Analysts' Actions: CAVM DATA FANG OC OXY

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

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

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

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

Diodes was downgraded to hold at TheStreet Ratings.

Diamondback Energy 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 was downgraded to hold at TheStreet Ratings.

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

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

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

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

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

Portland General 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 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 price target was raised at Oppenheimer. Shares are now seen reaching $60. Company remains leveraged to continued cloud growth, Oppenheimer said.

Facebook 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 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.

Micron Technology numbers were raised at Jefferies. Shares are now seen reaching $25. Estimates were also increased following production cuts relate to factory fire, Jefferies said. Buy rating.

Sirius XM numbers were boosted at Piper Jaffray. Shares are now seen reaching $5. Estimates were also increased, as the company is leveraged to growth in the used car market, Piper Jaffray said. Overweight rating.

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