에 대한 최신 뉴스 eBay (NASDAQ:EBAY) 주식

eBay

EBay operates one of the largest e-commerce marketplaces in the world, with $75 billion in 2024 gross merchandise volume rendering the firm a top 10 global e-commerce company. It generates revenue from listing fees, advertising, revenue-sharing arrangements with service providers, and managed payments, with its platform connecting more than 130 million buyers and roughly 20 million sellers across almost 190 global markets at the end of 2024. EBay generates just north of 50% of its GMV in international markets, with a large presence in the UK, Germany, and Australia.

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EBAY

이베이(NASDAQ:EBAY)는 수요일(26일) 폐장 후 4분기 실적을 발표했다. 이번 실적 보고서 내용은 다음과 같다.

이베이 4분기 실적 발표, 부진한 1분기 매출 전망으로 시간외 주가 8% 하락

Analyst Color

Price Target

Retail Sales

Analyst Ratings

AMZN

CHWY

ETSY

골드만삭스의 에릭 셰리던(Eric Sheridan)이 4분기 실적 발표 시즌을 앞두고 전자상거래 산업를 분석했다. 셰리던은 수요일에 발표한 애널리스트 노트에서 다음과 같은 회사들에 대한 평가를 내렸다:

골드만삭스 애널리스트는 아마존에 긍정적이지만 이베이나 엣시에는 부정적

General

BABA

CPNG

알리바바 그룹 홀딩(NYSE:BABA)은 약 40억 달러로 평가되는 이마트와의 한국 사업 합병을 거의 마쳤다고 전해졌다. 이 전략적 움직임은 한국의 경쟁이 치열한 온라인 소매 시장에서의 입지를 강화하기 위한 것이다.

알리바바, 한국 이마트와 40억 달러 규모의 전자 상거래 합병에 근접: 보도

eBay Inc

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$220.00</td>
<td>$45.7K</td>
<td>9.1K</td>
<td>44.3K</td>
</tr>
<tr>
<td>VFC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$22.00</td>
<td>$32.7K</td>
<td>70</td>
<td>4.7K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$8.00</td>
<td>$208.7K</td>
<td>117.4K</td>
<td>4.6K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$140.00</td>
<td>$89.2K</td>
<td>11.3K</td>
<td>3.5K</td>
</tr>
<tr>
<td>LI</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$20.00</td>
<td>$121.9K</td>
<td>6.2K</td>
<td>2.9K</td>
</tr>
<tr>
<td>EBAY</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$69.00</td>
<td>$40.9K</td>
<td>528</td>
<td>2.5K</td>
</tr>
<tr>
<td>PII</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$45.00</td>
<td>$25.8K</td>
<td>1.4K</td>
<td>257</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$110.00</td>
<td>$39.3K</td>
<td>1.4K</td>
<td>174</td>
</tr>
<tr>
<td>CVNA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/14/25</td>
<td>$162.50</td>
<td>$29.8K</td>
<td>1</td>
<td>106</td>
</tr>
<tr>
<td>AMZN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>04/17/25</td>
<td>$230.00</td>
<td>$29.8K</td>
<td>4.4K</td>
<td>64</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option sweep that happens to be bullish, expiring in 4 day(s) on March 14, 2025. This event was a transfer of 59 contract(s) at a $220.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $45.7K, with a price of $777.0 per contract. There were 9111 open contracts at this strike prior to today, and today 44312 contract(s) were bought and sold. 
• For VFC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>), we notice a call option sweep that happens to be bullish, expiring in 11 day(s) on March 21, 2025. This event was a transfer of 4684 contract(s) at a $22.00 strike. This particular call needed to be split into 59 different trades to become filled. The total cost received by the writing party (or parties) was $32.7K, with a price of $7.0 per contract. There were 70 open contracts at this strike prior to today, and today 4784 contract(s) were bought and sold. 
• For NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we notice a call option sweep that happens to be bearish, expiring in 312 day(s) on January 16, 2026. This event was a transfer of 3755 contract(s) at a $8.00 strike. This particular call needed to be split into 29 different trades to become filled. The total cost received by the writing party (or parties) was $208.7K, with a price of $55.0 per contract. There were 117442 open contracts at this strike prior to today, and today 4655 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option trade that happens to be neutral, expiring in 102 day(s) on June 20, 2025. This event was a transfer of 80 contract(s) at a $140.00 strike. The total cost received by the writing party (or parties) was $89.2K, with a price of $1115.0 per contract. There were 11301 open contracts at this strike prior to today, and today 3509 contract(s) were bought and sold. 
• For LI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), we notice a call option trade that happens to be bearish, expiring in 102 day(s) on June 20, 2025. This event was a transfer of 150 contract(s) at a $20.00 strike. The total cost received by the writing party (or parties) was $121.9K, with a price of $813.0 per contract. There were 6242 open contracts at this strike prior to today, and today 2914 contract(s) were bought and sold. 
• Regarding EBAY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), we observe a put option sweep with bullish sentiment. It expires in 11 day(s) on March 21, 2025. Parties traded 200 contract(s) at a $69.00 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $40.9K, with a price of $205.0 per contract. There were 528 open contracts at this strike prior to today, and today 2533 contract(s) were bought and sold. 
• For PII (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PII#NYSE">PII</a>), we notice a put option sweep that happens to be bullish, expiring in 11 day(s) on March 21, 2025. This event was a transfer of 215 contract(s) at a $45.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.8K, with a price of $120.0 per contract. There were 1452 open contracts at this strike prior to today, and today 257 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a call option sweep with bearish sentiment. It expires in 193 day(s) on September 19, 2025. Parties traded 63 contract(s) at a $110.00 strike. This particular call needed to be split into 13 different trades to become filled. The total cost received by the writing party (or parties) was $39.3K, with a price of $625.0 per contract. There were 1401 open contracts at this strike prior to today, and today 174 contract(s) were bought and sold. 
• Regarding CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we observe a call option trade with bullish sentiment. It expires in 4 day(s) on March 14, 2025. Parties traded 20 contract(s) at a $162.50 strike. The total cost received by the writing party (or parties) was $29.8K, with a price of $1490.0 per contract. There were 1 open contracts at this strike prior to today, and today 106 contract(s) were bought and sold. 
• Regarding AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we observe a put option sweep with bearish sentiment. It expires in 38 day(s) on April 17, 2025. Parties traded 8 contract(s) at a $230.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $29.8K, with a price of $3725.0 per contract. There were 4455 open contracts at this strike prior to today, and today 64 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CVNA

