JEF

eBay Inc (NASDAQ:EBAY, XETRA:EBA) take rate pressure could offset gross merchandise volume momentum as advertising growth slows, according to Jefferies’ analysis of the company’s 10-Q. Excluding offsite ads, on-platform advertising growth matched gross merchandise volume growth in the third...

Jefferies Financial Group has delivered a 59.7% gain over the past 3 years, yet the current share price still hinges on a simpler issue: whether the returns it earns on its capital are strong enough to support that kind of journey. For anyone looking at the stock today, the key concern is how those underlying returns line up with the price now attached to each dollar invested in the business. The

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) is expected to beat quarterly estimates and raise its outlook next week, but Jefferies said supply constraints and a demanding valuation could limit further upside as investors focus on the chipmaker’s 2027 data center revenue potential. The...

SkinHealth Systems now carries a refreshed fair value estimate of about US$15.67 per share, down from roughly US$19.83, which resets the central price target in the current model. This aligns with recent Street commentary that has clustered around US$10 to US$11 price targets and Hold ratings, reflecting a cautious but not outright negative stance on the stock. As you read on, you will see how the

On Holding shares have fallen 31.5% year to date, which puts fresh attention on whether the current price around US$32 is adequately supported by the earnings the business is generating. With the stock also facing a more competitive running market, the question for investors is how much of the business story is already embedded in the valuation. The 31.5% year to date decline raises the question o