Analysts' Actions: ORCL, KLAC, BRCM

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Anadarko Petroleum ( APC) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. $83 price target. Tronox litigation will likely hang over the stock.

AOL ( AOL) upgraded to hold at TheStreet Ratings.

Broadcom ( BRCM) upgraded at Auriga from Hold to Buy, Auriga said. $44 price target. Newer WiFi products should help drive near-term growth.

CSX ( CSX) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Earnings will be hurt by lower coal volume.

Itron ( ITRI) downgraded at Credit Suisse from Outperform to Neutral, Credit Suisse. Valuation call, based on a $50 price target.

KLA-Tencor ( KLAC) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Stock is already pricing in higher expected spending in the first half of 2012.

Life Technologies ( LIFE) upgraded at Citigroup from Neutral to Buy, Citigroup said. $56 price target. Friday's drop creates positive risk reward.

Lam Research ( LRCX) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Valuation call, as the company is already pricing in higher near-term demand.

Allscripts ( MDRX) downgraded at Leerink from Outperform to Market Perform, Leerink Swann said. Company will struggle to sustain recent bookings growth.

Norfolk Southern ( NSC) downgraded at JP Morgan from Overweight to Neutral, JP Morgan said. Company is leveraged to lower coal demand.

Oracle ( ORCL) downgraded at JMP from Outperform to Market Perform, JMP Securities said. Estimates also cut, as the company may struggle to grow in a cloud computing environment.

Pentair ( PNR) added to TPL List at Citigroup to Top Picks Live! at Citigroup. $45 price target. Resi is the new late cycle sentiment.

Unum ( UNM) upgraded at JP Morgan from Neutral to Overweight, JP Morgan said. Pricing trends are improving and the company may buy back more stock.

Web.com Group ( WWWW) upgraded to hold at TheStreet Ratings.

STOCK COMMENTS / EPS CHANGES

Amerigroup ( AGP) numbers raised at Oppenheimer. Shares of AGP now seen reaching $85, according to Oppenheimer. Estimates also increased on solid 4Q results. Outperform rating.

Cree ( CREE) estimates, target increased at Sterne Agee. CREE estimates were raised through 2013, Sterne Agee said. Company is seeing higher sales and better operating leverage. Buy rating and new $40 price target.

Dell ( DELL) numbers raised at UBS.Shares of DELL now seen reaching $22, according to UBS. Estimates also increased on improving gross margins. Buy rating.

EOG Resources ( EOG) numbers raised at Jefferies. Shares of EOG now seen reaching $131, according to Jefferies. Estimates also increased on substantial upside from its existing shale plays. Buy rating.

General Mills ( GIS) estimates lowered at UBS through 2013 on recent volume weakness, UBS said. Maintain Neutral rating and $39 price target.

H.J. Heinz ( HNZ) price target raised at Jefferies to $60, Jefferies said. Earnings report made the company look strong compared to underwhelming peers. Buy rating.

Hewlett-Packard ( HPQ) price target raised at UBS to $30 on modest multiple normalization, UBS said. Maintain Neutral rating.

Kennametal ( KMT) estimates, target boosted at Credit Suisse. Shares of KMT now seen reaching $50, according to Credit Suisse. Estimates also upped, given higher orders. Outperform rating.

Molycorp ( MCP) estimates, target cut at Morgan Stanley. Shares of MCP now seen reaching $81, according to Morgan Stanley. Estimates also reduced, giving falling REO prices. Overweight rating.

Noble Energy ( NBL) estimates lowered at Oppenheimer through 2012. Production growth slightly lower than prior guidance.

Oceaneering International ( OII) numbers raised at Credit Suisse. Shares of OII now seen reaching $54, according to Credit Suisse. Esitmates also increased, given higher international growth. Neutral rating.

Royal Dutch Shell ( RDS) price target raised at Oppenheimer to $85, Oppenheimer said. Improving industry and company outlooks. Outperform rating.

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This article was written by a staff member of TheStreet.

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