SBUX

TSLA

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

U.S. stocks settled higher on Friday, with the Dow Jones index jumping more than 600 points during the session.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Doug Anmuth
<ul>
<li>Analyst Firm: JP Morgan</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Maintained an Overweight rating on Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) and cut the price target from $52 to $50 on Feb. 26. This analyst sees around 23% upside in the stock.</li>
<li>Recent News: On Feb. 25, Maplebear reported worse-than-expected fourth-quarter revenue results.</li>
</ul>
Analyst: Josh Sullivan
<ul>
<li>Analyst Firm: Benchmark</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Reiterated a Buy rating on Parsons Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSN#NYSE">PSN</a>) with a price target of $90 on Feb. 26. This analyst sees around 56% surge in the stock.</li>
<li>Recent News: On Feb. 19, Parsons posted downbeat quarterly results.</li>
</ul>
Analyst: Zachary Fadem 
<ul>
<li>Analyst Firm: Wells Fargo</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Maintained an Equal-Weight rating on National Vision Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EYE#NASDAQ">EYE</a>) and raised the price target from $12 to $13 on Feb. 27. This analyst sees around 2% upside in the stock.</li>
<li>Recent News: On Feb. 26, National Vision Holdings reported better-than-expected fourth-quarter financial results.</li>
</ul>
Analyst: Mark Kelley
<ul>
<li>Analyst Firm: Stifel</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Maintained a Hold rating on eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) and cut the price target from $64 to $63 on Feb. 27. This analyst sees around 2% downside in the stock.</li>
<li>Recent News: On Feb. 26, eBay reported quarterly earnings of $1.25 per share, which beat the analyst consensus estimate of $1.20 per share.</li>
</ul>
Analyst: William Stein
<ul>
<li>Analyst Firm: Truist Securities</li>
<li>Ratings Accuracy: 84%</li>
<li>Latest Rating: Maintained a Buy rating on NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and raised the price target from $204 to $205 on Feb. 27. This analyst sees around 64% upside in the stock.</li>
<li>Recent News: On Feb. 26, Nvidia reported fourth-quarter revenue of $39.3 billion, up 12% quarter-over-quarter and up 78% year-over-year.</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/02/44041104/how-to-earn-500-a-month-from-target-stock-ahead-of-q4-earnings">How To Earn $500 A Month From Target Stock Ahead Of Q4 Earnings</a></li>
</ul>

Pre-Market Outlook

Markets

Trading Ideas

CART

NVDA

This Analyst With 84% Accuracy Rate Sees Around 64% Upside In Nvidia - Here Are 5 Stock Picks For February From Wall Street's Most Accurate Analysts

Susquehanna analyst Shyam Patil maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and raises the price target from $60 to $65.

Susquehanna Maintains Neutral on eBay, Raises Price Target to $65

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$280.00</td>
<td>$34.0K</td>
<td>15.5K</td>
<td>79.7K</td>
</tr>
<tr>
<td>LI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$25.00</td>
<td>$101.8K</td>
<td>25.1K</td>
<td>12.6K</td>
</tr>
<tr>
<td>GRPN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$15.00</td>
<td>$269.5K</td>
<td>1.0K</td>
<td>2.5K</td>
</tr>
<tr>
<td>EBAY</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/28/25</td>
<td>$65.00</td>
<td>$31.8K</td>
<td>8.4K</td>
<td>1.7K</td>
</tr>
<tr>
<td>MBLY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$15.00</td>
<td>$102.0K</td>
<td>1.7K</td>
<td>300</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$140.00</td>
<td>$27.7K</td>
<td>1.4K</td>
<td>231</td>
</tr>
<tr>
<td>TJX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>04/11/25</td>
<td>$124.00</td>
<td>$74.0K</td>
<td>2</td>
<td>200</td>
</tr>
<tr>
<td>RIVN</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$15.00</td>
<td>$72.2K</td>
<td>40.4K</td>
<td>153</td>
</tr>
<tr>
<td>PDD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/07/25</td>
<td>$113.00</td>
<td>$33.4K</td>
<td>59</td>
<td>153</td>
</tr>
<tr>
<td>DUOL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$380.00</td>
<td>$48.3K</td>
<td>215</td>
<td>84</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a put option trade that happens to be bearish, is expiring today. Parties traded 608 contract(s) at a $280.00 strike. The total cost received by the writing party (or parties) was $34.0K, with a price of $56.0 per contract. There were 15538 open contracts at this strike prior to today, and today 79705 contract(s) were bought and sold. 
• Regarding LI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>), we observe a put option sweep with bullish sentiment. It expires in 112 day(s) on June 20, 2025. Parties traded 640 contract(s) at a $25.00 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $101.8K, with a price of $159.0 per contract. There were 25181 open contracts at this strike prior to today, and today 12655 contract(s) were bought and sold. 
• For GRPN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRPN#NASDAQ">GRPN</a>), we notice a call option trade that happens to be bullish, expiring in 140 day(s) on July 18, 2025. This event was a transfer of 2450 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $269.5K, with a price of $110.0 per contract. There were 1018 open contracts at this strike prior to today, and today 2500 contract(s) were bought and sold. 
• For EBAY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), we notice a put option sweep that happens to be neutral, is expiring today. Parties traded 344 contract(s) at a $65.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $31.8K, with a price of $91.0 per contract. There were 8480 open contracts at this strike prior to today, and today 1707 contract(s) were bought and sold. 
• For MBLY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NASDAQ">MBLY</a>), we notice a call option trade that happens to be bullish, expiring in 168 day(s) on August 15, 2025. This event was a transfer of 300 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $102.0K, with a price of $340.0 per contract. There were 1720 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a put option sweep that happens to be bearish, expiring in 112 day(s) on June 20, 2025. This event was a transfer of 16 contract(s) at a $140.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $27.7K, with a price of $1735.0 per contract. There were 1472 open contracts at this strike prior to today, and today 231 contract(s) were bought and sold. 
• For TJX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>), we notice a call option trade that happens to be bearish, expiring in 42 day(s) on April 11, 2025. This event was a transfer of 200 contract(s) at a $124.00 strike. The total cost received by the writing party (or parties) was $74.0K, with a price of $370.0 per contract. There were 2 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• For RIVN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), we notice a put option trade that happens to be neutral, expiring in 322 day(s) on January 16, 2026. This event was a transfer of 152 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $72.2K, with a price of $475.0 per contract. There were 40429 open contracts at this strike prior to today, and today 153 contract(s) were bought and sold. 
• For PDD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), we notice a call option trade that happens to be bearish, expiring in 7 day(s) on March 7, 2025. This event was a transfer of 88 contract(s) at a $113.00 strike. The total cost received by the writing party (or parties) was $33.4K, with a price of $380.0 per contract. There were 59 open contracts at this strike prior to today, and today 153 contract(s) were bought and sold. 
• Regarding DUOL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NASDAQ">DUOL</a>), we observe a put option trade with bearish sentiment. It expires in 21 day(s) on March 21, 2025. Parties traded 7 contract(s) at a $380.00 strike. The total cost received by the writing party (or parties) was $48.3K, with a price of $6900.0 per contract. There were 215 open contracts at this strike prior to today, and today 84 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

