AITheStreetabout 12 hours ago
Morgan Stanley sends clear message on eBay, Etsy
5 min read
Morgan Stanley analysts Nathan Feather and Brian Nowak argue the market underestimates how well-positioned eBay and Etsy are for agentic commerce, where AI shopping assistants handle purchases. The bank set a $121 price target on eBay shares. The shift moves e-commerce from keyword searches to conversational AI agents.
Level
Hype check
Tap to vote and see what everyone thinks.
