Analysts' Actions: CCL, DO, ORCL, MU, ZNGA

NEW YORK (TheStreet) -- CHANGE IN RATINGS

Aegion (AEGN) downgraded to hold at TheStreet Ratings.

AEP Industries (AEPI) upgraded to buy at TheStreet Ratings.

AK Steel (AKS) downgraded at UBS to Neutral from Buy, UBS said. $5 price target. Guided 2Q volumes continue to underwhelm.

Celestica (CLS) downgraded at Argus from Buy to Hold, Argus said. Could take the company a year to bounce back from the loss of RIMM's sales.

Expedia (EXPE) downgraded at Piper from Overweight to Neutral, Piper Jaffray said. Valuation call, based on a $53 price target.

Healthcare Services (HCSG) upgraded at Stifel from Hold to Buy, Stifel Nicolaus said. $21 price target. Selloff has created an attractive buying opportunity.

Kennametal (KMT) upgraded at BofA/Merrill from Underperform to Neutral, Bank of America/Merrill Lynch said. $36 price target. Valuation call, as the stock has sold off 25% since earnings.

Timken (TKR) downgraded at BofA/Merrill to Neutral from Buy, Bank of America/Merrill Lynch said. Company is facing near-term growth concerns. $50 price target.

TripAdvisor (TRIP) rated new Neutral at Citigroup. $46 price target. Travel media leader, but fairly valued.

Valero Energy (VLO) upgraded at UBS to Buy from Neutral, UBS said. $26 price target. Shares offer an attractive risk/reward profile.

STOCK COMMENTS / EPS CHANGES

Allison Transmission (ALSN) numbers reduced at Credit Suisse. Shares of ALSN now seen reaching $24, according to Credit Suisse. Estimates also cut, given macro uncertainty. Neutral rating.

Actuant (ATU) numbers lowered at Jefferies. Shares of ATU now seen reaching $33, Jefferies said. Estimates also lowered on weaker Europe. Buy rating.

Barnes Group (B) numbers lowered at Jefferies. Shares of B now seen reaching $23, Jefferies said. Estimates also lowered on weaker Europe. Hold rating.

Baxter (BAX) added to Conviction Buy List at Goldman. The stock is down 16% since April, even though the company has a solid product cycle. $64 price target.

Carnival (CCL) numbers raised at UBS. Shares of CCL now seen reaching $39, UBS said. Estimates also increased on more attractive fuel costs. Buy rating.

Celestica (CLS) added to Focus List at Canaccord Genuity. Winding down RIMM business will not have a sizable impact on profitability. Buy rating and new $10.25 price target.

Cummins (CMI) estimates, target reduced at Credit Suisse through 2014, Credit Suisse said. Company is leveraged to slower macro growth. Outperform rating and new $136 price target.

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