EBAY · Ebay Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. eBay reported Q2 revenue and GMV each up 14% FX-neutral with non-GAAP EPS up 17% to $1.60, and raised its full-year outlook driven by broad-based momentum in focus categories, C2C, and re-commerce, while closing the $1.4B Depop acquisition and absorbing near-term Depop dilution.
- + Strategic priorities (focus categories, C2C, re-commerce) grew >20% and now represent over 70% of GMV.
- + Raised full-year outlook, now expecting FX-neutral GMV growth of 11.5%-12.5% and non-GAAP EPS growth of 10%-12%.
- + Closed the Depop acquisition on July 30, expanding C2C fashion reach with a Gen Z/Millennial audience and ~9 million buyers.
- + Returned $448M to shareholders in Q2 through $310M buybacks and $138M in dividends, with ~$2B targeted for full-year repurchases.
- − Q3 guidance implies sharp non-GAAP operating income growth deceleration to just 1%-5% year-over-year due to lapping dynamics and Depop.
- − Headwinds from category/ASP mix shifts and growth in earlier-stage businesses like eBay Live kept Q2 take rate flat year-over-year.
- − Pokemon and bullion lapping tougher comparisons, creating additional deceleration headwinds in H2.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Internet Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
EBAY
this stock
Ebay Inc
|
$48.02B | +20.8% | +11.6% | 22.3 | 4.1% |
|
AMZN
Amazon Com Inc
|
$2.66T | +6.9% | +12.4% | 19.8 | 0.8% |
|
BABA
Alibaba Group Holding Ltd
|
$267.88B | -26.5% | +8.1% | — | 1.7% |
|
PDD
PDD Holdings Inc.
|
$110.41B | -31.7% | +14.5% | — | 2.0% |
|
MELI
Mercadolibre Inc
|
$88.85B | -14.4% | +39.1% | 47.7 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| EBAY | -3.7% | +1.6% | +8.7% | +1.6% | +20.8% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -2.5% | +2.0% | -4.4% | +2.0% | +8.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.