39. Estimates also reduced, given the company's exposure to Europe, Brean Murray said.

Sandisk

(SNDK)

estimates, target were lowered at Sterne Agee. Shares are now seen reaching $55. Estimates were also cut, given weaker demand in Europe, Sterne Agee said. Neutral rating.

St. Jude Medical

(STJ)

numbers were lowered at UBS. Shares are now seen reaching $42. Estimates also lowered on lower market valuations and ICD market uncertainty, UBS said. Buy rating.

Seagate

(STX) - Get Report

estimates, target were raised at Goldman Sachs. Shares are now seen reaching $15. Estimates were also increased, as the company is realizing higher margins. Neutral rating.

VF Corp.

(VFC) - Get Report

numbers were increased at Morgan Stanley. Estimates were raised through 2013. TBL should continue to augment growth, Morgan Stanley said. Overweight rating and new $152 price target.

Whirlpool

(WHR) - Get Report

target was reduced at Goldman Sachs. Shares are now seen reaching $35. Channel checks show increased promotions for appliances, Goldman said. Sell rating.

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This article was written by a staff member of RealMoney.com.