Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

eBay logo over a global digital marketplace graphic, highlighting e-commerce demand and EBAY stock outlook. Key Points eBay’s Q4 beat and GMV acceleration support a comeback narrative, even as the stock remains pressured by broader “AI trade” sentiment. Advertising and recommerce are emerging as durable growth engines, while Depop adds a targeted Gen Z/Millennial wedge. Depop integration costs, cyclical category tailwinds, and margin pressure remain the main risks to watch. Interested in eBay Inc.? He ...