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USConsumer Cyclical

eBay Inc (EBAY)

US · Consumer Cyclical · Internet Retail

$112.90+3.42%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$3.13B
Revenue YoY
+14.8%
Net profit
$550.0M
Profit YoY
+49.5%
EPS
$1.25
EPS estimate
$1.20
Net margin
17.5%

EPS came in at 1.25 against a street estimate of 1.20 — a beat of 4.2%.

Key statistics

Market cap
$47.95B
P/E
22.6
Forward P/E
15.9
P/B
10.02
Book value
$10.48
EPS (TTM)
$4.76
Dividend yield
1.14%
52-week high
$118.62
52-week low
$77.32
50-day MA
$108.98
200-day MA
$99.01
Beta
1.34

Analyst view

Analysts rate eBay Inc a hold (9 buy, 20 hold, 4 sell out of 33) with an average price target of $116.15.

From the latest earnings call · 2026-08-05

CONFIDENT eBay beat Q2 expectations across all metrics (GMV +14%, revenue +14%, non-GAAP EPS +17%). Strategic priorities—focused categories, C2C, recommerce—now 70% of GMV, each growing 20%+. Depop acquisition closed; full-year guidance raised. Q2 2026 U.S. delivered 24% GMV growth on strong focused categories, C2C, Live. International improved to 4% YoY organically despite macro headwinds; GMV growth in focused categories and C2C offset weakness. Depop deal expected to contribute ~2.5 pts to Q3 FX-neutral GMV growth. Analysts pressed on eBay Live extensibility, AI roadmap, Depop competitive intensity in U.S., and lapping dynamics. Management emphasized broad-based momentum across focused categories and C2C, differentiated value props (eBay scale + Depop brand), and durable underlying strength via 2-year stacking. On competition, executives highlighted no U.S. fee changes planned and con…

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Shareholding

Insiders
10.04%
Institutions
95.38%

Largest institutional holders

FundStake
BlackRock Inc9.14%
Vanguard Capital Management, LLC6.57%
Vanguard Portfolio Management, LLC5.26%
State Street Corp5.01%
Ameriprise Financial Inc3.51%
Geode Capital Management, LLC2.79%
Comprehensive Financial Management LLC2.25%
Amvescap Plc.2.06%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
EBAY INC. — FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net revenues Q2 2026: $3,134 million (up 14.8
2026-08-06
Results announced · Q3 2026
EBAY INC. Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenue: $3.1 billion, up 15% as-reported and 14% FX-neutral year-over-year • Gross Merchandise
2026-08-05
Shareholder vote results · Q2 2026
EBAY INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 17, 2026 with stockholder votes on four proposals • Total votes cast across
2026-06-18
Reg FD disclosure · Q2 2026
EBAY INC. – 8-K FILING SUMMARY (MAY 12, 2026) HEADLINE NUMBERS • No financial data provided in this 8-K filing • Document is a current report disclo
2026-05-12
Reg FD disclosure · Q2 2026
eBay INC. - 8-K SUMMARY (May 4, 2026) HEADLINE NUMBERS • No financial figures provided in this 8-K filing • Document is a current report disclosing a
2026-05-05
Proxy statement · Q2 2026
EBAY INC. 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of 11 directors to the Board (one-year terms). Board r
2026-04-30
Quarterly report · Q1 2026
eBay INC. Q1 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net revenues Q1 2026: $3,089 million vs. $2,585 million Q1 2025 (+19.5%) • Ne
2026-04-29
Annual report FY2025
eBay INC. - 10-K ANNUAL REPORT SUMMARY Fiscal Year Ended December 31, 2025 --- HEADLINE NUMBERS • Gross Merchandise Volume (GMV): Nearly $80 billio
2026-02-19

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Corporate actions

ActionDetailDate
Dividend$0.31 / share
ex-date Aug 28, 2026 · pay Sep 11, 2026
2026-08-28
Dividend$0.31 / share
ex-date May 29, 2026 · pay Jun 12, 2026
2026-05-29
Dividend$0.31 / share
ex-date Mar 6, 2026 · pay Mar 20, 2026
2026-03-06
Dividend$0.29 / share
ex-date Nov 28, 2025 · pay Dec 12, 2025
2025-11-28
Dividend$0.29 / share
ex-date Aug 29, 2025 · pay Sep 12, 2025
2025-08-29

Deals & corporate news

AnnouncementDate
Contemplating acquisition of eBay Inc with debt financing support
GameStop is exploring acquiring eBay in a potential major business combination ('Project Sling'). TD Securities has issued a non-binding 'highly confident' letter stating it could arrange up
2026-05-12

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Data updated 2026-09-18.