Analysts' Actions: COG EA KLAC ONNN RFMD

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Bazaarvoice ( BV) was initiated with a sell rating at TheStreet Ratings.

Cabot Oil & Gas ( COG) was downgraded at Stifel Nicolaus to hold from buy. See little upside to consensus earnings expectations, Stifel Nicolaus said.

Electronic Arts ( EA) was upgraded at Piper Jaffray to overweight from neutral. $23 price target. New management can turn margins around, Piper Jaffray said.

Ever-Glory International ( EVK) was upgraded to buy at TheStreet Ratings.

KLA-Tencor ( KLAC) was initiated with a buy rating at Needham. $61 price target. Company can continue to expand margins and exceed consensus expectations, Needham said.

MeadWestvaco ( MWV) was downgraded at UBS to neutral given valuation. Activist investor involvement leads to near-term uncertainty, UBS said. Price target remains $35.

ON Semiconductor ( ONNN) was initiated with a buy rating at Bank of America/Merrill Lynch. Opportunity for margin expansion and the Sanyo restructuring, said Bank of America Merrill Lynch. Price target is $11.

RF Micro ( RFMD) was upgraded at Oppenheimer to outperform from perform. $7 price target. Estimates were also raised, as the company's top customers continue to perform well, Oppenheimer said.

Southwestern Energy ( SWN) was downgraded at Stifel Nicolaus to hold from buy. Valuation call, Stifel Nicolaus said.

STOCK COMMENTS/EPS CHANGES

Apple ( AAPL) estimates, target were reduced at Oppenhiemer. Shares are now seen reaching $550. Estimates were also cut, as the company lacks near-term catalysts, Oppenheimer said. Outperform rating.

Anadarko Petroleum ( APC) price target was boosted at Credit Suisse. Shares are now seen reaching $109. Net asset value is increasing, Credit Suisse said. Outperform rating.

Ashland ( ASH) estimates, price target were cut at Credit Suisse. Estimates were reduced through 2015. Company is seeing lower end-market demand. Outperform rating and new $88 price target, Credit Suisse said.

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