에 대한 최신 뉴스 eBay (NASDAQ:EBAY) 주식

EBAY INC

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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알파벳(NASDAQ:GOOG)(NASDAQ:GOOGL) 구글은 진화의 중대한 기로에 서 있다. 진 먼스터같은 업계 전문가들은 거대 기술기업 구글이 AI가 주도하는 미래에 적응할 수 있을지, 아니면 이베이(NASDAQ:EBAY)처럼 도태될 위험에 처할지 의문을 제기한다.

구글, 아마존처럼 적응할까 아니면 이베이의 운명 겪을까?

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중국의 투자 주도 성장 시대가 끝난 것으로 보인다. 이제 중국의 경제 성장은 가계 소비에 의해 주도될 것으로 예상된다. 월요일에 발표된 데이터에 따르면, 2025년 첫 두 달 동안 중국의 소매 판매가 전년 대비 4.0% 증가하여 12월의 3.7% 성장에서 가속화되었다.

중국의 2차 소비의 성장: 주목해야 할 핵심 주식

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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

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. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<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>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$330.00</td>
<td>$36.9K</td>
<td>42.3K</td>
<td>101.2K</td>
</tr>
<tr>
<td>XPEV</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$18.00</td>
<td>$454.9K</td>
<td>24.9K</td>
<td>5.0K</td>
</tr>
<tr>
<td>GM</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$50.00</td>
<td>$185.0K</td>
<td>10.5K</td>
<td>2.0K</td>
</tr>
<tr>
<td>CVNA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$200.00</td>
<td>$33.4K</td>
<td>3.7K</td>
<td>594</td>
</tr>
<tr>
<td>EBAY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$65.00</td>
<td>$101.5K</td>
<td>577</td>
<td>350</td>
</tr>
<tr>
<td>JD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/03/25</td>
<td>$31.00</td>
<td>$27.1K</td>
<td>32</td>
<td>300</td>
</tr>
<tr>
<td>DKS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$210.00</td>
<td>$25.2K</td>
<td>4.1K</td>
<td>227</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.00</td>
<td>$29.2K</td>
<td>0</td>
<td>220</td>
</tr>
<tr>
<td>BABA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$100.00</td>
<td>$27.8K</td>
<td>20</td>
<td>219</td>
</tr>
<tr>
<td>MCD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$310.00</td>
<td>$27.9K</td>
<td>1.0K</td>
<td>105</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 call option sweep that happens to be bearish, expiring in 2 day(s) on June 20, 2025. This event was a transfer of 185 contract(s) at a $330.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $36.9K, with a price of $198.0 per contract. There were 42332 open contracts at this strike prior to today, and today 101291 contract(s) were bought and sold. 
• For XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we notice a put option trade that happens to be bearish, expiring in 30 day(s) on July 18, 2025. This event was a transfer of 4999 contract(s) at a $18.00 strike. The total cost received by the writing party (or parties) was $454.9K, with a price of $91.0 per contract. There were 24986 open contracts at this strike prior to today, and today 5047 contract(s) were bought and sold. 
• For GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), we notice a put option trade that happens to be bearish, expiring in 2 day(s) on June 20, 2025. This event was a transfer of 1000 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $185.0K, with a price of $185.0 per contract. There were 10568 open contracts at this strike prior to today, and today 2062 contract(s) were bought and sold. 
• For CVNA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>), we notice a put option sweep that happens to be neutral, expiring in 212 day(s) on January 16, 2026. This event was a transfer of 20 contract(s) at a $200.00 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 $33.4K, with a price of $1670.0 per contract. There were 3708 open contracts at this strike prior to today, and today 594 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 trade with bullish sentiment. It expires in 275 day(s) on March 20, 2026. Parties traded 350 contract(s) at a $65.00 strike. The total cost received by the writing party (or parties) was $101.5K, with a price of $290.0 per contract. There were 577 open contracts at this strike prior to today, and today 350 contract(s) were bought and sold. 
• Regarding JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we observe a call option sweep with bullish sentiment. It expires in 15 day(s) on July 3, 2025. Parties traded 150 contract(s) at a $31.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $27.1K, with a price of $181.0 per contract. There were 32 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding DKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DKS#NYSE">DKS</a>), we observe a call option trade with bearish sentiment. It expires in 93 day(s) on September 19, 2025. Parties traded 70 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $25.2K, with a price of $360.0 per contract. There were 4140 open contracts at this strike prior to today, and today 227 contract(s) were bought and sold. 
• For GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we notice a call option trade that happens to be bullish, expiring in 2 day(s) on June 20, 2025. This event was a transfer of 20 contract(s) at a $9.00 strike. The total cost received by the writing party (or parties) was $29.2K, with a price of $1464.0 per contract. There were 0 open contracts at this strike prior to today, and today 220 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a put option sweep with bearish sentiment. It expires in 184 day(s) on December 19, 2025. Parties traded 52 contract(s) at a $100.00 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 $27.8K, with a price of $535.0 per contract. There were 20 open contracts at this strike prior to today, and today 219 contract(s) were bought and sold. 
• Regarding MCD (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>), we observe a put option trade with bearish sentiment. It expires in 93 day(s) on September 19, 2025. Parties traded 12 contract(s) at a $310.00 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $2330.0 per contract. There were 1080 open contracts at this strike prior to today, and today 105 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.

