DailyIQ
Last updated3 minutes ago

EBAY·eBay Inc.

$116.37
+1.72 (+1.50%)
Overnight$116.20-0.17 (-0.15%)
High
$116.71
Open
$114.18
Market Cap
52.59B
52W High
$119.87
Low
$114.18
P. Close
$116.37
P/E
23.67
52W Low
$78.03
Fwd P/E
17.34
DailyIQ Est.
$117.51
Inst. Ownership
36.2%
Short Interest
3.87%
Days to Cover
3.1
Div. Yield
1.05%
Next Ex-Div
~Nov 27
Div. Growth
6+ yrs
Technical Score (1D)
95
BULLISH
News Sentiment
65
BULLISH
On Oct 12, Morgan Stanley upgraded eBay to a top pick, issuing a Buy rating and raising its price target to $132. The same day, analyst Nathan Feather of Streetinsider maintained an Overweight stance, noting that U.S. live commerce growth could add roughly four percentage points to eBay’s fiscal 2026‑2030 volume growth. Both reports highlighted live selling as a key catalyst for the company’s upside potential. The upgrade from Morgan Stanley was reported to have spurred a 5.6% jump in the stock on that day. The Streetinsider analysis reinforced the view that eBay’s expansion into live commerce could drive future growth.
LOW TARGET
$71 -39.0%
2 analysts
MEAN TARGET
$116 -0.1%
26 analysts
HIGH TARGET
$145 +24.6%
11 analysts
PRICE RANGE
$71.00 - $145.00
SB / B / H / S / SS
6/11/20/1/1
DAILYIQ EST.
$117.51 (+0.9%)
Sector
Consumer Cyclical
Industry
Internet Retail
Exchange
NMS
Country
United States
Symbol
EBAY
Description
eBay Inc. provides a global online marketplace that facilitates transactions between buyers and sellers across numerous countries, including the United States, the United Kingdom, Germany, and China. At its core, eBay's value proposition centers on connecting individuals and businesses, allowing them to list, sell, purchase, and process payments for a diverse range of goods. The company's online platform, accessible through ebay.com and its mobile applications, serves as the primary hub for these activities. Established in 1995 and headquartered in San Jose, California, eBay has cultivated a robust ecosystem that extends beyond its core platform, encompassing various off-platform business ventures.
Bought (1Y)
0 shares
$0
Sold (1Y)
315,194 shares
$34.7M
IANNONE JAMIEPresident and CEO
Sell2,841 shares2026-10-06
IANNONE JAMIEPresident and CEO
Sell6,830 shares2026-10-06
IANNONE JAMIEPresident and CEO
Sell1,439 shares2026-10-06
IANNONE JAMIEPresident and CEO
Sell9,965 shares2026-10-05
IANNONE JAMIEPresident and CEO
Sell1,145 shares2026-10-05
71/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
71.5%
Net Margin
18.3%
Revenue CAGR
2.1%
Current Ratio
1.10x
Debt / Equity
1.46x
Return on Equity
44.0%
Earnings Summary
eBay Inc. operates a global online marketplace that connects buyers and sellers across multiple countries, offering a platform for listing, purchasing, and payment processing for a wide array of goods. The company sits within the Consumer Cyclical sector and the Internet Retail industry, positioning it in a highly competitive e-commerce landscape. In the most recent quarters, eBay reported revenue of $2.58 billion in Q1 2025 and $2.73 billion in Q2 2025, up from $2.58 billion in Q4 2024, indicating a steady revenue acceleration. EPS also rose from $1.25 in Q4 2024 to $1.38 in Q1 2025 and $1.37 in Q2 2025, consistently beating analyst estimates in each of the last three quarters. The company’s earnings trend shows a modest deceleration in EPS growth between Q1 and Q2 2025, yet revenue growth remained robust, suggesting operational efficiency gains. Historically, eBay has maintained a positive YoY revenue trajectory, with revenue growth outpacing EPS growth in several periods, reflecting a pattern of revenue expansion even when earnings margins fluctuate. The company has also demonstrated a consistent ability to beat earnings estimates, underscoring disciplined financial management. Recent news highlights a strong global shift toward secondhand shopping, as reported in eBay’s 2026 Recommerce Report, which found that 70% of consumers consider secondhand purchases essential for budgeting, a rise from 35% in 2025. This trend aligns with eBay’s core marketplace and could drive future revenue from seller fees and advertising.

