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eBay (EBAY) Is Down 6.7% After Depop-Driven Cost Concerns and Analyst Downgrades Ahead of Q2 Earnings
Simply Wall St.14h agobearish
eBay (EBAY) Is Down 6.7% After Depop-Driven Cost Concerns and Analyst Downgrades Ahead of Q2 Earnings

In recent days, eBay has faced multiple analyst downgrades ahead of its August 5 second-quarter 2026 earnings release, with concerns centered on rising competitive pressure in U.S. recommerce and higher marketing costs tied to the newly closed US$1.40 billion Depop acquisition. At the same time, eBay is pushing ahead with product and marketplace changes, from AI-enabled tools and eBay Live monetization to Australia’s new Extended Bidding auction format, highlighting management’s focus on...

Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?
Simply Wall St.17h agobearish
Is eBay (EBAY) Expensive As Downgrades Raise Margin And Competition Questions?

eBay (EBAY) is back in focus after Oppenheimer and Wells Fargo downgraded the stock, raising concerns about U.S. competition, higher Depop related costs, and profit margin pressure ahead of the upcoming earnings release. See our latest analysis for eBay. Those downgrades have landed just as eBay heads into earnings, with the stock at a share price of $109.61 and recent momentum cooling. The 7 day share price return declined 6.67%, although the year to date share price return is 25.9%, and the...

eBay (EBAY) Faces A New Seller Threat As Meta Launches Marketplace App
Simply Wall St.10d agobearish
eBay (EBAY) Faces A New Seller Threat As Meta Launches Marketplace App

Meta has launched a dedicated Seller app for Facebook Marketplace, aimed at professional sellers. The app focuses on enhanced seller tools and potentially lower fees, directly challenging eBay's core seller base. This development introduces fresh competitive pressure on eBay's marketplace model and its high-margin seller segment. eBay, traded as NasdaqGS:EBAY, now faces a new competitor targeting the same professional sellers that are central to its marketplace model. The stock trades at...

Meta Launches Seller App For Facebook Marketplace. EBay Stock Falls.
Investor's Business Daily12d agobearish
Meta Launches Seller App For Facebook Marketplace. EBay Stock Falls.

Meta Platforms is launching a dedicated app for sellers on Facebook Marketplace. Meta stock was a fraction lower early Friday while the news appeared to weigh on eBay shares. The new app will be called Seller, according to an announcement from Meta on Friday morning.

Investing.com12d agobearish
Meta’s new seller app hits eBay where it hurts most

Shares of eBay (NASDAQ:EBAY) fell 3.7% Friday morning as investors reacted to Meta’s launch of a dedicated Seller app for Facebook Marketplace. While Meta’s product rollout was public, the stock decline underscores growing concern on Wall Street that Meta is making a direct play for eBay’s core seller base. Historically viewed as an informal, local yard-sale platform, Facebook Marketplace’s standalone "Seller" app introduces tools specifically engineered to siphon professional, high-margin power

Etsy (ETSY) Gets UK Clearance To Sell Depop To eBay
Simply Wall St.18d agobearish
Etsy (ETSY) Gets UK Clearance To Sell Depop To eBay

UK Competition and Markets Authority clears eBay’s acquisition of Depop from Etsy (NYSE:ETSY). Approval allows Etsy to move ahead with the divestment of Depop to eBay. Decision signals a shift in Etsy’s business mix and potential future capital deployment. Etsy runs a global marketplace focused on unique and handcrafted goods, sitting alongside larger generalist platforms and niche resale apps. The UK approval for transferring Depop to eBay comes as online commerce continues to evolve...

EBay (EBAY) Joins Russell Growth Indexes, Is The Stock Above Fair Value?
Simply Wall St.26d agobearish
EBay (EBAY) Joins Russell Growth Indexes, Is The Stock Above Fair Value?

eBay (EBAY) has just been added to several Russell growth indexes, including the Russell Midcap Growth, Russell 1000 Growth, Russell 3000 Growth, and Russell 3000E Growth benchmarks, which may put the stock on more institutional radars. See our latest analysis for eBay. Alongside the Russell index additions and product updates like eBay Live and investments in AI driven recommerce, the stock has shown strong momentum, with a 34.8% year to date share price return and a 53.9% total shareholder...

GameStop (GME) Keeps Chasing EBay As Ryan Cohen Drops Award And Targets Rise
Simply Wall St.32d agobearish
GameStop (GME) Keeps Chasing EBay As Ryan Cohen Drops Award And Targets Rise

GameStop is pursuing a potential acquisition of eBay after an initial rejection, signaling continued interest in expanding beyond its core video game retail business. CEO Ryan Cohen has withdrawn a controversial performance award to emphasize alignment with shareholders and reduce distractions during ongoing talks. The company has raised its financial targets as it renews its push around this potential deal, highlighting the importance of this effort for NYSE:GME. GameStop, trading on...

GameStop (GME) Drops Ryan Cohen Award As eBay Bid Takes Center Stage
Simply Wall St.42d agobearish
GameStop (GME) Drops Ryan Cohen Award As eBay Bid Takes Center Stage

GameStop CEO Ryan Cohen has withdrawn his large CEO Performance Award following investor backlash and a shareholder lawsuit. The decision comes as the board backs a refreshed vision focused on a proposed acquisition of eBay. GameStop plans to outline how an eBay deal could reshape its operations and long term direction. GameStop, traded as NYSE:GME, enters this news cycle with a share price of $21.08 and a mixed recent track record. The stock is down 4.0% over the past month, with a decline...

Ryan Cohen hits back at eBay, says his takeover proposal should not be dismissed
Reuters83d agobearish
Ryan Cohen hits back at eBay, says his takeover proposal should not be dismissed

GameStop CEO Ryan Cohen told eBay's board on Wednesday that they should not reject his $56 billion takeover proposal and the e-commerce company's shareholders deserve a chance to evaluate it. Cohen reacted ‌one day after eBay rejected his unsolicited offer to buy the company, calling the proposal "neither credible nor attractive." In a letter ‌to eBay's chairman and separate online interview with journalist Piers Morgan, Cohen, a billionaire investor, signaled his intention to keep going and hinted at possible next steps to try ​and win his prize.

Ryan Cohen says eBay directors should not dismiss his proposal without engaging on its substance
Reuters83d agobearish
Ryan Cohen says eBay directors should not dismiss his proposal without engaging on its substance

GameStop CEO ‌Ryan Cohen on ‌Wednesday told eBay's board that ​the company should not reject his $56 billion takeover proposal and ‌that ⁠the company's shareholders deserve a chance ⁠to evaluate it. Cohen wrote to the ​chairman of ​eBay ​that he requested ‌a meeting with the company's board but that the board declined, according to the ‌letter which ​was seen ​by ​Reuters. Cohen sent ‌his letter one day ​after ​eBay on Tuesday rejected his stock ​and ‌cash offer.