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eBay Inc. (EBAY)

  • Jan. 5, 2012, 10:21 AM
    Argus comes to eBay's (EBAY) defense following yesterday's decline, which was triggered by Scott Thompson's departure for Yahoo (I, II). The firm asserts PayPal's growth over the next few years will be driven more by execution than strategy (where, presumably, Thompson had a major impact), and that eBay's margins will increase this year.
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  • Jan. 4, 2012, 12:32 PM
    There's more going on with today's slide in eBay (EBAY -4%) shares than mere disappointment at the loss of a key executive. Robert W. Baird's Colin Sebastian thinks it means any potential PayPal spinoff isn't likely to happen. Scott Thompson wanted to run his own shop, and it wasn’t going to happen any time soon at eBay. YHOO -2.5%.
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  • Jan. 4, 2012, 11:52 AM
    Yahoo's (YHOO -1.8%) hiring of PayPal (EBAY -3.6%) CEO Scott Thompson has investors seeing the probable end of evaluation of strategic alternatives, but Wall Street analysts offer lukewarm praise. Piper Jaffray's Gene Munster believes the hire is a "slight positive" since it is "likely to refocus employees who had lacked a permanent CEO for months."
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  • Jan. 4, 2012, 11:15 AM
    eBay (EBAY -3.5%) CEO John Donahoe will manage PayPal on an interim basis following the departure to Yahoo of Scott Thompson. "PayPal had an outstanding 2011 and a strong close to the fourth quarter," Donahoe writes. It "has an enormous opportunity in front of it and we will not slow down."
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  • Jan. 4, 2012, 9:19 AM
    Yahoo (YHOO) investors may not be happy PayPal's Scott Thompson has been named CEO ... but eBay (EBAY) investors are even more upset Thompson will no longer be in charge of their company's biggest growth engine. Shares -3.4% premarket.
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  • Jan. 4, 2012, 6:13 AM
    Some tech giants are so opposed to the Stop Online Piracy Act [SOPA] that there's been talk of a "nuclear option" where firms including Google (GOOG), Amazon (AMZN), Yahoo (YHOO) and eBay (EBAY) would simultaneously go dark to protest the legislation. With the Senate scheduled to debate SOPA on Jan. 24, the blackout would most likely happen on Jan. 23.
  • Dec. 28, 2011, 10:42 AM
    Mobile app downloads continue to soar: mobile marketing firm Fiksu estimates downloads for the top 200 free iOS apps rose 15% M/M and 83% Y/Y in November, to 5.65M/day. ABI estimated in October industry-wide downloads would grow to 29B in 2011; the trend is both enabling new success stories such as Rovio and Square, and bolstering existing web leaders such as Facebook, eBay, and Pandora.
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  • Dec. 22, 2011, 8:42 AM
    eBay (EBAY) has acquired BillSAFE, a German developer of technology for allowing online shoppers to conclude a purchase by means of an invoice (popular in Germany and certain other EU countries), for an undisclosed sum. eBay plans to integrate BillSAFE's solutions with those of its PayPal unit - its latest move to expand the arsenal of tools it provides for online merchants.
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  • Dec. 20, 2011, 3:05 PM
    eBay's (EBAY) PayPal unit joins Google Wallet and Isis in embracing near-field communications (NFC) technology for enabling mobile payments. PayPal is testing out a system with Swedish retailers in which payment could be made using a combination of NFC chips and PayPal's iOS/Android apps. The initiative follows up on offline payment solutions PayPal introduced in September. (also)
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  • Dec. 16, 2011, 4:56 PM
    EBay (EBAY) is partnering with three major retailers to get online shoppers to also buy in the store, offering those who spend $100 online a $10 voucher to spend at the same retailer's store. The promotion, which takes the opposite approach of Amazon's (AMZN) recent effort, will run through Dec. 19 with three retailers: Toys 'R' Us, Dick's Sporting Goods (DKS) and Aeropostale (ARO).
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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'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, 3:15 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)
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  • 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.
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  • 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).
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  • 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.
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  • 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.
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Company Description
eBay Incis a commerce platform and provides online marketplaces for sales of goods. The Company's business segments are Marketplaces, Payments and Enterprise.