Analyst action: Acadia, Tractor Supply

Kevin Campbell at Avondale Partners has hiked his price target for shares of Acadia Healthcare to $41 from $35 after the company's Q2 beat. Campbell, who also lifted his EPS estimates ever so slightly, thinks the company can keep growing its same-facility revenues at a double-digit pace in the near future. Helping the cause are "the overall improvement in state budgets, the proposed Medicare rate increase (2.3% 10/1/13), and continued solid pricing from commercial payers," which should add about 2 percent to Acadia's prices through the end of next year. Acadia shares (Ticker: ACHC) were up more than 2 percent to about $37.80 mid-day Thursday, lifting the company's market cap close to $2 billion.

Three more analysts following Tractor Supply — all of them rating the company a 'buy — have updated their price targets for the Brentwood-based farm and ranch retailer. Christopher Horvers at JPMorgan now sees the stock climbing to $134 from $111, Scott Ciccarelli at RBC Capital now has a target of $128 to $118 and David Magee at SunTrust thinks the shares will climb to $140 versus his previous target of $136. Shares of Tractor Supply (Ticker: TSCO) were up almost 1 percent around lunch to about $122.