Key Takeaways from eBay Management Meeting
The Citi put out a company flash on eBay Inc. While not OVERLY informative it is worth a quick read through. Since last week I post the Mad Money video, I figure a little balanced view would help our readers. Noteworthy to me was …
Our High Risk rating on EBAY reflects the highly competitive landscape the company faces and other factors. These risks are somewhat offset by the company’s strong balance sheet, the liquidity of its shares, and its very consistent execution track record.
Factors that could cause upside to our estimates and price target include:
1) Better than expected execution
2) Greater than expected share buyback activity
3) A reacceleration in eBay’s core marketplace segment
4) A significant reacceleration in eBay’s Skype business.
Factors that could cause downside to our estimates and price target include:
1) Greater than expected market share losses
2) Mis-execution in the core PayPal segment
3) Worse than expected macroeconomic conditions.
Related posts:
Surely not!
“While many of the micro sellers have been challenged . . .”
Next time you’re going to Cosco, I call shotgun.
Next time you’re going to Cosco, I call shotgun.
BTW I love your blog!