eBay Inc. (EBAY)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
$103.41-2.31%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-09-04
Research Workspace
Put EBAY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue grows to about $3.1B in Q1 2026: Q1 FY26 revenue $3.1B vs $3.09B target; Q2 FY26 revenue $3.13B.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 34% growth a year, above the roughly 9% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskeBay's growth has to keep compounding to justify the price. Revenue grew 14% year-over-year in Q2 2026, exceeding expectations. It trades at 19× P/E versus a 15× peer median, indicating the market is pricing in more growth than forecast. A potential risk is if eBay cuts guidance after recently raising it, which could damage credibility. Peer multiples imply a price about 34% below where it trades (it looks expensive on this basis). The thesis is on watch due to pressure on a primary pillar.
Trailing returns as of 2026-09-04. EBAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 32 analysts currently covering EBAY (as of Sep 2026).
Based on 12 Wall Street analysts offering 12-month price targets for EBAY in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EBAY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Broadline Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put EBAY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive sustainable growth and long-term shareholder value
eBay's investment in GameStop suggests growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $103.41
The last 12 months of price, then the range of analyst 12-month targets from today’s $103.41.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Expand consumer-to-consumer (C2C) and recommerce marketplaces
Banning sales may hinder C2C marketplace expansion.
Advances: Expand consumer-to-consumer (C2C) and recommerce marketplaces
New leadership in fashion enhances C2C marketplace growth.
Potential takeover scrapping impacts growth and strategic direction.
Deal collapse may hinder growth and strategic partnerships.
Potential acquisition uncertainty could affect growth plans.
Advances: Drive sustainable growth and long-term shareholder value
Earnings call highlights sustainable growth and shareholder value.
Board overhaul could disrupt management's strategic direction.