EBAY
EBAY INCEvidence as of 2026-09-02Overview · 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
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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.
+0.2 on a −2 to +2 scale.
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 desk finds a Mixed evidence balance (+0.2 of a possible +2; confidence high). Revenue from contracts with customers rose from $ 3,089,000,000 in Q1 2026 (fiscal quarter ended 2026-04-24) to $ 3,134,000,000 in Q2 2026 (fiscal quarter ended 2026-07-31), an increase of $ 45,000,000 (about 1.5%). Gross profit moved from $ 2,287,000,000 to $ 2,302,000,000 (+ $ 15,000,000, ~0.7%), operating income climbed from $ 611,000,000 to $ 676,000,000 (+ $ 65,000,000, ~10.6%), and net income rose from $ 512,000,000 to $ 550,000,000 (+ $ 38,000,000, ~7.4%) with diluted EPS up from $ 1.12 to $ 1.21.
Market signals in the packet are mixed: as of 2026-09-01 the security had a golden cross (50-day above 200-day), price was + 7.1% versus the 200-day SMA and - 4.2% versus the 50-day SMA, six-month momentum was + 17.9% (75th percentile) while three-month momentum was - 3.6%, thirty- and ninety-day annualized volatilities were 37.5% and 34.2% respectively, and beta to SPY was 0.74. Valuation and cash-flow metrics show price-to-FCF (TTM) of 17.55, implied FCF growth at 5.86% (0.0586), EV/EBITDA (TTM) of 19.52, and P/E (TTM) of 23.54.
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 from contracts with customers rose from $3,089,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $3,134,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), an increase of $45,000,000 (about 1.5%).
XBRL companyfacts · 0001065088-26-000093Gross profit increased from $2,287,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $2,302,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), a rise of $15,000,000 (about 0.7%).
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.
A Form 4 with the 4 filed 18 August 2026 was filed on 2026-08-18 and the evidence shows its parse_status is 'skipped'.
4 filed 2026-08-18A Form 4 with the 4 filed 18 August 2026 was filed on 2026-08-18 and the evidence shows its parse_status is 'skipped'.
4 filed 2026-08-18Reads 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.
Three-month momentum (as of 2026-09-01) was -3.6%.
Moneyta signal set · 2026-09-01weakened in debateSix-month momentum (as of 2026-09-01) was +17.9%, which ranks in the 75th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-01weakened 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.
As of the timestamps provided, eBay appears as a small-cap position in multiple broad-market and value ETFs, with the largest reported weight 0.36% of Vanguard Mid-Cap ETF (VO) and additional weights of 0.18% (VYM), 0.14% (VTV), 0.08% (IVV), and 0.06% in SCHB, VOO, and SCHX.
ETF constituents · market dataThree insider Form 4 filings were recorded in the dataset with filed dates 2026-08-18 (two filings) and 2026-08-20 (one filing), indicating a clustered set of insider reporting events in that short span.
Form 4 × 3 (90d window not enforced here)Reads 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.
Yahoo Finance coverage (article published 1 September 2026) reports that GameStop converted an eBay derivative into a direct equity stake valued at about US$4.95 billion as of 1 August 2026, and ties that stake to GameStop's preliminary second-quarter results.
News · finance.yahoo.com · 2026-09-01Forbes published a company-focused piece (1 September 2026) that provides a behind-the-scenes look at eBay's authentication operation, indicating editorial interest in eBay's product trust and operations.
News · forbes.com · 2026-09-01Reads 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.
Sweetnam Jordan Douglas Bradley reported a sale of 1,014 shares for $103k on 2026-08-18, and the filing states the transaction was made under a 10b5-1 plan.
Form 4 · Sweetnam Jordan Douglas Bradley (SVP, Chief Commercial Officer) · $103k sold · 2026-08-18Sweetnam Jordan Douglas Bradley reported a transaction labeled 'code F' on 2026-08-15 for 2,294 shares with a reported value of $237k (filing does not indicate a 10b5-1 plan for that line).
Form 4 · Sweetnam Jordan Douglas Bradley (SVP, Chief Commercial Officer) · $0 code M · 2026-08-15Reads 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 model-implied free cash flow (FCF) growth rate today's price would justify is 5.86% (0.0586).
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is $2,722,000,000.
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.
Quarterly GAAP results show sequential improvement across top-line and profitability measures: revenue, gross profit, operating income, net income and diluted EPS all rose from Q1 to Q2 2026, while diluted shares outstanding ticked down — these are primary-report figures and represent strong direct evidence of recent operational improvement. Market signals reinforce the constructive picture over a medium horizon: six-month momentum ranks in the 75th percentile, the 50/200-day golden cross is present, relative strength versus SPY over six months is positive, and beta is below 1 — these technical and risk metrics provide moderately strong corroboration for a favorable read versus the broader market. Valuation and cash-flow metrics (P/FCF ~17.6, TTM FCF ~ $2.72B, P/E ~23.5) and ETF holdings indicate the company is covered and held in broad-market funds, which is supportive context of institutional inclusion (moderate evidence). The bear case points — short-term three-month negative momentum, three-year drawdown, declines in cash and some insider selling — are present in the dataset but are either short-term/market-framed signals or limited in scope relative to the recent sequential profitability gains and medium-term technical strengths.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.34
34 surviving claims rest on 16 distinct sources; the heaviest analyst carries 24% of them, and 96% of what the desk raised survived the debate.
The read is supported by a moderate number of distinct sources, so it has some evidentiary breadth, but a single analyst carries a large share of surviving claims — that creates concentration risk if that analyst's inputs are flawed. The very high internal survival rate (96%) means the desk reached strong consensus; educationally, that reduces internal dissent but also raises the chance that shared assumptions could propagate mistakes rather than be challenged.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 4 in Internet Retail (as of 2026-09-01).
6-month relative strength ranks 3rd of 4 in Internet Retail (as of 2026-09-01).
90-day volatility ranks 4th of 4 in Internet Retail (as of 2026-09-01).
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.
15 filings· 1 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
3 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 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+0.2 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
6 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.6 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.
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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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.