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TickerTalks›$EBAY
EBEBAY

eBay Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (299/wk), no spike
$EBAY·$50B·Specialty Retail·Consumer Cyclical
$103.56-2.0%YTD+26.0%1Y+15.2%
Mentions · last 7 days
2026-08-22: 13 posts2026-08-23: 16 posts299-1%
Price updated 3h ago·X counts updated 8d ago
EBEBAY
$EBAYeBay Inc.
$103.56-1.95%299 posts-1%
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 numbersCooling offAI verdict · as of 2026-08-31

Catching its breath after a run — could pick back up or fade from here.

The 20-year online marketplace suddenly interesting again — Q1 revenue +19%, Ryan Cohen's GameStop at 9.8%, and a Wedbush $137 target framing the setup.

eBay is the OG online marketplace — a global auction and fixed-price platform with a growing focus on high-value verticals (sneakers, luxury, refurbished electronics, trading cards). The stock has spent 2026 quietly re-accelerating while an outside overhang (GameStop's 9.8% stake, Ryan Cohen 'coming for eBay') keeps the tape event-driven.

  • The revenue re-acceleration is real: Q1 revenue grew 19.5% year-over-year to $3.09B — up from 6-15% in prior quarters — with operating margins holding around 20% and gross margins at 74%; the last four EPS prints beat consensus by 2-7%.
  • The GME activist overhang changes the setup: GameStop's 43.4M share (9.8%) position and Ryan Cohen's on-record 'coming for eBay one way or another' statement is either an activist trigger for capital-return or governance changes, or a slow-burn takeover attempt — either way, the tape isn't ignoring it anymore.
  • The valuation is undemanding for the trajectory: at 24x trailing earnings and a 3.5% free-cash-flow yield with FY27 consensus EPS at $6.75, this is priced as a mature marketplace rather than a re-accelerating one — the Wedbush $137 target reflects where the sell side thinks fair value lands.
  • The insider tape leans mildly negative: officer Jordan Sweetnam's $103K open-market sale plus F-InKind tax surrenders on Aug 18 across multiple officers — small dollars at this cap, but a real 'trim into strength' signal at the recent $100+ tape.

The path if the re-acceleration holds is a Nov 4 Q3 print keeping revenue above +15% year-over-year plus any concrete GameStop-related engagement — the tape breaks the cooling and moves toward the $137 Wedbush target. What extends the pullback is a Q3 that shows growth decelerating back to the 6-10% range, or Cohen's activism turning into public governance friction; that's when the current 3.7% below the 50-day extends and the year's 26% gain gets pressured.

Agrees with X sentimentThe mixed X read is honest: the feed is dominated by the GameStop takeover pursuit (Cohen 'coming for eBay one way or another' with GME already holding roughly 10%), Wedbush's $137 target bump, and a clean double-bottom breakout — versus skeptics flagging a 'toxic' culture, questionable acquisitions, and bearish liquidity since mid-July; both sides describe the same event-driven setup, which is exactly what a cooling trajectory into a specific catalyst window looks like.

What to watch: The Nov 4 Q3 print plus any concrete GameStop-related engagement (13D update, board proposal, public letter) — a +15% YoY print with visible Cohen action breaks the cooling toward $137; a growth deceleration or public governance friction is what extends the pullback.

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

X sentiment

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

Mixed sentiment34 posts analyzed · as of 2026-08-31

eBay chatter is mixed and dominated by the GameStop angle — Ryan Cohen's ~10% stake, a $1.4B convertible pitched as acquisition fuel, and the $0.31 dividend that pays GME roughly $13.4M per quarter. Bulls flag a breakout above downtrend, a Wedbush PT raise to $137, and new bets like a London/Germany electronics-verification unit. Critics call the internal culture 'toxic and completely broken' and knock a presale-policy loophole on Xbox listings.

Read the AI verdict + X sentiment for $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)
  • 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

Consumer discretionary spending patterns drive same-store sales; AI-enabled inventory management and personalization are differentiating omnichannel leaders. Back-to-school and holiday cadence are the near-term seasonality anchors.

What this means for $EBAY

Partial — consumer discretionary / retail performance tracks consumer spending trends; eBay Inc.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+2.1%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, Nov 4·consensus EPS $1.42

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 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.2B$12.0B – $12.3B$6.11$6.01 – $6.2215
FY27$12.8B$12.2B – $13.1B$6.75$6.50 – $6.8815
FY28$13.5B$12.9B – $13.8B$7.47$6.91 – $7.8911
FY29$14.2B$13.7B – $14.5B$8.40$8.04 – $8.655
FY30$14.9B$14.4B – $15.2B$9.31$8.91 – $9.595

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.1.0×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.67%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.-3.7%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.+7.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 399.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.355-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

SellAug 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$1.3MSellJun 18Sweetnam Jordan Douglas BradleySVP, Chief Commercial Officer863 sh$94KSellJun 17Mazen RawashdehCTO1.9K sh$208KSellJun 5Jamie IannoneCEO11.1K sh$1.2MSellJun 5Cornelius BooneSVP, Chief People Officer31.1K sh$3.4M
1–10 of 22
+ 54 other (26 awards · 20 exempts · 7 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.

+ 43 other (25 425s · 6 13Gs · 5 proxys · 2 10-Qs) in window

Recent news

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

Executive Sells Nearly 2,300 Shares of eBay Stock, Valued at More Than $235,000fool.com·3d agoUp 22% in 2026, Is eBay Stock a Buy Right Now?fool.com·3d agoEBay Bans Air-Bag Sales Following Deaths Involving Counterfeit Partswsj.com·4d ago36,349 Shares in eBay Inc. $EBAY Purchased by EP Wealth Advisors LLCdefenseworld.net·9d agoB. Metzler seel. Sohn & Co. AG Takes Position in eBay Inc. $EBAYdefenseworld.net·10d ago

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Voices on X · top 15 · 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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