Etsy (ETSY) is positioned for durable growth amid better-than-projected strategy execution and as th

EBay (EBAY) could sustain stronger merchandise volume growth through 2027 as focus categories, recom

Etsy upgraded, TJX downgraded: Wall Street's top analyst calls

Investing.com -- Rosenblatt Securities initiated coverage of three e-commerce companies on Wednesday, taking a bullish view on Etsy and eBay while adopting a more cautious stance on Chewy as investors weigh improving execution against slower underlying market growth.

Investing.com -- Etsy was upgraded to Buy from Neutral by BofA Securities on Thursday, with the brokerage saying the online marketplace’s recent growth appears increasingly structural and that its estimates remain conservative.

Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan

GameStop needs stronger growth, Capri must stabilize demand, and MicroVision needs major commercial contracts.

The firm isn’t backing off its bullish stance, even as near-term numbers worsen.

There was one subject dominating my email inbox after a summer holiday: big shifts in financial market sentiment. The potential ramifications are actually huge for the global economic outlook, especially countries such as the UK - its ambitions long-choked by concerns over the sustainability of the public finances. The outlook for UK borrowing costs had stabilised last month after bond market investors - those who lend the government money - welcomed commitments by the new chancellor, John Healey, to stick to his predecessor's tax and spending rules.

eBay (NasdaqGS: EBAY) has appointed Renee Paradise as global general manager of fashion to lead its worldwide fashion business. The role covers both luxury and non-luxury fashion categories as eBay looks to build out its broader fashion offering. Paradise is expected to work closely with Depop to deepen collaboration and reach more younger, fashion-focused shoppers. Readers interested in how other consumer platforms are positioning their fashion and resale operations can explore a broader...

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

Her background includes roles at Bloomingdale's, Neiman Marcus and McKinsey.

The biggest payoff may soon move beyond chipmakers

Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. These companies have benefited from improving market activity and economic fundamentals, so it’s no surprise the industry has posted a 13% gain over the past six months, nearly mirroring the S&P 500.

eBay’s second quarter results were met with a negative market reaction despite surpassing Wall Street expectations for both revenue and non-GAAP profit. Management pointed to strong execution in focused categories, such as collectibles and fashion, as well as significant growth in the consumer-to-consumer (C2C) and recommerce segments. CEO Jamie Iannone highlighted that over 70% of gross merchandise volume (GMV) came from these strategic priorities, with each growing more than 20% year-over-year

The e-commerce company has turned itself into a leader in the fast-growing collectibles industry.

EBAY has pulled back to historical support on the charts

The online marketplace is doubling down on its core strategy, and history has been kind to dip-buyers here, but a new acquisition adds a twist.

The deal would be Anthropic's largest known acquisition and comes as the Claude maker prepares for an IPO

Three months after Ryan Cohen startled Wall Street with an unsolicited $56 billion bid for eBay Inc. (NASDAQ:EBAY), GameStop Corp. (NYSE:GME)’s CEO appears to be backing away from it. Bloomberg reported on August 10 that Cohen is considering withdrawing the offer entirely and replacing it with something far more modest: a partnership or joint venture. […]

The market is offering a Latin American e-commerce giant at a steep cash discount, but the price tag comes with a serious question about the cost of growth.

eBay Live GMV surged 8x year-over-year as management completed Depop acquisition.

While the market sees a legacy platform, a newer eBay is emerging from within. The company's focused categories, from luxury goods to auto parts, are quietly becoming the core business. This specific segment grew 26% last quarter and for the first time eclipsed 40% of total gross merchandise volume.

Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b share repurchase program. See our latest analysis for Etsy. Etsy’s latest moves around Depop, workforce reshaping and the US$2b buyback come after a sharp shift in momentum, with the share price up 38.8% year to date and the 1 year total shareholder return at 19.5%, while the 5 year total shareholder return remains materially lower. If this...

A retreat from the $56 billion acquisition could ease investor concerns over leverage and give Ryan Cohen more flexibility to improve GameStop’s long-term value.