Options

BABA

CVNA

XPEV

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

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 often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<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>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$330.00</td>
<td>$77.0K</td>
<td>35.9K</td>
<td>66.0K</td>
</tr>
<tr>
<td>LCID</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$1.50</td>
<td>$840.0K</td>
<td>34.1K</td>
<td>40.0K</td>
</tr>
<tr>
<td>VFC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$30.00</td>
<td>$391.4K</td>
<td>14.4K</td>
<td>5.2K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$120.00</td>
<td>$340.0K</td>
<td>546</td>
<td>2.2K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$220.00</td>
<td>$32.6K</td>
<td>14.4K</td>
<td>723</td>
</tr>
<tr>
<td>DKNG</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$45.00</td>
<td>$44.5K</td>
<td>2.8K</td>
<td>694</td>
</tr>
<tr>
<td>GM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$35.00</td>
<td>$61.2K</td>
<td>1.0K</td>
<td>231</td>
</tr>
<tr>
<td>VIK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$45.00</td>
<td>$31.0K</td>
<td>1.0K</td>
<td>207</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$125.00</td>
<td>$39.9K</td>
<td>3.9K</td>
<td>202</td>
</tr>
<tr>
<td>EBAY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$77.50</td>
<td>$30.8K</td>
<td>132</td>
<td>195</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 call option trade that happens to be bearish, expiring in 4 day(s) on June 20, 2025. This event was a transfer of 100 contract(s) at a $330.00 strike. The total cost received by the writing party (or parties) was $77.0K, with a price of $770.0 per contract. There were 35963 open contracts at this strike prior to today, and today 66035 contract(s) were bought and sold. 
• For LCID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), we notice a put option trade that happens to be bearish, expiring in 214 day(s) on January 16, 2026. This event was a transfer of 40000 contract(s) at a $1.50 strike. The total cost received by the writing party (or parties) was $840.0K, with a price of $21.0 per contract. There were 34114 open contracts at this strike prior to today, and today 40005 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 trade that happens to be bullish, expiring in 578 day(s) on January 15, 2027. This event was a transfer of 3994 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $391.4K, with a price of $98.0 per contract. There were 14440 open contracts at this strike prior to today, and today 5252 contract(s) were bought and sold. 
• Regarding BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we observe a call option trade with bearish sentiment. It expires in 32 day(s) on July 18, 2025. Parties traded 1000 contract(s) at a $120.00 strike. The total cost received by the writing party (or parties) was $340.0K, with a price of $340.0 per contract. There were 546 open contracts at this strike prior to today, and today 2294 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 call option sweep with bullish sentiment. It expires in 95 day(s) on September 19, 2025. Parties traded 25 contract(s) at a $220.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $32.6K, with a price of $1298.0 per contract. There were 14412 open contracts at this strike prior to today, and today 723 contract(s) were bought and sold. 
• Regarding DKNG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>), we observe a call option sweep with bullish sentiment. It expires in 367 day(s) on June 18, 2026. Parties traded 89 contract(s) at a $45.00 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 $44.5K, with a price of $500.0 per contract. There were 2879 open contracts at this strike prior to today, and today 694 contract(s) were bought and sold. 
• For GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), we notice a call option trade that happens to be bullish, expiring in 4 day(s) on June 20, 2025. This event was a transfer of 43 contract(s) at a $35.00 strike. The total cost received by the writing party (or parties) was $61.2K, with a price of $1425.0 per contract. There were 1041 open contracts at this strike prior to today, and today 231 contract(s) were bought and sold. 
• For VIK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIK#NYSE">VIK</a>), we notice a call option sweep that happens to be bearish, expiring in 4 day(s) on June 20, 2025. This event was a transfer of 100 contract(s) at a $45.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $310.0 per contract. There were 1009 open contracts at this strike prior to today, and today 207 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a call option sweep that happens to be bullish, expiring in 214 day(s) on January 16, 2026. This event was a transfer of 200 contract(s) at a $125.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $39.9K, with a price of $200.0 per contract. There were 3945 open contracts at this strike prior to today, and today 202 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 call option sweep with bullish sentiment. It expires in 60 day(s) on August 15, 2025. Parties traded 70 contract(s) at a $77.50 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $30.8K, with a price of $440.0 per contract. There were 132 open contracts at this strike prior to today, and today 195 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.

