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Bernstein on U.S. internet stocks: Will the optimism last?

Thu, 17 Jul 2025 12:50:56 -0400

Investing.com -- U.S. internet stocks have rallied strongly heading into second-quarter earnings, helped by modest improvements in gross merchandise volume (GMV) growth and favourable currency movements, according to Bernstein. But the outlook remains uncertain.

“Internet stocks have rebounded sharply along with the broader market,” Bernstein said, noting that “the group feels more own-able into earnings” thanks to modest GMV acceleration and cautious guidance from management teams.

Bernstein has raised estimates and price targets for several names, but warned that the rebound may be fragile. “With multiples back up to (or above) January levels, it’s a tougher question of ‘what

Bernstein on U.S. internet stocks: Will the optimism last?

Thu, 17 Jul 2025 12:50:56 -0400

Bernstein on U.S. internet stocks: Will the optimism last?

Thu, 17 Jul 2025 12:50:56 -0400

Bernstein on U.S. internet stocks: Will the optimism last?

Thu, 17 Jul 2025 12:50:56 -0400

Bernstein on U.S. internet stocks: Will the optimism last?

Thu, 17 Jul 2025 12:50:56 -0400

eBay downgraded: Analyst sees 'cloudy backdrop'

Wed, 23 Apr 2025 05:16:58 -0400

Investing.com -- Bernstein cut its rating for eBay (NASDAQ:EBAY) to Market-Perform from Outperform in a note to clients on Tuesday.

The firm highlighted a “cloudy” short-term outlook for the e-commerce company amid a weakening market environment and tariff-related risks. Bernstein also lowered its price target to $65 from $70.

“The operating environment for e-commerce has changed,” Bernstein wrote. “The data we track softened through Q1, and tariffs further exacerbate the risks.”

While eBay has outperformed in 2025, rising 6% year-to-date, analysts now question how much of the stock's perceived defensiveness is already priced in.

China-sourced inventory remains a key concern, with

eBay downgraded: Analyst sees 'cloudy backdrop'

Wed, 23 Apr 2025 05:16:58 -0400

Investing.com -- Bernstein cut its rating for eBay (NASDAQ:EBAY) to Market-Perform from Outperform in a note to clients on Tuesday.

“The operating environment for e-commerce has changed,” Bernstein wrote. “The data we track softened through Q1, and tariffs further exacerbate the risks.”

While eBay has outperformed in 2025, rising 6% year-to-date, analysts now question how much of the stock's perceived defensiveness is already priced in.

China-sourced inventory remains a key concern, with

eBay shares tumble as Q1 revenue guidance disappoints

Thu, 27 Feb 2025 09:01:49 -0400

(Updated - February 27, 2025 9:01 AM EST)

Investing.com - Shares in eBay (NASDAQ: EBAY) plunged 8% in premarket trading Thursday after the e-commerce giant provided weaker-than-expected revenue guidance for the first quarter, overshadowing its fourth-quarter earnings beat.

The company reported fourth-quarter adjusted earnings per share of $1.25, surpassing analyst estimates of $1.21. Revenue for the quarter came in at $2.6 billion, slightly above the consensus estimate of $2.58 billion and up 1% YoY on both an as-reported and FX-neutral basis.

However, eBay’s outlook for the first quarter of 2025 disappointed investors. The company forecasts revenue between $2.52 billion and $2.56 billion, below

eBay shares tumble as Q1 revenue guidance disappoints

Thu, 27 Feb 2025 09:01:49 -0400

(Updated - February 27, 2025 9:01 AM EST)

However, eBay’s outlook for the first quarter of 2025 disappointed investors. The company forecasts revenue between $2.52 billion and $2.56 billion, below

eBay shares tumble as Q1 revenue guidance disappoints

Thu, 27 Feb 2025 09:01:49 -0400

(Updated - February 27, 2025 9:01 AM EST)

However, eBay’s outlook for the first quarter of 2025 disappointed investors. The company forecasts revenue between $2.52 billion and $2.56 billion, below

eBay shares tumble as Q1 revenue guidance disappoints

Thu, 27 Feb 2025 09:01:49 -0400

(Updated - February 27, 2025 9:01 AM EST)

However, eBay’s outlook for the first quarter of 2025 disappointed investors. The company forecasts revenue between $2.52 billion and $2.56 billion, below

Jefferies downgrades eBay to 'underperform' on profit growth concerns

Tue, 10 Dec 2024 10:12:36 -0400

Investing.com -- Jefferies downgraded eBay Inc (NASDAQ:EBAY). to "underperform" from "hold," citing slowing advertising revenue, increased marketing spending, and risks from a slowdown in China as factors likely to weigh on the company's profit growth.

The brokerage noted eBay's declining EBITDA, which it estimates has dropped significantly over recent years due to falling revenues and rising costs. Despite reported EBITDA gains in the past five years, Jefferies believes these were largely driven by temporary tailwinds such as advertising growth and cost-cutting measures.