EBay's (EBAY) acquisition of Depop is in line with its usual strategy that aims to recapture market

The video game retailer made an unsolicited, non-binding offer in May to acquire eBay in a cash-and-stock deal worth $55.5bn, or $125 per share.

GameStop (NYSE:GME) CEO Ryan Cohen is reconsidering the company's proposed US$56b takeover offer for eBay and is now exploring alternative structures. Cohen is said to favor a joint venture or partnership that would use GameStop's physical retail network to support eBay's platform. The revised approach could include GameStop seeking board seats at eBay instead of pursuing a full acquisition. For readers looking to explore related ideas in businesses tied to key materials and supply chains,...

Consumer stocks declined late Monday afternoon, with the State Street Consumer Staples Select Sector

GameStop could be pulling back from its attempt to merge with eBay.

Consumer stocks were lower Monday afternoon, with the State Street Consumer Staples Select Sector SP

Ryan Cohen is considering a joint venture that would use GameStop's 1,600 U.S. stores to expand in trading cards and collectibles

GameStop, led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter. Bloomberg's Bailey Lipshultz joins to discuss this as well as how Switch filed confidentially for a US IPO, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.

GameStop may instead pitch a partnership

Stocks were relatively flat on Monday, as investors await further developments on the status of nego

A partnership could give eBay access to GameStop's 1,600 U.S. stores.

GameStop Corp. (NYSE:GME) is considering abandoning its $56 billion takeover proposal for eBay Inc.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1% and the actively tr

Shares of eBay were down around 3% in morning trading after a report that GameStop is weighing withdrawing its bid for the online auction company. GameStop CEO Ryan Cohen is considering proposing a partnership or joint venture that would let eBay use GameStop's retail locations, Bloomberg reported.

According to a Bloomberg report, eBay could leverage GameStop’s roughly 1,600 U.S. retail locations to expand its presence in high-margin categories such as trading cards and collectibles under the potential alternative.

The e-commerce platform provider reported a notable insider sale as its share price increases 19% over the past 12 months.

Investing.com -- GameStop Corp. is considering withdrawing its $56 billion bid for eBay Inc., according to a Bloomberg report Monday.

GameStop CEO Ryan Cohen is considering withdrawing the company's $56 billion ‌bid for eBay in favor of ‌a commercial partnership, Bloomberg News reported on Monday, ​citing people familiar with the matter. Cohen is considering a proposal that would allow eBay to leverage GameStop's roughly 1,600 U.S. retail locations, ‌potentially helping ⁠both companies expand market share in higher-margin categories such as trading ⁠cards and collectibles, the report said. As part of any partnership, GameStop would seek seats ​on eBay's ​board, Bloomberg reported.

(Bloomberg) -- GameStop Corp., led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay Inc., according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Waver Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hormuz Deal Close But Its C

eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in price targets tells a story worth understanding.

Pinterest (NYSE:PINS) appointed Renee Jewell as Chief Accounting Officer, adding a finance leader with experience at Airbnb and eBay. The appointment signals a focus on strengthening accounting oversight and internal financial controls. Jewell's background at large technology companies is expected to inform Pinterest's financial governance and reporting practices. Consider reviewing other digital platform stocks that may offer similar leadership depth and financial discipline 51 high...

While the top- and bottom-line numbers for eBay (EBAY) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

SpaceX upgraded, Trade Desk downgraded: Wall Street's top analyst calls

Carl Icahn launches activist campaign targeting eBay (NasdaqGS: EBAY), urging a spin off of PayPal and major board changes. Icahn alleges conflicts of interest on eBay's board and questions past related party transactions. The activist letter calls for a separation of PayPal from eBay and a broad governance overhaul to reshape oversight. For readers interested in more ideas around ownership, control and long term alignment, explore 20 top founder-led companies NasdaqGS:EBAY 1-Year Stock...

Funko (NASDAQ:FNKO) reported higher second-quarter sales, improved profitability and a raised adjusted EBITDA outlook as the collectible-products company said its “Make Culture POP!” strategy is gaining traction across regions, product categories and fan communities. Speaking during a presentation