eBay Inc.

Informe acción NasdaqGS:EBAY

Capitalización de mercado: US$49.0b

eBay Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de eBay de 7.2% y 4.3% por año respectivamente. Se prevé que el BPA crezca en un 9.5% al año. Se espera que la rentabilidad financiera sea de 52.1% en 3 años.

Información clave

7.2%

Tasa de crecimiento de los beneficios

9.51%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Multiline Retail16.6%
Tasa de crecimiento de los ingresos4.3%
Rentabilidad financiera futura52.06%
Cobertura de analistas

Good

Última actualización13 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha May 12

Wall Street Lunch: EBay Rejects GameStop Takeover Proposal

Summary eBay (EBAY) rejected GameStop’s (GME) $56B takeover bid, citing doubts over financing, leverage, governance, and confidence in its standalone strategy. Core CPI rose 0.4% in April, surpassing consensus, with energy-driven inflation likely keeping the Fed on hold through summer. Quantum Computing (QUBT) surged on a 9,000% Q1 revenue jump but remains a 'show-me' story with a small hardware revenue base. Zebra Technologies (ZBRA) raised full-year EPS guidance above consensus after a Q1 beat; Under Armour (UAA) fell on weak guidance. Read the full article on Seeking Alpha
Actualización de narrativa May 01

EBAY: Reinvestment And Depop Integration Will Likely Cap Longer Term Earnings Upside

The analyst price target for eBay has moved modestly higher, with the updated fair value estimate rising by about $2.40. Analysts highlight stronger execution in core e-commerce, supportive recent earnings and guidance, and expected benefits from the Depop acquisition and category specific growth.
Actualización de narrativa Apr 17

EBAY: Q4 Execution AI Initiatives And Depop Resale Push Will Shape 2026

eBay's analyst fair value estimate edges up to $99.30 as analysts factor in slightly higher revenue growth expectations, a modestly lower discount rate, and ongoing support from strong Q4 results, Depop-related resale expansion, and continued enthusiasm around core growth and AI execution. Analyst Commentary Recent Street research around eBay centers on the strong Q4 print, the announced Depop acquisition, and what these mean for growth, execution, and valuation.
Actualización de narrativa Apr 03

EBAY: GenAI ROIC Execution And Depop Integration Will Shape 2026 Outlook

Narrative Update: eBay Price Target Revision The updated analyst price target moves to $99.13 from $94.73, reflecting analysts' generally positive views on eBay's recent Q4 performance, core marketplace growth, AI execution, and the potential contribution from the Depop acquisition, even as some highlight reinvestment needs and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research on eBay clusters around a broadly constructive view on execution and growth, with some debate on how much of that is already reflected in valuation and how reinvestment affects earnings power.
Actualización de narrativa Mar 20

EBAY: Reinvestment In AI And Depop Integration Will Likely Constrain Upside

Analysts have slightly lifted the price target for eBay, citing stronger core growth, Q4 outperformance, AI execution, and potential revenue benefits from the $1.2 billion Depop acquisition as key supports for the updated view. Analyst Commentary Recent Street research around eBay clusters around two themes: stronger fundamentals in the latest quarter and a reset in how the market values the stock after the announced US$1.2b Depop acquisition and acceleration in key focus categories.
Actualización de narrativa Mar 06

EBAY: Reinvestment And Depop Acquisition Will Likely Restrain Future Upside

Analysts have raised our eBay fair value estimate by about $1.63 to $71.24 as they factor in higher revenue growth, slightly firmer profitability, and a lower future P/E multiple, following broadly higher Street price targets supported by recent Q4 results and the planned Depop acquisition. Analyst Commentary Street research around eBay has turned more constructive overall, with many firms lifting price targets after Q4 earnings and the announced Depop purchase.
Actualización de narrativa Feb 19

EBAY: GenAI Reinvestment And Flat Take Rates Will Likely Cap Upside

Analysts have made only a slight adjustment to their eBay price targets, with one moving to $93 and another to $112. They are factoring in expectations for modest GMV and revenue growth in 2026, continued reinvestment in focus categories and GenAI initiatives, and relatively stable take rates.
Actualización de narrativa Feb 05

EBAY: GenAI ROIC Execution And E Commerce Risks Will Shape 2026 Outlook

Narrative Update Analysts have lifted their price target on eBay by $10 to $112, noting potential rewards for companies that can demonstrate stronger returns on invested capital from GenAI and GPU-related technologies, while also acknowledging that certain internet subsectors, including parts of e-commerce, may continue to trade on lower P/E multiples. Analyst Commentary Recent research has brought a higher price target for eBay, with bullish analysts focusing on how the company could benefit if it can convert GenAI and GPU-related tools into better returns on invested capital, while more cautious voices are watching how e-commerce valuations hold up in areas facing disruption risk.
Actualización de narrativa Jan 21

