http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Sat, 17 Oct 2026 16:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html <p>Friction in Agentic offerings, the trust barrier, and the typical pace of consumer behaviour evolution have made the Street too negative on consumer internet stocks, says Bernstein in a recent note. Firm analysts argue that conversational/agentic searches will become more entrenched in the long term, though it might take a few quarters before the bear case is shaken off.</p><p>Bernstein sees three paths to outperformance for consumer internet stocks in 2027. Path 1: re-rating may occur if a company can change the Street’s view of the business from AI loser to AI winner. Path 2: revenue acceleration instead of just a http://www.streetinsider.com/Hot+List+Pro/Can+Consumer+Internet+stocks+outperform+in+2027%3F/27199243.html Sat, 17 Oct 2026 16:00:00 -0400 CART DASH EBAY UBER W http://www.streetinsider.com/Investing/GameStop+shares+gain+as+CEO+Ryan+Cohen+buys+more+stock/27181475.html <p>Investing.com -- GameStop Corp. shares traded over 2.5% higher in after-hours trading on Tuesday following disclosure that the company's CEO Ryan Cohen purchased additional company stock.</p><p>Cohen, who serves as chairman, president, and chief executive of GameStop, acquired 844,130 shares of Class A common stock on Tuesday, according to a Form 4 filing with the U.S. Securities and Exchange Commission.</p><p>The purchases included 67,130 shares at $26.75 each and 777,000 shares at $27.00 each. After these transactions, Cohen directly owns 42,492,652 shares of GameStop's Class A common stock, bringing his total stake in the company to 9.1%.</p><p>Cohen has made several purchases in http://www.streetinsider.com/Investing/GameStop+shares+gain+as+CEO+Ryan+Cohen+buys+more+stock/27181475.html Tue, 13 Oct 2026 16:28:05 -0400 EBAY GME http://www.streetinsider.com/Investing/GameStop+shares+gain+as+CEO+Ryan+Cohen+buys+more+stock/27181475.html <p>Investing.com -- GameStop Corp. shares traded over 2.5% higher in after-hours trading on Tuesday following disclosure that the company's CEO Ryan Cohen purchased additional company stock.</p><p>Cohen, who serves as chairman, president, and chief executive of GameStop, acquired 844,130 shares of Class A common stock on Tuesday, according to a Form 4 filing with the U.S. Securities and Exchange Commission.</p><p>The purchases included 67,130 shares at $26.75 each and 777,000 shares at $27.00 each. After these transactions, Cohen directly owns 42,492,652 shares of GameStop's Class A common stock, bringing his total stake in the company to 9.1%.</p><p>Cohen has made several purchases in http://www.streetinsider.com/Investing/GameStop+shares+gain+as+CEO+Ryan+Cohen+buys+more+stock/27181475.html Tue, 13 Oct 2026 16:28:05 -0400 EBAY GME http://www.streetinsider.com/Investing/eBay+named+Morgan+Stanley+top+pick+on+live+commerce+flywheel%3B+stock+surges/27174956.html <p data-path-to-node="0">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">eBay</span></span> Inc (NASDAQ:EBAY) shares surged 5.5% in late morning trading on Monday after Morgan Stanley elevated the e-commerce giant to its top pick in the internet sector, citing an underappreciated structural driver behind the company’s recent momentum. The investment bank raised its price target on the stock to $132 from $127, pointing to the explosive growth of Western live commerce as the hidden force accelerating gross merchandise volume.