eBay Inc. (EBAY)
Consumer Discretionary · Internet Retail / E-commerce Marketplace · NASDAQ
eBay is a leading global e-commerce marketplace that empowers enthusiasts and sellers through an AI-driven, highly scalable platform for discovery and trade.
What eBay Inc. does
eBay Inc. is a global commerce leader that operates a third-party online marketplace connecting millions of buyers and sellers in over 190 markets. The company generates revenue primarily through transaction fees, first-party advertising, and shipping services. eBay leverages artificial intelligence to enhance seller listing workflows, personalize buyer discovery experiences, and improve marketplace trust and efficiency.
Themes: e-commerce marketplace, artificial intelligence, digital advertising, fintech / seller services, cross-border commerce
Fundamentals
- Price$112.19 as of 2026-10-09 close
- Market cap$49.9B as of 2026-07-31 (share count; price 2026-10-09)
- 1-year return+24.5% 2025-10-09 close $90.13 → 2026-10-09 close $112.19
- P/E23.21 as of 2026-10-09
- Net margin+18.3% FY2025, SEC XBRL
- Gross margin+71.5% FY2025, SEC XBRL
- ROE+44.0% FY2025, SEC XBRL
- Debt / equity1.44 as of 2026-09-03
- Revenue growth (YoY)+14.7% as of 2026-09-03
- Revenue CAGR (3y)+4.3% SEC XBRL
- Beta0.55 as of 2026-09-03
- Last reported earnings2026-08-05 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.1%; pays a dividend.
How EBAY compares in its sector
- price-to-earnings ratiomiddle range 258 covered Consumer Discretionary peers, as of 2026-10-09
- net profit margintop 10% 314 covered Consumer Discretionary peers, as of 2026-09-03
- operating margintop 25% 281 covered Consumer Discretionary peers, as of 2026-09-03
- gross margintop 10% 191 covered Consumer Discretionary peers, as of 2026-09-03
- return on equitytop 10% 293 covered Consumer Discretionary peers, as of 2026-09-03
- 3-year revenue CAGRmiddle range 326 covered Consumer Discretionary peers
- indicated dividend yieldbottom 25% 169 covered Consumer Discretionary peers, as of 2026-09-03
- free cash flow (absolute dollars, latest fiscal year)top 10% 311 covered Consumer Discretionary peers, as of FY2025
Position among covered Consumer Discretionary companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
EBAY is in the Top 10 — Consumer Discretionary.
Top 10 — Consumer Discretionary — since 1 Oct 2026
Top 10 score
62.2 #171 of 1,383 scored · #9 of 156 in Consumer Discretionary
Capital return 95th (net share count bought back over the year 6.6) and profitability 84th (return on equity 44%, operating margin 20.5%); weakest is valuation (24th, price to book 10.7, price to earnings 23.2).
Top 10 — Consumer Discretionary
In this list since 1 Oct 2026 — currently 6th in the list (8 days)
- Entered 1 Oct 2026: score 62.1, rank 6 (not compared with 1 Sep 2026 — those rows were scored under method version 3, this pass under 4, and the formula changed between them, so a score is only comparable within one version).
Scores as of 9 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, EBAY's dividend was covered by reported results (earnings payout 26%, free-cash-flow payout 37%). This describes past coverage, not a forecast.
- Earnings payout26% dividends / net income
- Free-cash-flow payout37% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How eBay Inc. looks technically
EBay Inc. (EBAY) is trading 10.7% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 649 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 63, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 2 trading days ago (its momentum flipped positive). It made a new 20-day high about 17 trading days ago.
