For the quarter ending April 30, analysts anticipate consensus revenue of $766.64 million and EPS of $0.16, with the current $21.80 share price significantly exceeding the $13.50 average analyst target. Investors are primarily focused on the company’s $56 billion hostile bid for eBay and its newly authorized $2 billion share buyback program.
This aggressive capital allocation strategy is supported by a $9.7 billion cash reserve, which management is using to pivot the business toward higher-margin categories. Recent growth has been driven by the collectibles segment, which now accounts for over 40% of total sales, offsetting secular declines in physical hardware and software.