DUOL

GRPN

MBLY

Citigourp Global Markets 2% Protected Notes Linked To The Djia

RIVN

eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) shares are trading lower on Thursday following fourth-quarter results and soft first-quarter <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43992431/ebay-shares-slide-after-q4-results-soft-q1-revenue-guidance" rel="noreferrer noopener">revenue guidance reported on Wednesday</a>.
The company reported earnings per share of&nbsp;$1.25, which beat the analyst consensus estimate of&nbsp;$1.20, and revenue of&nbsp;$2.579 billion marginally exceeded the analyst <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">consensus estimate of&nbsp;$2.571 billion</a>.
The company sees first-quarter adjusted EPS of $1.32-$1.36, versus the $1.33 estimate, and revenue of $2.52 billion-$2.56 billion, versus the $2.59 billion estimate.
Needham analyst Bernie McTernan reiterated a Buy rating and a price target of $72.
The analyst writes that fourth-quarter results slightly exceeded his expectations. Guidance for 2025 led to minor downward adjustments to his estimates.
eBay continues to outperform other marketplace peers in the coverage, marking its third consecutive quarter of positive gross merchandise value (GMV) growth despite a challenging macroeconomic environment, especially in the U.K. and Germany, adds the analyst.
The analyst now expects GMV growth to remain flat in 2025 vs. previous projection of modest growth owing to a greater foreign exchange headwind.
McTernan says that eBay's core business remains strong, with focus categories growing 6% year-over-year in the fourth quarter, reinforcing the company's path toward sustainable and profitable growth.
As a result, the analyst lowered 2025 estimates for revenue, GMV, and adjusted EBITDA by 0.3%, 1.6%, and 2.4%, respectively, reflecting broader macroeconomic uncertainty, potential tariff impacts, and short-term revenue pressure from the U.K. C2C initiative.
Several analysts revised the price forecast on the stock:
<ul>
<li>Benchmark analyst Daniel Kurnos maintained a Buy rating and raised the price forecast from $65 to $75.</li>
<li>Stifel analyst Mark Kelley kept the Hold rating and lowered the price forecast from $64 to $63.</li>
<li>Barclays analyst Ross Sandler retained an Overweight rating and boosted the price forecast from $64 to $72.</li>
<li>B of A Securities analyst Justin Post reiterated a Neutral rating and slashed the price forecast from $72 to $71.</li>
<li>Wells Fargo analyst Ken Gawrelski maintained an Equal-Weight and raised the price forecast from $61 to $64.</li>
<li>JP Morgan analyst Doug Anmuth retained a Neutral rating and raised the price forecast from $58 to $60.</li>
</ul>
Investors can gain exposure to the stock via&nbsp;ProShares Online Retail ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONLN#NYSE">ONLN</a>) and&nbsp;Global X E-commerce ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBIZ#NASDAQ">EBIZ</a>).
Price Action: EBAY shares are down 6.36% at $64.75 at the last check Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/real-estate/25/02/43492631/dc-luxury-market-responds-to-trumps-return-with-buying-frenzy-as-business-elite-aim-to-infiltrate-inner-circle" target="_blank" rel="noreferrer noopener">DC Luxury Market Responds To Trump&#8217;s Return With Buying Frenzy As Business Elite Aim To Infiltrate Inner Circle</a></li>
</ul>
Image via Shutterstock.

Equities

Large Cap

Reiteration

EBIZ

ONLN

eBay's Growth Story Intact? Analyst Sees Strength But Warns Of Tariff And FX Challenges

