Analysts' Actions: RCL, MPC, EXPE, HBAN

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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