CAVA

DKNG

LCID

<h3 class="wp-block-heading">New On The Block</h3>
Bankers say these biscuits are worth billions. The $1.5 billion asking price for Bojangles, the fried chicken and biscuit fast-food chain, is about triple what private equity firms Durational Capital Management and TJC paid in 2019—just four years after <a href="https://www.benzinga.com/news/15/05/5492635/bojangles-prices-ipo-at-19-high-end-of-range">the chain went public</a>.
According <a href="https://www.wsj.com/business/deals/bojangles-is-exploring-a-sale-while-the-fried-chicken-market-is-hot-5cc6fb9e?mod=e2tw">to</a> the Wall Street Journal, both strategic restaurant operators and private equity buyers are interested.
The North Carolina–based fast-casual brand has been expanding thanks to U.S. chicken chain sales spiking 9% last year. 
The potential sale comes amid a broader M&amp;A wave in the restaurant industry. Recent deals include Roark Capital's <a href="https://www.benzinga.com/markets/large-cap/25/06/45829771/heres-how-daves-hot-chicken-went-from-humble-beginnings-to-a-billion-dollar-food-empire">acquisition of</a> Dave's Hot Chicken, Blackstone's <a href="https://www.benzinga.com/markets/24/11/42167861/blackstone-takes-a-bite-out-of-jersey-mikes-with-8-billion-investment">stake in</a> Jersey Mike's, and Sycamore Partners' purchase of Playa Bowls. 
Meanwhile, Apollo (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>) and Irth Capital have <a href="https://www.benzinga.com/m-a/25/06/45908298/papa-johns-takeover-rumors-swirl-but-doubts-are-creeping-in">made a $2 billion bid</a> for Papa John's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PZZA#NASDAQ">PZZA</a>). Coincidentally, Irth's co-founder previously led the Bojangles buyout at Durational.
Also for sale:
<ul class="wp-block-list">
<li>South Korean retailer Homeplus; The <a href="https://www.bloomberg.com/news/articles/2025-06-13/mbk-seeks-buyer-for-struggling-korean-supermarket-chain-homeplus?srnd=phx-deals&amp;sref=TBDibEcD">seller</a> is MBK Partners, Bloomberg reports.</li>
<li>Texas-based Healix Infusion Care, a portfolio company of TA Associates, <a href="https://www.axios.com/pro/health-tech-deals/2025/06/12/ta-associates-healix-infusion-care-sale">per</a> Axios.</li>
</ul>
<h3 class="wp-block-heading">Updates From The Block</h3>
<ul class="wp-block-list">
<li>Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a href="https://www.benzinga.com/markets/tech/25/06/45919069/meta-invests-in-scale-ai-at-29-billion-valuation-taps-ceo-alexandr-wang-to-drive-internal-ai-push-as-part-of-deepening-partnership">acquired a 49% stake</a> in Scale AI, a startup that values the company at more than $29 billion. The $14.8 billion all-cash transaction marks Meta's largest investment in a company since its $19 billion acquisition of WhatsApp a decade ago. As part of the agreement, Scale AI CEO Alexandr Wang will join Meta, although Meta will hold only non-voting stock and forgo governance rights such as board representation, veto power, or drag-along rights. These structural decisions are widely viewed as a strategy to avoid triggering antitrust concerns at a time when regulatory scrutiny of <a href="https://www.benzinga.com/topic/big-tech">Big Tech remains high</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Advent International is in exclusive talks to acquire Air Wick maker Essential Home, the consumer goods unit of Reckitt (LSE: RKT), Reuters <a href="https://www.reuters.com/business/finance/reckitt-talks-exclusively-advent-essential-home-sale-sources-say-2025-06-11/">reports</a>. </li>
</ul>
<ul class="wp-block-list">
<li>Craneware (LSE: CRW), a British enterprise software firm, rejected a £938.4 million offer from Bain Capital, calling the private equity firm&#8217;s offer a lowball. The £26.50 per share bid was a 38% premium—but apparently not enough to impress. </li>
</ul>
<h3 class="wp-block-heading">Off The Block</h3>
<ul class="wp-block-list">
<li>After over two years of corporate tug-of-war, Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) has finally bought out Comcast's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) one-third stake in Hulu. According to Variety, Disney managed to haggle the price down. Instead of shelling out the full $27.5 billion valuation Comcast wanted, Disney — which had about $5.852 billion in cash on hand for the quarter ending March 31 — will pay about $9 billion for the stake. This includes an extra $438.7 million recently agreed upon after arbitration.</li>
</ul>
<h3 class="wp-block-heading">Bankruptcy Block</h3>
<ul class="wp-block-list">
<li>Auto parts supplier Marelli Holdings Co., which serves major automakers like Nissan and Stellantis (Jeep), has <a href="https://www.wsj.com/articles/auto-supplier-marelli-files-for-bankruptcy-to-hand-lenders-control-ed401dda?gaa_at=eafs&amp;gaa_n=ASWzDAjPClGFpuU2kdlfILXFqkzYYLEbGSGEDi8wU1vCxDz-KDhuumjVHnQd2E3iGdA%3D&amp;gaa_ts=684c436c&amp;gaa_sig=GZX70VBs_FQJP-fMVXsnMyK8bwQpKg8SiPUs7IOdakriGJ3Dhr774aDbj60rWEAo5-LRilaHNhgaQDPINOS7UQ%3D%3D">filed</a> for bankruptcy protection due to years of losses, a heavy debt load, and worsening conditions tied to Trump-era tariffs. The company, formed in 2019 through a KKR-led merger of Fiat Chrysler&#8217;s parts unit and a Japanese supplier, employs over 40,000 people globally.CEO David Slump said Marelli was already weakened by Covid-related supply chain disruptions when its financial position deteriorated further in March due to tariffs that hit import/export-dependent businesses like theirs especially hard. The firm, burdened with nearly $5 billion in debt, was also hurt by the prolonged semiconductor shortage. Despite the filing, Marelli plans to continue operating under a restructuring deal backed by over $1 billion in new financing.</li>
</ul>
<ul class="wp-block-list">
<li>Sunnova Energy International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOVA#NASDAQ">NOVA</a>), one of the largest rooftop solar companies in the U.S., has received court approval to begin using a $90 million bankruptcy loan to keep operating while it looks to sell its business under Chapter 11. Judge Alfredo Perez approved an initial $15 million draw, with the rest pending future approval. Earlier this week, a Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-03-19/oaktree-buys-up-position-in-sunnova-debt-ahead-of-talks">report</a> suggested Oaktree Capital Management has been <a href="https://www.benzinga.com/news/25/03/44423358/sunnova-energy-nova-stock-is-volatile-whats-going-on">buying up debt in the company</a>.</li>
</ul>
<h3 class="wp-block-heading">Notes From The Block</h3>
Benzinga sat down with 28-year-old financial advisor Luke Lloyd, founder of the newly launched Lloyd Financial Group. Formerly a wealth advisor at Strategic Wealth Partners, where he helped manage $1.5 billion in client assets, Lloyd brings a sharp eye for macroeconomic trends, individual stock analysis, and deal-making dynamics. 
Now running his own RIA firm, he's focused on delivering personalized, strategic investment guidance with a deep understanding of today's fast-moving financial landscape, including hot takes on M&amp;A:
<h3 class="wp-block-heading">Benzinga: Where do you think the most consolidation is going to happen this year and next?</h3>
Lloyd: It&#8217;s going to be where all the money&#8217;s at. It&#8217;s going to be big tech. Take Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and add up all their cash accounts. If these tech giants are collecting 5% of their cash on interest, and interest rates drop at all, they will go out there and buy everything they can buy. I also think the most divesting will also happen in tech. These big corporations are too inefficient. They&#8217;re too big. 
<h3 class="wp-block-heading">BZ: What should they do?</h3>
Lloyd: The most efficient way is to <a href="https://www.benzinga.com/analyst-ratings/analyst-color/18/02/11119830/6-analysts-react-to-the-paypal-ebay-split">do something like</a> eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) and PayPal (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) did. There are all these ways you can break up your company and actually make more money and add more shareholder value. These guys can write $2 billion checks to these small, mid-cap companies and not even feel a single thing. They&#8217;re making more on their interest, on their cash accounts, than they are writing those checks. Divesting the big parts of tech will also happen, probably in the next couple of years. I&#8217;m not saying it will happen this year, but in the next couple of years — I talked about this on Fox Business, probably six months ago — Apple will get broken up to focus on growth areas, like AI. Apple is behind the eight-ball with AI compared to others. 
<h3 class="wp-block-heading">BZ: That&#8217;s something that Senator Bernie Sanders would like to <a href="https://www.politico.com/story/2019/07/16/bernie-sanders-facebook-google-amazon-1416786">hear</a>.</h3>
Lloyd: I&#8217;m not saying the government&#8217;s going to do it. I&#8217;m saying I think it&#8217;s in the company&#8217;s best interest. Corporations themselves should want to break up in some ways because they make more money and become more efficient. If they can lean up certain sectors and areas, they can actually be able to deliver more shareholder value.
<h3 class="wp-block-heading">BZ: We&#8217;re not hearing much of that conversation from big tech.</h3>
Lloyd: I&#8217;m not either. I just hope it happens to add more shareholder value. I think they&#8217;re too fat and fluffy, and I think that it&#8217;s definitely possible and something that could happen that I&#8217;m keeping an eye on.
Check back soon for our whole conversation with Lloyd; <a href="https://www.benzinga.com/m-a/25/06/45822510/deal-dispatch-tv-stations-for-sale-this-buyer-wants-seconds-on-pasta">For last week&#8217;s edition of the Deal Dispatch, click here</a>.
Now Read:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45926431/people-will-flee-to-bitcoin-coinbase-ceo-sees-end-of-fiat-era-coming">&#8216;People Will Flee&#8217; To Bitcoin: Coinbase CEO Sees End Of Fiat Era Coming</a></li>
</ul>
Image created using a photo from Shutterstock.

