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:

1. eBAY INC. Reports Third Quarter 2009 Results
2. WOW! :: Amazon.com Announces Third Quarter Sales up 28%
3. Will This Vintage Seller De-Clutter? How I’m Dealing with eBay’s Latest Changes
4. Sorry Wrong Number: Could The eBay/Skype Deal Go Bust?
5. Is There a Hidden Fee Increase For eBay Sellers Coming?!?