Analysts' Actions: CLF CSTR GILD RVBD XLNX

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Atmel ATML was upgraded at Needham from hold to buy. $10 price target. Touch notebook market should be a significant growth engine, Needham said.

BP BP was downgraded to hold at TheStreet Ratings.

Seacor Holdings CKH was downgraded to hold at TheStreet Ratings.

Cliffs Natural CLF was upgraded at J.P. Morgan from neutral to overweight. $40 price target. Stock is trading at a record discount to seaborne iron ore prices, J.P. Morgan said.

Cree CREE was downgraded at Oppenheimer to perform from outperform. Well-positioning long term, but valuation is full, Oppenheimer said.

Charles River Laboratories CRL was upgraded at Jefferies to buy from hold. $50 price target. Tailwinds accumulating and strengthening, Jefferies said.

Coinstar CSTR was downgraded at J.P. Morgan from neutral to underweight. Valuation call, based on a $51 price target, J.P. Morgan said.

Cypress Semiconductor CY was upgraded at Needham from hold to buy. $13 price target. Valuation call, as the stock is down about 50% over the past year, Needham said.

Gilead GILD was upgraded at Credit Suisse from neutral to outperform. $55 price target. Stock offers growth at a reasonable price, Credit Suisse said.

Intrepid Potash IPI was downgraded at Dahlman Rose to sell. $16 price target. See a weaker 2013 outlook for the potash market, Dahlman Rose said.

Key Energy KEG was downgraded at Wells Fargo to market perform. Estimates were also cut.

Lufkin LUFK was upgraded at Wells Fargo from market perform to outperform. Guidance appears achievable, Wells Fargo said.

Oceaneering OII was downgraded at Guggenheim to neutral. $68 price target. Valuation call, as the stock is up 18% year to date, Guggenheim said.

PNM Resources PNM was upgraded at Jefferies to buy from hold. $24 price target. Inclusion of Palo Verde Unit 3 in rate base, Jefferies said.

Riverbed RVBD was upgraded at Needham to strong buy. New products should drive growth over the coming quarters, Needham said.

The Fresh Market TFM was upgraded at Goldman Sachs from neutral to buy. $60 price target. Stock is down 23% since late November, Goldman said.

Triumph TGI was downgraded at Drexel Hamilton from buy to hold. $75 price target. Potential budget sequestration adds risk to the model, Drexel Hamilton said.

Veeco Instruments VECO was downgraded at J.P. Morgan from overweight to neutral. $31 price target. Estimates also cut, given the company's new guidance, J.P. Morgan said.

VF Corp. VFC was upgraded at DA Davidson to buy. $191 price target. Long-term prospects remain positive, DA Davidson said.

Xilinx XLNX was upgraded at Bank of America/Merrill Lynch from neutral to buy. $45 price target. Growth should reach an inflection point in the second half of the year, BofA/Merrill said.

STOCK COMMENTS / EPS CHANGES

American Electric AEP numbers were raised at Credit Suisse. Shares are now seen reaching $50. Estimates were also increased, as the company can continue to deliver consistent growth and trades at a discount to its peers, Credit Suisse said.

Anadarko Petroleum APC numbers were raised at Oppenheimer. Shares are now seen reaching $100. Estimates were also raised on exploration and onshore driving growth, Oppenheimer said. Outperform rating.

Burger King BKW numbers were raised at UBS. Shares are now seen reaching $18. Estimates were also increased on strong fourth-quarter beat, UBS said. Neutral rating.

Concur CNQR was added to the U.S. Focus List at Credit Suisse. $83 price target. Government contract should ramp in the next 12 to 18 months, Credit Suisse said. Outperform rating.

Eaton Vance EV numbers were boosted at Bank of America/Merrill Lynch. Shares are now seen reaching $42. Estimates were also raised, as the company is seeing rapid growth in assets under management, BofA/Merrill said. Neutral rating.

Jack in the Box JACK price target was raised at Oppenheimer. Shares are now seen reaching $36. FCF optionality remains underappreciated, Oppenheimer said. Outperform rating.

Michael Kors KORS was added to Top Picks Live! at Citigroup. $75 price target. Comps should ocntinue to track higher than expectations, Citigroup said.

Kraft Foods KRFT numbers were increased at BMO Capital. Estimates were increased through 2014. Company continues to cut costs, BMO Capital said. Outperform rating and new $53 price target.

Lorillard LO numbers were raised at Jefferies. Shares are now seen reaching $46. Estimates were also raised at bullish long-term outlook, Jefferies said. Buy rating.

3M MMM was added to U.S. 1 List at Bank of America/Merrill Lynch. Company can exceed near-term margin and earnings expectations, BofA/Merrill said. Buy rating and $113 price target.

Altria Group MO numbers were raised at Jefferies. Shares are now seen reaching $34. Estimates were also raised on strong long-term outlook, Jefferies said. Hold rating.

Toll Brothers TOL numbers were increased at JMP Securities. Estimates were raised through 2014. Industry fundamentals continue to improve, JMP said. Outperform rating and new $44 price target.

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

READERS ALSO LIKE:


Follow TheStreet on Twitter and become a fan on Facebook.

It's Official: Action Alerts PLUS beats the S&P 500 with Dividends Reinvested! Cramer and Link were up 16.72% in 2012. Were you? See what they are trading for 14-days FREE.

View Comments