eBay Inc. (EBAY)
NASDAQConsumer DiscretionaryInternet RetailSnapshot 2026-07-08
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Track EBAY free→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 steady. 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.
EBAY's growth depends on its ability to capitalize on acquisition opportunities. The latest earnings report showed revenue growth of 19% year over year and a beat. It trades at 21× P/E, below the peer median of 23×. The market is pricing in more growth than expected, making the valuation look full. If EBAY cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 44% below where it trades.
Trailing returns as of 2026-07-08. EBAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 31 analysts currently covering EBAY (as of Jul 2026).
Based on 10 Wall Street analysts offering 12-month price targets for EBAY in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. Current price $115.25. As of 2026-07-08. 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.

Advances: Drive sustainable growth and long-term shareholder value
Positive market reaction to eBay's British experiment indicates 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 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $115.25
The last 12 months of price, then the range of analyst 12-month targets from today’s $115.25.
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.
Acquisition could enhance eBay's growth and market position.
Advances: Drive sustainable growth and long-term shareholder value
GameStop's bid could drive eBay's growth.
Acquisition focus aligns with growth and shareholder value objectives.
Cohen's decision signals commitment to eBay's strategic direction.
Cohen's focus on acquisition aligns with eBay's growth strategy.
Hostile takeover bid raises uncertainty for eBay.

Rising tensions with GameStop could impact operations.