Latest analyst takes
Patrick BoyleBULLEBAY is in a healthier position than the takeover narrative suggests, with a turnaround back toward its heritage (used goods/parts/collectibles), 17% first-quarter sales growth, ~135M active buyers, and a stock gain of 130%+ since early 2024.2d ago
Meet KevinBULLEBAY looks fundamentally solid with strong cash generation (about $900M in a quarter cited), buybacks reducing share count, and revenue/gross profit growth (about +19%/+21%), though the upside is capped versus alternatives because GameStop’s deal-by-deal leverage angle is the main excitement rather than a uniquely superior standalone setup.9d ago
ValuetainmentBULLI view secondary-market demand as a tangible tailwind for eBay because limited, numbered merch from creators routinely appears on eBay and "sell for a lot more than the price" charged at release, implying consistent resale premium activity on the marketplace.30d ago"EBAY is in a healthier position than the takeover narrative suggests, with a turnaround back toward its heritage (used goods/parts/collectibles), 17% first-quarter sales growth, ~135M active buyers, and a stock gain of 130%+ since early 2024."
"EBAY looks fundamentally solid with strong cash generation (about $900M in a quarter cited), buybacks reducing share count, and revenue/gross profit growth (about +19%/+21%), though the upside is capped versus alternatives because GameStop’s deal-by-deal leverage angle is the main excitement rather than a uniquely superior standalone setup."
"I view secondary-market demand as a tangible tailwind for eBay because limited, numbered merch from creators routinely appears on eBay and "sell for a lot more than the price" charged at release, implying consistent resale premium activity on the marketplace."