DailyIQ
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Sector:Consumer CyclicalAll sectors
Last updated 6 minutes ago

EBAY·eBay Inc.

$.
-. (-.%)
After Hours
High
$118.05
Open
$116.95
Market Cap
52.04B
52W High
$119.31
Low
$116.37
P. Close
$117.19
P/E
25.51
52W Low
$75.78
Fwd P/E
17.35
DailyIQ Est.
$108.79
Technical Score (1D)
95
BUY
News Sentiment
72
BULLISH
eBay’s recent addition to multiple Russell growth indices signals heightened institutional interest, potentially boosting demand and liquidity over the next trading week. The index inclusion follows product launches such as eBay Live and AI‑driven recommerce initiatives that have already driven a 34.8% YTD price gain, suggesting momentum may continue if the company capitalizes on the new exposure. Concurrently, eBay has expanded its eBay Live livestream shopping to incorporate the eBay Partner Network affiliate program, aiming to increase engagement and monetization through affiliate‑driven traffic. The company’s investment in AI‑powered secondhand fashion startup Fleek further strengthens its recommerce capabilities, with expectations of lifting GMV in high‑engagement categories like collectibles and fashion. Analysts expect Q2 2024 earnings to show modest revenue growth, improved gross merchandise volume, and a slight uptick in operating margin, reflecting the company’s focus on marketplace efficiency and cost controls. Wells Fargo’s recent price‑target lift to $105 underscores confidence in eBay’s marketplace growth, and the firm highlights the importance of monitoring upcoming earnings for revenue and user growth metrics. Fleek’s $25‑million funding round, in which eBay participated, will accelerate the development of its AI‑driven marketplace, and the timeline of product launches and partnership milestones will be key to assessing the partnership’s impact. Traders should watch Q2 earnings for guidance on affiliate program performance, Fleek integration progress, and any updates on GMV growth to gauge whether the recent product and index developments translate into financial upside. In the next 1–10 trading days, the market will likely focus on how the new index exposure and live‑shopping expansion affect liquidity and short‑term momentum, while also keeping an eye on the first quarter of Q2 earnings for confirmation of revenue and margin improvements.
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. The company’s core business is positioned within the consumer‑cyclical internet retail sector, where it competes with other e‑commerce platforms for traffic and transaction volume. In the most recent four quarters, eBay has consistently outperformed analyst expectations, with EPS of $1.25 in Q4 2024, $1.38 in Q1 2025, $1.37 in Q2 2025, and $1.36 in Q3 2025, all beating estimates of $1.20, $1.34, $1.30, and $1.33 respectively. Revenue has accelerated from $2.58 B in Q4 2024 to $2.82 B in Q3 2025, reflecting a year‑over‑year growth that has outpaced EPS momentum, which dipped slightly in the most recent quarter. Historically, eBay has maintained a streak of earnings beats, with revenue growth persisting even as EPS margins have moderated, indicating a disciplined cost structure and a focus on higher‑margin initiatives. Recent developments underscore this trajectory: the expansion of eBay Live to include an affiliate program and the investment in AI‑powered recommerce startup Fleek are designed to boost engagement and GMV in high‑margin categories, while a successful UK experiment demonstrates the scalability of its turnaround strategy. Investors should watch for the Q2 2026 earnings release, where management will likely detail the performance of the affiliate program, the progress of Fleek integration, and the replication of the UK model in other regions, as these metrics will be key to assessing whether the company can sustain its revenue acceleration and margin improvement in the coming quarters.

EPS

EstBeatMiss
$1.15$1.25$1.35$1.45$1.55Q4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$1.51 - -
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$3.0B$3.2BQ4'24Q1'25Q2'25Q3'25Q2'26
QtrEstActual+/−
Q2'26$3.1B - -
Q3'25 - $2.8B -
Q2'25 - $2.7B -
Q1'25 - $2.6B -
Q4'24 - $2.6B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

EBAY Stock Snapshot

EBAY is currently trading at $116.72, giving eBay Inc. a market cap of 52.04B and a P/E ratio of 25.5. Today's range spans $116.37–$118.05, with shares opening at $116.95 and moving down $0.47 (0.4%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 72/100.

Over the past year EBAY has traded between $75.78 and $119.31 - the current price is +54.0% off the 52-week low and -2.2% from the high. 39 analysts cover the stock with a Hold consensus and a mean 12-month target of $108.20 (range $65.00–$130.00), implying downside of -7.3%.

EBAY is showing the kind of bullish setup that active managers add to on dips - 95/100 (BUY), bullish sentiment at 72/100, 52.04B market cap in Consumer Cyclical, price $116.72 (near 52-week highs). The current P/E ratio stands at 25.5. At this cap tier, the combination of technical confirmation and positive sentiment is what separates speculative bullish positions from high-conviction ones. Annual range: $75.78–$119.31. The setup is in the latter category.

Earnings revision cycles in large-cap Consumer Cyclical names tend to compound: when technicals confirm a BUY thesis (95/100) and news sentiment (72/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $116.72 (near 52-week highs), EBAY's position within the $75.78–$119.31 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.