Accueil/EBAY

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Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

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EBAYNASDAQ/consumer discretionary

eBay Inc.

$115.09Down-2.11 (-1.80%)
Research reviewed: 12 juil. 2026, 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

eBay Inc. operates in Broadline Retail within the consumer discretionary sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

시가
117.78
고가
118.13
저가
114.60
시가총액
511억
PER
26.64
52주 최고가
--
배당
1.060%
분기 배당금
--

3-month price context

Le graphique présente la tendance récente sur 3 mois afin de comprendre la structure court terme avant d’ouvrir le workspace complet.

Investment thesis

Base case
Authentication, condition grading and specialist tools can improve trust in collectibles, luxury and parts. The base case remains conditional on marketplace share staying manageable.
Bull case
Authentication, condition grading and specialist tools can improve trust in collectibles, luxury and parts. Promoted listings can deepen seller monetization if relevance and return on spend remain strong. Listing and discovery tools can reduce seller friction and improve inventory findability.
Bear case
Specialized and general-commerce rivals can capture sellers, buyers and transaction frequency. Counterfeits, scams or payment disputes can damage buyer confidence and increase remediation costs. Product-liability, tax and seller-verification rules can increase compliance burdens.
Thesis invalidation
Reassess the thesis if specialized and general-commerce rivals can capture sellers, buyers and transaction frequency.

Key catalysts

  • Focused categories

    Authentication, condition grading and specialist tools can improve trust in collectibles, luxury and parts.

  • Advertising monetization

    Promoted listings can deepen seller monetization if relevance and return on spend remain strong.

  • AI-assisted selling

    Listing and discovery tools can reduce seller friction and improve inventory findability.

Principal risks

  • Marketplace share

    Specialized and general-commerce rivals can capture sellers, buyers and transaction frequency.

  • Trust and fraud

    Counterfeits, scams or payment disputes can damage buyer confidence and increase remediation costs.

  • Marketplace regulation

    Product-liability, tax and seller-verification rules can increase compliance burdens.

Latest earnings research

Q1 2026

eBay's first-quarter update reflected progress in focused categories, advertising and enthusiast experiences while the broader marketplace continued to compete for buyer frequency.

Valuation interpretation

  • eBay's cash-generative value case requires focused-category gains to stabilize marketplace participation.
  • Advertising growth is higher quality when it improves seller outcomes rather than merely raising marketplace take rate.

Peer research

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Recent news

Trefis · 11시간 전

EBAY Showered Owners With Cash. The Stock Did Not Cooperate

Trefis · 13시간 전

The Real Risk Inside MercadoLibre Stock

Stocktwits · 18시간 전

This eBay Rival Has Delivered Over 30% Quarterly Revenue Growth For Seven Straight Years — So Why Is The Stock Still Falling?

Simply Wall St. · 3일 전

EBay (EBAY) Joins Russell Growth Indexes, Is The Stock Above Fair Value?

Simply Wall St. · 4일 전

How Investors Are Reacting To eBay (EBAY) Expanding Live Shopping And Investing In AI Resale Startup

Barchart · 4일 전

Earnings Preview: What To Expect From eBay’s Report

Data and research sources

Research updated: 12 juil. 2026, 00:00 UTC
3 verified sources
eBay Reports First Quarter 2026 ResultseBay Inc. · earningsVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 29/04/2026 00:00:00

Open original source
eBay Inc. Investor RelationseBay Inc. · companyVerified

Fetched: 12/07/2026 0:00:00 UTC

Open original source
eBay Inc. SEC filingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12/07/2026 0:00:00 UTC

Published: 29/04/2026 00:00:00

Open original source

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