CMCSA

MSFT

NOVA

PYPL

PZZA

Deal Dispatch: Chicken Chains, Solar Pains And Disney's Hulu Gains — Plus, Why Big Tech Should Break Up

Wedbush analyst Scott Devitt reiterates eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and maintains $72 price target.

Reiteration

Wedbush Reiterates Neutral on eBay, Maintains $72 Price Target

eBay's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NYSE">EBAY</a>) short percent of float has risen 18.53% since its last report. The company recently reported that it has 24.97 million shares sold short, which is 6.14% of all regular shares that are available for trading. Based on its trading volume, it would take traders 4.65 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>eBay Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749578430_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for eBay has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing eBay's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, eBay's peer group average for short interest as a percentage of float is 11.12%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

How Is The Market Feeling About eBay?

In the last three months, 21 analysts have published ratings on eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), offering a diverse range of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">5</td>
<td align="right">14</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">5</td>
<td align="right">11</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $68.24, along with a high estimate of $79.00 and a low estimate of $54.00. Marking an increase of 3.39%, the current average surpasses the previous average price target of $66.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1749063640_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
The perception of eBay by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Doug Anmuth</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$66.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Shyam Patil</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Neutral</td>
<td>$70.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Nathan Feather</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$74.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Deepak Mathivanan</td>
<td>Cantor Fitzgerald</td>
<td>Raises</td>
<td>Neutral</td>
<td>$69.00</td>
<td>$65.00</td>
</tr>
<tr>
<td>Doug Anmuth</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$60.00</td>
<td>$54.00</td>
</tr>
<tr>
<td>John Blackledge</td>
<td>TD Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$64.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Mark Kelley</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$62.00</td>
<td>$61.00</td>
</tr>
<tr>
<td>Youssef Squali</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Hold</td>
<td>$68.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Ross Sandler</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$77.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>Ken Gawrelski</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$63.00</td>
<td>$62.00</td>
</tr>
<tr>
<td>Thomas Champion</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$74.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Mark Mahaney</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$69.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Colin Sebastian</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$75.00</td>
<td>$68.00</td>
</tr>
<tr>
<td>Bernie McTernan</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$78.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>Kunal Madhukar</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$73.00</td>
<td>$72.00</td>
</tr>
<tr>
<td>Ygal Arounian</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$79.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Mark Kelley</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Hold</td>
<td>$61.00</td>
<td>$63.00</td>
</tr>
<tr>
<td>Nikhil Devnani</td>
<td>Bernstein</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$65.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Nathan Feather</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$70.00</td>
<td>$71.00</td>
</tr>
<tr>
<td>Doug Anmuth</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$54.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Ken Gawrelski</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$62.00</td>
<td>$64.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to eBay. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of eBay compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of eBay's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into eBay's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/EBAY/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on eBay analyst ratings.</a>
<h2>Delving into eBay's Background</h2>
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.
<h3>eBay: Financial Performance Dissected</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Positive Revenue Trend: Examining eBay's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 1.13% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Consumer Discretionary sector.
Net Margin: eBay's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 19.46%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): eBay's ROE stands out, surpassing industry averages. With an impressive ROE of 9.95%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 2.63%, the company showcases effective utilization of assets.
Debt Management: With a high debt-to-equity ratio of 1.45, eBay faces challenges in effectively managing its debt levels, indicating potential financial strain.
<h2>The Basics of Analyst Ratings</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On eBay Through 21 Analysts

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 $60 to $66.

JP Morgan Maintains Neutral on eBay, Raises Price Target to $66

In the current session, the stock is trading at $75.00, after a 0.63% increase. Over the past month, eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) stock increased by 7.87%, and in the past year, by 43.18%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1748970019_0.png" alt="Past Year Chart" />

<h3>Evaluating eBay P/E in Comparison to Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 43.77 in the Broadline Retail industry, eBay Inc. has a lower P/E ratio of 17.92. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1748970020_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