Trend
8
| Distance from the 200-day | it is trading 10.7% above its 200-day average, the long-term trend line — a longer-term uptrend | +10.7% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $106.86 | $106.86 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $101.33 | $101.33 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing low 9 calendar days ago — the swings before that are what the structure reading is measured on | 9 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five; the labelling fails if price closes below 104.61. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a three-part correction in leg C. | possible upward five-wave sequence, in wave 3 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 649 trading days ago — a "golden cross", a bullish long-term signal | 649 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 12, below the 25 that marks a real trend) | 11.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 63, neither overbought (above 70) nor oversold (below 30) | 62.7 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($104.61 to $113.43) — its "stochastic" reading is 86 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 85.9 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 2 trading days ago (its momentum flipped positive) | 2 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $119.31 | $119.31 |
|---|---|---|
| From the 52-week high | it is 6.0% below its 52-week high (its highest price of the past year) | -6.0% |
| Above the 52-week low | it is 43.8% above its 52-week low (its lowest price of the past year) | +43.8% |
| Below the 52-week high | it is 6.0% below its highest point of the past year | 6.0% |
| Since a 20-day breakout | it made a new 20-day high about 17 trading days ago | 17 sessions |
| Since a 55-day breakout | it made a new 55-day low about 39 trading days ago | 39 sessions |
| All-time high | its highest closing price on record is $119.31 (set on 2026-05-20) | $119.31 |
| Given back of the 52-week move | over the past year its closes ranged ($79.41 to $118.96), and it has given back roughly a quarter of its rise from last year’s low — 17% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $93.25 to $94.52. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 17.1% |
| From the all-time high | it is 6.0% below its all-time high | -6.0% |
| Nearest price level | it is trading 0.6% above a support level at $111.56 — a price it turned at twice since 2026-05-04, most recently on 2026-06-05. Since 2024-10-09 it has 16 such levels below the current price and 2 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.6% |
| All-time low | its lowest closing price on record is $4.17 (set on 2009-03-06) | $4.17 |
| Above the all-time low | it is 2589.8% above its all-time low | +2,590% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 86% of it) | 14th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.11 between its high and its low — about 2.8% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.11 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $104.19 and $112.82 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $104.19 – $108.51 – $112.82 |
| Typical daily range (% of price) | its price moves about 2.8% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.8% |
| Stretch from the 200-day average | it is trading 3.5 daily ranges above its 200-day average price (10.7% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 3.5 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.55× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | 2 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 2 sessions ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-10-09 0.8% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.8% |
|---|---|---|
| Gap filled | a 2.4% gap down opened on 2026-08-27 has been "filled" 29 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 29 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 3 sessions in a row, a +4.79% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 3 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 6.3 percentage points (the stock gained 8.4% while the market gained 2.1%) | +6.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 8.0 percentage points (the stock lost 4.4% while the market gained 3.6%) | -8.0% |
| vs market, 6 months | over the past 6 months this stock beat the market by 2.9 percentage points (the stock gained 17.4% while the market gained 14.5%) | +2.9% |
| vs market, 12 months | over the past 12 months this stock beat the market by 8.5 percentage points (the stock gained 24.5% while the market gained 16.0%) | +8.5% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 2.6% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-02 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 2.2% of the share price. | +2.6% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 11% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $101.18 — a volume-weighted average of daily closes over 191 sessions, not a true tick-by-tick VWAP. | +10.9% |
|---|---|---|
| Vs the average paid since it last reported | the price is 5% above the average price paid since it last reported on 2026-08-05 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $107.04 — a volume-weighted average of daily closes over 47 sessions, not a true tick-by-tick VWAP. | +4.8% |
Double bottom, bullish — forming · entry $112.90 · 30 sessions in
Price levels it has turned at before
EBAY last closed at $112.19 on 2026-10-09. Since 2024-10-09 it has turned at 16 prices below its last close and 2 above; the 3 nearest below and the 2 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $111.56 | Support | 0.6% below the last close | turned there twice · 2026-05-04 to 2026-06-05 |
| $114.40 | Resistance | 2.0% above the last close | turned there twice · 2026-08-07 to 2026-09-18 |
| $107.05 | Support | 4.6% below the last close | turned there three times · 2026-04-21 to 2026-08-24 |
| $118.72 | Resistance | 5.8% above the last close | turned there twice · 2026-05-20 to 2026-07-13 |
| $104.75 | Support | 6.6% below the last close | turned there twice · 2026-06-22 to 2026-09-30 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 3 of five.