The S&amp;P 500 and Nasdaq both slipped into the red, reversing early gains on Thursday, while the Dow Jones remained in positive territory in midday trading. NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) led the tech sector lower after the company posted its smallest revenue beat in <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/44015322/nvidia-analyst-sees-significant-upside-for-stock-with-favorable-riskreward">years on Wednesday.</a>
Wall Street digested a slew of new <a href="https://www.benzinga.com/general/market-summary/25/02/44015237/pending-home-sales-crash-to-record-low-jobless-claims-soar-wall-street-reacts">economic data </a>including soaring jobless claims and pending home sales dropping to the lowest level on record in January. The second estimate of the fourth quarter 2024 real GDP showed signs of rising inflation with the personal consumption expenditures price index for the quarter revised up 0.1 percentage point, and core PCE revised up 0.2 percentage points. 
Read Next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43949800/tesla-competes-against-chinese-rivals-with-one-hand-tied-behind-its-back-analyst">Tesla Competes Against Chinese Rivals &#8216;With One Hand Tied Behind Its Back&#8217;: Analyst</a>
Economist Mohamed A. El-Erian pointed to the GDP revisions, rising jobless claims and drop in pending home sales as signs of potential trouble ahead.&nbsp;
"Once again, today&#8217;s U.S. economic data have somewhat of a scent of stagflation to them, adding to concerns that the global economy&#8217;s only reliable engine of growth risks playing a game of economic Twister with a foot on stagnation and a hand on inflation," El-Erian wrote in a social<a href="https://x.com/elerianm/status/1895142925786358101"> media post</a>.  
President Donald Trump confirmed Thursday that 25% tariffs on Mexico and Canada will go<a href="https://www.benzinga.com/news/global/25/02/44010093/trumps-plan-for-canada-mexico-china-tariffs-to-start-march-4-could-shake-stock-market"> into effect </a>on March 4. He added that imports from China will also see an additional 10% tariff on March 4, fueling fears that his tariff policies could lead to slower growth and higher inflation.&nbsp;
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) traded below the $85,000 level and the yield on the U.S. 10-year Treasury note rose slightly to 4.29%. 
<h1 class="wp-block-heading">Thursday's Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1 day % chg.</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,951.46</td>
<td>-0.65%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,952.10</td>
<td>-0.07%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,695.32</td>
<td>0.60%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,163.19</td>
<td>0.50%</td>
</tr>
</tbody>
</table>
</figure>
According to Benzinga Pro data:
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) was down 0.3% to $592.78.</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) climbed 0.4% at $436.08.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) dipped 0.91% to $509.88.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) eased 0.53% to $214.54.</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) was down 0.39% to $214.85.</li>
<li>The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) rose 1.1% to $90.11.</li>
</ul>
<h1 class="wp-block-heading">Thursday's Stock Movers </h1>
Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) shares dipped Thursday after the<a href="https://www.benzinga.com/news/earnings/25/02/43991325/salesforce-shares-sink-after-q4-revenues-miss-estimates-weak-fy26-guidance-details"> company reported</a> worse-than-expected fourth-quarter sales results and issued FY26 and Q1 guidance below expectations. 
Stocks reacting to company earnings reports included:&nbsp;
<ul>
<li>NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) </li>
<li>IonQ, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IONQ#NYSE">IONQ</a>) </li>
<li>MARA Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MARA#NASDAQ">MARA</a>) </li>
<li>Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) </li>
<li>Snowflake, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>)</li>
<li>eBay, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) </li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) </li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) </li>
<li>Virgin Galactic Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPCE#NYSE">SPCE</a>) </li>
<li>Beyond Meat, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BYND#NASDAQ">BYND</a>)</li>
</ul>
Companies reporting after Thursday's closing bell include:&nbsp;
<ul>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) </li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) </li>
<li>Dell Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>) </li>
<li>Duolingo, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DUOL#NYSE">DUOL</a>) </li>
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) </li>
<li>Archer Aviation Inc.  (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) </li>
<li>Talen Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>) </li>
<li>Clover Health Investments, Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLOV#NASDAQ">CLOV</a>) </li>
<li>Edison International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EIX#NYSE">EIX</a>)</li>
</ul>
Read Next:<a href="https://www.benzinga.com/news/econ-s/25/02/43977811/mortgage-rates-drop-to-lowest-levels-since-december-but-housing-market-remains-largely-stuck"> </a>
<ul>
<li><a href="https://www.benzinga.com/news/econ-s/25/02/43977811/mortgage-rates-drop-to-lowest-levels-since-december-but-housing-market-remains-largely-stuck">Mortgage Rates Drop To Lowest Levels Since December, But Housing Market Remains &#8216;Largely Stuck&#8217;&nbsp;</a></li>
</ul>
Photo: Shutterstock

Market Summary

Sector ETFs

Bonds

Broad U.S. Equity ETFs

Economics

ETFs

$BTC

ACHR

BYND

CLOV

DELL

SPDR Dow Jones Industrial Average ETF Trust

IONQ

JOBY

MARA

RKLB

SNOW

SOUN

SPCE

Select Sector SPDR-Consumer Discretionary

Trump's Tariffs, Potential 'Stagflation': What's Driving Markets Thursday?

Cantor Fitzgerald analyst Deepak Mathivanan maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and raises the price target from $65 to $70.

Cantor Fitzgerald Maintains Neutral on eBay, Raises Price Target to $70

BMO Capital analyst Brian Pitz maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Market Perform and raises the price target from $59 to $63.

BMO Capital Maintains Market Perform on eBay, Raises Price Target to $63

Benchmark analyst Daniel Kurnos maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Buy and raises the price target from $65 to $75.

Benchmark Maintains Buy on eBay, Raises Price Target to $75

Stifel analyst Mark Kelley maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Hold and lowers the price target from $64 to $63.

Stifel Maintains Hold on eBay, Lowers Price Target to $63

Barclays analyst Ross Sandler maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Overweight and raises the price target from $64 to $72.

Barclays Maintains Overweight on eBay, Raises Price Target to $72

Needham analyst Bernie McTernan reiterates eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Buy and maintains $72 price target.

Needham Reiterates Buy on eBay, Maintains $72 Price Target

B of A Securities analyst Justin Post maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and lowers the price target from $72 to $71.

B of A Securities Maintains Neutral on eBay, Lowers Price Target to $71

Wells Fargo analyst Ken Gawrelski maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Equal-Weight and raises the price target from $61 to $64.

Wells Fargo Maintains Equal-Weight on eBay, Raises Price Target to $64

JP Morgan analyst Doug Anmuth maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and raises the price target from $58 to $60.

JP Morgan Maintains Neutral on eBay, Raises Price Target to $60

WIIM

eBay shares are trading lower following soft Q1 revenue guidance.

eBay, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) reported its fourth-quarter results after Wednesday's closing bell. Here's a look at the <a href="https://www.benzinga.com/pressreleases/25/02/n43989503/ebay-inc-reports-fourth-quarter-and-full-year-2024-results">details from the report.&nbsp;</a>
The Details:&nbsp;eBay reported quarterly earnings of&nbsp;$1.25&nbsp;per share, which beat the analyst consensus estimate of&nbsp;$1.20. Quarterly revenue of&nbsp;$2.579 billion beat the analyst consensus estimate of&nbsp;$2.571 billion&nbsp;and is an&nbsp;increase over revenue of&nbsp;$2.56 billion from&nbsp;the prior year&#8217;s quarter.
The company reported Gross Merchandise Volume of $19.3 billion, up 4% on an as-reported basis and up 3% on an FX-Neutral basis. 
Read Next:<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43949800/tesla-competes-against-chinese-rivals-with-one-hand-tied-behind-its-back-analyst"> Tesla Competes Against Chinese Rivals &#8216;With One Hand Tied Behind Its Back&#8217;: Analyst</a>
&#8220;eBay achieved three consecutive quarters of GMV growth to end 2024, and we took significant steps toward our vision of reinventing the future of e-commerce for enthusiasts,&#8221; said&nbsp;Jamie Iannone, eBay CEO. &#8220;I&#8217;m proud of how the team has innovated for our buyers and sellers, which has driven significant value for shareholders.&#8221;
Outlook:&nbsp;eBay sees first-quarter adjusted earnings of between $1.32 and $1.36 per share, versus the $1.33 estimate, and revenue in a range of $2.52 billion to $2.56 billion, versus the $2.59 billion estimate.
EBAY Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, eBay shares are down 7.43% after-hours at $64 on Wednesday.  
Read Next:
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<li><a href="https://www.benzinga.com/news/econ-s/25/02/43977811/mortgage-rates-drop-to-lowest-levels-since-december-but-housing-market-remains-largely-stuck">Mortgage Rates Drop To Lowest Levels Since December, But Housing Market Remains &#8216;Largely Stuck&#8217;&nbsp;</a></li>
</ul>
Image: Shutterstock

eBay Shares Slide After Q4 Results, Soft Q1 Revenue Guidance

eBay Sees Q1 GMV $18.3B-$18.6B

eBay Sees Q1 Adj. EPS $1.32-$1.36 vs $1.33 Est., Revenue $2.52B-$2.56B vs $2.592B Est.

