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TickerTalks›$EBAY
EBEBAY

eBay Inc.

Rising onWhy it's trendingX chatter picking upMoving on elevated volumeBacked by solid revenue growth
$EBAY·$50B·Specialty Retail·Consumer Cyclical
$120.28-2.1%YTD+41.3%1Y+31.9%
Price updated 5h ago·X counts updated 5d ago
EBEBAY
$EBAYeBay Inc.
$120.28-2.14%267 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $EBAY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

267X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $EBAY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

The $EBAY thread is mostly a Ryan Cohen hostile-takeover meme — holders are passing around the June 22 Piers Morgan clip as proof Cohen is executing on acquiring EBAY (connecting it to the DK-BUTTERFLY/BBBYQ saga). Operationally, Ship-With-eBay managed shipping is expanding to more US sellers and categories. The thread is small and mostly conspiracy-flavored rather than fundamentals-driven; no visible bear voice.

Read what X is saying about $EBAY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $EBAY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

eBay is quietly compounding — the X thread is excited about a hostile-takeover narrative from GME's Ryan Cohen.

eBay runs the longstanding e-commerce marketplace plus StubHub-adjacent, autos, and recommerce. Revenue is growing modestly but margins and ROIC are solid — a quality mid-cap compounder.

  • The business is a profitable compounder: Q1 revenue +19% YoY at a 19.6% operating margin and ROIC 14.7% — the recommerce / enthusiast categories (sneakers, trading cards, luxury) are the actual growth engine, not the base auction business.
  • The chart is coiled: 52-week range position 67% with vol multiplier 0.75 — consolidation after a steady 2026, not extended, waiting on the Nov 4 earnings print.
  • The X narrative is tangential to fundamentals: the Ryan-Cohen-hostile-takeover thesis from the GME base is more of an entertainment angle than a credible M&A trade — eBay's board, size, and poison-pill history argue against it.

Nov 4 Q3 is the gate — any continued 15%+ GMV growth plus margin expansion extends the move. A GMV softness in core categories or an advertising-revenue slowdown and the stock gives back some of the YTD gain.

Differs from X sentimentThe thread's dominant GME-hostile-takeover framing is entertainment, not substance — a $48B marketplace with pill history and a reasonable board doesn't get hostile-raided at $28, so the thesis is colorful not actionable.

What to watch: Nov 4 Q3 — GMV growth, advertising revenue trajectory, enthusiast-category mix, operating-margin direction. A GMV softness or margin compression is the clear invalidator.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $EBAY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $EBAY

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

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%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
Q2 2026Aug 5, 2026$1.60$1.50+6.7%
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%
Next earningsWed, Oct 28·consensus EPS $1.41

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 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.5B$12.3B – $12.6B$6.14$6.01 – $6.2120
FY27$13.4B$13.1B – $13.7B$6.73$6.52 – $6.9621
FY28$14.3B$13.5B – $15.0B$7.61$6.66 – $9.1418
FY29$15.3B$14.8B – $15.6B$8.98$8.62 – $9.2510
FY30$16.3B$15.8B – $16.7B$10.37$9.96 – $10.699

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.1.5×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.96%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.+14.4%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.+20.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 399.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.325-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

SellOct 6Jamie IannoneCEO11.1K sh$1.2MSellOct 5Jamie IannoneCEO11.1K sh$1.2MSellSep 9Jamie IannoneCEO11.1K sh$1.2MSellSep 8Jamie IannoneCEO11.1K sh$1.1MSellAug 18Sweetnam Jordan Douglas BradleySVP, Chief Commercial Officer1.0K sh$103KSellAug 10Rebecca SpencerVP, Chief Accounting Officer5.2K sh$559KSellAug 6Jamie IannoneCEO11.1K sh$1.2MSellAug 5Jamie IannoneCEO11.1K sh$1.2MSellJul 7Jamie IannoneCEO11.1K sh$1.3MSellJul 6Jamie IannoneCEO11.1K sh$1.3M
1–10 of 20
+ 53 other (24 exempts · 17 awards · 11 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

SC 13D/AActivist amendmentJul 17SC 13D/A
AI summary

GameStop Corp's investment vehicle disclosed beneficial ownership of 43,390,383 shares of eBay, representing approximately 9.8% of eBay's outstanding stock, via Amendment 4 to their Schedule 13D. GameStop has deployed its cash reserves into eBay shares as a passive financial investment, making it one of eBay's largest shareholders. The amendment updates the currently reported position.

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.

+ 40 other (25 425s · 5 13Gs · 5 proxys · 2 10-Qs) in window

Recent news

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

Is eBay Inc (EBAY) Overvalued After 5.2% Rally? GF Value Says Overvaluedgurufocus.com·1d agoeBay Jumps 5% on Takeover Speculation; Etsy Rallies 7%, Shopify Holds Flat247wallst.com·2d agoeBay: Live Commerce Is The Next Growth Catalystseekingalpha.com·2d agoUK finance minister Healey to target online marketplaces in tax crackdown, The Times reportsreuters.com·3d agoeBay Stock Rises as Morgan Stanley Names It a Top Pickgurufocus.com·4d ago

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Voices on X · top 7 · last 7 days

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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