eBay continues to pivot toward high-value enthusiast categories while maintaining a capital-light marketplace model. Macy's is navigating a multiyear restructuring plan focused on store optimization and luxury brand expansion.

eBay Inc. (EBAY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while revenue growth has accelerated to 19.5%, the current P/E of 24.85 and the consistent erosion of equity through buybacks warrant caution regarding long-term valuation sustainability.
eBay Inc. (EBAY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
eBay Inc. (EBAY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $1.66vs $1.58+5.1% | $3.1Bvs $3.0B+1.8% |
| Q1 2026 | Feb 18, 2026 | $1.41vs $1.35+4.4% | $3.0Bvs $2.9B+3.2% |
| Q4 2025 | Oct 29, 2025 | $1.36vs $1.33+2.3% | $2.8Bvs $2.7B+3.3% |
| Q3 2025 | Jul 30, 2025 | $1.37vs $1.30+5.4% | $2.7Bvs $2.6B+3.3% |
Recent stock market news and headlines for eBay Inc. (EBAY)
eBay continues to pivot toward high-value enthusiast categories while maintaining a capital-light marketplace model. Macy's is navigating a multiyear restructuring plan focused on store optimization and luxury brand expansion.

GameStop pledged on Friday that it would pursue its proposed takeover of eBay.

GameStop CEO Ryan Cohen scrapped his pay package plan that stood to net him as much as $35 billion if he hit certain performance targets, citing a desire to focus on his eBay takeover bid. However, Cohen has shared few details on how he'll move forward with his $56 billion offer for eBay since the company rejected the proposal in May.

GameStop Corp. (NYSE:GME) is signaling a sharper strategic pivot, as chairman and CEO Ryan Cohen has opted to forgo a proposed performance-based compensation package while the company pursues a takeover of eBay Inc. (NASDAQ:EBAY).

Ryan Cohen is doing two things at once that look contradictory until you stare at them long enough.

Key metrics vs top competitors for eBay Inc. (EBAY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $114.71 | $52.42B | 26.43 | 7.95% | 18.3% | 41.56% | 1.01% | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — | |
| $77.59 | $7.36B | 55.82 | 2.68% | 9.94% | — | — | |
| $22.54 | $1.61B | 26.21 | 8.48% | 5.05% | 12.84% | — | |
| $1813.61 | $91.94B | 46.04 | 39.06% | 6.04% | 29.58% | — | |
| $104.23 | $63.84B | 41.36 | 36.38% | 6.92% | 15.18% | — |
eBay Inc. (EBAY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
eBay Inc. (EBAY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 29, 2026·SEC
Mar 24, 2026·SEC
Feb 18, 2026·SEC
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eBay Inc. (EBAY) stock FAQ — growth, dividends, profitability & financials explained
eBay Inc. (EBAY) reported $11.60B in revenue for fiscal year 2025. This represents a 27929% increase from $41.4M in 1997.
eBay Inc. (EBAY) grew revenue by 7.9% over the past year. This is steady growth.
Yes, eBay Inc. (EBAY) is profitable, generating $2.04B in net income for fiscal year 2025 (18.3% net margin).
Yes, eBay Inc. (EBAY) pays a dividend with a yield of 1.01%. This makes it attractive for income-focused investors.
eBay Inc. (EBAY) has a return on equity (ROE) of 41.6%. This is excellent, indicating efficient use of shareholder capital.
eBay Inc. (EBAY) generated $1.69B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.