Capital ReturnsExpected incremental capital returns from the ADE stake sale are supportive of shares.
Growth OutlookShares are seen as undervalued given its improving growth outlook, return to margin expansion, incremental buybacks, and minority investment value.
Product InnovationsWith GenAI, eBay has increased product velocity both on the seller side with magical listing as well as on the buyer side with Shop the Look & Explore, as the company continues to invest in making the shopping experience more inspirational.