Analysts' Actions: AAP BIDU DO LLL TSLA

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Advance Auto ( AAP) was upgraded at Deutsche Bank to buy from hold. $92 price target. Expectations are low, even though industry trends are improving, Deutsche Bank said.

Bed Bath & Beyond ( BBBY) was downgraded at Oppenheimer to hold from buy. Valuation call, based on a $78 price target, Oppenheimer said.

Baidu.com ( BIDU) was upgraded at Morgan Stanley to overweight from equal-weight. $144.70 price target. Improved outlook and mobile monetization, Morgan Stanley said.

Cerner ( CERN) was downgraded at Robert Baird to neutral from outperform. Risk/reward is more balanced at current levels, Robert Baird said.

Campbell Soup ( CPB) was upgraded at Credit Suisse to neutral from underperform. $48 price target. Company has a stronger foundation and can achieve its growth targets, Credit Suisse said.

Convergys ( CVG) was downgraded at Citigroup to neutral from buy and given a $21 price target. The turnaround has played out and CVG is more fairly valued, Citi said.

Dupont Fabros ( DFT) was upgraded at Robert Baird to outperform from neutral. $27 price target. Recent weakness in the stock has created a great entry point, Robert Baird said.

Diamond Offshore ( DO) was downgraded at Williams Financial to hold from buy. $77 price target. Company is seeing higher downtime and utilization, in addition to higher expenses, Williams said.

Emcor ( EME) was downgraded at DA Davidson to neutral from buy. $45 price target. Stock has made a big run, but earnings expectations are coming down, DA Davidson said.

Facebook ( FB) was downgraded at Argus Research to hold from buy. Valuation call, as second quarter results are likely not sustainable, Argus said.

Flir Systems ( FLIR) was downgraded at Keybanc to hold from buy. Valuation call, as the stock has enjoyed a big run, Keybanc said.

Freescale ( FSL) was downgraded at Oppenheimer to perform from outperform. Upside appears limited, barring an acceleration in the macro recovery, Oppenheimer said.

Global Payments ( GPN) was downgraded at UBS to neutral from buy and given a $49 price target. Growth isn't materializing and visibility is limited, UBS said.

Kennametal ( KMT) was downgraded at J.P. Morgan to neutral.

Lazard ( LAZ) was upgraded at UBS to neutral from sell and given a $38 price target. Signs of a turnaround are becoming clear as execution improves, UBS said.

L-3 Communications ( LLL) was upgraded at Bank of America/Merrill Lynch to neutral from outperform. $97 price target. Navigating challenging defense budget backdrop better than expected, BofA/Merrill said.

Methanex ( MEOH) was upgraded at UBS to buy from neutral and given a $52 price target, said UBS. Pricing is stabilized and operating rates have improved, UBS said.

Motorola Solutions ( MSI) was downgraded at Argus Research to hold from buy. Enterprise segment continues to underperform, Argus said.

Maxim Integrated ( MXIM) was downgraded at UBS to neutral from buy. Reflects a $27 price target given slowdown in high-end smartphone sales, said UBS.

Netgear ( NTGR) was downgraded at RBC Capital to underperform from sector perform. $27 price target. Core business appears to be deteriorating, RBC Capital said.

Nidec ( NJ) was upgraded to buy at TheStreet Ratings.

Owens-Illinois ( OI) was upgraded to buy at TheStreet Ratings.

Pinnacle Entertainment ( PNK) was upgraded at BofA/Merrill to buy from underperform. $30 price target. Divesting Lake Charles has removed multiple overhangs, BofA/Merrill said.

Precision Castparts ( PCP) was downgraded at Deutsche Bank to hold from buy. Price target is $245. Lower metal prices and stagnant organic growth leaves limited upside to price target, Deutsche Bank said.

Pulte ( PHM) was upgraded at Credit Suisse to outperform from neutral. $21 price target. Volatility in the stock creates an attractive buying opportunity, Credit Suisse said.

Qlik Technologies ( QLIK) was downgraded at Drexel Hamilton to sell. $24 price target. Company will struggle to achieve full-year earnings targets, Drexel Hamilton said.

Quality Systems ( QSII) was downgraded at Lazard Capital Markets to sell from neutral. $18 price target. Company continues to see lower sales, Lazard Capital Markets said.

Revlon ( REV) was downgraded at BMO Capital to market perform from outperform. Price target increased to $27. Shares are up 75% on the year and it no longer trades at a favorable discount, BMO Capital said.

Solarwinds ( SWI) was downgraded at Needham to hold from buy. Company missed expectations and has several moving parts with the MSP acquisition, Needham said.

Tesla Motors ( TSLA) was upgraded at Deutsche Bank to buy from hold. $160 price target. Capitalizing on inherent advantages of electric vehicles, Deutsche Bank said.

Vantiv ( VNTV) was upgraded at UBS to buy and given a $30 price target. Strong visibility and an attractive valuation, said UBS.

Vantiv ( VNTV) was downgraded at Wells Fargo to market perform from outperform. Valuation call, as the company is seeing lower sales, Wells Fargo said.

Vertex Pharmaceuticals ( VRTX) was downgraded at UBS to neutral and given a $83 price target. Safety concerns about VX-135, UBS said.

VCA Antech ( WOOF) upgraded at Piper Jaffray to overweight from neutral. Price target was increased to $32. Favorable industry trends, improving margins, and upcoming buyback programs drive the bull case, Piper Jaffray said.

Zynga ( ZNGA) was downgraded at Needham to hold from buy. Now expected to generate negative cash flow, Needham said.

Stock Comments / EPS Changes

Arch Capital Group ( ACGL) numbers were raised at UBS. Estimates were raised to reflect the second-quarter earnings beat and the expectation of higher loss reserve releases, said UBS. Price target goes to $56.

Biogen Idec ( BIIB) numbers were increased at BMO Capital. Estimates were boosted through 2014. Company continues to execute well with Tecfidera, BMO Capital said. Market Perform rating and new $237 price target.

BioMarin ( BMRN) estimates were raised at UBS. Reflect the earnings beat, said UBS. Price target is $67.

Bristol-Myers ( BMY) estimates were cut at UBS. Estimates were reduced given the voluntary OTC recalls and investments in the Eliquis launch, said UBS. Price target is $48.

Borg Warner ( BWA) numbers were raised at Citigroup. Estimates were increased given margin expansion and potential for cash deployment, said Citigroup. Price target goes to $106.

Cameron International ( CAM) estimates were cut at UBS. Estimates were reduced given integration delays with OneSubsea, said UBS. Price target is $75.

Chubb Corp. ( CB) estimates were raised at UBS. Reflect the second-quarter beat and a decrease in the combined ratio outlook, said UBS. Price target is $96.

Celgene ( CELG) estimates, price target were boosted at Cantor Fitzgerald. Shares are now seen reaching $156. Estimates were also upped, as the company raised its guidance, Cantor said. Buy rating.

CME Group ( CME) numbers were raised at Citigroup. Estimates were increased on better interest rate volatility and capital market activity, said Citigroup. Price target goes to $82.

Dana Holdings ( DAN) estimates were reduced at UBS. Estimates were reduced to reflect fewer share buybacks, said UBS. Price target is $24.

Embraer ( ERJ) estimates were reduced at UBS. Estimates were reduced to reflect weaker margin performance and higher R&D expenses, said UBS. Price target is $40.

Gilead Sciences ( GILD) numbers were raised at UBS. Estimates were raised to now include preliminary idelalisib estimates, said UBS. Price target is $72.

General Motors ( GM) numbers were increased at Citigroup. Estimates were raised on the second-quarter beat, confidence in pickup truck pricing and lower interest expense, said Citigroup. Price target goes to $45.

Hershey ( HSY) estimates, price target were increased at BMO Capital. Estimates were raised through 2014. Higher sales are driving margin expansion, BMO Capital said. Market Perform rating and new $95 price target.

McGraw Hill ( MHFI) numbers were raised at UBS. Estimates were raised to reflect the second-quarter beat and higher margins in 2014, said UBS. Price target is now $66.

Maxim Integrated numbers were cut at Citigroup. Estimates were cut on low-quality industrial performance and Samsung retrograde risk, said Citigroup. Price target goes to $27.

Precision Castparts numbers were cut at Citigroup. Estimates were cut to reflect near-term weakness in commercial OE engine demand, said Citi. Price target goes to $266.

Teradyne ( TER) numbers were lowered at UBS. Future earnings estimates were lowered based on lower growth expectations in the wireless test business, UBS said. Price target was reduced to $20.

T-Mobile ( TMUS) numbers were raised at UBS. Estimates were raised as JUMP is now expected to provide an incremental boost to EBITDA, said UBS. Price target is now $28.

WellPoint ( WLP) numbers were raised at UBS. Estimates were raised on a strong quarter and reduced costs, said UBS. The new price target is $87.

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This article was written by a staff member of TheStreet.

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