NEW YORK ( TheStreet) -- CHANGE IN RATINGSAegion ( 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.