A Look Into eBay Inc's Price Over Earnings

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 often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming 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>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$350.00</td>
<td>$77.1K</td>
<td>21.7K</td>
<td>128.1K</td>
</tr>
<tr>
<td>AMZN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$210.00</td>
<td>$37.8K</td>
<td>36.2K</td>
<td>15.0K</td>
</tr>
<tr>
<td>LCID</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/30/25</td>
<td>$3.00</td>
<td>$25.8K</td>
<td>10.6K</td>
<td>14.0K</td>
</tr>
<tr>
<td>ETSY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$50.00</td>
<td>$25.0K</td>
<td>28.0K</td>
<td>5.7K</td>
</tr>
<tr>
<td>CAVA</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$90.00</td>
<td>$32.9K</td>
<td>668</td>
<td>2.4K</td>
</tr>
<tr>
<td>GME</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$30.00</td>
<td>$99.8K</td>
<td>31.4K</td>
<td>2.3K</td>
</tr>
<tr>
<td>NIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/21/25</td>
<td>$5.00</td>
<td>$46.1K</td>
<td>8.8K</td>
<td>1.0K</td>
</tr>
<tr>
<td>EBAY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$72.50</td>
<td>$49.0K</td>
<td>911</td>
<td>135</td>
</tr>
<tr>
<td>WEN</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$10.00</td>
<td>$30.2K</td>
<td>491</td>
<td>110</td>
</tr>
<tr>
<td>FIVE</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$115.00</td>
<td>$39.2K</td>
<td>80</td>
<td>90</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 call option sweep that happens to be bullish, expiring in 3 day(s) on May 23, 2025. This event was a transfer of 78 contract(s) at a $350.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $77.1K, with a price of $985.0 per contract. There were 21780 open contracts at this strike prior to today, and today 128182 contract(s) were bought and sold. 
• For AMZN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on May 23, 2025. This event was a transfer of 700 contract(s) at a $210.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $37.8K, with a price of $54.0 per contract. There were 36275 open contracts at this strike prior to today, and today 15084 contract(s) were bought and sold. 
• Regarding LCID (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), we observe a call option sweep with bullish sentiment. It expires in 10 day(s) on May 30, 2025. Parties traded 1832 contract(s) at a $3.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $25.8K, with a price of $14.0 per contract. There were 10654 open contracts at this strike prior to today, and today 14013 contract(s) were bought and sold. 
• For ETSY (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>), we notice a call option trade that happens to be bullish, expiring in 31 day(s) on June 20, 2025. This event was a transfer of 200 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $25.0K, with a price of $125.0 per contract. There were 28020 open contracts at this strike prior to today, and today 5708 contract(s) were bought and sold. 
• Regarding CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we observe a put option sweep with bearish sentiment. It expires in 31 day(s) on June 20, 2025. Parties traded 70 contract(s) at a $90.00 strike. This particular put needed to be split into 17 different trades to become filled. The total cost received by the writing party (or parties) was $32.9K, with a price of $470.0 per contract. There were 668 open contracts at this strike prior to today, and today 2405 contract(s) were bought and sold. 
• Regarding GME (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>), we observe a call option trade with bearish sentiment. It expires in 31 day(s) on June 20, 2025. Parties traded 497 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $99.8K, with a price of $201.0 per contract. There were 31497 open contracts at this strike prior to today, and today 2341 contract(s) were bought and sold. 
• Regarding NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), we observe a call option sweep with bearish sentiment. It expires in 185 day(s) on November 21, 2025. Parties traded 1000 contract(s) at a $5.00 strike. This particular call needed to be split into 49 different trades to become filled. The total cost received by the writing party (or parties) was $46.1K, with a price of $46.0 per contract. There were 8826 open contracts at this strike prior to today, and today 1019 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 call option sweep with bullish sentiment. It expires in 122 day(s) on September 19, 2025. Parties traded 100 contract(s) at a $72.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $49.0K, with a price of $490.0 per contract. There were 911 open contracts at this strike prior to today, and today 135 contract(s) were bought and sold. 
• Regarding WEN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>), we observe a call option trade with bullish sentiment. It expires in 241 day(s) on January 16, 2026. Parties traded 110 contract(s) at a $10.00 strike. The total cost received by the writing party (or parties) was $30.2K, with a price of $275.0 per contract. There were 491 open contracts at this strike prior to today, and today 110 contract(s) were bought and sold. 
• For FIVE (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>), we notice a put option sweep that happens to be bullish, expiring in 59 day(s) on July 18, 2025. This event was a transfer of 36 contract(s) at a $115.00 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 $39.2K, with a price of $1092.0 per contract. There were 80 open contracts at this strike prior to today, and today 90 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.

ETSY

FIVE

Live On CNBC, Josh Brown Hosts Segment Titled "Josh: eBay Breakout Is Here"

eBay's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NYSE">EBAY</a>) short percent of float has fallen 6.33% since its last report. The company recently reported that it has 21.05 million shares sold short, which is 5.18% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.52 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>eBay Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747681231_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for eBay has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing eBay's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, eBay's peer group average for short interest as a percentage of float is 10.60%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

How Do Investors Really Feel About eBay?

Live On CNBC, Josh Brown Hosts Segment Titled "Josh's Best Stock: eBay"

Disclosed on May 6, Jamie Iannone, President and CEO at eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0001065088/000112760225013505//Archives/edgar/data/1065088/000112760225013505/0001127602-25-013505-index.htm">U.S. Securities and Exchange Commission</a> on Tuesday outlined that Iannone executed a sale of 20,000 shares of eBay with a total value of $1,377,900.
Monitoring the market, eBay's shares down by 0.23% at $70.2 during Wednesday's morning.
<h3>Discovering eBay: A Closer Look</h3>
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.
<h3>Key Indicators: eBay's Financial Health</h3>
Revenue Growth: Over the 3 months period, eBay showcased positive performance, achieving a revenue growth rate of 1.13% as of 31 March, 2025. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Navigating Financial Profits:
<ul>
<li>
Gross Margin: The company excels with a remarkable gross margin of 72.03%, indicating superior cost efficiency and profitability compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): eBay's EPS is below the industry average. The company faced challenges with a current EPS of 1.08. This suggests a potential decline in earnings.
</li>
</ul>
Debt Management: eBay's debt-to-equity ratio surpasses industry norms, standing at 1.45. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
Valuation Analysis:
<ul>
<li>
Price to Earnings (P/E) Ratio: With a lower-than-average P/E ratio of 16.91, the stock indicates an attractive valuation, potentially presenting a buying opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: A higher-than-average P/S ratio of 3.34 suggests overvaluation in the eyes of investors, considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio 11.77 is below the industry average, indicating that it may be relatively undervalued compared to peers.
</li>
</ul>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
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<h3>The Impact of Insider Transactions on Investments</h3>
Emphasizing the importance of a comprehensive approach, considering insider transactions is valuable, but it's crucial to evaluate them in conjunction with other investment factors.
In legal terms, an "insider" refers to any officer, director, or beneficial owner of more than ten percent of a company's equity securities registered under Section 12 of the Securities Exchange Act of 1934. This can include executives in the c-suite and large hedge funds. These insiders are required to let the public know of their transactions via a Form 4 filing, which must be filed within two business days of the transaction.
When a company insider makes a new purchase, that is an indication that they expect the stock to rise.
Insider sells, on the other hand, can be made for a variety of reasons, and may not necessarily mean that the seller thinks the stock will go down. 
<h3>The Insider's Guide to Important Transaction Codes</h3>
In the domain of transactions, <a href="https://www.benzinga.com/money/investing-tools">investors</a> frequently turn their focus to those taking place in the open market, as meticulously outlined in Table I of the Form 4 filing. A P in Box 3 indicates a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001065088">Check Out The Full List Of eBay's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Jamie Iannone Takes Money Off The Table, Sells $1.38M In eBay Stock

