Lululemon–Oppenheimer upgraded the apparel maker's stock to "outperform" from "perform", saying the company's brand equity remains intact despite a variety of missteps in 2013.
Norwegian Cruise Line–The cruise line operator reported fourth quarter profit of 19 cents per share, beating estimates by a penny, though revenue was slightly shy of consensus. The company said it was pleased with a "solid" performance during a challenging year for the industry.
Big Lots–Deutsche Bank upgraded the retailer's stock to "buy" from "hold", citing an improved product and services assortment.
Netflix–The streaming video company attracted a surge in viewership for the second season of its "House of Cards" program. Separately, Carl Icahn's latest SEC 13F filing shows he cut his stake in Netflix by 2.9 million shares, leaving his holdings at 2.7 million shares.
Hewlett-Packard —HP executives were reportedly aware of Autonomy's account practices months before they were flagged by a whistle-blower, according to the Financial Times. That revelation caused an $8.8 billion writedown in Autonomy's value, and HP subsequently accused Autonomy's executives of accounting fraud.
Las Vegas Sands–The casino operator's websites are back online, after a week-long outage caused by a hacking attack.
Tempur-Pedic–Piper Jaffray upgraded the mattress maker's stock to "overweight" from "neutral", based on an anticipated acceleration of international sales and a new product line.
Tesla–A report in the San Francisco Chronicle said CEO Elon Musk met with Apple's (AAPL) head of mergers and acquisitions last spring. At least one financial analyst has previously suggested that Apple should buy Tesla as it seeks to apply its technology in new areas.
Hedge fund stakes revealed by late 13F filings Friday:
Liberty Global–Warren Buffett's Berkshire Hathaway took a new 2.9 million stake in Liberty during the quarter, while selling its holdings of Dish Network and GlaxoSmithKline.
Hertz Global–The car rental company is among the new stakes held by investor Dan Loeb's Third Point, along with T-Mobile US and BlackBerry. It also cut stakes in Yahoo and Constellation Brands.
Microsoft–Investor George Soros cut his stake in Microsoft as well as Herbalife (HLF), while selling out stakes in Chevron and J.C. Penney, and taking a new stake in JPMorgan Chase.
Micron Technology–David Einhorn's Greenlight Capital took a new $1 billion stake in the chip maker, as well as EMC, and Chico's FAS.
General Motors–Paulson & Co. is the latest among the many hedge funds taking a stake in the automaker, with Paulson also investing in American Airlines Group, and increasing stakes in Time Warner Cable, Sprint, and Vodafone.
—By CNBC's Peter Schacknow
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