EPS

EstBeatMiss
$1.16$1.24$1.32$1.39$1.47Q4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$1.44 - -
Q3'25$1.33$1.36+1.9%
Q2'25$1.30$1.37+5.6%
Q1'25$1.34$1.38+3.2%
Q4'24$1.20$1.25+4.3%

Revenue

EstBeatMiss
$2.5B$2.7B$2.8B$2.9B$3.1BQ4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$3.0B - -
Q3'25 - $2.8B -
Q2'25 - $2.7B -
Q1'25 - $2.6B -
Q4'24 - $2.6B -

Market Data

EBAY Stock Snapshot

BULLISH95/100
$116.20−$0.17 (0.1%)
Market cap
52.59B
P/E ratio
23.7
Day range
$114.18 – $116.71
News sentiment
65/100 · Bullish
Analyst target
$116.26 (+0.1%)
Consensus
Hold · 39 analysts
52-week range+48.9% off low · -3.1% from high
$78.03$119.87
Price $116.20 DailyIQ Est. $117.51

EBAY's technical picture is constructive, with trend and momentum pointing the same direction. Earnings and guidance carry more weight than macro data at this capitalisation.

Reverse DCF

What growth is priced into EBAY?

RICH

At today's price, eBay Inc. needs to grow free cash flow about 21.4% a year for the next 10 years to justify its valuation at a 8.43% cost of capital. Over its actual history it has compounded free cash flow at -2.0% a year, so the market is asking for 23.3 percentage points above its own delivered rate. On that basis EBAY looks priced above what its own growth record supports.

Implied FCF growth
21.4%
Historical FCF CAGR
-2.0%
Growth gap
+23.3 pts
Verdict
RICH
Discount rate (WACC)
8.43%
Beta
0.78

Behaviour On Record

What EBAY's own history says about today's numbers

Realized volatility (21d)
26.3% 51st pct
Below its peak
-5.3%
vs 200-day average
+10.4%
Up days (1y)
53%

eBay Inc. is currently running 26.3% annualised volatility over the last 21 sessions. Measured against EBAY's own 13 years of daily returns rather than a market-wide average, that is the 51st percentile — close to its own typical level, against a typical reading of 26.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

EBAY is trading -5.3% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -20.0%, and the deepest was -44.8% in 2022. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +10.4% from its 200-day moving average. Against every other day in its history, that gap ranks at the 61st percentile — a somewhat wider gap than its own norm. Over the past year EBAY closed higher on 53% of sessions, and it is currently 3 sessions into a rising streak.

On October specifically: over 13 years of records, EBAY finished the month higher 3 of 13 times, with a median return of -7.5% and an average of -4.3%. Its strongest month historically has been July at +6.7% on average, its weakest October at -4.3%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: EBAY has opened more than 2% away from the prior close in 50 of 3,266 sessions (1.5% of the time), with the largest gaps running +12.0% and -5.5%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,267 daily closes between 2013-10-14 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against EBAY's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of EBAY's sector?

eBay Inc. sits in the Consumer Discretionary sector, currently ranked 7th of 12 GICS sectors by relative-strength rotation score (improving). Within its narrower Retail industry group, EBAY ranks 5th of 15 tracked industries, improving.

Sector rank
#7 of 12
Sector state
Improving
Sector rotation score
36
Industry rank
#5 of 15

Options Market

What is the options market pricing for EBAY?

CallsPuts

For eBay Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is tracked across both sides of the chain, with at-the-money implied volatility around 3.1%. The options market is pricing roughly a ±0.2% move by that expiry — a range of about $114.71–$115.25.

ATM implied volatility
3.1%
Total open interest
1
Expected move by 2026-10-16
±0.2% ($114.71–$115.25)

Analyst Rating Changes

Are analysts turning bullish or bearish on EBAY?

Morgan Stanley most recently reiterated its rating on eBay Inc. to Overweight on Oct 12, 2026 with a price target of $132 (from $127). Over the last 90 days, coverage has run 1 upgrade against 2 downgrades, a net bearish lean.

