Analysts' Actions: BRCM, COP, BTU

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Broadcom ( BRCM) was added to the Conviction Buy List at Nomura. Valuation is attractive at 13 times CY13E EPS.

Peabody Energy ( BTU) was upgraded at Goldman Sachs from Neutral to Buy. $37 price target. Macro data is improving in China, and the company is leveraged to higher PRB prices, Goldman said.

ConocoPhillips ( COP) was upgraded at Citigroup to Buy from Neutral. $67 price target. Opportunistic entry point from split-up, Citigroup said.

Everbank Financial ( EVER) was initiated with a Neutral rating at Goldman Sachs. $13 price target. Margins will be pressured by lower interest rates, Goldmans said.

Everbank Financial was initiated with an Outperform rating at Keefe, Bruyette & Woods. $14 price target. Company is a well-managed, fast-growing bank, KBW said.

Foot Locker ( FL) was upgraded at Deutsche Bank from Hold to Buy. $38 price target. Higher sales are driving wider margins, Deutsche said.

Intersil ( ISIL) was upgraded at Needham from Hold to Buy. $13 price target. Cost improvements should attract value investors, Needham said.

Jack in the Box ( JACK) was upgraded at Wedbush Securities from Underperform to Neutral. $25 price target. Industry pricing and commodity costs are improving, Wedbush said.

L-3 Communications ( LLL) was upgraded at Oppenheimer to Neutral from Underperform. Valuation now reflects headwinds, Oppenheimer said.

Vail Resorts ( MTN) was upgraded at Stifel Nicolaus from Hold to Buy. $53 price target. Stock is attractive, following a 12% pullback, Stifel Nicolaus said.

Terex ( TEX) was upgraded at BMO Capital Markets to Outperform from Market Perform. $30 price target. Decline in share price represents buying opportunity, BMO said.

STOCK COMMENTS / EPS CHANGES

Crocs ( CROX) estimates were boosted through 2013 at Sterne Agee. Company boosted its guidance, Sterne Agee said. Buy rating and $30 price target.

Walt Disney ( DIS) price target was raised at Morgan Stanley. Shares are now seen reaching $51. Company is realizing higher margins at ABC, and the Avengers movie has performed well, Morgan Stanley said. Overweight rating.

EOG Resources ( EOG) was added to the Conviction Buy List at Goldman Sachs. Selloff in energy names appears overdone, Goldman said. $149 price target.

HMS ( HMSY) estimates, price target were raised at Bank of America/Merrill Lynch. Shares are now seen reaching $41. Estimates were also increased, given higher Medicare RACs, BofA/Merrill said. Buy rating.

Intel ( INTC) estimates were lowered at Sterne Agee through 2013. Company is leveraged to slower macro and Windows 8 growth, Sterne Agee said. Neutral rating and $26 price target.

Jack in the Box ( JACK) numbers were increased at Credit Suisse through 2014. Company is realizing higher margins, Credit Suisse said. Neutral rating and new $25 price target.

Molycorp ( MCP) price target was boosted at Dahlman Rose. Shares are now seen reaching $55. Neo Materials deal should help stabilize earnings, Dahlman Rose said. Buy rating.

Research In Motion ( RIMM) estimates were cut at Raymond James through 2014. Channel checks suggest lower demand, Raymond James said. Market Perform rating and $15 price target.

Smithfield Foods ( SFD) estimates were cut at Morgan Stanley through 2012. Pork outlook has worsened, Morgan Stanley said. Equal-weight rating.

Teva ( TEVA) estimates, price target reduced at Morgan Stanley. Shares are now seen reaching $44. Estimates also cut, given the company's new guidance, Morgan Stanley said. Equal-weight rating.

ExxonMobil ( XOM) was cut from the Conviction Buy List at Goldman Sachs. Prefer high-beta energy names, following the recent pullback, Goldman said.

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This article was written by a staff member of TheStreet.

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