This labelling fails — stops being a possible reading at all — if it closes below $104.61.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $118.39 and $126.91 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a three-part correction in leg C, which fails on a close below $104.61.
This reading has stood for 3 trading days, since 2026-10-07.
Read from daily closes as of 2026-10-09.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · MACD just crossed bullish (12/26/9) · trendless / choppy (low ADX) · At the top of its 14-day range (stochastic above 80) · Trading above the Ichimoku cloud · Near a support level (sitting on a price it has bounced off before) | Learn: moving average · golden cross · adx · rsi · macd · breakout
Based on daily closing prices as of 2026-10-09. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (2.53 mean, 1=Strong Buy…5=Strong Sell) — 27 analysts
- Mean price target$116.11 range $71.00 – $145.00; median $118.00
Analyst estimates, as of 2026-10-08. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for EBAY
- Consensus EPS estimate$1.41 next reporting period, as of 2026-10-08
- Estimate change, 30 days-$0.00086 (-0.1%) from $1.41, on 2026-09-03, 35-day window
- Readings revised upward25% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["reliance on third-party sellers and market conditions","intense competition in global e-commerce markets","security, privacy, and regulatory risks associated with digital platforms"]
What changed in the latest 10-Q
AI-assisted comparison of EBAY's 10-Q filed 2026-08-06 against the prior one filed 2026-04-29.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (filed 2026-08-06) adds: Net revenues increased 15% to $3.1 billion for the three months ended June 30, 2026 compared to $2.7 billion during the same period in 2025.
- Newer filing (filed 2026-08-06) adds: Operating margin increased to 21.6% for the three months ended June 30, 2026 compared to 17.6% during the same period in 2025.
- Newer filing (filed 2026-08-06) adds: We generated cash flow from continuing operating activities of $549 million for the three months ended June 30, 2026 compared to $340 million used in continuing operating activities in the same period in 2025.
- Newer filing (filed 2026-08-06) adds: We repurchased $310 million of common stock and paid $138 million in cash dividends during the three months ended June 30, 2026.
- Newer filing (filed 2026-08-06) adds: We repaid the $750 million aggregate principal amount of our previously outstanding 1.400% senior notes due 2026 on the date of maturity and issued $750 million aggregate principal amount of commercial paper notes.
- Newer filing (filed 2026-08-06) adds: In July 2026, our Audit Committee declared a quarterly cash dividend of $0.31 per share of common stock to be paid on September 11, 2026 to stockholders of record as of August 28, 2026.
- Newer filing (filed 2026-08-06) adds: The Depop Limited transaction closed on July 30, 2026. We paid $1.4 billion in cash, inclusive of preliminary purchase price adjustments, subject to finalization.
- Newer filing (filed 2026-08-06) adds a net revenues table for the three and six months ended June 30, 2026 and 2025, including Marketplace revenues of $2,538 million and $2,248 million, Advertising revenues of $596 million and $482 million, and Net revenues of $3,134 million and $2,730 million for the three months, and Marketplace revenues of $5,046 million and $4,391 million, Advertising revenues of $1,177 million and $924 million, and Net revenues of $6,223 million and $5,315 million for the six months.
- Removed:
- Older filing (filed 2026-04-29) contains: Net revenues increased 19% to $3,089 million for the three months ended March 31, 2026 compared to $2,585 million during the same period in 2025.
- Older filing (filed 2026-04-29) contains: Operating margin decreased to 19.8% for the three months ended March 31, 2026 compared to 23.6% during the same period in 2025.
- Older filing (filed 2026-04-29) contains: We generated cash flow from continuing operating activities of $970 million for the three months ended March 31, 2026 compared to $755 million in the same period in 2025.