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>BMO Capital cut Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>) price target from $80 to $58. BMO Capital analyst Rufus Hone downgraded the stock from Outperform to Market Perform. Block shares closed at $46.53 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/XYZ/analyst-ratings">view this stock</a>.</li>
<li>Susquehanna raised the price target for eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) from $65 to $70. Susquehanna analyst Shyam Patil maintained a Neutral rating. eBay shares closed at $68.60 on Friday. See how other analysts <a href="https://www.benzinga.com/quote/EBAY/analyst-ratings">view this stock</a>.</li>
<li>Wells Fargo raised Ingersoll Rand Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IR#NYSE">IR</a>) price target from $80 to $86. Wells Fargo analyst Joseph O&#8217;Dea maintained an Overweight rating. Ingersoll Rand shares closed at $76.73 on Friday. See how other <a href="https://www.benzinga.com/quote/IR/analyst-ratings">analysts view this stock</a>.</li>
<li>Keefe, Bruyette &amp; Woods slashed the price target for WesBanco, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WSBC#NASDAQ">WSBC</a>) from $43 to $40. Keefe, Bruyette &amp; Woods analyst Catherine Mealor maintained an Outperform rating. WesBanco shares closed at $30.42 on Friday. <a href="https://www.benzinga.com/quote/WSBC/analyst-ratings">See how other analysts view this stock.</a></li>
<li>BMO Capital raised the price target for McDonald&#8217;s Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MCD#NYSE">MCD</a>) from $340 to $345. BMO Capital analyst Andrew Strelzik reiterated an Outperform rating. McDonald&#8217;s shares closed at $311.96 on Friday. <a href="https://www.benzinga.com/quote/MCD/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Cantor Fitzgerald cut Onto Innovation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONTO#NYSE">ONTO</a>) price target from $250 to $135. Cantor Fitzgerald analyst Matthew Prisco downgraded the stock from Overweight to Neutral. Onto Innovation shares settled at $127.10 on Friday. <a href="https://www.benzinga.com/quote/ONTO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan cut The Wendy&#8217;s Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) price target from $17 to $15. JP Morgan analyst John Ivankoe upgraded the stock from Neutral to Overweight. Wendy&#8217;s shares closed at $12.55 on Friday. <a href="https://www.benzinga.com/quote/WEN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies cut Parsons Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSN#NYSE">PSN</a>) price target from $75 to $65. Jefferies analyst Sheila Kahyaoglu downgraded the stock from Buy to Hold. Parsons shares closed at $62.81 on Friday.  <a href="https://www.benzinga.com/quote/PSN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Canaccord Genuity raised the price target for Worthington Enterprises, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOR#NYSE">WOR</a>) from $54 to $67. Canaccord Genuity analyst Brian McNamara upgraded the stock from Hold to Buy. Worthington shares settled at $51.99 on Friday. <a href="https://www.benzinga.com/quote/wor/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Rosenblatt cut Datadog, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) price target from $160 to $150. Rosenblatt analyst Blair Abernethy maintained a Buy rating. Datadog shares closed at $105.00 on Friday. <a href="https://www.benzinga.com/quote/ddog/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying MCD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="564" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05091125/image-2-16-1024x564.png" alt="" class="wp-image-901350" style="width:729px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05091125/image-2-16-1024x564.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05091125/image-2-16-300x165.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05091125/image-2-16-768x423.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/05091125/image-2-16.png 1143w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Pre-Market Outlook

DDOG

ONTO

WSBC

McDonald's To Rally More Than 10%? Here Are 10 Top Analyst Forecasts For Monday

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 $65 to $70.

Susquehanna Maintains Neutral on eBay, Raises Price Target to $70

eBay Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) shares were <a href="https://www.benzinga.com/movers" target="_blank" rel="noreferrer noopener">trading slightly lower on Thursday.</a>
The company released its first-quarter results on Wednesday with quarterly earnings of&nbsp;$1.38&nbsp;per share, which beat the <a target="_blank" href="https://www.benzinga.com/news/earnings/25/04/45119093/ebay-shares-mostly-flat-after-better-than-expected-q1-results" rel="noreferrer noopener">analyst consensus estimate of&nbsp;$1.34.</a>
Quarterly revenue came in at $2.58 billion, beating the analyst consensus estimate of $2.55 billion and increasing from $2.56 billion in the same period last year.
Here are the<a target="_blank" href="https://www.benzinga.com/quote/EBAY/analyst-ratings" rel="noreferrer noopener"> analysts&#8217; take on the stock:</a>
<ul>
<li>Needham analyst Bernie McTernan reiterated the Buy rating on the stock, raising the price forecast from $72 to $78.</li>
<li>JP Morgan analyst Doug Anmuth reiterated the Neutral rating on the stock, raising the price forecast from $54 to $60.</li>
<li>BofA Securities reiterated the Neutral rating on eBay, with a price forecast of $71.</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45133051/microsoft-to-rally-more-than-20-here-are-10-top-analyst-forecasts-for-thursday" rel="noreferrer noopener">Microsoft To Rally More Than 20%? Here Are 10 Top Analyst Forecasts For Thursday</a>
Needham: Mcternan noted that GMV exceeded expectations in Q1, beating the high end of guidance and growing 2% in constant currency, with momentum improving in March and April.
According to the analyst, eBay's strength was attributed to its focus on differentiated, non-new, in-season products, with key categories growing by 6% in the quarter.
McTernan writes that this performance supports a premium valuation, though future stock gains will likely depend on upward estimate revisions.
The analyst noted that eBay is continuing to invest in AI and machine learning to boost efficiency, with a strong focus this year on categories such as fashion, collectibles, and parts and accessories.
In line with its AI-driven efforts, the company recently introduced a new fashion feature in the U.S. and U.K. that replaces static browse pages with dynamic, theme-based feeds.
JP Morgan: The analyst noted that eBay is doubling down on its core fashion business, launching a new AI-powered shopping experience in the U.S. and U.K., along with introducing pre-loved apparel as a new focus category in the U.S.
On the geographic front, the U.K. C2C initiatives—such as Managed Shipping and eBay Balance—have shown strong growth, exceeding internal expectations.
Additionally, the buyer protection fee introduced in February helped narrow the monetization gap.
Despite ongoing macroeconomic challenges and U.S. tariff uncertainty, eBay remains focused on achieving low-single-digit FX-neutral GMV growth and maintaining strong shareholder returns, the analyst writes.
BofA Securities: The analyst stated that 2025 GMV and revenue estimates were raised by 2% and 1%, respectively, reflecting a shift in foreign exchange from a headwind to a 100 basis point tailwind.
The non-GAAP EPS estimate for 2025 was also increased to $5.37 from $5.32.
For 2026, the analyst projects a 9% two-year average growth, with share buybacks playing a key role in driving performance.
Price Action: EBAY shares are trading lower by 0.35% to $67.92 at last check Thursday.
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Equities

General

Analyst Cheers eBay's AI Fashion Bet As GMV Beats: Details Here

Morgan Stanley analyst Nathan Feather 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 $70 to $74.

