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$EBAY

eBay
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eBay operates an online marketplace for buying and selling goods and services.

sentiment mix
bull 63%bear 25%neu 12%

signal summary

latest high-conviction thesis
Cohen argues eBay undervalued at $56B, sees path to multiples larger via GameStop synergy▾

Combined entity leverages GameStop's store network for same-day authentication, live commerce studios, and collectibles expertise to build $1T marketplace; eBay's $3.5B consensus EBITDA plus $2B cost cuts yields 10x multiple.

ryan cohenT1Bloomberg Tech2026-07-16
confidence 88 / 100impact High
key themes
  • Semiconductors50%
  • AI Economics & Business Models50%
  • Open Source AI50%
  • AI Geopolitics & Export Controls50%
  • AI Infrastructure33%

bull thesis · 5

85 / 100
  • •Cohen argues eBay undervalued at $56B, sees path to multiples larger via GameStop synergy
  • •eBay targeted as undermanaged platform with live commerce and authentication upside
  • •Ryan Cohen bid signals wave of AI-native operators buying stale digital incumbents

bear thesis · 2

30 / 100
  • •eBay loses takeover premium as GameStop considers partnership over acquisition
  • •eBay shares down on removal of GameStop takeover optionality

mentions · 8

Bloomberg TechIntel Raises Cash, Apple Gets Downgraded | Bloomberg Tech 8/10/20262 mentions · 0▲ 2▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
TBPNU.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
All-In PodcastCan the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:008:0017:0026:0035:00
Bloomberg TechTSMC's Market Jolt, Saronic's Texas Bet and GameStop's eBay Bid | Bloomberg Tech 7/16/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
All-In PodcastGameStop CEO: 3 Ways I’d Fix eBay1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:002:005:007:0010:00
All-In PodcastGameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:008:0017:0026:0035:00