CapitalBear
GameStop May Scrap $56B eBay Bid, Shift to Partnership
GameStop weighs dropping takeover for partnership/JV centered on eBay's collectibles
D1 -1.6% · +5d -3.5%
›2 waves of this story
- 2026-08-11 Bloomberg: Cohen may drop takeover, use 1,600 stores for collectibles partnership
- 2026-08-11 GameStop weighs dropping takeover for partnership/JV centered on eBay's collectibles
Earnings
eBay CEO Sells 22,220 Shares for ~$2.4M
Aug 5-6 sales, 8% of direct holdings
D1 -0.9% · +5d -5.0%
›4 waves of this story
- 2026-08-06 Revenue and EPS beat, GMV up 14%, Q3 guide above estimates
- 2026-08-06 GMV and revenue both up 14%, ad growth strong; company raises Q3 and full-year outlook
- 2026-08-06 Multiple sources confirm results, guidance, and final Depop price, adding new details.
- 2026-08-10 Aug 5-6 sales, 8% of direct holdings
14 earlier events›
Analyst
Argus Research upgrades to Buy
D1 +1.7% · +5d -7.9%
Company
eBay CEO reveals AI strategy: blocks AI buyers, promotes AI seller tools
CEO bans AI shopping agents while encouraging AI tools for sellers, a new strategic move.
D1 -0.9% · +5d -5.0%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +1.4% · +5d -8.0%
Earnings
Earnings report
D1 +1.4% · +5d -8.0%
AnalystBear
Citizens downgrades to Market Perform
D1 +2.3% · +5d -3.3%
AnalystBear
Wells Fargo downgrades to Underweight
D1 -6.0% · +5d +0.5%
AnalystBear
Wells Fargo Downgrades eBay to Underweight
Depop acquisition may pressure FY2027 earnings as online resale competition intensifies
D1 -6.0% · +5d +0.5%
CompanyBear
eBay, Former Execs to Pay $56M in 2019 Harassment Settlement
Multiple sources confirm eBay and former executives agreed to pay ~$56M to resolve stalking/harassment lawsuit.
D1 -1.8% · +5d -3.6%
Earnings
Earnings report
D1 -1.8% · +5d -3.6%
Capital
Institutional Q1 Moves: Caxton Buys, Scotia Cuts, Entropy Adds
Caxton opened 5,145 shares; Scotia cut 32.9%; Entropy bought 16,103 shares, per SEC filings.
D1 +3.7% · +5d -6.7%
CapitalBull
GameStop discloses ~10% stake in eBay
GameStop exercised $3.97B in eBay calls, acquiring ~39M shares in cash per 13D filing
D1 +1.9% · +5d -0.9%
8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 +2.1% · +5d +3.5%
Earnings
Earnings report
Q1 GMV rose 14% to $22.2 billion, with revenue growing 17% to $3.09 billion
D1 +3.4% · +5d +4.2%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +3.4% · +5d +4.2%
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