Analysts' Actions: TXN, XOM, DHI

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

BGC Partners ( BGCP) 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) 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) 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) rated new Buy at Guggenheim. $50 price target. Company should continue to boost buyback and dividend activity.

Kohl's ( KSS) upgraded at Jefferies to Buy from Hold, Jefferies said. $59 price target. A bet on management and other tailwinds.

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

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

Navistar ( NAV) numbers cut at UBS. Shares of NAV now seen reaching $52, according to UBS. Estimates also lowered on disappointing Q1. Buy rating. Nike ( NKE) 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) 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) estimates lowered at UBS through 2013, UBS said. OMAP, connectivity drive lowered outlook. Buy rating and $37 price target.

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

ExxonMobil ( XOM) 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) 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.

>To submit a news tip, email: tips@thestreet.com.

RELATED STORIES:


Follow TheStreet on Twitter and become a fan on Facebook.

This article was written by a staff member of TheStreet.

More from Stocks

Week Ahead: Trade Fears and Stress Tests Signal More Volatility To Come

Week Ahead: Trade Fears and Stress Tests Signal More Volatility To Come

3 Great Stock Market Sectors Millennials Should Invest In

3 Great Stock Market Sectors Millennials Should Invest In

Why Millennials Are Ditching Stocks for ETFs

Why Millennials Are Ditching Stocks for ETFs

Trump's 'Space Force' Could Launch a $1 Trillion Industry, Morgan Stanley Says

Trump's 'Space Force' Could Launch a $1 Trillion Industry, Morgan Stanley Says

Abiomed Stock Should Rise Some 12% From Here, Piper Jaffray Analyst Says

Abiomed Stock Should Rise Some 12% From Here, Piper Jaffray Analyst Says