"We see decelerating advertising revenue combining w/ increased marketing investments for sluggish profit growth and downside to cons. In addition, a

Jefferies downgrades eBay to 'underperform' on profit growth concerns

Tue, 10 Dec 2024 10:12:36 -0400

"We see decelerating advertising revenue combining w/ increased marketing investments for sluggish profit growth and downside to cons. In addition, a

Jefferies downgrades eBay to 'underperform' on profit growth concerns

Tue, 10 Dec 2024 10:12:36 -0400

"We see decelerating advertising revenue combining w/ increased marketing investments for sluggish profit growth and downside to cons. In addition, a

Jefferies downgrades eBay to 'underperform' on profit growth concerns

Tue, 10 Dec 2024 10:12:36 -0400

"We see decelerating advertising revenue combining w/ increased marketing investments for sluggish profit growth and downside to cons. In addition, a

Bernstein lifts eBay rating to "Outperform," citing an "improved growth profile"

Tue, 05 Nov 2024 07:24:58 -0400

Investing.com - Shares in eBay (NASDAQ:EBAY) edged higher on Tuesday after analysts at Bernstein upgraded their rating of the e-commerce group to "Outperform" from "Market-Perform."

Last week, eBay unveiled a fourth-quarter forecast that missed Wall Street expectations, in a possible sign that customers were ratcheting down spending on its collector's items and refurbished goods during a time of lingering cost-of-living pressures.

The outlook around the US economy remains somewhat uncertain despite indications that it has stayed resilient. Consumers have been cautiously spending as a result, with analysts cited by Reuters flagging particular demand issues for higher-priced discretionary items.

After the announcement, in which eBay

Bernstein lifts eBay rating to "Outperform," citing an "improved growth profile"

Tue, 05 Nov 2024 07:24:58 -0400

Investing.com - Shares in eBay (NASDAQ:EBAY) edged higher on Tuesday after analysts at Bernstein upgraded their rating of the e-commerce group to "Outperform" from "Market-Perform."

After the announcement, in which eBay

Bernstein lifts eBay rating to "Outperform," citing an "improved growth profile"

Tue, 05 Nov 2024 07:24:58 -0400

Investing.com - Shares in eBay (NASDAQ:EBAY) edged higher on Tuesday after analysts at Bernstein upgraded their rating of the e-commerce group to "Outperform" from "Market-Perform."

After the announcement, in which eBay

Bernstein lifts eBay rating to "Outperform," citing an "improved growth profile"

Tue, 05 Nov 2024 07:24:58 -0400

Investing.com - Shares in eBay (NASDAQ:EBAY) edged higher on Tuesday after analysts at Bernstein upgraded their rating of the e-commerce group to "Outperform" from "Market-Perform."

After the announcement, in which eBay

eBay stock tumbles on weak holiday quarter outlook

Wed, 30 Oct 2024 17:01:29 -0400

eBay Inc (NASDAQ:EBAY) reported third-quarter earnings that slightly beat analyst expectations, but shares plummeted 10% in after-hours trading due to disappointing guidance for the crucial holiday shopping season.

The e-commerce giant posted adjusted earnings per share of $1.19, edging past the analyst estimate of $1.18. Revenue for the quarter came in at $2.6 billion, surpassing the consensus estimate of $2.55 billion and representing a 3% increase YoY on both an as-reported and FX-neutral basis.

However, eBay's outlook for the fourth quarter fell short of Wall Street projections. The company expects Q4 EPS between $1.17 and $1.22, below the consensus of $1.22. Revenue

eBay stock tumbles on weak holiday quarter outlook

Wed, 30 Oct 2024 17:01:29 -0400

However, eBay's outlook for the fourth quarter fell short of Wall Street projections. The company expects Q4 EPS between $1.17 and $1.22, below the consensus of $1.22. Revenue

eBay stock tumbles on weak holiday quarter outlook

Wed, 30 Oct 2024 17:01:29 -0400

However, eBay's outlook for the fourth quarter fell short of Wall Street projections. The company expects Q4 EPS between $1.17 and $1.22, below the consensus of $1.22. Revenue

eBay stock tumbles on weak holiday quarter outlook

Wed, 30 Oct 2024 17:01:29 -0400

However, eBay's outlook for the fourth quarter fell short of Wall Street projections. The company expects Q4 EPS between $1.17 and $1.22, below the consensus of $1.22. Revenue

Dow Jones, Nasdaq, S&P 500 weekly preview: Apple, Amazon earnings and Fed meeting

Mon, 29 Apr 2024 09:28:04 -0400

On Friday, the stock market witnessed significant gains, with the S&P 500 and Nasdaq Composite recording their best weekly performances since November, spurred by strong earnings from major tech companies.

The S&P 500 rose by 1.02% to close at 5,099.96, and the Nasdaq increased by 2.03% to end at 15,927.90, marking its best daily move since February. The Dow Jones Industrial Average (DJIA) also saw an increase, rising 153.86 points, or 0.4%, to 38,239.66.

This upward trend broke previous losing streaks, with the S&P 500 snapping a three-week slide by gaining 2.7% on the week and the Nasdaq reversing a four-week downtrend

Dow Jones, Nasdaq, S&P 500 weekly preview: Apple, Amazon earnings and Fed meeting

Mon, 29 Apr 2024 09:28:04 -0400

This upward trend broke previous losing streaks, with the S&P 500 snapping a three-week slide by gaining 2.7% on the week and the Nasdaq reversing a four-week downtrend