- Older filing (filed 2026-04-29) contains: We repurchased $500 million of common stock and paid $139 million in cash dividends during the three months ended March 31, 2026.
- Older filing (filed 2026-04-29) contains: We received a $194 million cash distribution related to our equity investment in Aurelia during the three months ended March 31, 2026.
- Older filing (filed 2026-04-29) contains: In February 2026, our Audit Committee authorized an incremental $2.0 billion under our stock repurchase program.
- Older filing (filed 2026-04-29) contains: In April 2026, our Audit Committee declared a quarterly cash dividend of $0.31 per share of common stock to be paid on June 12, 2026 to stockholders of record as of May 29, 2026.
- Older filing (filed 2026-04-29) contains a net revenues table for the three months ended March 31, 2026 and 2025, including Marketplace revenues of $2,508 million and $2,143 million, Advertising revenues of $581 million and $442 million, and Net revenues of $3,089 million and $2,585 million.
- Older filing (filed 2026-04-29) contains a Seasonality table with columns for March 31, June 30, September 30, December 31 and rows for 2024 and 2025 quarterly net revenues.
- Reworded:
- Newer filing (filed 2026-08-06) changes the introductory sentence from 'This section of this Form 10-Q generally discusses items relating to the three-month periods ended March 31, 2026 and 2025 and comparisons between the respective periods' to 'This section of this Form 10-Q generally discusses items relating to the three and six-month periods ended June 30, 2026 and 2025 and comparisons between the respective periods.'
- Newer filing (filed 2026-08-06) changes 'Forward-Looking Statement' to 'Forward-Looking Statements' in the introductory paragraph.
- Newer filing (filed 2026-08-06) changes 'our off-platform marketplaces and our suite of mobile apps' to 'our off-platform marketplaces, and our suite of mobile apps' (comma addition).
- Newer filing (filed 2026-08-06) changes 'to provide buyers choice and a breadth of relevant inventory from around the globe and to enable sellers' access to eBay's 136 million buyers worldwide' to 'to provide our buyers choice and a breadth of relevant inventory from around the globe and to enable our sellers to access eBay's 136 million buyers worldwide'.
- Newer filing (filed 2026-08-06) changes 'Our Marketplace platforms enable buyers and sellers to benefit' to 'Our Marketplace platforms enable our buyers and sellers to benefit'.
- Newer filing (filed 2026-08-06) changes the Depop acquisition description from 'to acquire Depop, Inc., a leading C2C fashion marketplace, for approximately $1.2 billion in cash, subject to certain purchase price adjustments. The transaction is currently expected to close by the end of the third quarter of 2026, subject to the satisfaction of certain closing conditions and receipt of required regulatory approvals' to 'to acquire all of the outstanding equity interests of Depop Limited, a leading consumer-to-consumer ("C2C") fashion marketplace, for $1.2 billion in cash, subject to certain purchase price adjustments. The transaction closed on July 30, 2026. We paid $1.4 billion in cash, inclusive of preliminary purchase price adjustments, subject to finalization.'
- Newer filing (filed 2026-08-06) changes the net revenues table from three-month data for March 31 to three-month and six-month data for June 30.
- Notes:
- The provided texts are excerpts from the MD&A sections and do not include the full MD&A content of either filing.
- The newer filing text is truncated at the beginning of the Seasonality table after the 'Quarter Ended March 31 June 30' heading, and the older filing text is truncated mid-table after the '2025' row label, so the Seasonality table contents cannot be fully compared.
Risk Factors
- Added:
- Newer filing (2026-08-06) covers three and six months ended June 30, 2026, while older filing (2026-04-29) covers only three months ended March 31, 2026.
- Newer filing reports favorable foreign currency impacts of $22 million and $100 million on net revenues for the three and six months ended June 30, 2026, respectively, compared to favorable impacts of $32 million and $11 million during the same periods in 2025.
