ONEOK Partners ( OKS) downgraded at Citigroup to Neutral from Buy, Citigroup said. $60 price target. Limited upside after recent outperformance. Panera Bread ( PNRA) upgraded at Miller Tabak from Hold to Buy, Miller Tabak said. $190 price target. Company has the best sales prospects in the industry. Teradyne ( TER) downgraded at Craig-Hallum from Buy to Hold, Craig-Hallum said. $17 price target. Company has limited near-term visibility. United Continental ( UAL) downgraded at BofA/Merrill to Underperform, Bank of America/Merrill Lynch said. Estimates also cut, given the company's new guidance. $22 price target.
STOCK COMMENTS / EPS CHANGES
A.O. Smith ( AOS) numbers raised at Jefferies. Shares of AOS now seen reaching $80, Jefferies said. Estimates also raised on developing residential recovery. Buy rating. Cirrus Logic ( CRUS) numbers reduced at Sterne Agee. Shares of CRUS now seen reaching $42, according to Sterne Agee. Estimates also cut, given the company's new guidance. Buy rating. W.W. Grainger ( GWW) target raised at Oppenheimer to $245, Oppenheimer said. January to sales up from December. Outperform rating. Hubbell ( HUBB) target raised at Oppenheimer to $101, Oppenheimer said. Strong execution through challenging markets. Outperform rating. Informatica ( INFA) estimates, target increased at BMO. INFA estimates were raised through 2014, BMO Capital said. Company is leveraged to higher spending on data software. Market Perform rating. JB Hunt Transport ( JBHT) numbers raised at Jefferies. Shares of JBHT now seen reaching $70, Jefferies said. Estimates also raised on outperformance of intermodal. Hold rating. Juniper ( JNPR) estimates, target upped at BofA/Merrill. JNPR estimates were boosted through 2014, Bank of America/Merrill Lynch said. Higher sales are driving margin expansion. Buy rating and new $25 price target. KLA-Tencor ( KLAC) numbers boosted at Credit Suisse. Shares of KLAC now seen reaching $63, according to Credit Suisse. Estimates also upped, as the company is seeing higher customer spending. Lockheed Martin ( LMT) numbers raised at Jefferies. Shares of LMT now seen reaching $95, Jefferies said. Estimates also raised on smart capital allocation. Hold rating. Lockheed Martin numbers raised at Credit Suisse. Shares of LMT now seen reaching $93, according to Credit Suisse. Estimates also increased, as the company is realizing higher margins. Neutral rating. Maxim Integrated ( MXIM) numbers upped at BMO through 2014, BMO Capital said. Company continues to execute well. Market Perform rating and new $30 price target. Oracle ( ORCL) cut from Conviction Buy List at Goldman. ORCL was removed from the Conviction Buy list, Goldman Sachs said. Company has limited earnings upside potential. $39 price target. Resmed ( RMD) estimates, target increased at BMO through 2015, BMO Capital said. Company is seeing higher sales across the board. Market Perform rating and new $48 price target.