eBay Gestion
Gestion contrôle des critères 2/4
Le PDG eBay est Jamie Iannone, nommé en Apr2020, a un mandat de 6.17 ans. La rémunération annuelle totale est $ 28.46M, composée du salaire de 3.5% et des bonus 96.5%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 54.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.2 ans et 5.8 ans.
Informations clés
Jamie Iannone
Directeur général
US$28.5m
Rémunération totale
| Pourcentage du salaire du PDG | 3.51% |
| Durée du mandat du directeur général | 6.2yrs |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 3.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Seeking Alpha • Jun 09
eBay's Developments In Focus Categories Will Likely Soar Gross Margin Value
Summary eBay is experiencing a revenue revival, with FY2025 growth at 7.9% and revenue reaching $11.1bn. I am confident in a Buy rating, supported by a price target of $132 and key catalysts driving share price potential. The platform’s global scale, trusted brand, and unique category communities underpin EBAY's competitive advantage amid a challenging e-commerce landscape. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$28m | US$1m | US$2b |
| Sep 30 2025 | n/a | n/a | US$2b |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$20m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | n/a | n/a | US$3b |
| Dec 31 2023 | US$22m | US$1m | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$634m |
| Dec 31 2022 | US$17m | US$1m | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$3b |
| Jun 30 2022 | n/a | n/a | -US$2b |
| Mar 31 2022 | n/a | n/a | -US$2b |
| Dec 31 2021 | US$22m | US$1m | US$252m |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$3b |
| Dec 31 2020 | US$35m | US$673k | US$2b |
Rémunération vs marché: La rémunération totale de Jamie ($USD 28.46M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).
Rémunération et revenus: La rémunération de Jamie a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Jamie Iannone (53 yo)
6.2yrs
Titularisation
US$28,463,890
Compensation
Mr. Jamie J. Iannone serves as President, Chief Executive Officer and Director of eBay Inc. since April 27, 2020. Mr. Iannone served as chief operating officer of U.S. e-commerce business at Walmart Inc. s...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 6.2yrs | US$28.46m | 0.11% $ 55.0m | |
| Senior VP & CFO | 1.1yrs | US$15.97m | 0.0053% $ 2.6m | |
| Senior VP | 1.7yrs | US$8.35m | 0.0034% $ 1.7m | |
| Senior VP & Chief Commercial Officer | 1.4yrs | US$10.45m | 0.0078% $ 3.8m | |
| Senior VP & Chief Growth Officer | no data | US$9.88m | 0.024% $ 11.8m | |
| Founder & Director Emeritus | no data | US$28.93k | pas de données | |
| VP, Chief Accounting Officer & Principal Accounting Officer | 3.2yrs | pas de données | 0.0034% $ 1.6m | |
| Senior VP & CTO | 6.9yrs | pas de données | 0.0072% $ 3.5m | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Chief Communications Officer | 1.8yrs | pas de données | pas de données | |
| Senior VP & Chief People Officer | 5.3yrs | US$5.97m | 0.016% $ 7.5m | |
| VP & GM of UK Business | 5.6yrs | pas de données | pas de données |
3.2yrs
Durée moyenne de l'emploi
53yo
Âge moyen
Gestion expérimentée: L'équipe de direction de EBAY est considérée comme expérimentée (ancienneté moyenne 3.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 6.2yrs | US$28.46m | 0.11% $ 55.0m | |
| Founder & Director Emeritus | 5.8yrs | US$28.93k | pas de données | |
| Independent Director | less than a year | pas de données | 0.00020% $ 96.8k | |
| Independent Chairman of the Board | 10.8yrs | US$565.00k | 0.022% $ 10.9m | |
| Independent Director | 11.4yrs | US$373.00k | 0.020% $ 9.7m | |
| Independent Director | 8.8yrs | US$370.00k | 0.0098% $ 4.7m | |
| Independent Director | 2.3yrs | US$358.00k | 0.0029% $ 1.4m | |
| Independent Director | 3.3yrs | US$355.00k | 0.0034% $ 1.6m | |
| Independent Director | 1.8yrs | US$345.00k | 0.0015% $ 745.1k | |
| Independent Director | 5.8yrs | US$383.00k | 0.0043% $ 2.1m | |
| Independent Director | 5.8yrs | US$340.00k | 0.0062% $ 3.0m | |
| Independent Director | 3.8yrs | US$340.00k | 0.0041% $ 2.0m |
5.8yrs
Durée moyenne de l'emploi
58yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de EBAY sont considérés comme expérimentés (ancienneté moyenne 5.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/24 20:57 |
| Cours de l'action en fin de journée | 2026/06/24 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
eBay Inc. est couverte par 62 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Richard Kramer | Arete Research Services LLP |
| Oliver Lester | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |