eBay's survey found more shoppers buying used goods monthly, and Morgan Stanley estimated eBay Live accounted for at least 40% of 2026 marketplace transaction growth. Wells Fargo kept a negative rating and cut its target, but the reported demand and live-shopping growth support a positive reading.
These trends could bring more repeat buyers and activity to eBay's marketplace. Morgan Stanley estimates eBay Live accounted for at least 40% of expected 2026 marketplace transaction growth. Wells Fargo kept a negative view and trimmed its target, and eBay's third-quarter results are still pending. The reported demand and live-shopping growth support a positive reading despite that disagreement.
The story says a Morgan Stanley analyst named eBay his top pick, but reports no change to Morgan Stanley's own business. It does not change how we read MS.
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