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EBEBAY

eBay Inc.

$EBAY·$52B·Specialty Retail·Consumer Cyclical
$110.91-1.6%YTD+27.5%1Y+44.2%
Mentions · last 7 days
2026-07-10: 273 posts2026-07-11: 111 posts2026-07-12: 185 posts2026-07-13: 382 posts2026-07-14: 257 posts2026-07-15: 341 posts2026-07-16: 376 posts1,964+19%
Price updated 15h ago·X counts updated 15h ago
EBEBAY
$EBAYeBay Inc.
$110.91-1.64%2.0k posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $EBAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Ecommerce compounder trading near all-time highs while the GameStop-tender optionality lurks in the background.

eBay is the original online marketplace — no longer just used goods and collectibles, but a global platform for pre-owned watches, sneakers, trading cards, and the collectibles resale market that has quietly become one of the fastest-growing consumer categories. The stock trades near all-time highs, and the presence of GameStop's derivatives position adds M&A optionality that isn't priced in.

  • Revenue grew 19% YoY to $2.6B last quarter with 20% operating margin — the growth has re-accelerated on the collectibles category specifically, which is what management has been building around for two years.
  • Trades at 24x TTM earnings and 4.2x sales — reasonable for a re-accelerating mid-cap software business with real free cash flow (3.5% yield), especially compared to marketplace peers.
  • GameStop holds 25,000 shares outright plus derivative exposure to another 29M shares (~6.55% combined economic interest) via put/call pairs — that's a real M&A overhang, and while GameStop has disclaimed the beneficial ownership pending HSR clearance, the position is the closest thing to activist-adjacent capital eBay has seen.
  • CEO Jamie Iannone sold ~$2.5M on July 8 — small relative to the market cap, but the timing near all-time highs is worth naming for a stock trading at 85th percentile of 52-week range.
  • The UK CMA just cleared the Depop acquisition from Etsy — resale-marketplace M&A is now a strategic priority visible in filings, and the Fleek investment adds a $200B addressable market layer.

July 29 Q2 earnings is where the collectibles-revenue mix gets confirmed: continued double-digit growth plus a raised FY26 guide keeps the momentum; a decel back toward mid-single digits is where the 24x multiple stops expanding. The GameStop optionality is asymmetric — a formal tender offer is upside; a downgraded 13D from GameStop is where the M&A premium comes out of the stock.

Agrees with X sentimentThe X take on the GameStop tender-offer speculation and the fundamentals-catch-up framing is analytically fair — the collectibles acceleration and the Depop clearance are real. Where the crowd's math gets speculative: a $125 GameStop tender at these levels is a specific number that isn't in filings; treating it as a base case rather than optionality overstates the setup.

What to watch: July 29 Q2 earnings — need collectibles revenue mix continuing to accelerate and a raised FY26 guide. Deceleration back to single-digit growth is where the 24x multiple stops expanding.

On the calendar: 2026-07-29 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment48 posts analyzed · as of 2026-07-15

eBay conversation is dominated by the GameStop takeover framing. EBAY is trading near its all-time high of $117.30 while GameStop's tender offer is reportedly at $125, and a GME put/call tranche on EBAY at ~$91 blended strike is sitting on a ~$569M unrealized gain versus $285M booked in Q1. A Schedule TO filing would lock in the equity roll-in math. Bulls call the underlying eBay tape 'constructive' with the broader trend intact and note eBay's investment in Fleek to chase a $200B resale market. The 8-K voting totals now open a path for Roaring Kitty to cross the 5% threshold and demand terminating any pending eBay acquisition. Fundamentals-focused bulls treat that catalyst optionality as pure upside.

Read the AI verdict + X sentiment for $EBAY

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates a global two-sided marketplace connecting buyers and sellers of new and used goods, monetized via transaction fees.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $EBAY.

Specialty Retail · Consumer Cyclical

No material change from last week — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $EBAY

Partial — Operates a global two-sided marketplace connecting buyers and sellers of new and used goods, monetized via transaction fees; the AI shopping agent shift and tariff supply-chain disruption creates tailwinds for one product line, not the full operation.