Press Releases

eBay Announces Fifth Annual Up & Running Grants Recipients

EBAY CELEBRATES 20th EDITION OF THE ENTREPRENEUR OF THE YEAR AWARDS, CHAMPIONING CANADIAN ECOMMERCE SUCCESS

Commodities

eBay expands Circular Fashion Fund to start-ups, delivering $1.2 million investment by the end of 2025

Entertainment

eBay and McLaren Formula 1 Team Unveil Custom American Muscle Car at US Grand Prix

eBay Dropping Rare Basketball Trading Cards in 24-Hour Auction Series

eBay Inc. Reports Third Quarter 2024 Results

Margherita Maccapani Missoni Releases Personal Collection of Vintage and Pre-Loved Fashion on eBay

eBay Enters Into Agreement to Acquire Caramel Providing a Simplified, Safe Online Vehicle Transaction Experience

eBay Closes Acquisition of Caramel Expanding Access to Seamless Online Vehicle Transaction Experience

eBay Inc. Reports Fourth Quarter and Full Year 2024 Results

Amazon.com

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

Alibaba Gr Hldgs

Baozun

Coupang

Dillard's

1stdibs.com

Etsy

Global E Online

Groupon

D-Market Electronic Services & Trading - American Depositary Shares

D-MARKET Electronic

Hour Loop

JD.com, Inc. - American Depositary Shares

JD.com

Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares

Jumia Technologies

Nordstrom

Kohl's

ContextLogic

Macy's

MercadoLibre

MINISO Group Holding Limited American Depositary Shares, each representing four Ordinary Shares

MINISO Group Holding

Ollie's Bargain Outlet Holdings, Inc. - Common Stock

Ollie's Bargain Outlet

PDD Holdings Inc. - American Depositary Shares

PDD Holdings

QVC Group

Savers Value Village

Vipshop Holdings Limited American Depositary Shares, each representing two ordinary shares

Vipshop Holdings

Susquehanna

Cantor Fitzgerald

BMO Capital

Benchmark

Stifel

Screenshot 2024-08-16 at 7.35.33 PM

Movers & Shakers

AACI

RZLV

Rezolve Debuts On Nasdaq And Looks To Level Up E-commerce With AI-Powered Sales Engine

이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>)는 수요일(26일) 폐장 후 4분기 실적을 발표했다. <a href="https://www.benzinga.com/pressreleases/25/02/n43989503/ebay-inc-reports-fourth-quarter-and-full-year-2024-results" target="_blank" rel="noopener">이번 실적 보고서 내용은 다음과 같다.</a>
실적 세부 사항: 이베이는 애널리스트 예상치 1.20달러를 웃도는 주당 1.25달러의 분기 수익을 기록했다. 분기 매출은 25억 7,900만 달러로 애널리스트 예상치 25억 7,100만 달러를 웃돌았으며, 전년 동기 매출 25억 6,000만 달러보다 증가한 수치였다.
이베이는 매출 총액 193억 달러를 기록했는데, 이는 보고 기준으로는 4%, 환율 중립 기준으로는 3% 증가한 수치다.
이베이 CEO인 제이미 이아노네(Jamie Iannone)는 이렇게 말했다. "이베이는 2024년까지 3분기 연속 총거래액(GMV) 성장을 달성했으며, 우리는 열정적인 이커머스 사용자를 위한 미래를 재창조한다는 비전을 향해 중요한 발걸음을 내디뎠다. 우리 팀이 구매자와 판매자를 위해 혁신을 이루고 주주들에게 상당한 가치를 창출한 것을 자랑스럽게 생각한다.&#8221;
가이던스: 이베이는 1분기 조정 주당순이익을 1.32달러에서 1.36달러 사이로 전망했고, 예상치는 1.33달러다. 또한  매출은 25억 2천만 달러에서 25억 6천만 달러 사이로 전망했으며, 예상치는 25억 9천만 달러다.
이베이 주가 움직임: 이베이 주가는 수요일 애프터마켓에서 8.88% 하락한 63.00달러에 거래되고 있다.
이미지: Shutterstock
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

