Their guidance is just being conservative. EBAY is the best stock to own. Both their PayPal and marketplace business are booming. Year to year earnings and revenue growth are the best among companies. If you want to short something, go to short AMZN. While AMZN is switching to central distribution, EBAY is using marketplace to organize an army of small vendors to take Amazon market share.
Also Dan Niles and Goldman Sachs can't be wrong. EBAY is the best of the best. I see EBAY is the new AAPL. I see $100 a share soon.