Top industry ETF

$XRTSPDR S&P Retail ETF
+5.5%YTD
+14.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
14.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
19.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
44.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
72.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$1.66$1.58+5.1%
Q4 2025Feb 18, 2026$1.41$1.35+4.4%
Q3 2025Oct 29, 2025$1.36$1.33+2.3%
Q2 2025Jul 30, 2025$1.37$1.30+5.4%
Next earningsWed, Jul 29·consensus EPS $1.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.1B+19.5%74.0%19.8%$1.14$898.0M
Q4 FY25$3.0B+15.0%71.4%20.3%$1.17$466.0M
Q3 FY25$2.8B+9.5%70.9%20.4%$1.39$765.0M
Q2 FY25$2.7B+6.1%71.6%17.7%$0.80$-441.0M

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.2B$12.0B – $12.3B$6.11$6.02 – $6.2313
FY27$12.8B$12.2B – $13.1B$6.74$6.50 – $6.8813
FY28$13.5B$13.3B – $13.6B$7.52$6.95 – $7.919
FY29$14.2B$13.8B – $14.5B$8.40$8.08 – $8.644
FY30$14.9B$14.4B – $15.2B$9.31$8.96 – $9.584

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+16.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 441.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 7Jamie IannoneCEO11.1K sh$1.3MSellJul 6Jamie IannoneCEO11.1K sh$1.3MSellJun 18Sweetnam Jordan Douglas BradleySVP, Chief Commercial Officer863 sh$94KSellJun 17Mazen RawashdehCTO1.9K sh$208KSellJun 5Cornelius BooneSVP, Chief People Officer31.1K sh$3.4MSellJun 5Jamie IannoneCEO11.1K sh$1.2MSellJun 4Jamie IannoneCEO11.1K sh$1.2MSellMay 22Mazen RawashdehCTO50.0K sh$5.9MSellMay 18Sweetnam Jordan Douglas BradleySVP, Chief Commercial Officer1.0K sh$117KSellMay 4Jamie IannoneCEO19.6K sh$2.2M
1–10 of 18
+ 47 other (23 awards · 18 exempts · 5 inkinds · 1 gift) in window

See when $EBAY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

eBay (EBAY) held its 2026 Annual Meeting on June 17, 2026. Eleven directors and three other proposals were voted on; all routine outcomes per the 8-K. No extraordinary compensation actions or governance changes were highlighted in the excerpt.

SC 13D/AActivist amendmentJun 5SC 13D/A
AI summary

With filed Amendment No. 3 to Schedule 13D disclosing updated beneficial ownership in EBAY (EBAY). The filer reports beneficial ownership of approximately 9.0% of the company's outstanding shares (39,874,306 shares). The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

SC 13D/AActivist amendmentMay 28SC 13D/A
AI summary

An unnamed reporting person filed Amendment No. 2 to its Schedule 13D for eBay Inc., disclosing a de minimis beneficial ownership position of 25,000 shares of eBay common stock (approximately 0.01% based on 444 million shares outstanding as of April 24, 2026). The amendment updates the filer's position and intent following changes since the prior 13D filing. The position is immaterially small; the filing is likely a technical compliance update rather than a signal of activist intent.

SC 13D/AActivist amendmentMay 19SC 13D/A
AI summary

GameStop Corp. filed Amendment No. 1 to Schedule 13D for eBay Inc. (same filing as reported for GME ticker), reporting that GameStop directly owns 25,000 eBay shares (0.01%) and holds economic exposure to 29,078,699 additional eBay shares via Put/Call Pairs — approximately 6.55% combined economic interest based on 444 million outstanding shares. Physical settlement of the derivative position into eBay shares is conditioned on HSR antitrust clearance; GameStop disclaims beneficial ownership of derivative shares. This signals GameStop's strategic pivot toward building a major cross-sector stake in eBay using cash reserves.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

EBAY filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-12. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMay 58-K — Item 7.01: Press release / Reg FD
AI summary

EBAY filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-05-05. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

SC 13DActivist position (5%+)May 4SC 13D
AI summary

GameStop Corp. filed an new Schedule 13D on EBAY disclosing beneficial ownership (25,000.00 shares) as of 2026-05-04. The filer's stated intent is passive investment with no plan to influence control of the company.

3New insider — initial holdingsMar 273
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for EBAY on 2026-03-27, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 39 other (23 425s · 5 proxys · 4 13Gs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gamestop CEO Cohen Discusses eBay Bid, Video Game Softwareyoutube.com·1d agoUK watchdog clears eBay's planned acquisition of Depop from Etsyreuters.com·2d agoEcommerce earnings could provide catalyst for sector gains, Jefferies saysproactiveinvestors.com·3d agoGameStop: Soaring Collectibles Sales Gives More Credibility To EBay Dealseekingalpha.com·4d agoThe eBay Scandal Gets a Thriller-Like Documentarynytimes.com·4d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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