Latest action
Morgan Stanley — Overweight
90-day upgrades
1
90-day downgrades
2
Net rating momentum
-1
DateFirmActionRatingPrice target
Oct 12, 2026Morgan StanleyMaintainedOverweight$127 → $132
Oct 12, 2026Wells FargoMaintainedUnderweight$92 → $91
Sep 14, 2026StoneXMaintainedBuy$134 → $136
Aug 20, 2026WedbushMaintainedOutperform$135 → $137
Aug 20, 2026RosenblattInitiatedBuy$120
Aug 13, 2026CitigroupMaintainedBuy$127 → $130
Aug 11, 2026UBSMaintainedNeutral$107 → $120
Aug 7, 2026Argus ResearchUpgradeHold → Buy$133
Aug 6, 2026Piper SandlerReiteratedOverweight$115 → $133
Aug 6, 2026Truist SecuritiesMaintainedHold$105 → $115
Aug 6, 2026WedbushReiteratedOutperform$135
Aug 6, 2026BenchmarkMaintainedBuy$115 → $134

Peers & ETF holders

EBAY peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

65/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
eBay announced that its live shopping platform would be opened to a larger pool of sellers during the summer, a move aimed at capitalizing on increased consumer activity ahead of the holiday season. The expansion is expected to enhance product variety and engagement, potentially driving higher transaction volumes. Analysts noted that the decision aligns with broader retail trends toward interactive shopping experiences and could strengthen eBay’s competitive position against other marketplaces.
What did this article say?
Morgan Stanley analyst Nathan Feather elevated eBay to the firm’s top internet pick, prompting a 5.8% rally in the company’s shares on Monday, October 12. The upgrade signaled confidence in eBay’s e-commerce platform and its ability to capture growth in the online marketplace segment. The move was viewed as a positive catalyst, reinforcing investor sentiment and potentially supporting future upside. The announcement underscored the market’s belief in eBay’s strategic positioning amid competitive pressures. Overall, the upgrade reflected a material positive impact on eBay’s valuation.
What did this article say?
Morgan Stanley upgraded eBay to a top pick, issuing a Buy rating and lifting its price target to $132, which spurred a 5.6% jump in the stock. Analyst Nathan Feather of Streetinsider echoed the upgrade, maintaining an Overweight stance and citing U.S. live commerce growth as a key catalyst. The firm projected that live selling could contribute an additional four percentage points to eBay’s fiscal 2026‑2030 volume growth, reinforcing the company’s upside potential.
What did this article say?
eBay announced a renewed focus on recommerce, citing its 2026 Recommerce Report that shows secondhand shopping is becoming mainstream among younger and budget‑conscious consumers. The company is investing in consumer‑to‑consumer selling, integrating the Depop platform, tightening shipping and compliance policies, and expanding trust features such as authentication and buyer protections. These moves aim to convert growing secondhand demand into sustainable cash flow while managing rising costs associated with trust and shipping. The strategy is positioned as a key driver for future growth and a potential shift in eBay’s core marketplace investment narrative.
What did this article say?
eBay’s 2026 Recommerce Report highlighted growing secondhand shopping, especially among younger buyers, and new demand linked to GLP‑1 weight‑loss medication–driven wardrobe changes. The company’s share price rose 5.44% over seven days and 8.39% over 30 days, though a 90‑day decline of 4.27% tempered recent gains. Over the past three years, total shareholder return reached 182.14%, underscoring long‑term investor rewards. Analysts question whether the current valuation fully reflects the remaining upside from recommerce momentum. The report positions eBay at a crossroads, suggesting that while some upside may already be priced in, continued demand could support further gains.
What did this article say?
The article argued that eBay’s current share price of $112.19 might be undervalued by roughly 30% based on recent recommerce growth, luxury authentication initiatives, and regulatory developments. It highlighted the company’s 182.1% stock return over the past three years and its 22.8x P/E ratio, suggesting a potential disconnect between market valuation and cash‑flow fundamentals. The piece emphasized that continued expansion in secondhand and luxury markets could strengthen eBay’s cash‑generation profile, supporting a higher valuation. Overall, the analysis presented a bullish case for the stock, implying that investors may be overlooking value in eBay’s business model.
What did this article say?
eBay’s stock has risen 149% over the past three years, reaching near all‑time highs as of October 6. The company’s growth narrative is driven by a diversified product mix and a compound annual revenue growth rate of 20%. Analysts note that the current forward price‑to‑earnings ratio of 27 reflects expectations of continued expansion and cost discipline, with adjusted earnings up 29% year‑over‑year in Q2 2026. The bullish outlook positions eBay as a potential long‑term growth play amid a tech‑driven bull market.
What did this article say?
eBay’s CEO Jamie Iannone sold millions of shares under a prearranged trading plan while the stock was near record highs. The sales were disclosed in a routine trading‑plan filing and did not coincide with any earnings or guidance updates. The market interpreted the insider selling as a negative signal, contributing to a decline in the stock price. The transaction did not affect the company’s financial position or strategic outlook. The event is considered a moderate, negative catalyst for the stock.
What did this article say?
eBay’s 2026 Recommerce Report revealed a significant global trend toward secondhand shopping, driven by younger consumers, economic pressures, and sustainability concerns. The study surveyed over 10,500 shoppers and 1,700 sellers, finding that 70 percent view secondhand purchases as vital for budgeting and 47 percent shop monthly, up from 35 percent in 2025. The data suggest that resale is becoming a core part of consumer behavior, indicating stronger demand for eBay’s marketplace and potential revenue growth.
What did this article say?
On October 5, 2026, Jamie Iannone, CEO of EBAY, sold 22,220 shares for $2,370,948, reducing his direct holdings to 215,159 shares while maintaining control over 433,216 shares overall. The transaction was disclosed via a Form 4 filing with the SEC. The sale does not indicate any operational changes or strategic shifts for the company.

