Analysts' Actions: EBAY, FFIV, SWY

NEW YORK ( TheStreet) -- CHANGE IN RATINGS

Bank of New York Mellon ( BK) was upgraded to Buy at TheStreet Ratings.

eBay ( NOK) was upgraded at Benchmark from Hold to Buy. $45 price target. Marketplace is recovering, and the company is seeing higher mobile growth, Benchmark said.

eBay was upgraded from Neutral to Overweight at Piper Jaffray. $50 price target. Mobile payments should drive growth and bring the company a higher multiple, Piper Jaffray said.

Eni SpA ( E) was upgraded to Buy at TheStreet Ratings.

F5 Networks ( FFIV) was upgraded at Wunderlich from Hold to Buy. $145 price target. Accelerating sales growth is driving margin expansion, Wunderlich said.

F5 Networks was upgraded at Capstone from Hold to Buy. $149 price target. Company is seeing higher sales and earnings growth, Capstone said.

Liberty Media ( LMCA) was initiated with a Buy rating at Miller Tabak. $101 price target. Company should continue to unlock value, Miller Tabak said.

Navistar ( NAV) was downgraded from Outperform to Market Perform at Wells Fargo. Company is facing many near-term hurdles, Wells Fargo said.

Perrigo ( PRGO) was downgraded at Caris & Co. from Buy to Above Average. Company is facing a weak flu season and continued margin pressure, Caris said.

Parexel ( PRXL) was upgraded at Wells Fargo to Outperform. Sales momentum should continue throughout the year, Wells Fargo said.

Safeway ( SWY) was upgraded at Deutsche Bank from Sell to Hold. Valuation call, based on a $22 price target, Deutsche said.

Toll Brothers ( TOL) was upgraded at Deutsche Bank from Hold to Buy. $30 price target. Company has a strong balance sheet and can continue to grow, Deutsche Bank said.

Stock Comments / EPS Changes

Amphenol ( APH) estimates, target were boosted at Credit Suisse. Shares are now seen reaching $65. Estimates were also increased, given the company's new guidance, Credit Suisse said. Outperform rating.

American Express ( AXP) numbers were increased at Morgan Stanley. Estimates were increased through 2014. Company is realizing higher sales growth, Morgan Stanley said. Equal-weight rating and new $61 price target.

Blackrock ( BLK) estimates, target were cut at Credit Suisse. Shares are now seen reaching $207. Estimates were also reduced, given a lower international pipeline and higher operating costs, Credit Suisse said. Neutral rating.

BlackRock estimates were lowered at Citigroup through 2013. Flow outlook appears decisively mixed, Citi said. Neutral rating and $201 price target.

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