eBay Inc. (EBAY)
NASDAQConsumer DiscretionaryInternet RetailSnapshot 2026-07-08
$115.25+0.47%
Close 2026-07-08 · 1-day change
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Track EBAY free→Warn: Management is running behind on a stated commitment.
eBay grew revenue 19% last quarter. It aims for $3.1B revenue in Q1 2026. Gross margin is guided near $21.5B next quarter. GameStop's bid could boost growth.
GameStop's hostile bid creates uncertainty. Competition from ThredUp may hurt sales. Gross margin progress is weak. Guidance is soft, showing risks ahead.
Price is about 44% above our fair value near $80. Analysts expect 6% revenue growth. Our fair value is 28% below Street median near $110.
Breaks if: Gross margin falls below $21.3B in 2026-Q2
Continue efforts to improve gross margin through strategic initiatives.
Stated in 2 of last 2 quarters. Gross margin guidance for 2026-Q2 is $21.3B to $21.7B. While management emphasizes enhancing gross margin, the trajectory shows limited progress with stable margins.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“eBay continues to deliver value for the millions of buyers and sellers on its platform.”
“GAAP and Non-GAAP operating margins of 20.3% and 26.1%, respectively.”
Breaks if: Management abandons growth strategy or shareholder value focus
Focus on executing a strategy that delivers sustainable growth and value for shareholders.
Stated in 3 of last 3 quarters. Revenue grew from $2.6B in 2025-Q1 to $3.1B in 2026-Q1, indicating progress. Management's focus on sustainable growth and shareholder value is delivering results, as evidenced by consistent revenue growth.
“eBay's Board and leadership team are executing a focused strategy to drive sustainable growth and long-term shareholder value.”
“Our results reflect the strength of our strategy and the disciplined execution behind it.”
“We're transforming the eBay experience through AI built on 30 years of unique insights.”
Breaks if: Revenue falls below $3.09B in 2026-Q1
Focus on executing a strategy that delivers sustainable growth and value for shareholders.
Stated in 3 of last 3 quarters. Revenue grew from $2.6B in 2025-Q1 to $3.1B in 2026-Q1, indicating progress. Management's focus on sustainable growth and shareholder value is delivering results, as evidenced by consistent revenue growth.
“eBay's Board and leadership team are executing a focused strategy to drive sustainable growth and long-term shareholder value.”
“Our results reflect the strength of our strategy and the disciplined execution behind it.”
“We're transforming the eBay experience through AI built on 30 years of unique insights.”