Nikhil Bhalla at FBR Capital Markets has ramped up big time his price target for Gaylord Entertainment after the company cleared the way for its $210 million brand and management rights sale to Marriott and conversion to a real estate investment trust. Bhalla, who continues to rate Gaylord 'market perform,' now sees the stock going to $45. Before, his target was $31. The stock (Ticker: GET) is changing hands today around $40.

Also bullish, but about Delek US Holdings shares, is Credit Suisse analyst Edward Westlake. He and his colleagues have lifted their target price for Delek to $29 from $24 after the company reported its Q2 profits. Delek's management, they said, is adding value to its refining operations and should benefit when a number of facilities in the Mid-Continent region go down for maintenance this fall. Shares of Delek, meanwhile are down more than 10 percent in mid-day trading as investors appear to be taking profits after a big recent run.