eBay Resultados de beneficios anteriores
Pasado controles de criterios 2/6
eBay ha aumentado sus beneficios a una tasa media anual de 29.4%, mientras que los beneficios de la industria de Multiline Retail han experimentado un crecimiento de 12.5% anual. Los ingresos han ido creciendo a una tasa media de 2.4% al año. La rentabilidad financiera de eBay es de 47%, y sus márgenes netos son de 18.3%.
Información clave
29.36%
Tasa de crecimiento de los beneficios
34.17%
Tasa de crecimiento del BPA
| Crecimiento de la industria Multiline Retail | 12.60% |
| Tasa de crecimiento de los ingresos | 2.44% |
| Rentabilidad financiera | 47.03% |
| Margen neto | 18.27% |
| Última actualización de beneficios | 30 Jun 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Seeking Alpha • Aug 06
eBay Earnings Review: Still Not Liking The Valuation
Summary eBay Inc. delivered solid earnings and revenue beats, but weak forward profit guidance tempers enthusiasm and supports my Hold rating. Current valuation appears stretched, requiring 17% annual FCF growth to justify the price; a pullback would make EBAY more attractive. Focus categories—collectibles, automobiles, clothing—and C2C sales are outperforming, with GMV in these segments up 26% and 20% YOY, respectively. Recommerce and AI-driven listing technology are driving platform engagement, positioning EBAY well for inflationary and used-goods tailwinds. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 29
EBAY: AI Execution And GameStop Bid Uncertainty Will Shape Stock Outlook
The analyst price target for eBay in this update is set higher at $110.76 from $107.84. Analysts point to stronger GMV trends, improving execution in focus categories, AI driven product improvements, and firm specific trackers that support modestly higher revenue growth, profit margins, and a slightly higher future P/E assumption.
Actualización de narrativa • Jul 14
EBAY: Hostile Bid And Category Reinvestment Will Likely Cap Future Earnings Power
eBay's analyst price target has been revised higher, with the model fair value estimate moving from $78.30 to $80.70 as analysts point to stronger earnings power, firmer growth expectations in key categories, and moderating AI disintermediation concerns. Analyst Commentary Recent commentary on eBay reflects a mix of optimism around earnings power and category momentum, alongside pockets of caution around valuation, competitive pressures, and execution risks.Actualización de narrativa • Jun 17
EBAY: AI Commerce Push And GameStop Overhang Will Shape Stock Outlook
The analyst fair value estimate for eBay has increased to $107.84 from $99.30 as analysts cite stronger execution in focus categories and a broad wave of higher price targets across the Street. Analyst Commentary Street research on eBay centers on how recent execution in focus categories feeds into valuation and where the risk or upside may sit for the stock.Actualización de narrativa • Jun 03
EBAY: Activist Bid And Reinvestment Will Likely Restrain Future Earnings Power
eBay's analyst price target has been nudged higher to $78.30 from $77.86, as analysts point to strength in the company's focus categories, improving execution, and a series of upward target revisions across major firms. Analyst Commentary Recent research on eBay skews constructive, with several large firms lifting price targets and pointing to progress in focus categories and execution.
