eBay Inc.

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  • Dec. 14, 2011, 3:56 PM

    In addition to starting Yahoo (YHOO) with a Sell, Goldman's Heath Terry is launching coverage on many other Internet names. GRPN, PCLN, ACOM, and EBAY receive Buy ratings; Terry likes Ancestry.com's business model, and is a fan of Priceline's international exposure. However he's bearish on comScore (SCOR), arguing technology changes will make it hard for the research firm to maintain data quality.

    | Dec. 14, 2011, 3:56 PM | 2 Comments
  • Dec. 14, 2011, 3:15 PM

    Jefferies reiterates a Buy and $42 PT on eBay (EBAY -1.8%), claiming its checks suggest eBay's U.S. operations are performing better than expected during the holiday season. The firm thinks eBay's U.S. strength will "offset macro-induced weakness in Europe," and translate into strong Q4 results. (previously)

    | Dec. 14, 2011, 3:15 PM | 1 Comment
  • Dec. 14, 2011, 5:50 AM
    PayPal (EBAY) is taking on Groupon (GRPN) and LivingSocial with plans to enter the market for online daily-deals, a market which could potentially more than double in size by 2015 to $4.2B. PayPal plans to target its 103M customers with coupons tailored to their buying habits and mobile-phone locations.
    | Dec. 14, 2011, 5:50 AM | 1 Comment
  • Dec. 7, 2011, 9:11 AM
    More from Canaccord: Names started at Hold include Amazon (AMZN - its "dominance" will continue, but low margins will outlast investor patience), eBay (EBAY - more opportunities to service merchants, but recent Marketplaces growth may not be sustainable); and Pandora (P - Internet radio growth offset by IPO lockup expiration, competition, and high valuation).
    | Dec. 7, 2011, 9:11 AM
  • Dec. 6, 2011, 9:03 AM

    Bah, humbug!: EBAY takes a PR hit when TechCrunch outs PayPal's donations service as being too stingy with customers after shutting down the account of a charity trying to raise money to pay for holiday gifts for kids of financially-pressured parents. While acknowledging the rampant attempts at fraud that PayPal has to contend with, John Biggs still finds Amazon (AMZN) and Google Check-Out (GOOG) better options for firms looking to collect money online.

    | Dec. 6, 2011, 9:03 AM | 1 Comment
  • Dec. 5, 2011, 11:46 AM

    eBay (EBAY +4.2%) spikes higher after Raymond James raises its rating to Strong Buy with a $39 price target, based on expected “solid” results this quarter in the core MarketPlace unit and PayPal. RJ likes the stock valuation, with shares trading at 8x 2012 EV/EBITDA and 13x estimated 2012 non-GAAP EPS, with profits growing at 14.5% compounded in 2010-13.

    | Dec. 5, 2011, 11:46 AM | 1 Comment
  • Dec. 1, 2011, 11:18 AM

    More than a decade after the term "m-commerce" was originally coined, it might finally signify something more than hype: eMarketer forecasts U.S. mobile commerce sales will rise 91% this year to $6.7B, and grow to $31B by 2015. Consumer are increasingly relying on smartphones and tablets to assist with their holiday shopping (I, II), a trend which eBay (EBAY) and others are hoping to profit from.

    | Dec. 1, 2011, 11:18 AM | 1 Comment
  • Nov. 30, 2011, 1:17 PM

    eBay's (EBAY +3.2%) response in a House hearing to the proposed Marketplace Fairness Act getting bandied around Washington (previous) is to point out that the so-called "level playing field" advocated by rival Amazon (AMZN +1.4%) actually isn't so equal. "Small businesses retailers face many competitive disadvantages when compared to larger retailers."

    | Nov. 30, 2011, 1:17 PM | 1 Comment
  • Nov. 30, 2011, 1:07 PM

    Amazon (AMZN +2.2%) supports an "even-handed" federal framework for collecting online sales taxes as long as it's all-inclusive, according to testimony at a House hearing today. The idea being pushed by voter-conscious politicians is to help put local mom-and-pop stores on the same playing field as online retailers when it comes to taxes. The relatively complacent attitude from AMZN on online taxes that are sure to cut into its pricing advantage isn't tied to any sense of fairness - but focuses on a larger strategy with its battle vs. EBAY and its army of small online sellers.

    | Nov. 30, 2011, 1:07 PM | 4 Comments
  • Nov. 28, 2011, 4:51 PM

    eBay (EBAY +5.1%) is off to a strong start this holiday season, and not just because of its auction business. The company's PayPal unit saw mobile payments increase more than 6x Y/Y on Thanksgiving and Black Friday, and it looks as if "Cyber Monday" is just as strong. eBay is moving aggressively to become a dominant player in mobile commerce, but plenty of competition exists (I, II). (previously)

    | Nov. 28, 2011, 4:51 PM | 1 Comment
  • Nov. 25, 2011, 12:20 PM
    Internet stocks are selling off, with Netflix (NFLX -6.6%), LinkedIn (LNKD -3.8%), and Groupon (GRPN -4.3%) all adding to their recent bloodletting. Amazon (AMZN -3.8%) and eBay (EBAY -1.3%) are also moving lower, in spite of positive Thanksgiving e-commerce data.
    | Nov. 25, 2011, 12:20 PM | 2 Comments
  • Nov. 25, 2011, 10:45 AM

    Here's an encouraging early piece of holiday shopping news: IBM's Coremetrics retail data indicates online Thanksgiving sales were up 39% Y/Y, as consumers scooped up major electronics and apparel promotions. It's added that the share of consumers using a mobile device to make a purchase rose to 11.09%, from 4.25% in the year-ago period. (comScore forecast)

    | Nov. 25, 2011, 10:45 AM | 2 Comments
  • Nov. 21, 2011, 10:01 AM

    eBay (EBAY -3.9%) confirms it acquired privately owned Hunch.com for an undisclosed amount to help shore up its prediction technology aimed at delivering spot-on recommendations to users. The firm says it will retain employees of Hunch including a trio of founders.

    | Nov. 21, 2011, 10:01 AM
  • Nov. 11, 2011, 10:24 AM

    Nomura takes a guarded stance on Amazon (AMZN) and eBay (EBAY), launching coverage on both at Neutral (I, II). While expecting Amazon's revenues to soar, Nomura also expects its massive investments to create sustained margin pressure. As for eBay, the firm doubts the recent rebound in eBay's Marketplaces business will last. "We do not believe in Internet turnaround stories," it asserts.

    | Nov. 11, 2011, 10:24 AM | 1 Comment
  • Nov. 11, 2011, 9:40 AM
    Forrester estimates U.S. holiday spending will grow at a 15% clip Y/Y to hit $60B - linking the healthy increase to the ease of shopping with tablet computers and a growth in online deals. The firm's research shows close to half of all consumers believe they can find better deals online at sites such as AMZN, EBAY, and OSTK than from pounding the pavement.
    | Nov. 11, 2011, 9:40 AM
  • Nov. 10, 2011, 5:15 PM
    Why would Amazon (AMZN) suddenly add its support to the momentum behind an Internet sales tax? In a nutshell, because eBay (EBAY) is against it. EBay's business is based much more around servicing small retailers, and thus would be hurt more than its bigger rival. Joe Weisenthal sees Amazon becoming more like Wal-Mart (WMT), "turning the screws to smaller businesses."
    | Nov. 10, 2011, 5:15 PM | 3 Comments
Company Description
eBay Inc is a commerce platform and provides online marketplace for sale of goods. The Company's business segments are Marketplaces and Payments.