US · Consumer Cyclical · Internet Retail
EPS came in at 1.19 against a street estimate of 1.11 — a beat of 7.2%.
Analysts rate eBay Inc a buy (12 buy, 18 hold, 2 sell out of 32) with an average price target of $126.11.
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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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.98% |
| The Toronto-Dominion Bank | 7.70% |
| Vanguard Capital Management, LLC | 6.60% |
| State Street Corp | 4.97% |
| Vanguard Portfolio Management, LLC | 4.90% |
| Geode Capital Management, LLC | 2.86% |
| Ameriprise Financial Inc | 2.75% |
| Comprehensive Financial Management LLC | 2.29% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net revenue was $3,206 million, up from $2,820 million in the third quarter of 2025. • Nine-month 2026 net rev | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $3.2 billion, or $3,206 million, up 14% as reported and 13% on an FX-neutral basis. • Gross Merchandise Volum | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • eBay expects to report third-quarter 2026 financial results above the guidance ranges provided in its August 2026 earnings announc | 2026-10-22 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.31 / share ex-date Dec 4, 2026 · pay Dec 18, 2026 | 2026-12-04 |
| 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 |
| Announcement | Date |
|---|---|
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for eBay Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.