골드만삭스의 에릭 셰리던(Eric Sheridan)이 4분기 실적 발표 시즌을 앞두고 <a href="https://www.benzinga.com/topic/e-commerce">전자상거래 산업</a>를 분석했다.
셰리던은 수요일에 발표한 애널리스트 노트에서 다음과 같은 회사들에 대한 평가를 내렸다:
<ul>
<li>아마존닷컴 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) &#8211; 매수 등급, 목표 주가: 240달러.</li>
<li>이베이 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) &#8211; 매도 등급, 목표 주가를 53달러에서 55달러로 상향 조정.</li>
<li>츄이 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>) &#8211; 매수 등급, 목표 주가: 40달러.</li>
<li>엣시 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) &#8211; 매도 등급, 목표 주가를 47달러에서 45달러로 하향 조정.</li>
<li>웨이페어 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) &#8211; 중립 등급, 목표 주가: 50달러.</li>
</ul>
주요 내용: 셰리던은 4분기에 안정적인 성과가 나타났으며, 예상보다 강한 휴일 온라인 매출이 이를 뒷받침했다고 분석했다. 필수품과 구독 기반 구매가 성장을 이끌었으며, 특히 고소득 가구에서 두드러졌다.
이 분석가는 고객 충성도가 높은 아마존과 츄이에 대해 긍정적인 전망을 제시했다. 아마존의 경우 구독 서비스가 큰 역할을 했다. 소비자들이 연말에 가격을 &#8220;하향 조정&#8221;했다고 셰리던이 언급했다.
골드만삭스의 아마존과 츄이에 대한 매수 등급은 &#8220;반복 구매가 높은 필수 품목 및 구독 서비스에 노출된 전자상거래 회사에 대한 지속적인 선호&#8221;를 반영하고 있다. 반면, 온라인 지출은 &#8220;재량 지출 카테고리와 저소득 가구에서 여전히 변동성이 있다&#8221;고 한다.
츄이와 엣시는 반복 구매가 적고 &#8220;매니아&#8221; 구매자에 의해 주도된다고 그가 덧붙인다.
셰리던은 또한 2025년부터 회사 마진이 분산될 것이며, 아마존과 츄이는 혜택을 볼 것이고 이베이와 엣시는 손해를 볼 것이라고 믿고 있다.
셰리던은 다음과 같은 두 그룹 간의 &#8220;마진 경로의 분기&#8221;를 예상한다:
<ul>
<li>강력한 수요와 목표 성장 투자 간의 균형을 유지할 수 있고, 매출이 비용을 초과하여 매력적인 추가 마진을 생성할 수 있는 회사들(예: 아마존, 츄이)</li>
<li>매출이 압박을 받을 것으로 예상되는 회사들(예: 이베이, 엣시, 웨이페어)은 &#8220;추가적인 비용 절감 조치가 없으면&#8221; 더 어려운 마진 전망을 가질 것이다.</li>
</ul>
셰리던은 온라인 소매 회사들이 2025년에도 <a href="https://www.benzinga.com/news/buybacks">자사주 매입</a>에 대한 의지를 유지할 것이라고 예상한다.
추가 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EB%A1%9C%EC%8A%A4%EC%95%A4%EC%A0%A4%EB%A0%88%EC%8A%A4-%EC%82%B0%EB%B6%88%EC%9D%B4-%ED%88%AC%EC%9E%90%EC%9E%90-%EB%B6%88%EC%95%88-%EC%B4%89%EB%B0%9C-%EC%97%90%EB%94%94%EC%8A%A8-%EC%9D%B8%ED%84%B0/" target="_blank" rel="noopener">로스앤젤레스 산불로 인한 투자자 우려: 에디슨 인터내셔널 주식이 장비와 산불의 연관성에 대한 우려로 수요일에 10% 하락 마감</a></li>
</ul>
이미지: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

알리바바 그룹 홀딩(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>)은 약 40억 달러로 평가되는 이마트와의 한국 사업 합병을 거의 마쳤다고 전해졌다. 이 전략적 움직임은 한국의 경쟁이 치열한 온라인 소매 시장에서의 입지를 강화하기 위한 것이다.
무슨 일이 있었나: 잠재적인 합작 투자로 이들 두 회사의 전자상거래 자산이 결합되어 네이버(Naver Corp.)와 쿠팡(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPNG#NYSE">CPNG</a>)와 같은 현지 경쟁자들에 맞설 수 있는 더 강력한 체제가 만들어질 것이다. 논의는 진행 중이며, 이번 주 중 발표가 있을 수 있지만, 합의의 최종화는 더 오랜 시간이 걸릴 수 있다고 블룸버그가 목요일에 <a href="https://www.bloomberg.com/news/articles/2024-12-26/alibaba-is-said-to-near-4-billion-deal-with-korea-s-e-mart" target="_blank" rel="noopener">보도</a>했다.
이번 합병은 알리바바가 중국 주요 시장의 성장 둔화 속에서 국제적 입지를 확장하고자 하는 상황에서 이루어졌다. 한편, 신세계그룹의 이마트는 전자상거래 부문을 적극적으로 성장시키고 있으며, 2021년에는 약 30억 달러에 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>)의 한국 시장 지배 지분을 인수하기도 했다.
알리바바와 이마트 모두 현재 <a href="https://pro.benzinga.com">벤징가</a>에 이 문제에 대해 언급하지 않았다.
관련 기사 보기: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%95%84%ED%81%AC-%EC%9D%B8%EB%B2%A0%EC%8A%A4%ED%8A%B8%EC%9D%98-%ED%88%AC%EC%9E%90-%EC%9B%80%EC%A7%81%EC%9E%84-%ED%85%8C%EC%8A%AC%EB%9D%BC%ED%8C%94%EB%9E%80%ED%8B%B0%EC%96%B4-%EB%A7%A4/" target="_blank" rel="noopener">캐시 우드가 이끄는 아크 인베스트의 월요일 움직임: 테슬라와 팔란티어 주식 매도, 아마존 추가</a>
이번 개발은 정치적 불안정으로 인한 소비자 신뢰도 하락이라는 배경 속에서 발생한 일로, 윤석열 대통령의 계엄령 선언과 이후 탄핵으로 인해 발생한 일이다.
왜 중요한가: 알리바바와 이마트의 잠재적 합병은 알리바바가 핵심 전자상거래 운영에 재초점을 맞추려는 광범위한 전략의 일환이다. 올해 초, <a href="https://www.benzinga.com/news/24/02/36912036/alibaba-plans-to-sell-off-grocery-and-retail-assets-doubles-down-on-e-commerce-core">알리바바는</a> 식료품 사업인 프레시포(Freshippo)와 소매업체 RT-마트를 포함한 여러 소비자 부문 자산을 매각할 계획을 발표했다. 이 움직임은 조 차이(Joe Tsai) 회장과 에디 우(Eddie Wu) CEO의 주도하에 비핵심 및 수익성이 없는 사업부를 정리하려는 회사의 전략적 전환과 일치한다.
또한, 알리바바가 최근 한국 의류 브랜드인 에이블리(Ably Corp)에 7,140만 달러를 투자하여 2024년 한국 최초의 유니콘으로 만든 것은 알리바바의 한국 시장에 대한 관심이 높아지고 있음을 보여준다. 이 투자는 <a href="https://www.benzinga.com/24/12/42260627/south-korea-gets-its-first-unicorn-of-2024-as-china-based-alibaba-invests-714m-in-ably-corp">에이블리를 10억 달러 이상으로 평가</a>하여 이전 평가에서 크게 상승한 것이다.

