
eBay (EBAY) Stock Forecast & Price Target
eBay (EBAY) Analyst Ratings
Bulls say
EBay is positioned as a leading player in the global e-commerce landscape, boasting a significant gross merchandise volume of $75 billion in 2024 and a vast marketplace connecting over 130 million buyers with approximately 20 million sellers across nearly 190 markets. The company demonstrated robust revenue growth, with advertising revenue increasing by 21% year-over-year and representing a growing share of total GMV, highlighting effective monetization strategies. Furthermore, notable trends in consumer demand and spending per enthusiast, alongside strong year-over-year growth in specific categories like collectibles and bullion, underscore a positive momentum that supports an optimistic financial outlook for eBay.
Bears say
EBay's stock outlook is negatively impacted by a significant year-over-year decline in legacy 3P display advertising revenues, which fell by 40%, combined with expectations of a decrease in the take rate due to seasonal patterns and regulatory changes. The company's projected non-GAAP operating margin of 25.8% to 26.3% falls short of consensus expectations, indicating potential challenges in maintaining profitability as investment intensifies across various initiatives. Additionally, concerns over a deceleration in gross merchandise volume (GMV) growth in fiscal year 2026, coupled with a competitive e-commerce environment and risks related to consumer spending and macroeconomic factors, further contribute to a bearish sentiment regarding eBay's future performance.
This aggregate rating is based on analysts' research of eBay and is not a guaranteed prediction by Public.com or investment advice.
eBay (EBAY) Analyst Forecast & Price Prediction
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