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SpaceX IPO: What you need to know about the biggest IPO
Rask Media· 2026-03-23 21:19
SpaceX Inc is expected to IPO it’s stock in 2026 – probably making Elon Musk even richer than his current $800 billion net worth. Is the SpaceX IPO something worth researching? I – Owen Rask, founder of Rask and a real space nerd – took a look at the business, expectations and answered an alarming question from a Rask podcast regular (see below). This article first appeared in our free investor newsletter.~~~A few months ago, the Rask team and I were sitting around a fire pit at our annual retreat.And just ...
X @Forbes
Forbes· 2026-03-22 23:00
Pierre Omidyar digitized the garage sale with eBay.See where he lands on the #Forbes250: America's Greatest Innovators list: https://t.co/CFs11UNXUH (Credit: Lina Jaradat for Forbes) https://t.co/BT4wOPgXMr ...
Why Is eBay (EBAY) Up 7.1% Since Last Earnings Report?
ZACKS· 2026-03-20 16:31
A month has gone by since the last earnings report for eBay (EBAY) . Shares have added about 7.1% in that time frame, outperforming the S&P 500.But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is eBay due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for eBay Inc. before we dive into how investors and analysts have reacted as of late.eBay Q4 ...
Citi Raises eBay Target, Points to Strength in AI Execution
Yahoo Finance· 2026-03-18 22:16
eBay Inc. (NASDAQ:EBAY) is included among the 14 High Growth Dividend Paying Stocks to Invest in Now. Citi Raises eBay Target, Points to Strength in AI Execution Katherine Welles / Shutterstock.com On March 6, Citi analyst Ronald Josey raised the firm’s price recommendation on eBay Inc. (NASDAQ:EBAY) to $114 from $107. It reiterated a Buy rating on the shares. The firm said it is “incrementally positive” on the stock after the Q4 beat, pointing to better core growth and continued progress in AI. In Fe ...
8 Best NFT Stocks to Invest in According to Analysts
Insider Monkey· 2026-03-18 18:29
In this article, we discuss the 8 Best NFT Stocks to Invest in According to Analysts.The markets have not done well lately amid the ongoing geopolitical tensions and economic uncertainties. On March 13, the Dow Jones Industrial Average fell 0.26%, the S&P 500 retreated 0.61%, and the tech-heavy Nasdaq lost 0.93%. All three major indexes recorded a weekly loss of more than 1.2%, marking the third straight week of losses for stocks.That said, more opportunities may be opening up for investors. This includes A ...
Bank of America, Pinnacle Financial Partners, eBay And A Tech Stock On CNBC's 'Final Trades'
Benzinga· 2026-03-18 12:30
Uber announced on Monday an expansion of its autonomous vehicle partnership with Nvidia. The companies announced plans late Monday to launch a global fleet of autonomous vehicles. These cars will run entirely on Nvidia software. The rollout is scheduled for the first half of 2027.Brian Belski, founder, CEO and chief investment officer at Humilis Investment Strategies, named Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) as his final trade.Lending support to his choice, Evercore ISI Group analyst John Panca ...
PROSY or EBAY: Which Is the Better Value Stock Right Now?
ZACKS· 2026-03-17 16:40
Investors interested in Internet - Commerce stocks are likely familiar with Prosus N.V. Sponsored ADR (PROSY) and eBay (EBAY) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven strategy that targets companie ...