다음 읽기:
<ul>
<li><a href="https://www.benzinga.com/news/global/24/12/42638862/kiyosaki-warns-of-global-financial-crisis-protect-your-wealth-by-investing-in-real-assets?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">‘부자 아빠 가난한 아빠&#8217; 저자 로버트 기요사키, 글로벌 금융위기 경고: ‘실물 자산에 투자하여 당신의 재산을 보호하라&#8217;</a></li>
</ul>
면책 조항: 본 콘텐츠는 일부가 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>의 도움을 받아 작성되었으며, Benzinga 편집자에 의해 검토 및 발행되었습니다.
이미지 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)의 10주년 프라임 데이(Prime Day)는 7월 16~17일에 열릴 예정이다. 이번 행사는 24개국에서 진행되며, 인도는 올 여름 말에 프라임 행사를 개최한다. 48시간 동안 진행되는 이 이벤트에서는 <a href="https://www.benzinga.com/quote/AMZN/news" target="_blank" rel="noopener" data-google-interstitial="false">35개 이상의 제품 카테고리</a>에 걸쳐 수백만 건의 거래를 선보일 예정이다.
JP모건의 분석가인 더그 앤무스(Doug Anmuth)는 총 상품 판매액(GMV)을 전년 대비 12% 증가한 124억 달러, 총 소매 순매출을 전년 대비 11% 상승한 79억 달러로 예상하며, 순매출 중 58억 달러는 증분되어 전년 대비 13% 성장을 나타낸다고 보았다.
다음 기사 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39752347/amazon-prime-day-2024-innovations-set-to-overcome-economic-challenges-ramp-up-sales">아마존 프라임 데이 2024: 경제적 어려움을 극복하고 판매를 늘리기 위한 혁신</a>
<h2 class="wp-block-heading">아마존 프라임 데이의 파급효과</h2>
앤무스에 따르면 프라임 데이 프로모션은 시애틀에 본사를 둔 이 거대 기업을 넘어 상당한 영향을 미친다. 이틀 동안 진행되는 이 이벤트는 종종 다른 전자 상거래 회사들과 옴니채널 소매업체들의 활동을 촉진한다.
앤무스는 &#8220;우리가 주목하고 있는 주요 회사들&#8221;로는 츄이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHWY#NYSE">CHWY</a>), 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) 및 펠로톤 인터랙티브(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>)가 있다고 썼다.
<ul>
<li>츄이: 아마존은 최근 미국에서 5월 7일부터 8일까지 열린 제3회 연례 애완동물의 날 행사에서 애완동물 간식, 식품, 관리 제품, 가정 및 여행 용품, 전자제품, 장난감, 의류에 대한 딜을 선보였다. 아마존은 역사적으로 프라임 데이 동안 1P 브랜드를 포함하여 애완동물 카테고리에서 강력한 프로모션을 제공해 왔다. 츄이는 프라임 데이 애완동물 제품으로 경쟁력을 유지해 왔으며 이러한 추세가 계속될 것으로 예상된다.</li>
<li>이베이: 이베이는 프라임 데이에 대한 주요 프로모션 이벤트를 발표하지 않았지만 최근 5월 21일에 첫 번째 연례 재상거래의 날을 기념하여 중고 품목에 대한 거래를 홍보했다. 이 전자상거래 시장은 프라임 데이를 전후하여 활동이 증가하여 잠재적으로 이베이에 이익이 될 가능성이 높다.</li>
<li>펠로톤: 아마존은 이전 프로모션 캠페인과 유사하게 프라임 데이 2024 동안 일부 펠로톤 제품에 대해 최대 30% 할인을 제공한다. 이는 펠로톤의 활동을 증가시킬 것으로 예상된다.</li>
</ul>
다른 소매업체들도 프라임 데이를 전후하여 경쟁적인 판매 이벤트들을 진행하고 있다. 여기에는 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>)의 월마트+ 주간(6월 17~23일), 월마트 딜(7월 8~11일), 타깃(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>)의 서클 주간(7월 7~13일), 메이시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>)의 올스타 주간(7월 16~23일)이 포함된다.
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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아마존 프라임 데이는 라이벌에게 도움이 될지도: 츄이, 이베이, 펠로톤에 주목

