eBay Inc. (EBAY)
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-10-29
$121.64+0.37%
Close 2026-10-30 · 1-day change
NASDAQConsumer DiscretionarySpecialty RetailSnapshot 2026-10-29
Research Workspace
Put EBAY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Gross margin near $21.5B in Q2 2026: Gross margin: 72.33%.
View ThesisRevenue growth is accelerating — up about 16% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 49% growth a year, above the roughly 11% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskeBay’s bet rests on marketplace growth in collectibles and recommerce, despite slowing revenue growth. Revenue growth eased from 19% to 14% year over year, while Q3 2026 earnings beat consensus. eBay trades at 24× P/E versus the 15× peer median. The market prices in more growth than our forecast. The next-quarter miss probability is 26%, and gross margin is a primary pillar under pressure. Peer multiples imply a price about 49% below where it trades (it looks expensive on this basis); the thesis is on watch.
Trailing returns as of 2026-10-30. EBAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 34 analysts currently covering EBAY (as of Oct 2026).
Based on 17 Wall Street analysts offering 12-month price targets for EBAY in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EBAY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Broadline Retail — fair value, gap to price, and forward P/E.
Compare the value case
Put EBAY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive sustainable growth and long-term value
Reported Q3 estimate beat and after-hours share gain support sustainable growth, though details are limited.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $121.64
The last 12 months of price, then the range of analyst 12-month targets from today’s $121.64.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive sustainable growth and long-term shareholder value
Strong Q3 GMV growth supports sustainable growth, though the headline lacks earnings details.
Advances: Expand consumer-to-consumer (C2C) and recommerce marketplaces
Collectibles and live-shopping sales growth supports marketplace expansion and recommerce engagement.
Advances: Enhance gross margin and operating efficiency
Another workforce reduction may improve efficiency, but offers limited evidence of durable margin gains.
Advances: Enhance gross margin and operating efficiency
Further workforce reductions may improve operating efficiency, though execution and savings impact remain uncertain.
Advances: Enhance gross margin and operating efficiency
Reuters reports a 9% workforce reduction to simplify operations, supporting efficiency but with execution risk.
Advances: Drive sustainable growth and long-term shareholder value
Increased customer behavior supports sustainable growth objectives.
Advances: Expand consumer-to-consumer (C2C) and recommerce marketplaces
Morgan Stanley's favorable live-commerce thesis supports growth potential, though it is analyst opinion.
