First Solar-FSLR: Believe stock is fairly priced, maintain Hold@STFG
After the company reported higher than expected Q2 revenue, Stanford is upbeat about First Solar’s execution and the low cost of its products compared to those of its competitors, but the firm reiterated their Hold rating

MasterCard-MA reports Q2 EPS $2.11 vs. consensus of $2.02
Reports Q2 revenue $1.2B vs. consensus of $1.21B.

Cisco-CSCO: Expect in-line Q4 report@UBSW
UBS expects CSCO to report an in-line quarter of 39c/$10.256B but expects flat guidance for Q1 and not guidance for FY09. Shares are Neutral rated.

First Solar-FSLR: Malaysia drives upside, reiterate Buy@CSTI
Collins Stewart says the key to FSLR’s Q2 upside was the more rapid-than-expected ramp of its first Malaysia facility’s production volume. Collins believes the superb execution shown in bringing this new facility online bodes well for the company’s 3 additional facilities currently being built in Malaysia.

Akamai-AKAM: Believe company faces several obstacles@OPCO
After Akamai reported lower than expected Q2 revenue, Oppenheimer thinks the company is being hurt by increased competition, intensifying problems caused by macroeconomic pressures, and slower Internet traffic growth. The firm believes the company will have difficulty maintaining its present valuation, and they maintained their Market Perform rating.

Urban Outfitters-URBN estimates raised after meeting with management@SBSH
Citigroup raised their estimates and increased their target to $39 from $35 after management indicated the company is seeing no sign of recession and that comp momentum continues. The firm reiterates a Buy rating on the stock.

Barrick Gold-ABX reports Q2 EPS 55c vs. consensus of 56c
reports Q2 revenue $1.97B vs. consensus of $2.11B.

First Solar-FSLR target raised to $330 from $300, maintain Buy@DBAB
Deutsche Bank raised their target following the company’s Q2 upside to reflect solid execution and expectations of ongoing upside.

First Solar-FSLR: Believe stock is fairly priced, maintain Hold@STFG
After the company reported higher than expected Q2 revenue, Stanford is upbeat about First Solar’s execution and the low cost of its products compared to those of its competitors, but the firm reiterated their Hold rating. :

First Solar-FSLR estimates raised on higher production guidance@UBSW
UBS increased FSLR estimates following the better than expected ramp at Malaysia Plants. The firm raised its price target to $375 from $350 and reiterated its Buy rating.

Digital River-DRIV: Believe stock will rally today@STFG
After the company reported stronger than expected Q2 results and raised its guidance, Stanford believes results from e-commerce outsourcers bode well for Digital River’s outlook. The firm is encouraged that the company’s revenue is becoming less concentrated, and they maintained their Buy rating.

Garmin-GRMN target lowered to $39 from $48 after Q2 shortfall@SOLE
Soleil was surprised by the Q2 miss and believes expectations remain high for Q4 given the difficult consumer environment and tough comps. They maintain a Hold rating.

Consol Energy-CNX reports Q2 EPS 54c vs. consensus of 80c
Reports Q2 revenue $1.21B vs. consensus of $1.16B. The company reiterated its previous production guidance for the second half of 2008.

Parker-Hannifin-PH reports Q4 EPS $1.47 vs. consensus of $1.50
Reports Q4 revenue $3.35B vs. consensus of $3.23B.

Whiting Petroleum-WLL upgraded to Outperform from Sector Perform@RBCM
RBC Capital upgraded WLL following the Q2 report based on impressive Bakken growth.

Solarfun Power-SOLFsigns 30MW sales contract with Martifer Solar
Solarfun Power Holdings announced that Jiangsu Linyang Solarfun, a subsidiary of Solarfun, has entered into a 30MW sales contract with Martifer Solar Sistemas Solares SA, headquartered in Portugal and a leading solar project developer, installer and producer in Europe. Under the terms of the agreement, Solarfun has agreed to supply a total of 30MW of PV modules to Martifer Solar at a fixed price to be delivered according to a binding delivery schedule from January 2009 to December 2009.

Boeing-BA: See high chance of strike following call with union officials@BOFA
After speaking with union officials, Banc of America believes that there is a high chance of a work stoppage in the near-future and notes that shares tend to trade down during strikes. Banc of America maintains a Neutral rating on shares.

United Therapeutics-UTHR reports Q2 EPS 59c vs. consensus of 58c
Reports Q2 revenue $68.6M vs. consensus of $64.34M.

Visa-V upgraded to Buy from Add@LYON
Calyon upgraded Visa following the strong Q2 report. Target to $90 from $82.

SGP upgraded to Buy from Neutral@MLCO
Merrill upgraded SGP citing the company’s better near-term pipeline outlook with two potential blockbusters to be approved over the next year.