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NASDAQ:EBAY
This summary was created by AI, based on 4 opinions in the last 12 months.
eBay Inc. appears to be strategically focusing on high-ticket, high-margin products, which has generated positive sentiment among market participants. Recent reviews indicate that the company is experiencing strong demand in particular sectors, including collectibles and automotive parts, with a notable industry size of $10 billion. The upcoming earnings report is anticipated to showcase further robustness, especially given the momentum in new categories and consumer preferences shifting towards eBay. Analysts appreciate the good price-to-earnings ratio, ongoing share buybacks, and a solid balance sheet that bolsters investor confidence in eBay’s growth trajectory. As eBay positions itself against competitors like Amazon, expectations remain high for a significant resurgence in sales across various product categories.
AMZN-Q is the 1000 pound gorilla. Any choice in this space has to take them into account. EBAY-Q has done a good job. They beat street consensus. Their site is improving and ease of use is improving. There were up a Million users of 160 Million last quarter. They have a robust stock repurchase program going on. He would not own it.
PayPal when it splits from eBay? He would be reticent to buy this right now. In its early days eBay basically owned its industry and it continues to dominate market share. However, with Apple pay and all these other things coming in, there is going to be a lot more competition and it is going to be tougher for them.
Was facing a lot of pressure with PayPal, and eventually split the business up. Facing a lot of competition from other players in the marketplace, so the stock has gone sideways over the last little while. Doesn’t think you will get growth out of this. He would consider buying PayPal when it goes public.