eBay Inc. (EBAY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seeking Alpha· 2026-03-04 02:42
Core Insights - eBay has seen a resurgence in investor interest over the past year, indicating a positive shift in market perception [1] Company Strategy - The company has refocused on its core business of non-new and seasoned items, which now constitutes 90% of sales on the platform [1] - eBay has aligned its strategy around three key focus areas, which include targeted investment in specific categories [1] Performance Metrics - Investment in focus categories has reached approximately 35% of the overall experience, contributing to faster growth compared to the rest of the business [1] - In 2025, these focus categories experienced a growth rate of 12%, highlighting their importance to eBay's overall performance [1]
eBay (NasdaqGS:EBAY) 2026 Conference Transcript
2026-03-03 23:37
eBay Earnings Call Summary Company Overview - **Company**: eBay - **Key Executives**: Jamie Iannone (CEO), Peggy Alford (CFO) Core Industry Insights - **Focus on Non-New and Seasoned Products**: eBay has refocused on non-new and seasoned products, which now account for 90% of sales on the platform [5][6] - **Strategic Focus Areas**: eBay has identified three strategic focus areas: 1. Focus categories, which represent 35% of the experience and grew 12% in 2025 2. Consumer-to-Consumer (C2C) business, making up 25% of the business 3. Recommerce, with over 40% of products being used or refurbished, growing faster than new products [5][6][7] Financial Performance - **GMV Growth**: eBay reported an 8% FX neutral GMV growth in Q3 and Q4 of 2025, with overall GMV growth accelerating [11][12] - **Durability of Growth**: The growth is broad-based and durable, with focus categories growing at 12% and C2C at 10% [12][13] - **Collectibles Market**: The collectibles segment, including trading cards and coins, is experiencing structural growth due to innovations and partnerships [15][16][18] Acquisition and Market Expansion - **Depop Acquisition**: eBay plans to acquire Depop, a marketplace popular among Gen Z and millennials, to enhance its fashion category, which is over $10 billion and growing [8][9][10] - **eBay Live**: The new eBay Live feature is tracking a 7x year-over-year growth, expanding into new geographies like Australia, Germany, France, and Italy [19][20] Technological Innovations - **Agentic Commerce**: eBay is leveraging AI technologies to enhance the listing process and improve customer experience, including features like magical listing and agentic search capabilities [22][23][24] - **Internal AI Utilization**: AI is being used to streamline product development and customer support, increasing efficiency and reducing costs [29][30][32] Market Dynamics - **U.S. vs. International Growth**: The U.S. market has shown stronger performance compared to international markets, which are facing low consumer confidence and retail sales declines [52][53][54] - **Investment in Growth Areas**: eBay is focusing on strategic areas such as C2C, recommerce, and live commerce, while also managing operating income growth [40][41][42] Challenges and Opportunities - **Underappreciated Opportunities**: The potential of AI in enhancing customer experience and the broad-based growth across various categories are seen as underappreciated by investors [56][57][58] - **Capital Allocation Strategy**: eBay aims to allocate 90%-100% of organic free cash flow towards growth initiatives, including a $2 billion share buyback [49][50] Conclusion - eBay is positioned for strong growth through strategic focus on non-new products, technological innovations, and market expansion, while also navigating challenges in international markets and balancing profitability with growth investments. The upcoming acquisition of Depop and advancements in AI are expected to further enhance eBay's competitive edge in the e-commerce landscape.
eBay to cut around 800 roles amid restructuring drive
Yahoo Finance· 2026-03-03 11:45
Group 1 - eBay plans to reduce its global headcount by approximately 6%, equivalent to 800 jobs, as part of a broader cost-reduction and organizational overhaul [1] - The restructuring will involve "certain" positions across the workforce, aligning the structure with strategic priorities [1] - The company has not provided details on the timing of the job reductions or potential charges linked to the restructuring [2] Group 2 - eBay recently announced the acquisition of second-hand fashion platform Depop from Etsy for around $1.2 billion [2] - For the fourth quarter, eBay reported revenue of $2.97 billion, a 15% increase on a reported basis and 13% growth on a foreign-exchange-neutral basis [3] - Gross merchandise volume (GMV) totaled $21.2 billion, up 10% as reported and 8% on an FXN basis [3] Group 3 - Net income from continuing operations for the fourth quarter was $525 million, or $1.14 per diluted share, with operating margins of 20.3% [3] - For the full year 2025, revenue was $11.1 billion, reflecting an 8% rise on a reported basis and 7% on an FXN basis [3] - Looking ahead, eBay expects adjusted earnings between $1.53 and $1.59 per share, with revenue forecasted in the range of $3 billion to $3.05 billion for the current quarter [4]