- Newer filing reports an unfavorable foreign currency impact of $3 million and $20 million on cost of net revenues for the three and six months ended June 30, 2026, respectively, compared to unfavorable impacts of $8 million and $3 million during the same periods in 2025.
- Newer filing reports an unfavorable foreign currency impact of $9 million and $54 million on operating expenses for the three and six months ended June 30, 2026, respectively, compared to an unfavorable impact of $12 million and an immaterial favorable impact during the same periods in 2025.
- Newer filing includes six-month figures for net revenues, GMV, take rate, cost of net revenues, and operating expenses.
- Newer filing reports cost of net revenues of $832 million and $1,634 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports sales and marketing expenses of $697 million and $1,370 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports product development expenses of $484 million and $934 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports general and administrative expenses of $306 million and $716 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports transaction losses of $133 million and $271 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports amortization of acquired intangible assets of $6 million and $11 million for the three and six months ended June 30, 2026, respectively.
- Newer filing reports total operating expenses of $1,626 million and $3,302 million for the three and six months ended June 30, 2026, respectively.
- Newer filing describes increased cost of net revenues for the three months ended June 30, 2026 as primarily due to increases of $44 million in payment processing costs, $20 million of promoted offsite advertising costs, and $16 million of data center and site operations costs.
- Newer filing describes increased cost of net revenues for the six months ended June 30, 2026 as primarily due to increases of $82 million in payment processing costs, $36 million of promoted offsite advertising costs, $28 million of data center and site operations costs, and $20 million due to the unfavorable impact of foreign currency movements.
- Newer filing describes increased sales and marketing expenses for the three months ended June 30, 2026 as primarily due to increases of $81 million in marketing program costs and $21 million in employee-related costs.
- Newer filing describes increased sales and marketing expenses for the six months ended June 30, 2026 as primarily due to increases of $170 million in marketing program costs, $37 million in employee-related costs, and $33 million due to the unfavorable impact of foreign currency movements.
- Removed:
- Older filing (2026-04-29) reports a favorable foreign currency impact of $78 million on net revenues for the three months ended March 31, 2026 compared to an unfavorable impact of $21 million during the same period in 2025.
- Older filing reports an unfavorable foreign currency impact of $17 million on cost of net revenues for the three months ended March 31, 2026, compared to a favorable impact of $5 million during the same period in 2025.
- Older filing reports an unfavorable foreign currency impact of $45 million on operating expenses for the three months ended March 31, 2026, compared to a favorable impact of $12 million during the same period in 2025.
- Older filing includes only three-month figures for net revenues, GMV, take rate, cost of net revenues, and operating expenses for the three months ended March 31, 2026.
- Older filing reports cost of net revenues of $802 million for the three months ended March 31, 2026.
- Older filing reports sales and marketing expenses of $673 million for the three months ended March 31, 2026.
- Older filing reports product development expenses of $450 million for the three months ended March 31, 2026.
- Older filing reports general and administrative expenses of $410 million for the three months ended March 31, 2026.
- Older filing reports transaction losses of $138 million for the three months ended March 31, 2026.
- Older filing reports amortization of acquired intangible assets of $5 million for the three months ended March 31, 2026.
- Older filing reports total operating expenses of $1,676 million for the three months ended March 31, 2026.
- Older filing describes increased cost of net revenues for the three months ended March 31, 2026 as primarily due to increases of $38 million driven by payment processing volume, $17 million due to the unfavorable impact of foreign currency movements, $16 million in cost of promoted listings products, and $12 million in data center costs.
- Older filing describes increased sales and marketing expenses for the three months ended March 31, 2026 as primarily due to increases of $89 million in marketing program costs, $27 million due to the unfavorable impact of foreign currency movements, and $16 million in employee-related costs.
- Older filing includes sections on Product Development, General and Administrative, and Transaction Losses with detailed descriptions not present in the newer filing excerpt.
