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Online Recommerce And AI Will Shape Sustainable Market Opportunities

Published
08 Aug 24
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
US$88.07
3.5% overvalued intrinsic discount
10 Sep
US$91.14
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1Y
42.4%
7D
0.03%

Author's Valuation

US$88.07

3.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 5.64%

eBay’s analyst price target has increased to $87.63, reflecting better-than-expected Q2 results, accelerating growth in key categories, technology investment, and higher EPS estimates, though some caution remains after the share price rally. Analyst Commentary Better-than-expected Q2 results, including 7% net income growth and 6% revenue increase, supported by accelerated growth in focus categories and enhanced platform tools such as live commerce.

Shared on30 Jul 25
Fair value Increased 25%

The upward revision in eBay’s price target reflects a higher expected future P/E, despite a concurrent increase in the discount rate, resulting in the consensus fair value rising to $70.41. What's in the News eBay launched Secure Purchase, a comprehensive solution for vehicle transactions, streamlining payment, financing, registration, ownership transfer, and transport, aimed at addressing cross-state transaction complexities.

Shared on07 May 25
Fair value Increased 2.69%

AnalystConsensusTarget has increased revenue growth from 2.9% to 3.8%.

Shared on30 Apr 25
Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 2.28%

Shared on02 Apr 25
Fair value Increased 1.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 2.87%

AnalystConsensusTarget has decreased future PE multiple from 17.4x to 14.6x.