EBAY
NASDAQ · Consumer Cyclical · Specialty Retail · US
Research · Oct 31, 2026
eBay (EBAY) Magical Listing AI: 30% More Listings per Attempter in Australia
eBay says active sellers in Australia using its Magical Listing AI tool create over one-third more listings per attempter, but it has not quantified GMV or revenue impact.
Research · Oct 29, 2026
eBay Q3 2026 Earnings: Organic GMV Up 13%, Operating Margin Beats Guidance
eBay's Q3 2026 organic GMV grew 13%, well above 7%-9% guidance, and its 26.3% non-GAAP operating margin beat the guided range, while take rate fell 20 basis points.
Research · Oct 19, 2026
[EBAY] eBay: Q3 2026 earnings preview on GMV growth, take rate and margins
eBay grew Q2 2026 GMV 14% to $22.4 billion at a 28.5% non-GAAP margin; Q3 results test whether organic growth holds 7%-9% as margin guidance falls to about 25%.
Research · Sep 3, 2026
[EBAY] eBay Thesis 2026: GMV Returns to Growth, Depop Acquisition Reshapes Demographics
eBay FY25 (Dec 31, 2025) at $11.10B revenue (+8%). NI $2.03B; EPS $4.34 (+10%); non-GAAP EPS $5.52 (+13%). GMV ~$80B (+6%); US GMV +10%. Focus categories +12%. C2C ~25% of GMV reinvigorated. Recommerce >40% of GMV. Depop acquired (~$1.2B). $3B capital return. Q1 FY26 GMV $21.5-21.9B (+10-12% FX-neutral), revenue $3-$3.05B, non-GAAP EPS $1.53-$1.59.