- Reworded:
- FX-neutral net revenues for the three-month period changed from $3,011 million (Q1 2026) in the older filing to $3,112 million (Q2 2026) in the newer filing.
- FX-neutral GMV for the three-month period changed from $21,448 million (Q1 2026) in the older filing to $22,230 million (Q2 2026) in the newer filing.
- Take rate for the three-month period changed from 13.91% (Q1 2026) in the older filing to 13.99% (Q2 2026) in the newer filing.
- Net revenues for the three-month period changed from $3,089 million (Q1 2026) in the older filing to $3,134 million (Q2 2026) in the newer filing.
- GMV for the three-month period changed from $22,197 million (Q1 2026) in the older filing to $22,398 million (Q2 2026) in the newer filing.
- The older filing references 'refurbished' in the GMV growth description, while the newer filing references 'refurbished goods' and 'Refurbished Goods' as a strong performing category; the newer filing also replaces 'Electronics' with 'Refurbished Goods' in the list of strong performing categories.
- The newer filing omits the Product Development, General and Administrative, and Transaction Losses narrative sections present in the older filing (the excerpt may be truncated).
- Notes:
- The newer filing excerpt appears truncated mid-sentence in the Sales and Marketing section, and the older filing excerpt is also truncated in the Transaction Losses section, limiting full comparison of all narrative sections.
- The provided texts are labeled as 'Risk Factors' but contain MD&A content (Key Operating Metrics, Cost of Net Revenues, Operating Expenses), not risk factor text.
- Comparisons between Q1 2026 and Q2 2026 periods reflect different reporting periods rather than revisions to the same period.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 31 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-05. The 5 days since 2026-10-05 have not been checked yet.
- Last 30 days · read to 2026-10-050 buys · 5 sells ($2M) — 1 selling insider
- Last 90 days · read to 2026-10-050 buys · 31 sells ($8M) — 3 selling insiders
- Last 180 days · read to 2026-10-050 buys · 64 sells ($31M) — 5 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-06. Based on Form 4 filings read through 2026-10-05; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about EBAY's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 2 matched disclosures for EBAY from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding EBAY as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 73,472,841
- Reported value $8,210,589,933
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about EBAY's institutional holders → See what each manager we track holds →
Short interest (FINRA)
EBAY had 18,180,321 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
EBAY had 4.09% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.17 days to cover at the same settlement.
- Reported short interest (shares) 18,180,321
- Short interest (% of shares outstanding) 4.09%
- Prior settlement (shares) 18,018,529
- Reported change 0.9%
- Days to cover (reported) 4.17
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Amazon (AMZN)
- Walmart (WMT)
- MercadoLibre (MELI)
- Etsy (ETSY)
- Wayfair (W)
- Poshmark
- Facebook Marketplace (META)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does eBay Inc. (EBAY) do?
eBay Inc. is a global commerce leader that operates a third-party online marketplace connecting millions of buyers and sellers in over 190 markets. The company generates revenue primarily through transaction fees, first-party advertising, and shipping services. eBay leverages artificial intelligence to enhance seller listing workflows, personalize buyer discovery experiences, and improve marketplace trust and efficiency.
What sector is eBay Inc. (EBAY) in?
eBay Inc. (EBAY) is classified in the Consumer Discretionary sector. Its industry is Internet Retail / E-commerce Marketplace. It trades on NASDAQ.
Does EBAY pay a dividend?
Yes — eBay Inc. (EBAY) pays a dividend, with an indicated yield of about 1.11% (market data, as of 2026-09-03). Informational only — not financial advice.
Who are eBay Inc.'s (EBAY) competitors?
Notable peers of eBay Inc. (EBAY) include Amazon, Walmart, MercadoLibre, Etsy and Wayfair. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in EBAY?
Yes — we hold 2 matched STOCK Act disclosures for EBAY from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is eBay Inc. (EBAY) overbought or oversold right now?
eBay Inc. (EBAY) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 63, in the neutral middle (as of 2026-10-09). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on EBAY come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.