eBay IncNasdaq: EBAY
Consumer Discretionary · Broadline Retail
$105.08
+1.55%
Vol: 13.6M
Research Digest
Friday, May 1, 2026
eBay reported Q1 2026 revenue of $3.1 billion, up 19% YoY, with GMV of $22.2 billion, up 18% YoY and adjusted EPS of $1.66.
eBay reported strong Q1 2026 results with revenue of $3.1 billion, up 19% on an as-reported basis, and GMV of $22.2 billion, up 18% YoY. GAAP net income was $512 million ($1.12 diluted share), while Non-GAAP net income was $760 million ($1.66 diluted share). The company returned $639 million to shareholders through $500 million in buybacks and $139 million in dividends. CEO Jamie Iannone highlighted accelerated GMV growth. JPMorgan raised target to $100, Deutsche Bank to $132. Current stock price $102.77.
Previous Market Intelligence
13 daysApr 30eBay reports Q1 2026 revenue of $3.1B, up 19%, with GMV growth of 18% driven by AI-powered features and advertising expansion.Positive▶
eBay reported Q1 2026 revenue of $3.1 billion, up 19% on an as-reported basis and 17% FX-neutral, with gross merchandise volume of $22.2 billion, up 18% as-reported and 14% FX-neutral. GAAP net income was $512 million ($1.12 per diluted share) with non-GAAP net income of $760 million ($1.66 per diluted share). The company generated $581 million in advertising revenue in Q1, up 33% as-reported and 28% FX-neutral, now representing 2.6% of GMV. AI initiatives drove a 50% increase in new listing creation and double-digit increases in sold items and GMV per lister. eBay expects the Depop acquisition to close by end of Q3 2026. Deutsche Bank raised its price target to $132 from $118, Cantor raised it to $100 from $90, and BofA raised it to $110 from $102, all maintaining Buy ratings.
Apr 29eBay reports Q1 revenue beat of 19% YoY growth despite multi-day technical outage and DDoS claimsNegative▶
eBay reported Q1 2026 revenue of $3.1 billion (+19% YoY), beating consensus of $3 billion, with EPS of $1.66 beating $1.58 estimate. Gross merchandise volume reached $22.2 billion (+18% YoY). However, stock declined 5.58% post-earnings on guidance concerns. Company experienced severe technical outage beginning April 26 lasting multiple days, preventing transactions. Hacktivist group 313 Team claimed DDoS attack responsibility. UBS raised price target to $110 from $96 (Neutral); Deutsche Bank raised to $132 from $118 (Buy). eBay named one of Fortune America's Most Innovative Companies 2026.
Apr 16eBay launches NYC Edit Market physical retail experience on April 16 in SoHo; expands Klarna resale integration to six new markets.Positive▶
eBay opened The NYC Edit Market in SoHo on April 16—a physical retail experience requiring eBay listing for entry. The company expanded its resale partnership with Klarna into six new markets including Australia and Canada. eBay reported 2025 GMV of $79.6B with 135M buyers and 20M sellers. However, the company cut 800 jobs amid broader tech layoffs. Stock hit an all-time high of $101.17 but Wells Fargo lowered its price target to $100 on April 6.
Apr 15eBay expands Klarna resale partnership to six new markets; stock hits all-time high of $101.17 following strong earnings and $1.2B Depop acquisition.Positive▶
eBay stock reached an all-time high of $101.17 in April 2026, delivering a 1-year total return of 50.65% following blowout earnings, dividend hike, and completion of the $1.2B Depop acquisition. eBay launched new seller tools including Promoted Listings Priority video ads. Wells Fargo lowered price target to $100 from $101 on April 6.
Apr 14eBay launches Promoted Listings Priority video ads and Fitment Plus Auto on April 13; Seller Resolution Center now live.Neutral▶
eBay expanded Promoted Listings Priority video ads to multiple markets and introduced a new Seller Resolution Center for U.S. sellers. Starting April 13, all sellers in fitment-enabled auto parts categories were automatically enrolled in Fitment Plus Auto (FPA).