21세기 초 금융시장은 기술주를 둘러싼 전례 없는 행복감에 사로잡혔다. 흔히 닷컴 버블이라고 불리는 이 기간에는 <a href="https://www.benzinga.com/tech" target="_blank" rel="noopener" data-google-interstitial="false">급성장하는 인터넷 산업</a>과 관련된 기업들의 가치가 급격하게 상승했다.
높은 수익률과 급속한 성장에 대한 약속에 사로잡힌 투자자들은 기술주에 돈을 쏟아부었고, 이로 인해 주가가 엄청나게 급등했다. 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), 야후(당시 주식이 상장되어 있었던 기업) 및 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>)와 같은 회사들은 주가가 어지러울 정도로 치솟는 것을 목격하면서 시장의 사랑을 받았다.
이 기간 동안, 기술주에 대한 열정은 다우존스 산업 평균 지수의 30개 우량 기업들이 제공하는 품질, 안정적인 수익 및 높은 배당금에 대한 전통적인 투자자들의 관심을 압도했다.
1998년 10월부터 2000년 3월 사이에 나스닥의 기술주는 다우존스를 약 200% 앞섰다. 이러한 열광은 인터넷이 세상에 혁명을 일으켜 기술 기업들에 비교할 수 없는 성장 기회를 제공할 것이라는 믿음에 의해 주도되었다.
24년이 지난 지금 2021년 12월에 최고 수준을 잠시 재시험하면서 블루칩에 대한 기술주의 상대적 강세는 다시 한번 닷컴 버블 당시 도달한 최고점을 넘어 급등했다.
투자자들은 다시 한 번 기술 부문의 잠재력에 매료되었다. 이번에는 AI가 경제에 미치는 혁신적인 영향에 초점을 맞춰 향후 몇 년간 성장에서 가장 큰 비중을 차지할 것이라고 예상하고 있다.
엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 브로드컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), 마이크로소프트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) 및 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) 등 AI 개발의 선두에 있는 기업들이 현재 통합 시가총액 10조 달러를 달성하며 이 분야를 선도하고 있다.
나스닥 100 대 다우존스, 2024년 6월 2000년 3월 수준을 넘어섰다: 버블 평가의 조짐?
이 추세는 얼마나 오랫동안 지속될 수 있으며 어떤 요인이 반전을 유발할 수 있을까?
<h2 class="wp-block-heading">나스닥 100 vs. 다우존스, 2024년 6월 최고치인 2000년 3월 초과: 버블 평가의 조짐?</h2>
아래 차트에서 볼 수 있듯이, 나스닥 100 지수를 추적하는 Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)와 블루칩 지수를 복제하는 SPDR Dow Jones Industrial Average ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) 간의 비율은 최근 2000년 3월에 도달한 이전 사상 최고 수준을 넘어섰다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-387605" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34-1024x500.png" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34-1024x500.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34-300x147.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34-768x375.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34-1536x750.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/06/13152310/image-34.png 1920w" alt="" width="1024" height="500" /></figure>
블루칩과 비교한 기술주의 상대적 강도는 닷컴 버블이 최고조에 달했을 때보다 현재 더 높지만, 2023년 1월에 시작된 현재 랠리는 20여 년 전에 목격된 거의 수직 급등에 비하면 약하다.
2023년 1월 이후 QQQ/DIA 비율은 약 55% 증가했다. 2000년 3월 이전 18개월을 보면 나스닥은 다우지수 대비 200% 이상 상승했는데, 이는 현재 AI 주도 랠리의 약 4배에 해당한다.
이는 나스닥-다우 비율이 사상 최고치를 경신했지만 현재 추세의 강도는 21세기 초의 활기와는 거리가 멀다는 것을 의미한다.
상대강도지수(RSI)로 알려진 모멘텀의 강도를 측정하는 주요 기술 지표는 해당 비율이 현재 주간 과매수 임계값에 바로 도달했음을 보여준다. 그러나 2000년 3월 RSI는 87로 극단적인 과매수 상황을 예고했다.
2000년에 그러한 극단에 도달했을 때, 투자자들이 기술주의 치솟는 시장 가치가 유사한 지지적인 펀더멘털에 의해 뒷받침되지 않는다는 것을 깨달았을 때 반전이 일어났다. 당시 나스닥 100의 선행 주가수익률(P/E)은 57배로 다우존스의 3배가 넘었다.
2024년 6월 현재 나스닥 100의 선행 P/E 비율은 27배로, 이는 다우존스의 동일한 지표에 비해 50% 더 높을 뿐이다.
결론적으로, 블루칩에 대한 기술주 가격 비율은 닷컴 거품 수준을 초과했지만 최근 상승세는 20여년 전과 비교하면 더 조용했다. 또한, 현재 주식 펀더멘털은 닷컴 시대에 비해 덜 우려스럽다. 이는 아직 버블 상황이 아닐 수도 있음을 시사한다.
<figure class="wp-block-table">
<table style="overflow:auto; height: 90px; display: block;">
<tbody>
<tr>
<td></td>
<td>나스닥 100 vs. 다우존스(2000년 3월)</td>
<td>나스닥 100 vs. 다우존스(2024년 6월)</td>
</tr>
<tr>
<td>% 급등</td>
<td>200% (1998년 10월-2000년 3월)</td>
<td>54% (2023년 1월-2024년 6월)</td>
</tr>
<tr>
<td>주간 RSI</td>
<td>87</td>
<td>70</td>
</tr>
<tr>
<td>전방 P/E</td>
<td>57배 (나스닥) vs. 18배 (다우존스)</td>
<td>27배 (나스닥) vs. 18배 (다우존스)</td>
</tr>
</tbody>
</table>
</figure>
지금 읽기: <a href="https://kr.benzinga.com/news/%ec%95%a0%ed%94%8c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%eb%8a%94-ai-%ec%88%98%ec%9a%94-%ea%b8%89%ec%a6%9d%ec%97%90-%eb%8c%80%eb%a7%8c%ec%9d%98-tsmc%ec%9d%98-%ea%b3%a0%ea%b8%89-%ec%b9%a9%ec%9c%bc/" target="_blank" rel="noopener">애플, 엔비디아는 AI 수요 급증에 대만의 TSMC의 고급 칩으로 미래 확보</a>
이미지는 인공지능 Dall-E 3을 사용하여 생성되었습니다.

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다우의 블루칩에 대한 나스닥의 AI 주도 강세가 닷컴 시대 정점을 초월: 지금 새로운 버블?

최근 일로, 테슬라(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/tsla" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for TSLA">TSLA</a>)의 주식이 대폭 급락한 반면 S&amp;P 500 지수의 여섯 개 주식들은 급등했다.
어떤 일이 있었나 (What Happened): 테슬라 주식이 하락하면 S&amp;P 500 지수 6개 주식은 상승하는 경향이 있다고 CNBC Pro가 월요일 <a href="https://www.cnbc.com/2024/04/23/when-tesla-shares-fall-these-6-stocks-tend-to-rise-according-to-recent-history.html">보도</a>했다. 이 중에는 린데(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIN#NASDAQ">LIN</a>), FMC(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>), 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), 처치 앤 드와이트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHD#NYSE">CHD</a>), 월마트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) 및 웰스 파고(Wells Fargo) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)가 포함되어 있다. 지난 한 달동안 이러한 주식들은 테슬라의 성과와 반대되는 상관관계를 보였다. 올해 테슬라 주식의 40% 하락과는 대조적으로 이 6개 주식은 일반적으로 상승했다.
도이체 방크의 분석가 엠마누엘 로스너(Emmanuel Rosner)는 테슬라가 새로운 저가형 차량에서 자율주행 기술로 초점을 전환함에 따라 테슬라의 어려운 상황이 지속될 수 있다고 예측한다. 로스너는 최근 테슬라 주식의 목표 가격을 189달러에서 123달러로 낮추었는데, 이는 내년에 약 15%의 하락 가능성을 나타낸다.
그러나 이 주식들의 테슬라와의 상반된 움직임이 인과 관계나 미래 수익, 가격 행동 패턴을 보장한다는 의미는 아니다. 처치 앤 드와이트는 지난 3월과 지난주에 테슬라와의 상반된 상관관계를 보인 유일한 주식이다.
왜 중요한가 (Why It Matters): 이러한 주가 성과의 변화는 테슬라의 최근 결정으로 인해 발생한다. 이 회사는 최근 미국 마케팅 팀을 해고했으며 최고경영자(CEO) 일론 머스크는 팀의 광고가 &#8216;너무 일반적&#8217;이라고 <a href="https://www.benzinga.com/news/24/04/38370123/elon-musk-admits-tesla-ads-were-far-too-generic-after-laying-off-us-marketing-team-couldve-been-any">설명했다</a>. 이번 조치는 전사적 10% 정리해고의 일환이었다.
또한 테슬라는 완전 자율주행(FSD) 운전자 지원 소프트웨어의 가격을 대폭 인하했다. 1년도 채 되지 않아 머스크는 FSD의 <a href="https://www.benzinga.com/news/24/04/38351810/tesla-fsd-is-now-nearly-50-cheaper-than-when-elon-musk-called-it-very-low-just-under-a-year-ago" target="_blank" rel="noopener">15,000</a>달러를 저렴한 가격으로 간주했다. 그러나 그 가격은 약 50% 인하됐다. 이러한 가격 인하는 회사가 자율주행 기술에 초점을 맞추는 요인이 될 수 있다.

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