EBAY
EBAY INCEvidence as of 2026-10-16The desk's Snapshot
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Overview · EBAY INC
eBay Inc. operates marketplace platforms that connect buyers and sellers in the United States and internationally. The company's marketplace platform includes its online marketplace at ebay.com and the eBay suite of mobile apps. Its platforms enable users to list, buy, and sell various products. The company was founded in 1995 and is headquartered in San Jose, California.
Management team
- Mr. Eddie Garcia · Senior VP & Chief Product OfficerFind on LinkedIn
- Mr. Stephen J. Priest · Senior VP & CFOFind on LinkedIn
- Ms. Gigi Ganatra Duff · Chief Communications OfficerFind on LinkedIn
- Ms. Samantha Wellington · Senior VP, Chief Legal Officer, General Counsel & SecretaryFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.3 on a −2 to +2 scale (was −0.2 before the debate changed the read).
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The surviving evidence presents a mixed operating picture. Revenue rose from $ 3,089,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-24) to $ 3,134,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31), an increase of $ 45,000,000 between those consecutive fiscal quarters, while gross profit edged from $ 2,287,000,000 to $ 2,302,000,000 as cost of revenue increased from $ 802,000,000 to $ 832,000,000. Operating income increased from $ 611,000,000 to $ 676,000,000 and net income rose from $ 512,000,000 to $ 550,000,000, with diluted EPS moving from $ 1.12 to $ 1.21; weighted-average diluted shares declined modestly from 457,000,000 to 455,000,000.
Market and valuation signals sit alongside the fundamentals: price is above the 50‑ and 200‑day SMAs (price vs SMA50 +14.4%, vs SMA200 +20.3%) and the golden_cross flag is true, momentum over 6 months is + 20.9% (82nd percentile) though that signal was labelled weakened in the packet, and valuation multiples include P/FCF 20.55 and P/E 27.56 based on trailing twelve‑month figures.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue was $3,089,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $3,134,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), an increase of $45,000,000 between those consecutive fiscal quarters.
XBRL companyfacts · 0001065088-26-000093Gross profit was $2,287,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $2,302,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), while cost of revenue was $802,000,000 in fiscal Q1 2026 and $832,000,000 in fiscal Q2 2026, indicating a small absolute increase in gross profit alongside a rise in cost of revenue.
XBRL companyfacts · 0001065088-26-000093Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
In the Form 10-K filed 19 February 2026, the company added or materially expanded risk disclosures that call out heightened exposure to competitiveness of advertising products, sensitivity to consumer engagement and discretionary spending, pace of AI and other technological change, cross-border trade policy risk, increased costs from buyer/seller trust programs, payments and financial-services regulatory and operational risk, dependence on third-party products and services, third-party liability for customer actions, and material indebtedness.
Item 1A risk-factor diff · 0001065088-26-000027 vs 0001065088-25-000037The Form 10-K filed 19 February 2026 states that "All of our GMV, and substantially all of our net revenues each quarter come from transactions involving sales during that quarter," and cautions that this makes it "inherently difficult to accurately forecast our GMV, the amount and sources of our net revenues, earnings (loss) per share, operating income (loss), and our other key operating and financial performance metrics."
Item 1A risk-factor diff · 0001065088-26-000027 vs 0001065088-25-000037Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 6 months is +20.9% and ranks in the 82th percentile of a 882-stock research universe.
Moneyta signal set · 2026-10-15weakened in debateMomentum measured as 12_1 is +22.0% and ranks in the 69th percentile of the 882-stock research universe.
Moneyta signal set · 2026-10-15weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings in EBAY totaled "$44.62B" as of 2026-06-30 (this is the latest reported quarter and carries a reporting lag).
13F holdings · 1300 filers · as of 2026-06-30Top 13F holders reported include BlackRock, Inc. at "$4.41B" (noted as not new), TORONTO DOMINION BANK at "$3.78B" (noted as not new, with value_qoq_pct 388.4), and VANGUARD CAPITAL MANAGEMENT LLC at "$3.24B" as of 2026-06-30.
13F holdings · 1300 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple headlines report a Morgan Stanley endorsement naming eBay as a top internet stock ahead of its quarterly earnings, driving investor focus.
News · simplywall.st · 2026-10-15Unconfirmed takeover speculation is cited as the reason for a roughly 5% intraday share move in eBay in coverage that appeared in at least two distinct outlets.
News · aol.com · 2026-10-15Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
A Form 4 filed by Sweetnam Jordan Douglas Bradley shows a sale (code F) of 1,881 shares for a reported value of "$203k" on 2026-09-15.
Form 4 · Sweetnam Jordan Douglas Bradley (SVP, Chief Commercial Officer) · $0 code M · 2026-09-15A Form 4 filed by WELLINGTON SAMANTHA shows a sale (code F) of 997 shares for a reported value of "$108k" on 2026-09-15.
Form 4 · WELLINGTON SAMANTHA (SVP, Chief Legal Officer) · $0 code M · 2026-09-15Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price implies a free cash flow (FCF) growth rate of 9.65% (0.0965) under the stated discount and terminal assumptions; this is a market-derived observation, not a target.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is $2,722,000,000 and FCF per share is $5.9824, based on 445,000,000 shares used in the coverage calculation.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Sequential quarterly data show modest top-line growth alongside rising operating income and net income, with diluted EPS increasing from $1.12 to $1.21 while weighted-average diluted shares declined — a combination that, together with trailing twelve‑month free cash flow of $2.72B and a P/FCF of ~20.5, supports a constructive reading of recent operating leverage and shareholder economics. Market signals (positive 6‑month momentum, price above the 50‑ and 200‑day SMAs with a golden cross) and concentrated institutional ownership position the stock within a favorable technical and holder base context, and recent analyst/media endorsements amplify investor attention. Against bear points, much of the negative filing language are standard expanded risk disclosures rather than new countervailing performance metrics, and insider filings include CEO/CFO acquisitions alongside small reported sales; additionally, balance-sheet snapshots note higher equity and material trailing FCF that provide context for the cash decline. Financial advisors often suggest weighing operational improvements, cash generation, and ownership structure against formal risk disclosures when forming an informational view.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
37 surviving claims rest on 16 distinct sources; the heaviest analyst carries 16% of them, and 97% of what the desk raised survived the debate.
The surviving read is moderately robust: 37 claims draw on 16 distinct sources, so evidence is diversified but not broad, and one analyst contributes a meaningful share of the claims. The very high internal survival rate (97%) means the desk reached strong consensus in review — useful for confidence, but it also raises the risk that shared assumptions or overlooked errors carried through unchallenged.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 6 in Internet Retail (as of 2026-10-15).
90-day volatility ranks 4th of 6 in Internet Retail (as of 2026-10-15).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
11 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
12 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.8 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
7 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot−0.4 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on EBAY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.