Apr 13CEO sold $4.07M in shares; 800-job layoffs announced as platform expands Klarna resale partnership internationally.Mixed▶
eBay CEO Jamie Iannone sold 35,000 shares on April 6-7 for approximately $4.07 million. The company announced 800 layoffs amid broader tech sector reductions, while expanding its resale partnership with Klarna into six new international markets. Bank of America lifted price target from $100 to $102 with a neutral rating. Company also raised quarterly dividend from $0.29 to $0.31.
Apr 10eBay CEO sells $4.07M in shares amid strong Q4 performance; Benchmark raises price target to $115.Positive▶
eBay CEO Jamie Iannone sold 35,000 shares ($4.07M) on April 6-7 under a pre-arranged trading plan. Benchmark raised its price target to $115 from $110 with a Buy rating, while Wells Fargo adjusted to $100 with an Equal Weight rating. eBay announced a $1.2B acquisition and a $2B share repurchase authorization.
Apr 9Wells Fargo lowers price target to $100 as eBay faces valuation headwindsNeutral▶
eBay stock declined with Wells Fargo reducing its price target from $101 to $100 on April 6. The company reported Q4 revenue of $3B and GMV of $21.2B, while also executing 800 job cuts amid broader tech sector layoffs. The company is expanding its Klarna partnership internationally and introducing new buyer engagement features. Stock currently trading at $97.02 with mixed analyst sentiment on near-term valuation concerns despite strategic initiatives.
Apr 8Wells Fargo lowers eBay price target to $100; company expands Klarna resale partnership internationallyNeutral▶
eBay reported Q4 revenue of $3B and GMV of $21.2B in February 2026. The company is expanding its resale partnership with Klarna into six new international markets and enhancing user engagement through live shopping initiatives. Wells Fargo lowered price target to $100 from $101 on April 6. eBay cut 800 jobs amid broader tech sector layoffs and added new independent director with technology expertise. Stock trades at $97.34 with market cap of $43.61B and analyst consensus suggesting bullish outlook on consumer cyclical space.
Apr 7eBay launches 48-hour livestream event; Wells Fargo lowers PT to $100.Neutral▶
eBay held 48-hour celebrity livestream shopping event. Wells Fargo lowered PT $101 to $100, Equal-Weight. Stock $97.71 (+3.79%). Klarna resale partnership expansion to 6 countries. ~800 layoffs (6%) shifting to AI self-service.
Apr 6eBay Reports Strong Q4 2025 and Acquires Depop for $1.2BPositive▶
eBay reported Q4 2025 revenue of $3.0 billion, up 15% on an as-reported basis, with GMV of $21.2 billion, up 10%. CEO Jamie Iannone stated that 2025 was a milestone year with the company in its strongest position in years. eBay announced a definitive agreement to acquire Depop from Etsy in an all-cash transaction valued at approximately $1.2 billion, expected to close in Q2 2026. The acquisition aims to attract younger shoppers in the resale market. The company also increased its Q1 2026 dividend by 7% and authorized an incremental $2.0 billion in share repurchases.
Apr 3eBay acquires Depop from Etsy for $1.2B and expands seller tools with video ads launching in April 2026.Positive▶
eBay announced acquisition of Depop from Etsy for approximately $1.2B in cash, expanding C2C fashion presence and Gen Z/Millennial demographics. April platform updates include Promoted Listings Priority video ads (April 15) and Issue Resolution Center (end of April). Q4 2025: $3.0B revenue (+15%) and $21.2B GMV (+10%). Board increased dividend by 7% to $0.31/share and authorized $2B buyback.
Apr 2eBay stock up 2.32% after beating Q4 revenue estimates; 28 analysts maintain Buy rating with $97.27 PT; company expands Klarna partnership and cuts 800 jobs.Positive▶
eBay Inc. closed at $93.13 on April 1, 2026, up 2.32%. The company beat Q4 revenue estimates at $2.97 billion and provided Q1 2026 guidance of $3.00-3.05 billion. Recent strategic moves include expanding the resale partnership with Klarna into six new international markets and launching 48 Hours of Drops event for pre-loved fashion and collectibles. The company cut 800 jobs amid broader tech sector layoffs. Analyst consensus from 28 analysts remains bullish with average Buy rating and $97.27 12-month PT.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| EBAYEBAY | $105.08 | +1.55% | +5.9% | 15.4x | 1.33 | $46.4B |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
| TJXTJX | $157.03 | +0.18% | -3.1% | 27.6x | 0.73 | $174.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.