Analysts' Actions: RCL, MPC, EXPE, HBAN

TheStreet.com

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Franklin Resources BEN was downgraded at Morgan Stanley to equal-weight. $146 price target. Valuation call, as the stock is up 31% year-to-date, Morgan Stanley said.

BJ's Restaurants BJRI was downgraded at William Blair to market perform. Company is seeing traffic trends decline for the first time in three years, William Blair said.

Cabela's CAB was downgraded at Piper Jaffray from overweight to neutral. $47 price target. See limited near-term earnings upside potential, Piper Jaffray said.

Cooper Industries CBE was downgraded at William Blair to market perform from outperform. $75 price target. Further share appreciation now dependent on Eaton, William Blair said.

Cerner CERN was upgraded at Jefferies to buy from hold, Jefferies said. $82 price target. Better entry point, Jefferies said.

Cliffs Natural CLF was downgraded at Dahlman Rose from buy to hold. New analyst believes that iron ore prices will continue to weigh on the stock, Dahlman Rose said.

Coinstar CSTR was upgraded at Compass Point from neutral to buy. $50 price target. Pullback has created a buying opportunity, Compass Point said.

Delek US DK was upgraded at Credit Suisse from neutral to outperform. Valuation call, based on a $35 price target, Credit Suisse said.

Electronic Arts EA was downgraded at Pacific Crest to sector perform. Company is not executing well with its new titles, Pacific Crest said.

Expedia EXPE was upgraded at Benchmark from hold to buy. $67 price target. Company can continue to grow and gain market share, Benchmark said.

Expedia was upgraded at Lazard from neutral to buy. $70 price target. Company is seeing higher sales growth, Lazard said.

Huntington Bancshares HBAN was upgraded at Citigroup to buy from neutral. $7.25 price target. Recent selloff creates a long opportunity, Citi said.

Starwood Hotels HOT was downgraded to neutral at Lazard. Company is lagging its peers and and industry RevPAR is slowing, Lazard said.

Carmax KMX was upgraded at Credit Suisse from neutral to outperform. $42 price target. Company can see growth reaccelerate, Credit Suisse said.

Liquidity Services LQDT was upgraded from neutral to buy at Bank of America/Merrill Lynch. $53 price target. Company revised its GSS figures upward, BofA/Merrill said.

Marathon Petroleum MPC was upgraded from neutral to outperform at Credit Suisse. $75 price target. Free cash flow has been improving across the industry, Credit Suisse said.

Mylan MYL was upgraded to buy at Canaccord Genuity. $30 price target. Company can deliver earnings upside in the coming quarters, Canaccord said.

Owens-Illinois OI was upgraded at BofA/Merrill from neutral to buy. $25 price target. Weakness in Europe should diminish, BofA/Merrill said.

Paccar PCAR was upgraded from underperform to market perform at Wells Fargo. Estimates also boosted, given higher expected NAFTA truck orders.

Phillips 66 PSX was upgraded from neutral to outperform at Credit Suisse. $60 price target. Industry multiples should improve, Credit Suisse said.

Royal Caribbean RCL was downgraded from buy to hold at Topeka Capital. Valuation call, based on a $36 price target, Topeka said.

Spirit Aerosystems SPR was downgraded at Sterne Agee to neutral. Estimates were also cut, as the company is seeing cost overruns, Sterne Agee said. $17.50 price target.

St. Jude STJ was downgraded at Credit Suisse from outperform to neutral. $43 price target. Respect trial was a disappointment and the company may receive an FDA warning letter for its largest division, Credit Suisse said.

Varian Medical VAR was upgraded to buy at Lazard. $75 price target. Company is seeing surprising order strength, Lazard said.

STOCK COMMENTS / EPS CHANGES

Apple AAPL price target, estimates were reduced at Bank of America/Merrill Lynch. Shares are now seen reaching $840. Estimates were also reduced, as the company is realizing lower margins, BofA/Merrill said. Buy rating.

Aetna AET estimates, price target were boosted at Credit Suisse. Shares are now seen reaching $48. Estimates were also raised, given the company's new guidance, Credit Suisse said. Neutral rating.

Amazon.com AMZN estimates were lowered through 2013 at Citigroup. Negative fundamental trends, Citigroup said. Buy rating and $275 price target.

Amazon price target was raised at Oppenheimer. Shares are now seen reaching $264. Momentum remains intact, Oppenheimer said. Outperform rating.

CA CA estimates and target were lowered at Credit Suisse. Shares are now seen reaching $22. Estimates were also cut, given the company's new guidance, Credit Suisse said. Neutral rating.

CA numbers were lowered at Oppenheimer. Shares are now seen reaching $26. Estimates were also lowered on macro impact to quarter, Oppenheimer said. Outperform rating.

Caterpillar CAT was cut from the Conviction Buy List at Goldman Sachs. Company is seeing slower growth in developed markets, Goldman said. $103 price target.

Hershey HSY numbers were raised at Jefferies. Shares are now seen reaching $75. Estimates were also raised on results in as expected, Jefferies said. Hold rating.

KLA-Tencor KLAC numbers were cut at Credit Suisse. Shares are now seen reaching $55. Estimates were also reduced, given weaker order growth, Credit Suisse said. Outperform rating.

McDonald's MCD numbers were cut at UBS. Shares are now seen reaching $96. Estimates were also lowered on recent industry weakness, UBS said. Buy rating.

Mead Johnson Nutrition MJN numbers were cut at Citigroup. Shares are now seen reaching $69. $69 price target. China woes dampen outlook, Citi said.

Mead Johnson numbers were reduced at Credit Suisse. Shares are now seen reaching $76. Estimates were also cut, as the company lacks near-term catalysts, Credit Suisse said. Outperform rating.

National Oilwell Varco NOV numbers were lowered at Jefferies. Shares are now seen reaching $90. Estimates also lowered on prospect for flat 2013, Jefferies said. Buy rating.

PulteGroup PHM numbers were raised at UBS. Shares are now seen reaching $18, UBS said. Results impress as progress continues, UBS said. Neutral rating.

Titan International TWI numbers were raised at Jefferies. Shares are now seen reaching $45. Estimates were also raised on solid margin performance, Jefferies said. Buy rating.

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