An upgrade to Outperform from Wells Fargo helps eBay (EBAY +1%) recoup some of last week's post-earnings losses. The firm is pleased Marketplaces is now growing in-line with the broader e-commerce industry (previous), if not faster, and (in what isn't exactly a bold prediction) expects PayPal to "emerge as a winner and one of the biggest players in the [mobile] wallet space." The sell-side showed eBay plenty of love earlier this month, following its bullish analyst day forecasts.
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