大行评级丨富国银行:下调eBay目标价至92美元,评级降至“跑输大市”

格隆汇
Aug 04
富国银行将eBay的评级由“与大市同步”下调至“跑输大市”,理由是美国市场竞争压力持续升温,预计将对公司盈利预测带来下修压力。该行将eBay目标价由105美元下调至92美元,估值基准为2027财年GAAP每股盈利的20倍市盈率。报告同时指出,游戏驿站对eBay的潜在收购要约构成上行风险,而Depop可能削减佣金则是盈利预测的下行风险。

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