eBay Inc. (EBAY) AI Stock Analysis

eBay Inc. operates an online marketplace platform connecting buyers and sellers worldwide. Through its marketplace at ebay.com and mobile applications, the platform offers tools to list, buy, sell, and process transactions across diverse product categories. eBay partners with retailers, distributors, liquidators, import/export businesses, auction houses, and varied channels to support commerce in new and used items. Founded in 1995 and based in San Jose, California, the company enables global transactions and supports entrepreneurs and small businesses by providing access to a broad customer base.

Revenue increased from $10.42B in FY2021 to $11.10B in FY2025, representing a 5-year revenue CAGR of 4.5% from FY2020 to FY2025. After revenue fell 6.0% in FY2022 to $9.79B, sales expanded 3.2% in FY2023, 1.7% in FY2024, and 7.9% in FY2025. Operating margin was 28.1% in FY2021, 24.0% in FY2022, 19.2% in FY2023, 22.5% in FY2024, and 20.5% in FY2025. Net income stood at $2.03B in FY2025, compared to -$1.27B in FY2022 and $13.61B in FY2021. For the latest quarter ended June 30, 2026, quarterly revenue grew 14.8% year-over-year, while quarterly earnings increased 55.0%.

As of June 30, 2026, eBay held $3.31B in cash and short-term investments against total debt of $7.13B, resulting in net debt of $3.82B. Total assets stood at $17.93B, shareholders' equity was $4.67B, the current ratio was 1.02, and the debt-to-equity ratio was 1.53. In FY2025, the company generated $2.19B in operating cash flow and $1.66B in free cash flow, allocating $525.0M to capital expenditures, $531.0M to dividends, and $2.50B to share buybacks. Its 5-year share count change was -24.6%.

EBAY closed at $120.28 on October 16, 2026, with a market capitalization of $53.52B and an enterprise value of $52.37B. The stock trades at a trailing P/E of 25.3x and a forward P/E of 16.6x, compared to medians of 19.7x and 15.6x, respectively, for the median of its S&P 500 Consumer Cyclical peers. Its EV/EBITDA of 16.3x and price-to-sales of 4.5x also stand above its peer medians of 13.2x and 2.0x. Over the past year, EBAY shares returned 33.6%, outperforming the S&P 500 SPY return of 16.8%, though its 5-year return of 75.4% trails the benchmark's 83.0%.

eBay pays a quarterly dividend with an annualized forward rate of $1.24 per share, offering a dividend yield of 1.03%. The payout ratio is 22.9%, and the company has paid dividends for 8 consecutive years. Over the past 5 years, dividend growth annualized at 12.6%. The most recent ex-dividend date was August 28, 2026.

Wall Street coverage consists of 8 Strong Buy, 4 Buy, 17 Hold, and 3 Strong Sell ratings. The mean price target is $116.26, sitting 3.3% below the last close of $120.28. Consensus estimates project current fiscal year revenue of $12.53B and EPS of $6.13, followed by next fiscal year revenue of $13.36B and EPS of $6.71 across 30 analysts. eBay has beaten EPS estimates in 3 of the last 4 quarters, with its next earnings release scheduled for October 28, 2026.

This page is an AI-written research summary of eBay Inc. (EBAY). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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