Core Viewpoint - eBay's stock experienced a significant intraday increase of over 5%, reaching $86.46, following the announcement of its projected revenue for Q4 2025 [1] Financial Performance - The company anticipates Q4 2025 revenue of $3 billion, representing a year-over-year growth of 15% on a reported basis [1] - On a constant currency basis, the expected revenue growth is 13% year-over-year [1]

Company Performance - eBay reported a strong fourth quarter, earning $1.41 per share, which is a 13% year-over-year increase and beat estimates by $0.10 [1] - Sales increased by 15% year-over-year to $2.97 billion, surpassing estimates by at least $100 million, driven by holiday shopping and AI initiatives [1] - eBay announced an acquisition of a secondhand clothing marketplace for $1.2 billion from Etsy, aiming to attract a younger customer base [1] Shareholder Returns - eBay increased its first quarter cash dividend from $0.29 to $0.31 per share, payable on March 20 [1] - Analysts have responded positively to eBay's performance and acquisition, with price target adjustments reflecting optimism [1][2] Analyst Reactions - Analysts have given positive feedback on eBay's acquisition, with NEM raising its price target for eBay from $115 to $122, maintaining a buy rating [1] - Barclays has lowered its price target but kept an overweight rating, while Bernstein and Morgan Stanley provided favorable commentary on eBay's performance [1] - Stiffel's analyst expressed caution regarding the sustainability of growth, projecting 6% GMV growth in 2026, but still increased the price target to $94 from $88 [1] Market Context - eBay's stock saw a 4.5% increase following the earnings report, while Etsy's stock rose by about 10% due to the acquisition news [1] - The overall market is experiencing volatility, with mixed performances across sectors, leading to cautious sentiment among some investors [2][6]

Core Viewpoint - The stock market in 2026 is characterized by high volatility, suggesting that this is not an ideal time for passive investing. Investors who can identify strong buying opportunities in undervalued companies with solid fundamentals are likely to achieve significant outperformance [1]. Group 1 - Investors are encouraged to actively seek out beaten-down stocks that still exhibit strong fundamentals [1]. - The experience of analysts covering technology companies and working in Silicon Valley provides valuable insights into current industry trends [1]. - The analyst has been contributing to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1].

US online marketplace eBay has agreed to acquire fashion resale platform Depop from Etsy in a $1.2bn cash deal. The transaction is expected to close in the second quarter of 2026. Depop will continue to operate under its existing name, brand identity, platform and culture after the acquisition. Depop operates as a mobile-first consumer-to-consumer (C2C) fashion marketplace. It generated approximately $1bn in annual gross merchandise sales (GMS) in 2025, with nearly 60% year-on-year growth in the US. ...

Core Viewpoint - The article summarizes recent research calls from Wall Street, highlighting upgrades for several companies based on their financial performance and market positioning [1] Group 1: Company Upgrades - Goldman Sachs upgraded eBay (EBAY) to Neutral from Sell with a price target of $88, increased from $77, following strong Q4 results as the company focuses on "durable growth" [2] - Phillip Securities upgraded Shopify (SHOP) to Buy from Neutral with a price target of $160, up from $155, citing valuation after a recent stock pullback and strong growth potential in agentic commerce [2] - Needham upgraded Analog Devices (ADI) to Buy from Hold with a price target of $400, highlighting "strong" Q1 results and guidance that exceeded expectations, indicating improved operating results [2] - Daiwa upgraded T-Mobile (TMUS) to Outperform from Neutral with a price target of $240, up from $230, noting that mixed Q4 results were overshadowed by a strong capital markets day, positioning the company as a growth leader [2] - Daiwa upgraded Verizon (VZ) to Buy from Outperform with a price target of $58, increased from $48, following "stellar" Q4 metrics with 616,000 postpaid phone net additions, the best since 2019 [2]

The Etsy company logo is seen at its headquarters in New York City on Dec. 13, 2023.Etsy shares popped on Thursday after the company said it plans to offload its fashion resale app Depop to eBay for about $1.2 billion in cash. The online marketplace also reported mixed earnings results for the fourth quarter. Here's how Etsy did, compared with estimates from analysts polled by LSEG: Earnings per share: 92 cents vs. 84 cents estimatedRevenue: $882 million vs. $885 million estimatedGross merchandise sales, or ...

Group 1: eBay Inc - eBay Inc has shown a significant increase in its revenue, reporting a year-over-year growth of 5% to reach $2.5 billion [1] - The company has successfully expanded its active buyer base, which now stands at 182 million, reflecting a 3% increase compared to the previous year [1] - eBay's gross merchandise volume (GMV) has also seen a positive trend, increasing by 4% to $22 billion [1] Group 2: Etsy Inc - Etsy Inc reported a robust revenue growth of 12% year-over-year, amounting to $600 million [1] - The platform has experienced a surge in active sellers, reaching 5.5 million, which is a 10% increase from the prior year [1] - Etsy's gross merchandise sales (GMS) have risen by 15%, totaling $3.5 billion [1]

Core Viewpoint - Etsy Inc has agreed to sell its fashion marketplace Depop to eBay for approximately $1.2 billion in cash, leading to a significant increase in Etsy's stock price during pre-market trading [1]. Group 1: Company Actions - Etsy has entered into a definitive agreement with eBay for the sale of Depop [1]. - The acquisition price for Depop is approximately $1.2 billion in cash [1]. Group 2: Market Reaction - Following the announcement, Etsy's shares rose by 15.5%, reaching $50.86 in pre-market trading [1].

Shares of eBay and Depop's current owner, Etsy, popped in after-hours trading. ...

eBay to Buy Depop, the Used Clothing Site Favored by Gen Z, for $1.2 Billion - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# eBay to Buy Etsy's Depop for $1.2 Billion. Both Stocks Are Jumping.By [Janet H. Cho]ShareResize---ReprintsIn this a ...