Morgan Stanley Maintains Overweight on eBay, Raises Price Target to $74

JMP Securities analyst Greg Miller reiterates eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) from Market Perform to Market Perform.

JMP Securities Reiterates Market Perform on eBayto Market Perform

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 $69.

Cantor Fitzgerald Maintains Neutral on eBay, Raises Price Target to $69

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 $54 to $60.

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

Press Releases

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

eBay invests $300k in Refiberd to drive circular fashion solutions

eBay Inc. Reports First Quarter 2025 Results

eBay Announces CFO Transition and Executive Leadership Changes

eBay Appoints Brie Welch as Resident Stylist and Debuts 'eBay Watchlist' Trend Report

eBay Launches Auction of Pre-Loved Fashion and Custom Porsche Ahead of Miami Race Weekend

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

Kohl's

Linkage Global Inc - Class A Ordinary Shares

Linkage Global

Macy's

MercadoLibre

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

MINISO Group Holding

MOGU Inc. American Depositary Shares (each representing 25 Class A Ordinary Shares)

MOGU

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

Yunji

Wedbush

JP Morgan

Susquehanna

Morgan Stanley

Cantor Fitzgerald

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

알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) 구글은 진화의 중대한 기로에 서 있다. 진 먼스터같은 업계 전문가들은 거대 기술기업 구글이 AI가 주도하는 미래에 적응할 수 있을지, 아니면 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>)처럼 도태될 위험에 처할지 의문을 제기한다.
무슨 일 있었나: 목요일(24일)에 열린 알파벳의 <a href="https://www.benzinga.com/25/04/44995955/alphabet-q1-earnings-highlights-google-search-youtube-cloud-show-robust-momentum">2025년 1분기 실적</a> 발표에서 구글의 최고 비즈니스 책임자인 필립 쉰들러는 AI를 사용하여 검색 결과를 요약하는 기능인 &#8216;AI 오버뷰&#8217;의 채택이 증가하고 있다고 강조했다.
쉰들러는 "더 많은 사람들이 완전히 새로운 질문을 할 수 있도록 지원하여 기업이 소비자와 소통할 수 있는 더 많은 기회를 제공하기 위한 노력을 계속해 왔다"며 현재 이 기능이 40개국에서 15개 이상의 언어로 제공되고 있다고 덧붙였다.
또한 그는 현재 전 세계 15억 명 이상의 사용자가 AI 오버뷰를 사용하고 있다고 언급했다.
그러나 이 기능의 출시로 수익 창출이 크게 개선되지는 않았다. 쉰들러는 AI 오버뷰가 이전과 동일한 비율로 계속해서 매출을 창출하고 있다고 했다.
"AI 오버뷰의 광고의 경우, 실제로 작년 말 미국에서 모바일 AI 오버뷰 내에 광고를 출시했으며, 이는 이전에 출시한 위와 아래의 광고를 기반으로 한다. 또한 전반적으로 AI 오버뷰에서 거의 동일한 비율로 수익이 창출되고 있으며, 이를 통해 더 많은 혁신을 이룰 수 있는 강력한 기반이 마련되었다.&#8221;
왜 중요한가: 딥워터 에셋 매니지먼트 매니징 파트너인 진 먼스터는 좀 더 비판적인 입장을 취했다. 그는 AI 오버뷰가 단기적으로는 비즈니스의 안정성을 유지하는 데 도움이 될 수 있지만 장기적인 성장은 구글이 검색 결과 페이지를 어떻게 조정하느냐에 달려 있다고 말했다.
AI 오버뷰, 블루링크, 오가닉 링크가 혼합된 구글의현재 검색 결과는 일론 머스크의 그록, 오픈AI의 챗GPT, 앤트로픽 AI 모델 클로드 같은 보다 새롭고 간소화된 검색 모델과 경쟁하기에 충분하지 않을 수 있다고 먼스터는 지적했다.
먼스터는 이어서 딥워터의 매니징 파트너인 더그 클린턴(Doug Clinton)의 말을 인용하여 구글 상황을 경쟁 환경에 적응하는 데 어려움을 겪고 있는 이베이 상황과 비교했다.
먼스터는 &#8220;구글의 &#8216;갈림길&#8217;은 검색 결과 페이지를 처리하는 방식이라고 설명하며, 이커머스 업계에서 아마존(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)처럼 진화하지 않는다면 구글도 이베이와 비슷한 미래에 직면할 수 있다고 덧붙였다.
사진 제공: Shutterstock.com
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
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중국의 투자 주도 성장 시대가 끝난 것으로 보인다. 이제 중국의 경제 성장은 가계 소비에 의해 주도될 것으로 예상된다. 월요일에 발표된 데이터에 따르면, 2025년 첫 두 달 동안 중국의 소매 판매가 전년 대비 4.0% 증가하여 12월의 3.7% 성장에서 가속화되었다.
중국의 경제 성장 둔화로 소비자들은 점점 더 중고 및 리퍼브(재생품) 소비로 눈을 돌리고 있으며, 저렴함과 지속 가능성을 우선시하고 있다.
이러한 트렌드를 활용하는 기업들과 그들의 최근 실적을 살펴보겠다.
PDD 홀딩스, 4분기 매출 추정치 하회
중국 전자상거래 플랫폼 핀둬둬(Pinduoduo)와 테무(Temu)의 모회사 PDD 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>)는 <a href="https://www.benzinga.com/news/earnings/25/03/44414695/temu-parent-pdd-holdings-drops-after-q4-revenue-miss-details" target="_blank" rel="noopener" data-google-interstitial="false">목요일에 2024년 4분기 및 회계연도 실적</a>을 발표했다.
이 회사는 모든 주요 지표에서 강력한 성장을 기록했지만, 분기 매출이 높은 기대에 미치지 못했다. 4분기 총 매출은 전년 대비 24% 증가하여 1,106억 1,000만 위안(151억 5,000만 달러)에 달했으나, 컨센서스 예상치인 1,151억 5,000만 위안을 하회했다.