Nueva narrativa • May 20
GME and EBay both Valued I. Their Past Instead of Futute
THE GAMESTOP CONVERGENCE TRADE A consolidated architectural and capital-structure due diligence on the GameStop / eBay acquisition path, the vertically integrated collectibles infrastructure that sits beneath it, the capital stack built to execute, and the float and governance mechanics that resolve in the next twelve months “Velocity without visibility is just faster opacity.” TLDR The eBay bid is not a standalone acquisition. It is the second-to-last move in a multi-year, traceable strategic architecture connecting GameStop, PSA/Collectors Holdings, eBay's existing vaulting integration, and (implied) tZERO settlement infrastructure.Actualización de narrativa • May 17
EBAY: Reinvestment And Depop Deal Will Likely Restrain Future Earnings Power
eBay's fair value estimate has been raised by about $4, with analysts pointing to a higher assumed future P/E multiple, along with small adjustments to revenue growth, profit margins, and discount rate, as they respond to a broad wave of upward price target revisions following recent research updates. Analyst Commentary Recent research has been dominated by higher price targets after eBay's Q4 and Q1 updates, with several firms highlighting stronger Gross Merchandise Volume, better than expected earnings and the planned US$1.2b Depop acquisition as key supports for their models.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.Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero eBay. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 12,008 | 2,194 | 3,772 | 1,731 |
| 31 Mar 26 | 11,604 | 2,007 | 3,622 | 1,699 |
| 31 Dec 25 | 11,100 | 1,996 | 3,440 | 1,642 |
| 30 Sep 25 | 10,714 | 2,143 | 3,457 | 1,643 |
| 30 Jun 25 | 10,470 | 2,182 | 3,440 | 1,594 |
| 31 Mar 25 | 10,312 | 2,043 | 3,298 | 1,521 |
| 31 Dec 24 | 10,283 | 1,981 | 3,289 | 1,479 |
| 30 Sep 24 | 10,266 | 2,029 | 3,228 | 1,503 |
| 30 Jun 24 | 10,190 | 2,699 | 3,227 | 1,530 |
| 31 Mar 24 | 10,158 | 2,645 | 3,229 | 1,543 |
| 31 Dec 23 | 10,112 | 2,775 | 3,413 | 1,544 |
| 30 Sep 23 | 10,060 | 2,718 | 3,267 | 1,485 |
| 30 Jun 23 | 9,940 | 1,342 | 3,175 | 1,429 |
| 31 Mar 23 | 9,822 | 634 | 3,161 | 1,381 |
| 31 Dec 22 | 9,795 | -1,274 | 3,099 | 1,330 |
| 30 Sep 22 | 9,898 | -2,838 | 3,030 | 1,327 |
| 30 Jun 22 | 10,019 | -2,485 | 2,962 | 1,316 |
| 31 Mar 22 | 10,265 | -1,655 | 3,001 | 1,322 |
| 31 Dec 21 | 10,420 | 252 | 3,056 | 1,325 |
| 30 Sep 21 | 10,285 | 1,917 | 3,210 | 1,271 |
| 30 Jun 21 | 10,042 | 2,239 | 3,309 | 1,208 |
| 31 Mar 21 | 9,711 | 2,634 | 3,238 | 1,114 |
| 31 Dec 20 | 8,894 | 2,487 | 3,069 | 1,028 |
| 30 Sep 20 | 8,652 | 2,184 | 3,003 | 986 |
| 30 Jun 20 | 8,477 | 1,789 | 3,049 | 958 |
| 31 Mar 20 | 8,044 | 1,421 | 3,006 | 922 |
| 31 Dec 19 | 7,429 | 1,433 | 2,790 | 930 |
| 30 Sep 19 | 9,277 | 1,810 | 3,636 | 1,027 |
| 30 Jun 19 | 9,843 | 2,320 | 3,909 | 1,091 |
| 31 Mar 19 | 10,579 | 2,637 | 4,303 | 1,223 |
| 31 Dec 18 | 8,650 | 2,128 | 3,486 | 1,051 |
| 30 Sep 18 | 10,576 | -832 | 4,296 | 1,310 |
| 30 Jun 18 | 10,425 | -1,032 | 4,169 | 1,319 |
| 31 Mar 18 | 10,204 | -1,641 | 4,041 | 1,280 |
| 31 Dec 17 | 9,927 | -1,013 | 3,908 | 1,224 |
| 30 Sep 17 | 9,615 | 7,532 | 3,717 | 1,199 |
| 30 Jun 17 | 9,334 | 7,430 | 3,568 | 1,171 |
| 31 Mar 17 | 9,145 | 7,838 | 3,414 | 1,153 |
| 31 Dec 16 | 9,298 | 7,285 | 3,590 | 1,114 |
| 30 Sep 16 | 8,906 | 1,860 | 3,266 | 1,051 |
| 30 Jun 16 | 8,788 | 1,987 | 3,214 | 1,004 |
| 31 Mar 16 | 8,668 | 1,980 | 3,313 | 941 |
| 31 Dec 15 | 8,592 | 1,947 | 3,389 | 923 |
| 30 Sep 15 | 8,593 | 2,153 | 3,310 | 930 |
Ingresos de calidad: EBAY tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio(18.3%) de EBAY son inferiores a los del año pasado (20.8%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lEBAY han crecido significativamente en un 29.4% al año.
Acelerando crecimiento: El crecimiento de los beneficios de EBAY en el último año (0.6%) está por debajo de su media de 5 años (29.4% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de EBAY en el último año (0.6%) no superó al de la industria Multiline Retail 1.9%.
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (47.03%) de EBAY es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/09 05:28 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 62 analistas. 22 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.
| Analista | Institución |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |