Oasis Petroleum ( OAS) was downgraded at Canaccord Genuity to hold. Concern that margin expansions have been fully priced into the stock, said Canaccord Genuity. Canaccord also said it sees little remaining upside as production growth slows and the advent of pad drilling presents strong competition.

Owens-Corning ( OC) was downgraded to hold at TheStreet Ratings.

Panera Bread ( PNRA) was upgraded at Wunderlich to buy from hold. $212 price target. Stock is attractive following a recent pullback as management can improve sales and operating trends, Wunderlich said.

Sun Edison ( SUNE) was upgraded at Bank of America/Merrill Lynch to buy from neutral. Price target was increased to $10. Diversity of their pipeline will grow earnings and attract project capital, BofA/Merrill said.

Stanley Black & Decker ( SWK) was downgraded at KeyBanc to hold. Despite positive long-term growth indicators, KeyBanc believes the stock is fully valued despite low-multiple trading, KeyBanc said.

Target ( TGT) was downgraded at J.P. Morgan to neutral from overweight. $74 price target. Estimate visibility fading, J.P. Morgan said.

Under Armour ( UA) was initiated with a market perform rating at Wells Fargo. Valuation call, Wells said.

Stock Comments / EPS Changes

AOL ( AOL) price target was raised at Jefferies to $55. Strong second quarter and highly synergistic bolt-on acquisition of Adap.tv, Jefferies said. Buy rating.

AOL estimates were raised at UBS to reflect the Adap.tv acquisition and better cost controls, said UBS. Price target is $45.

Avnet ( AVT) numbers were boosted at Citigroup. Estimates were raised given the fiscal fourth-quarter beat and improving confidence in end-market demand, said Citigroup. Price target goes to $44.25.

Continental ( CLR) numbers were raised at UBS. Estimates were increased given strong production growth, said UBS. Price target was boosted to $110.

Devon Energy ( DVN) numbers were raised at UBS. Devon estimates were increased on the second-quarter beat and higher production guidance, said UBS. Price target goes to $60.

Fusion-io numbers were cut at UBS. Estimates were reduced as the new CEO reset expectations, said UBS. Price target goes to $16.

Green Mountain ( GMCR) numbers were raised at Lazard Capital Markets. Shares of GMCR are now seen reaching $97. Estimates were also increased, given continued K-Cup growth, Lazard Capital Markets said. Buy rating.

Mondelez International ( MDLZ) price target was raised at Jefferies to $33. Second-quarter results were ahead of expectation due to strong below-the-line performance, Jefferies said. Hold rating.

Melco Crown ( MPEL) numbers were boosted at Citigroup. Estimates were raised as margins are set to expand, leading to outperformance, Citigroup. Price target goes to $37.50.

Newcastle Investment ( NCT) estimates were reduced at UBS. Estimates were trimmed to reflect the spinoff of New Residential, said UBS. Price target is $6.50.

Prudential Financial ( PRU) numbers were raised at UBS. Estimates were increased on the second-quarter beat and a strong U.S. business, said UBS. Price target upped to $86.

Prudential Financial estimates, target were boosted at Bank of America/Merrill Lynch. Shares are now seen reaching $79. Estimates were also increased, given higher international growth, BofA/Merrill said. Neutral rating.

Ralph Lauren ( RL) estimates were reduced at UBS. Estimates were trimmed as management invests in the business, said UBS. Price target is $195.

Tesla Motors ( TSLA) numbers were raised at Jefferies. Shares are now seen reaching $160. Estimates were also increased on strong second-quarter results. Buy rating.

Tesla estimates, price target were increased at Wedbush. Estimates were increased through 2014. Company is selling more cars than expected, Wedbush said. Neutral rating and new $150 price target.

Tumi Holdings ( TUMI) numbers were lowered at Jefferies. Shares are now seen reaching $28. Estimates were also lowered on lighter-than-expected second-quarter results and lowered outlook, Jefferies said. Buy rating.

Valeant ( VRX) numbers were raised at UBS. Estimates were boosted on emerging-market strength and as B&L is tracking ahead of plan, said UBS. Price target goes to $115.

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