EBAY: Focus Categories And GenAI Efficiencies Will Shape Balanced 2026 Outlook

Our updated eBay narrative reflects a modest increase in fair value to $94.73 per share from $93.97, as analysts factor in slightly higher expected revenue growth, a marginally lower discount rate, and Street research that highlights improving product experience, GenAI driven efficiencies, and higher price targets ranging from $89 to $115. Analyst Commentary Recent Street commentary on eBay clusters around product execution in focus categories, the role of GenAI in efficiency and discovery, and how much of the near term growth story is already reflected in current share prices.
Actualización de narrativa Jan 07

EBAY: Trading Card Reliance Will Likely Undermine Future Marketplace Momentum

Analysts have nudged their average price targets on eBay higher, with recent moves such as US$60 to US$65, US$75 to US$89, US$85 to US$95, US$87 to US$100 and a fresh US$115 target. These changes reflect views that focus categories, trading cards and product improvements, including AI driven discovery, could support merchandise volume and profit margins, even as expectations for revenue growth remain more measured.
Artículo de análisis Dec 30

An Intrinsic Calculation For eBay Inc. (NASDAQ:EBAY) Suggests It's 24% Undervalued

Key Insights eBay's estimated fair value is US$116 based on 2 Stage Free Cash Flow to Equity eBay's US$87.74 share...
Actualización de narrativa Dec 24

EBAY: Future GMV Momentum Will Likely Prove Unsustainable And Limit Upside

The analyst price target for eBay has been raised by about $3 to approximately $70 per share, as analysts point to improving GMV trends, stronger focus category momentum, and AI driven marketplace enhancements that support slightly faster revenue growth and a higher future P/E multiple. These positives are partially offset by modestly lower margin expectations and a higher discount rate.
Actualización de narrativa Dec 10

EBAY: Focus Categories And AI Will Drive Marketplace Upside Through 2026

Analysts nudged their average price target for eBay higher to about $94 per share, citing improving focus category momentum, a more resilient GMV growth outlook into 2026, and supportive trading cards and AI driven marketplace initiatives, despite only modest tweaks to growth and discount rate assumptions. Analyst Commentary Street research has turned incrementally more constructive on eBay, with a series of price target increases and at least one rating upgrade reflecting growing confidence in the company’s ability to sustain merchandise volume growth and monetize key focus categories into 2026.
Actualización de narrativa Nov 26

EBAY: Focus Category Momentum And AI Will Drive Upside Through 2026

eBay’s analyst price target has seen a notable increase, with the updated consensus rising from $87 to $100 per share. Analysts cite continued strength in focus categories and improved marketplace execution as key drivers of the upward revision.
Actualización de narrativa Nov 10

EBAY: Future Category Strength And AI Integrations Will Drive Share Gains

eBay's analyst price target has risen by nearly $3.40 to approximately $94.93, as analysts point to sustained improvements in profit margins and robust growth in focus categories like collectibles to support their more optimistic outlook. Analyst Commentary Recent analyst research reveals a blend of optimism and caution regarding eBay's outlook.
Actualización de narrativa Oct 27

Focus Categories And AI Will Shape Marketplace Dynamics In The Coming Years

eBay's analyst price target has been raised from $89 to approximately $91.55 per share. This reflects modest optimism among analysts due to ongoing improvements in product initiatives, growth in focus categories, and strengthened marketplace fundamentals.
Actualización de narrativa Oct 13

Online Recommerce And AI Will Shape Sustainable Market Opportunities

eBay's analyst price target has ticked up to $89.00, a modest increase reflecting analysts' recognition of improved gross merchandise volume growth and recent sector multiple expansion. Some lingering caution remains around competitive positioning.
Actualización de narrativa Aug 16

Online Recommerce And AI Will Shape Sustainable Market Opportunities

eBay’s analyst price target has increased to $87.63, reflecting better-than-expected Q2 results, accelerating growth in key categories, technology investment, and higher EPS estimates, though some caution remains after the share price rally. Analyst Commentary Better-than-expected Q2 results, including 7% net income growth and 6% revenue increase, supported by accelerated growth in focus categories and enhanced platform tools such as live commerce.
Artículo de análisis Aug 08

Earnings Troubles May Signal Larger Issues for eBay (NASDAQ:EBAY) Shareholders

NasdaqGS:EBAY 1 Year Share Price vs Fair Value Explore eBay's Fair Values from the Community and select yours The...
Artículo de análisis Jul 25

eBay Inc.'s (NASDAQ:EBAY) Share Price Could Signal Some Risk

There wouldn't be many who think eBay Inc.'s ( NASDAQ:EBAY ) price-to-earnings (or "P/E") ratio of 18.6x is worth a...
Artículo de análisis Jul 10

Is eBay (NASDAQ:EBAY) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis Jun 25

An Intrinsic Calculation For eBay Inc. (NASDAQ:EBAY) Suggests It's 28% Undervalued

Key Insights eBay's estimated fair value is US$104 based on 2 Stage Free Cash Flow to Equity eBay is estimated to be...
Artículo de análisis May 26

Is It Time To Consider Buying eBay Inc. (NASDAQ:EBAY)?