영업 이익은 전년 대비 14% 증가하여 255억 9,000만 위안(35억 1,000만 달러)에 달했으며, 비GAAP 기준 순이익은 280억 위안(38억 6,000만 달러)이었다. 조정된 주당 순이익(ADS)은 20.15 위안(2.76달러)으로, 예상치인 19.84 위안을 상회했다.
&#8220;앞으로도 우리는 플랫폼 생태계에 대한 투자를 장기적인 가치 창출 전략의 초석으로 삼을 것&#8221;이라고 PDD 홀딩스의 재무 부사장인 리우 준(Jun Liu)이 실적 발표 전화 회의에서 말했다.
PDD 홀딩스에 대한 분석가 등급 변경
<ul>
<li>노무라의 분석가 시 지아롱(<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/597f2735c1f5580001ef53be/jialong-shi">Jialong Shi</a>)가 목요일에 매수에서 중립으로 등급을 하향 조정하고, 목표 주가를 137달러에서 130달러로 낮췄다.</li>
<li>US 타이거 증권의 분석가 보 페이(<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e4d2018ece4e600011f25ca/bo-pei">Bo Pei</a>)가 매수에서 보유로 등급을 하향 조정하고 목표 주가는 130달러로 유지했다.</li>
</ul>
다른 분석가 주식 등급을 확인해 보자: <a href="https://www.benzinga.com/analyst-stock-ratings">여기 클릭</a>
샤오미, 기록적인 연간 매출 및 수익 발표
중국의 스마트폰 거인 샤오미(OTC:<a class="ticker" href="https://www.benzinga.com/stock/XIACF#OTC">XIACF</a>)가 화요일에 4분기 매출이 전년 대비 49% 증가하여 1,090억 위안(151억 달러)으로 기록적인 수치를 기록했다고 발표했다. 이는 시장 예상치인 1,039억 4,000만 위안을 상회하는 수치이다.
조정된 순이익은 전년 대비 70% 증가하여 83억 2,000만 위안으로, 예상치인 63억 9,900만 위안을 상회했다.
전체 연간 매출은 3,659억 위안(506억 2,000만 달러)으로 35% 증가했으며, 조정된 순이익도 사상 최고인 272억 위안(37억 6,000만 달러)으로 전년 대비 41.3% 증가했다.
이 회사는 2025년 전기차(EV) 배송 목표를 30만 대에서 35만 대로 상향 조정했으며, 이는 주가가 2023년 현재까지 거의 40% 하락한 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)에 대한 치열한 경쟁을 제기한다. 또한 샤오미는 핸드폰 출하 목표를 1억 8,000만 대로 상향 조정했으며, 이는 애플(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)의 시장 점유율을 잠식하면서 중국에서 계속해서 시장 점유율을 확대하고 있다.
&#8220;샤오미에게는 이정표가 되는 해였습니다. 우리는 모바일폰, 자동차, IoT 및 기타 사업들이 병행하여 성장하는 빠른 성장 궤도로 들어섰다&#8221;라고 이 회사의 사장 루 웨이빙(Lu Weibing)이 샤오미의 실적 발표 전화 회의에서 말했다.
AT리뉴, 흑자 전환
AT리뉴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RERE#NYSE">RERE</a>)는 최근 4분기 매출이 전년 대비 25.2% 증가하여 48.5억 위안(6억 6,440만 달러)으로 급증했다고 발표했다. 회사는 영업 이익이 5,310만 위안(730만 달러)으로, 2023년 같은 분기에는 손실을 기록했다고 보고했다.
전체 연간 매출은 25.9% 증가하여 163.9억 위안(22억 4,000만 달러)에 달했으며, 조정된 영업 이익은 62.8% 증가하여 4억 970만 위안(5,610만 달러)으로 증가했다.
주목할 만한 기타 주식
<ul>
<li>애플은 전 세계 리퍼브 스마트폰 시장에서 약 50%의 점유율로 선두를 달리고 있다.</li>
<li>리퍼브 제품은 이베이(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>)의 총 상품 가치(GMV)의 60% 이상을 차지한다.</li>
<li>이 분야의 다른 주요 업체로는 삼성전자(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), 베스트 바이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBY#NYSE">BBY</a>)가 있다.</li>
</ul>
주가 동향
<ul>
<li>PDD 홀딩스의 주식은 금요일 3.27% 하락하여 126.64달러에 마감되었다.</li>
<li>샤오미의 주식은 금요일 1.52% 하락하여 7.15달러에 마감되었다.</li>
<li>AT리뉴의 주식은 금요일 2.21% 하락하여 3.10달러에 마감되었다.</li>
</ul>
자세히 읽어보기: <a href="https://kr.benzinga.com/news/usa/stocks/%EC%A4%91%EA%B5%AD-%EC%A3%BC%EC%8B%9D-%ED%88%AC%EC%9E%90%EC%9E%90%EB%93%A4%EC%9D%B4-%EC%A0%95%EC%B1%85-%EC%A0%84%ED%99%98%EC%97%90-%EB%B2%A0%ED%8C%85%ED%95%98%EB%A9%B4%EC%84%9C-2007%EB%85%84/" target="_blank" rel="noopener">중국 주식이 정책 전환에 베팅하는 투자자들 덕분에 2007년 이후 S&amp;P 500 대비 최고의 분기를 앞두고 있습니다</a><a href="https://www.benzinga.com/economics/macro-economic-events/25/03/44367075/chinese-stocks-poised-for-best-quarter-vs-sp-500-since-2007-as-investors-bet-on-policy-turnaround">.</a>
사진: Shutterstock
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<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.

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
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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.

Retail Sales

CHWY

골드만삭스 애널리스트는 아마존에 긍정적이지만 이베이나 엣시에는 부정적

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. 
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CPNG

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

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>
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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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