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EBEBAY

eBay Inc.

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeStrong bullish X conversation
$EBAY·$51B·Specialty Retail·Consumer Cyclical
$109.61+2.3%YTD+26.0%1Y+18.0%
Mentions · last 7 days
2026-07-28: 156 posts2026-07-29: 151 posts2026-07-30: 121 posts2026-07-31: 96 posts2026-08-01: 81 posts2026-08-02: 40 posts2026-08-03: 183 posts835+0%
Price updated 2h ago·X counts updated 1d ago
EBEBAY
$EBAYeBay Inc.
$109.61+2.31%835 posts+0%
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 numbersEvent coming upAI verdict · as of 2026-08-01

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

eBay near 52-week highs into an August 5 print — GameStop's 9.8% stake and the Depop close reset the ownership base.

eBay operates the second-largest US general-purpose marketplace and has been quietly executing a category-focus strategy (collectibles, refurbished, luxury handbags) that has stabilized GMV after years of decline. Q1 revenue grew 19.5% YoY — the fastest growth in a decade — and the stock is 87% of its 52-week range going into next Tuesday's print.

Where the setup sits:

  • The reset trade is showing up in numbers: Q1 revenue at $3.09B grew 19.5% YoY with a 20% operating margin — the category-focus strategy has moved GMV from decline back to growth, which re-rated the multiple through 2026.
  • The GameStop 9.8% stake is a real ownership shift: GME's SC 13D/A discloses 43.4M shares (~$5B at current price) with a $550-650M paper gain, and Saudi Central Bank grew its stake 79% QoQ — institutional accumulation at highs.
  • The Depop acquisition close on July 30 is the strategic bet: eBay paid ~$1.4B for a Gen-Z resale platform that lost money in 2025 — a category-adjacent bet that expands the addressable user base at the cost of near-term margin drag.
  • Insider selling is modest: CEO Iannone sold 11,110 shares at ~$114 for $1.3M — routine monetization rather than a signal, especially against the institutional accumulation.

August 5 is the pivot: a Q2 print clearing the $1.50 EPS consensus with Depop-adjusted guide and firm GMV growth continuation keeps the tape near highs; a soft GMV print or negative Depop integration commentary and the 87th-percentile position retraces 10%+.

Agrees with X sentimentX captures the substance — the GME 9.8% paper gain, Saudi Central Bank accumulation, and the debate over the $1.4B Depop cost are the real items; the crowd's ~$5B GME-stake framing is right, and the Depop-skeptic camp raises a fair concern about a money-losing acquisition into a category-focus story.

What to watch: The August 5 Q2 print — clearing the $1.50 EPS consensus with Depop-adjusted guide and firm GMV growth keeps the tape near highs; a soft GMV print or negative Depop integration commentary and the 87th-percentile position retraces 10%+.

On the calendar: 2026-08-05 — Q2 earnings

beta missing

X sentiment

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

Mixed sentiment⚠127 posts analyzed · as of 2026-08-04 · top-engagement diverged

eBay chatter is dominated by the GameStop takeover drama, with a CNBC leak of a possible new private-equity offer and Ryan Cohen's 'we're coming for eBay one way or another' framing keeping the tape choppy. Bulls point at GameStop's disclosed 9.8% stake now sitting on about $600M in unrealized gains and Q2 earnings due Aug 5 as reasons for optimism. Bears counter that Wells Fargo just downgraded eBay to Underweight with a $92 PT citing Depop having to spend more on ads to fight Vinted, and that eBay already burns ~$2B/yr on advertising. The M&A path is the whole story.

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

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

Neutral — Operates a global two-sided marketplace connecting buyers and sellers of new and used goods, monetized via transaction fees; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+16.2%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, Aug 5·consensus EPS $1.50

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.1.9×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.70%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.-3.8%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.+10.8%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 today1.6% 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 5Jamie IannoneCEO11.1K sh$1.2MSellJun 5Cornelius BooneSVP, Chief People Officer31.1K sh$3.4MSellJun 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
Free, forever. No credit card.

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.

+ 42 other (25 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.

Big Board: BA Double Upgrade, EBAY Slideyoutube.com·1d agoEBAY to Report Q2 Earnings: What's in the Cards for the Stock?zacks.com·2d agoeBay Stock Downgraded After Depop Acquisitionschaeffersresearch.com·2d agoDow Futures Up Over 600 Points After Trump Halts Iran Strikesschaeffersresearch.com·2d agoHere Are Monday’s Top Wall Street Analyst Research Calls: Best Buy, Circle Internet, Corning, Eaton Corporation, eBay, Ingersoll-Rand, NXP Semiconductors, Starbucks, and More247wallst.com·2d 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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