</p> <p data-path-to-node="1">In a note led by analyst Nathan Feather, Morgan Stanley argued that the rapid emergence of live streaming auctions has transformed trading dynamics on the platform. http://www.streetinsider.com/Investing/eBay+named+Morgan+Stanley+top+pick+on+live+commerce+flywheel%3B+stock+surges/27174956.html Mon, 12 Oct 2026 11:41:40 -0400 EBAY http://www.streetinsider.com/General+News/eBay+named+Morgan+Stanley+top+pick+on+live+commerce+flywheel%3B+stock+surges/27174956.html <p data-path-to-node="0">Investing.com -- <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">eBay</span></span> Inc (NASDAQ:EBAY) shares surged 5.5% in late morning trading on Monday after Morgan Stanley elevated the e-commerce giant to its top pick in the internet sector, citing an underappreciated structural driver behind the company’s recent momentum. The investment bank raised its price target on the stock to $132 from $127, pointing to the explosive growth of Western live commerce as the hidden force accelerating gross merchandise volume.</p> <p data-path-to-node="1">In a note led by analyst Nathan Feather, Morgan Stanley argued that the rapid emergence of live streaming auctions has transformed trading dynamics on the platform. http://www.streetinsider.com/General+News/eBay+named+Morgan+Stanley+top+pick+on+live+commerce+flywheel%3B+stock+surges/27174956.html Mon, 12 Oct 2026 11:41:40 -0400 EBAY http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html <p>Bernstein SocGen Group analyst Nikhil Devnani discusses US Emerging Internet stocks heading into 2027.</p><p>The analyst commented: "Consumer Internet stocks — particularly aggregators — are battleground names as AI Agents (see Muse and Instinct) have stirred up discussions on the future of search, discovery, and online commerce. We like the risk/reward in our names at current multiples and feel the Street is overly negative given frictions in Agentic offerings, the trust barrier, and the typical rate at which consumer behavior evolves. But we can’t predict the future either and will continue to follow the data. In our experience, these bear cases http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen%3A+%27Can+Consumer+Internet+stocks+outperform+in+2027%3F%27/27174285.html Mon, 12 Oct 2026 08:56:51 -0400 CART DASH EBAY ETSY LYFT UBER W ZG http://www.streetinsider.com/Analyst+PT+Change/eBay+%28EBAY%29+PT+Raised+to+%24132+at+Morgan+Stanley/27173965.html Morgan Stanley analyst Nathan Feather raised the price target on eBay (NASDAQ: EBAY) to $132.00 (from $127.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/eBay+%28EBAY%29+PT+Raised+to+%24132+at+Morgan+Stanley/27173965.html Mon, 12 Oct 2026 07:59:44 -0400 EBAY http://www.streetinsider.com/Analyst+PT+Change/eBay+%28EBAY%29+PT+Lowered+to+%2491+at+Wells+Fargo/27173424.html <p>Wells Fargo analyst Ken Gawrelski lowered the price target on eBay (NASDAQ: EBAY) to $91.00 (from $92.00) while maintaining a Underweight rating.</p><p>The analyst comments "Expect 3Q GMV beat, 4Q HE guide +1% above, but see continued elevated risk to EPS growth as mgmt likely invests against attractive new opportunities (Live, C2C) while battling an aggressive new entrant in Vinted. See '27 EPS 8% below Street. Believe FY27 will see earnings pressure from marketing investments, though unclear whether preliminary guidance will be provided on the 3Q print. See two paths ahead for EBAY: defend margins in core while investing in Depop, http://www.streetinsider.com/Analyst+PT+Change/eBay+%28EBAY%29+PT+Lowered+to+%2491+at+Wells+Fargo/27173424.html Mon, 12 Oct 2026 05:27:01 -0400 EBAY http://www.streetinsider.com/Analyst+Comments/eBay+%28EBAY%29+PT+Lowered+to+%2491+at+Wells+Fargo/27173424.html <p>Wells Fargo analyst Ken Gawrelski lowered the price target on eBay (NASDAQ: EBAY) to $91.00 (from $92.00) while maintaining a Underweight rating.</p><p>The analyst comments "Expect 3Q GMV beat, 4Q HE guide +1% above, but see continued elevated risk to EPS growth as mgmt likely invests against attractive new opportunities (Live, C2C) while battling an aggressive new entrant in Vinted. See '27 EPS 8% below Street. Believe FY27 will see earnings pressure from marketing investments, though unclear whether preliminary guidance will be provided on the 3Q print. See two paths ahead for EBAY: defend margins in core while investing in Depop, http://www.streetinsider.com/Analyst+Comments/eBay+%28EBAY%29+PT+Lowered+to+%2491+at+Wells+Fargo/27173424.html Mon, 12 Oct 2026 05:27:01 -0400 EBAY