Josh Brown Says eBay (EBAY) a ‘Breakout’ Stock Amid Tariff-Proof Business Model, Cheap Valution

As retail and e-commerce companies scramble to make sense of the changed market dynamics amid President Trump’s tariffs, eBay Inc (NASDAQ: EBAY) is posting strong performance this year. The stock is up 25% year to date in 2025.

Josh Brown, CEO of Ritholtz Wealth Management, recently talked about the company during a program on CNBC and explained why he’s bullish on the stock:

“eBay in the context of this is a company that’s not going to be raising costs on its users or on its customers because it’s really not affected by tariffs. Only 11% of revenue on the platform has anything to do with China. 84% of the revenue on eBay comes directly from its marketplace business and 16% comes from advertising, and almost none of it is related to goods manufactured elsewhere that have to pay a tariff to be sold here. You also have a cheap stock—17 times earnings versus 26 times for the industry. It’s a slow grower, that’s why it’s cheap, but it’s a company with a 30% operating margin, and it has just broken out technically above the $72 level. So we talked about it, let’s say, 9 or 10 days ago as a potential breakout—now it’s an actual.”

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Disclosure: None. This article is originally published at Insider Monkey.