Analysts' Actions: RCL, MPC, EXPE, HBAN

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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This article was written by a staff member of TheStreet.

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