Let's talk about the popular eBay Inc. ( NASDAQ:EBAY ). The company's shares received a lot of attention from a...
Seeking Alpha Apr 01

eBay: Poised To Dominate Its e-Commerce Niche

Summary eBay's strategic refocus on non-new, pre-owned items insulates it from larger e-commerce competitors like Amazon and Alibaba, which rely heavily on volume to achieve cost-leadership. eBay's value-adding services on high-value discretionary merchandise differentiate it from the high-volume, cost-leadership of Amazon and other Chinese e-commerce giants. While minuscule compared to its bigger competitors, eBay's profitability and scale will give it an edge against the more specialized competitors in its niche, some of which are unprofitable. eBay's scale and profitability allow it to outspend smaller competitors in key operating activities crucial to competitive advantage, such as R&D and marketing. eBay's significantly lower valuation than that of e-commerce and retail leaders, such as Amazon and Walmart, makes it a compelling buy. Read the full article on Seeking Alpha
Seeking Alpha Mar 06

eBay: The Fundamentals Don't Stack Up With This Share Price

Summary The second-hand e-Commerce market is booming, driven by social media, tech advancements, and sustainability, with eBay holding a significant market share. eBay's network effect and 133 million active users create a strong moat, though recent growth has been modest at 1.7% over three years. Financially, eBay boasts high gross margins (~70%) and a healthy balance sheet, but weak guidance and low GAAP EBIT margins raise concerns. The fast-growing Advertising segment and ongoing share repurchase program might offer potential upside, despite disappointing recent guidance. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:EBAY - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202813,2182,4323,7494,2279
12/31/202712,7332,2853,3103,89818
12/31/202612,1482,0622,9943,43218
3/31/202611,6042,0071,6872,173N/A
12/31/202511,1001,9961,4341,959N/A
9/30/202510,7142,1471,5282,021N/A
6/30/202510,4702,1861,4091,880N/A
3/31/202510,3122,0432,1282,554N/A
12/31/202410,2831,9811,9562,414N/A
9/30/202410,2662,0291,3921,859N/A
6/30/202410,1902,6991,5231,966N/A
3/31/202410,1582,6451,7332,200N/A
12/31/202310,1122,7751,9702,426N/A
9/30/202310,0602,7182,5052,988N/A
6/30/20239,9401,3422,3552,855N/A
3/31/20239,8226341,9842,482N/A
12/31/20229,795-1,2741,8052,254N/A
9/30/20229,898-2,8381,4641,863N/A
6/30/202210,019-2,4859331,389N/A
3/31/202210,265-1,6551,7842,228N/A
12/31/202110,4202522,2132,657N/A
9/30/202110,2851,9172,6263,122N/A
6/30/202110,0422,2392,5112,972N/A
3/31/20219,7112,6342,4202,869N/A
12/31/20208,8942,4871,9562,419N/A
9/30/20208,6522,1842,0352,472N/A
6/30/20208,4771,7892,9823,376N/A
3/31/20208,0441,4212,7163,156N/A
12/31/20197,4291,433N/A3,114N/A
9/30/20199,2771,810N/A3,536N/A
6/30/20199,8432,320N/A3,085N/A
3/31/201910,5792,637N/A2,713N/A
12/31/20188,6502,128N/A2,658N/A
9/30/201810,576-832N/A2,413N/A
6/30/201810,425-1,032N/A2,732N/A
3/31/201810,204-1,641N/A3,059N/A
12/31/20179,927-1,013N/A3,146N/A
9/30/20179,6157,532N/A2,778N/A
6/30/20179,3347,430N/A2,703N/A
3/31/20179,1457,838N/A2,767N/A
12/31/20169,2987,285N/A2,826N/A
9/30/20168,9061,860N/A3,246N/A
6/30/20168,7881,987N/A3,130N/A
3/31/20168,6681,980N/A3,523N/A
12/31/20158,5921,947N/A4,033N/A
9/30/20158,5932,153N/A4,634N/A
6/30/20158,6442,117N/A5,316N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (7.2% al año) de EBAY es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (7.2% al año) de EBAY crezcan menos que el mercado US (16.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de EBAY crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (4.3% al año) de EBAY crezcan más despacio que el mercado de US (11.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.3% al año) de EBAY crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de EBAY sea muy elevada dentro de 3 años (52.1%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/13 11:38
Precio de las acciones al final del día2026/05/13 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

eBay Inc. está cubierta por 64 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
Joseph BonnerArgus Research Company