Analysts' Actions: CAVM DATA FANG OC OXY

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Cavium ( CAVM) was initiated with an overweight rating at Morgan Stanley. $48 price target. Estimates also well ahead of consensus expectations, Morgan Stanley said.

Cubist ( CBST) was upgraded at Leerink Swann to outperform from market perform. $76 price target. Acquisitions should drive near-term growth, Leerink Swann said.

Tableau ( DATA) was initiated with an outperform rating at FBN Securities. $85 price target. Company is a pure play on Big Data, FBN said.

Diodes ( DIOD) was downgraded to hold at TheStreet Ratings.

Diamondback Energy ( FANG) was downgraded to hold at Canaccord Genuity. $47 price target. Valuation call, as the stock is up 129% year to date, Canaccord said.

Randgold Resources ( GOLD) was downgraded to hold at TheStreet Ratings.

Lindsay ( LNN) was downgraded at William Blair to market perform from outperform. Expect declines in the irrigation business, Blair said.

Masco ( MAS) was initiated with a hold rating at Jefferies. $24 price target. Best housing play, but recovery baked in, Jefferies said.

Owens Corning ( OC) was initiated with a buy rating at Jefferies. $55 price target. Underappreciated franchise with significant earnings leverage, Jefferies said.

Occidental ( OXY) was upgraded at Wells Fargo to outperform. Company can unlock value through restructuring, Wells Fargo said.

Pharmacyclics ( PCYC) was initiated with an overweight rating at J.P. Morgan. J&J partnership should drive growth, J.P. Morgan said.

Portland General ( POR) was upgraded at Wells Fargo to outperform from market perform. Company has lagged its peers in recent months, but has good long-term growth prospects, Wells Fargo said.

Valmont ( VMI) was downgraded at William Blair to market perform. Estimates were also cut, as two segements will likely peak this year, Blair said.

STOCK COMMENTS / EPS CHANGES

Salesforce.com ( CRM) price target was raised at Oppenheimer. Shares are now seen reaching $60. Company remains leveraged to continued cloud growth, Oppenheimer said.

Facebook ( FB) numbers were raised at Jefferies. Shares are now seen reaching $60. Estimates were also increased through 2014 on promising new ad products, Jefferies said. Buy rating.

Mosaic ( MOS) estimates, price target were cut at BMO Capital. Estimates were cut through 2015. Expect lower phosphate and potash earnings, BMO Capital said. Market Perform rating and new $41 price target.

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