Technical Analysis

Real-time indicators across multiple timeframes

95
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $16.76B combined position · 15 adding, 10 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▲ Buy57,613,33212.73%$5.02B2026-01-29
BlackRock, Inc.▼ Sell39,435,3238.71%$4.41B2026-08-07
Geode Capital Management, LLC▲ Buy12,557,9022.77%$1.40B2026-08-12
Morgan Stanley▲ Buy8,673,8281.92%$969.30M2026-08-13
FMR LLC (Fidelity)▲ Buy7,960,7411.76%$889.61M2026-08-13
Goldman Sachs Group Inc▲ Buy7,871,7281.74%$879.67M2026-08-14
Invesco Ltd.▼ Sell7,309,6471.62%$816.85M2026-08-14
Northern Trust Corp▼ Sell6,132,0321.36%$685.25M2026-08-13
Bank of America Corp▼ Sell3,625,7920.80%$405.18M2026-08-14
JPMorgan Chase & Co▼ Sell2,115,4160.47%$234.39M2026-08-12
Norges Bank▲ Buy1,315,6060.29%$147.02M2026-08-12
AQR Capital Management LLC▲ Buy1,112,8230.25%$123.00M2026-08-14
Citadel Advisors LLC▼ Sell1,021,7380.23%$114.18M2026-09-02
Marshall Wace, LLP▲ Buy879,9480.19%$98.33M2026-08-13
Citigroup Inc▲ Buy858,1020.19%$95.89M2026-08-03
Janus Henderson Group plc▲ Buy877,6820.19%$79.89M2026-05-18
Wells Fargo & Company▲ Buy679,6530.15%$75.95M2026-08-14
Millennium Management LLC▼ Sell600,9890.13%$67.16M2026-08-14
Susquehanna International Group, LLP▲ Buy450,6130.10%$50.36M2026-08-14
AllianceBernstein L.P.▼ Sell511,3830.11%$46.55M2026-08-14
Gotham Asset Management, LLC▲ Buy375,7140.08%$41.99M2026-08-14
Adage Capital Partners GP, L.L.C.▼ Sell285,7000.06%$31.93M2026-08-14
Balyasny Asset Management L.P.▼ Sell276,8160.06%$30.93M2026-08-14
Wellington Management Group LLP▲ Buy258,3930.06%$28.88M2026-08-14
Neuberger Berman Group LLC▲ Buy250,5270.06%$28.00M2026-08-13
Q2 2026 flow:6.12M sh bought ($683.46M)5.83M sh sold ($651.30M)net +283.3K sh (+$32.16M)
Congressional Trading Activity
8 disclosed trades · ~$88.5K est. traded value · 2 buys, 6 sells
MemberChamberStateTypeAmountTradedFiled
Alan ArmstrongSenateOK▲ Buy$1K - $15K2026-03-272026-07-21
Lisa McClainHouseMI09▼ Sell$1K - $15K2025-06-242025-08-13
Lisa McClainHouseMI09▲ Buy$1K - $15K2025-06-172025-08-13
John BoozmanSenateAR▼ Sell$1K - $15K2025-01-142025-02-08
Tommy TubervilleSenateAL▼ Sell$1K - $15K2021-03-292021-07-23
Cory BookerSenateNJ▼ Sell$1K - $15K2014-08-082014-09-07
Sheldon WhitehouseSenateRI▼ Sell$15K - $50K2014-04-292015-08-12
Susan M. CollinsSenateME▼ Sell$1K - $15K2014-01-282015-07-20