DSW ( DSW) upgraded at Credit Suisse from neutral to outperform. $73 price target. Expectations have come down to a reasonable level, Credit Suisse said.

Kohl's ( KSS - Get Report) was downgraded at Deutsche Bank from Hold to Sell. $41 price target. Company is seeing weaker traffic, Deutsche Bank said.

Panera Bread ( PNRA) was initiated with an utperform rating at Bernstein. $190 price target. Expect comps ahead of consensus and continued unit growth, Bernstein said.

Vanguard Health ( VHS) was downgraded at Leerink to market perform from outperform. Company is leveraged to potential Medicare DSH cuts, Leerink Swann said.

Vail Resorts ( MTN - Get Report) downgraded at Stifel from buy to hold. Valuation call, as the stock is up 49% since late May, Stifel Nicolaus said.

Family Dollar ( FDO) was upgraded at Deutsche from hold to buy. $71 price target. Margin fears have peaked and sales expectations appear more realistic, Deutsche Bank said.

FDO Family Dollar downgraded at Citi from buy to neutral. $65 price target. Company has limited earnings upside potential, Citigroup said.

Informatica ( INFA) downgraded at Nomura from buy to neutral. Valuation call, as the stock is up 38% over the past six months, Nomura said. $40 price target.

Mattress Firm ( MFRM) was upgraded at Stifel from hold to buy. Company is seeing easier comps, Stifel Nicolaus said.


Best Buy ( BBY) estimates, target through 2014 were increased at Oppenheimer. Management is aggressively trying to turn the business around. Perform rating and new $22 price target, Oppenheimer said.

KB Home ( KBH) estimates through 2014 were raised at UBS. Results improve, but we remain cautious, UBS said. Sell rating and $11 price target.

KB Home estimates, target were boosted at MKM Partners. Shares are now seen reaching $24, according to MKM Partners. Estimates also upped, given improving operating trends. Buy rating.

Lululemon ( LULU - Get Report) estimates, target were cut at Credit Suisse. Shares are now seen reaching $75, according to Credit Suisse. Estimates also reduced, given decelerating demand growth. Neutral rating.

Lululemon estimates lowered through 2015 at UBS. More details needed, but fundamentals and LT growth story intact, UBS said. Buy rating and $77 price target.

Micron ( MU) estimates, target boosted at Jefferies. Shares now seen reaching $15, according to Jefferies. Estimates also upped, as the company is growing its margins. Buy rating.

Nike ( NKE) estimates, target were raised at Credit Suisse. Shares now seen reaching $60, according to Credit Suisse. Estimates also increased, as the company is realizing higher margins.

Nike numbers raised at UBS, now seen reaching $63. Estimates also increased as all key metrics beat expectations, UBS said. Buy rating.

Tibco ( TIBX) estimates, target cut through 2014 at JMP Securities. Company lowered its guidance. Outperform rating and new $26 price target, JMP Securities said.

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This article was written by a staff member of TheStreet.