Analysts' Actions: TXN, XOM, DHI - TheStreet

NEW YORK (

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CHANGE IN RATINGS

BGC Partners

(BGCP) - Get Report

downgraded at KBW to Market Perform from Outperform, Keefe, Bruyette & Woods said. Valuation call, based on an $8 price target.

Cavium

(CAVM)

upgraded at Jefferies to Buy from Hold, Jefferies said. $44 price target. Checks show multiple design wins.

Cloud Peak Energy

(CLD) - Get Report

upgraded at BMO to Outperform from Market Perform, BMO Capital Markets said. $22 price target. Attractive coal contract position.

CryptoLogic

(CRYP)

upgraded to hold at TheStreet Ratings.

DR Horton

(DHI) - Get Report

upgraded at Credit Suisse to Outperform, Credit Suisse said. $17.25 price target. Buyer traffic is improving across the industry.

Energy Services of America

(ESA)

upgraded to hold at TheStreet Ratings.

Georgia Gulf

(GGC)

upgraded at Wells from Market Perform to Outperform, Wells Fargo said. Estimates also boosted, given better construction demand.

Green Mountain

(GMCR)

downgraded at BofA/Merrill to Neutral, Bank of America/Merrill Lynch said. SBUX offering could create new competition. $63 price target.

Health Management

(HMA)

rated new Hold at Cantor Fitzgerald. $8 price target. Near-term hospital activity could remain sluggish.

Intersil

(ISIL)

upgraded at Craig Hallum to Buy from Hold, Craig Hallum said. $14 price target. Confident the worst is behind the company.

JP Morgan

(JPM) - Get Report

rated new Buy at Guggenheim. $50 price target. Company should continue to boost buyback and dividend activity.

Kohl's

(KSS) - Get Report

upgraded at Jefferies to Buy from Hold, Jefferies said. $59 price target. A bet on management and other tailwinds.

Lennar

(LEN) - Get Report

upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. Buyer traffic has been strong across the industry. $28.75 price target.

Lifepoint Hospitals

(LPNT)

rated new Buy at Cantor Fitzgerald. $44 price target. Earnings growth is accelerating and the company deserves a higher multiple.

Medicis

(MRX)

upgraded at Goldman to Buy, Goldman Sachs said. $43 price target. Company is focused on generating new growth.

Pall

(PLL) - Get Report

downgraded at Wedbush to Neutral from Outperform, Wedbush said. $64 price target. Upside appears modest from here.

Toll Brothers

(TOL) - Get Report

upgraded at Credit Suisse from Neutral to Outperform, Credit Suisse said. $28 price target. Industry checks show improving fundamentals.

Volcano

(VOLC)

upgraded at Goldman from Neutral to Buy, Goldman Sachs said. $36 price target. FFR business should drive growth over the coming quarters.

Williams-Sonoma

(WSM) - Get Report

downgraded at Wells from Outperform to Market Perform, Wells Fargo said. Company lost an important executive and offered conservative guidance.

STOCK COMMENTS / EPS CHANGES

Aeropostale

(ARO)

estimates lowered at UBS through 2014, UBS said. Signs of promise, but promotional environment a wildcard. Neutral rating.

Cooper Industries

(COO) - Get Report

numbers raised at Jefferies. Shares of COO now seen reaching $83, Jefferies said. Estimates also raised on solid results. Hold rating.

Cooper numbers raised at Citigroup.Shares of COO now seen reaching $86, according to Citigroup. Estimates also increased on higher revenues, lower tax rate, and lower share count. Neutral rating.

Express

(EXPR) - Get Report

target raised at Morgan Stanley. Shares of EXPR now seen reaching $27, according to Morgan Stanley. Company is realizing higher merchandising margins. Overweight rating.

Gilead

(GILD) - Get Report

estimates reduced at Credit Suisse through 2013, Credit Suisse said. Company lowered its guidance. Neutral rating and $48 price target.

Navistar

(NAV) - Get Report

numbers cut at UBS. Shares of NAV now seen reaching $52, according to UBS. Estimates also lowered on disappointing Q1. Buy rating.

Nike

(NKE) - Get Report

target raised at Citigroup to $123, Citigroup said. NFL license could be the equivalent of a two point conversion for futures. Buy rating.

Skyworks

(SWKS) - Get Report

estimates, target raised at UBS. Shares of SWKS now seen reaching $33, according to UBS. Estimates also increased after upbeat meetings with management. Buy rating.

TPC Group

(TPCG)

target raised at Oppenheimer.Shares of TPCG now seen reaching $5, Oppenheimer said. The company executed in the fourth quarter despite temporary headwinds. Outperform rating.

Texas Instruments

(TXN) - Get Report

estimates lowered at UBS through 2013, UBS said. OMAP, connectivity drive lowered outlook. Buy rating and $37 price target.

Ulta

(ULTA) - Get Report

numbers raised at Oppenheimer. Shares of ULTA now seen reaching $100, Oppenheimer said. Estimates also raised on better than expected results. Outperform rating.

Western Digital

(WDC) - Get Report

numbers boosted at ThinkEquity. Shares of WDC now seen reaching $50, according to ThinkEquity. Estimates also upped, as better pricing is driving higher margins. Buy rating.

Williams-Sonoma

(WSM) - Get Report

estimates increased at Morgan Stanley through 2013, Morgan Stanley said. Company boosted its guidance. Equal-weight rating.

ExxonMobil

(XOM) - Get Report

numbers reduced at Credit Suisse. Shares of XOM now seen reaching $91, according to Credit Suisse. Estimates also cut, given lower expected volume growth. Neutral rating.

ExxonMobil estimates lowered at UBS through 2013, UBS said. Production outlook below expectations. Buy rating and $93 price target.

Zumiez

(ZUMZ) - Get Report

numbers raised at Jefferies. Shares of ZUMZ now seen reaching $27, Jefferies said. Estimates also raised on fourth quarter results. Hold rating.

Zumiez target raised at Oppenheimer to $36, Oppenheimer said. Strong fourth quarter. Outperform rating.

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This article was written by a staff member of TheStreet.