eBay Inc. (EBAY)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
$125.15+5.50%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-11-04
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 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.
Primary pillar under pressure — Gross margin near $21.5B in Q2 2026: Gross margin: 72.33%.
View ThesisRevenue growth is accelerating — up about 16% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 55% growth a year, above the roughly 8% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskeBay's 14% revenue growth must keep compounding to justify the price. The company beat Q3 estimates by 36% with strong organic growth. It trades at 24x earnings versus a 16x peer median. The market is pricing in more growth than we forecast. Wells Fargo forecasts 210 basis points of margin compression. The thesis is on watch due to gross margin pressure. Peer multiples imply a price about 55% below where it trades.
Trailing returns as of 2026-11-04. 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 Nov 2026).
Based on 17 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 12 valuation methods, at three horizons. As of 2026-11-04. 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 value
Reported Q3 estimate beat and after-hours share gain support sustainable growth, though details are limited.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $125.15
The last 12 months of price, then the range of analyst 12-month targets from today’s $125.15.
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.
Advances: Drive sustainable growth and long-term shareholder value
Strong Q3 GMV growth supports sustainable growth, though the headline lacks earnings details.
Advances: Expand consumer-to-consumer (C2C) and recommerce marketplaces
Collectibles and live-shopping sales growth supports marketplace expansion and recommerce engagement.
Advances: Enhance gross margin and operating efficiency
Another workforce reduction may improve efficiency, but offers limited evidence of durable margin gains.
Advances: Enhance gross margin and operating efficiency
Further workforce reductions may improve operating efficiency, though execution and savings impact remain uncertain.
Advances: Enhance gross margin and operating efficiency
Reuters reports a 9% workforce reduction to simplify operations, supporting efficiency but with execution risk.
Advances: Drive sustainable growth and long-term shareholder value
Increased customer behavior supports sustainable growth objectives.
Advances: Expand consumer-to-consumer (C2C) and recommerce marketplaces
Morgan Stanley's favorable live-commerce thesis supports growth potential, though it is analyst opinion.
