eBay Inc.

NasdaqGS:EBAY 株式レポート

時価総額：US$46.1b

eBay 将来の成長

Future 基準チェック /26

eBay利益と収益がそれぞれ年間9.7%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に58.2% 11.5%なると予測されています。

主要情報

9.7%

収益成長率

11.46%

EPS成長率

Multiline Retail 収益成長9.8%
収益成長率6.6%
将来の株主資本利益率58.22%
アナリストカバレッジ

Good

最終更新日01 Sep 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Sep 08

eBay: Move Over Sotheby's, The Collectibles King Has Arrived

Summary An estimated $1 trillion in boomer art collections will transfer to heirs in coming years. Gen X and Millennials show a preference for collectibles, particularly in segments like eBay sports cards. Valuation trends diverge from historical growth rates, suggesting potential mispricing or shifting demand. Taking a bull case for 2027 earnings, the company could still be trading close to a forward PEG of 1x. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 12

EBAY: AI Execution Depop Integration And GameStop Bid Tensions Will Shape Outlook

Analysts have raised the eBay fair value estimate from $110.76 to $115.65, reflecting updated price targets that point to stronger revenue growth expectations, a slightly higher profit margin outlook, and ongoing debate around the impact of Depop driven initiatives on future P/E assumptions. Analyst Commentary Recent research on eBay centers on how the Depop acquisition, strong GMV trends, and competitive pressures may influence valuation, execution risk, and future growth expectations.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.

業績と収益の成長予測

NasdaqGS:EBAY - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202814,1892,5323,3603,89218
12/31/202713,3422,2432,9823,68428
12/31/202612,5022,0082,7113,21227
6/30/202612,0082,1942,4283,036N/A
3/31/202611,6042,0071,6872,173N/A
12/31/202511,1001,9961,4341,959N/A
9/30/202510,7142,1431,5281,988N/A
6/30/202510,4702,1821,4091,847N/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
3/31/20208,0441,421N/A3,156N/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

アナリストによる今後の成長予測

収入対貯蓄率: EBAYの予測収益成長率 (年間9.7% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: EBAYの収益 ( 9.7% ) US市場 ( 17.3% ) よりも低い成長が予測されています。

高成長収益: EBAYの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: EBAYの収益 ( 6.6% ) US市場 ( 13.5% ) よりも低い成長が予測されています。

高い収益成長: EBAYの収益 ( 6.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: EBAYの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 58.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/10 23:26
終値2026/09/10 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

eBay Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。64

アナリスト機関
Richard KramerArete Research Services LLP
Oliver LesterArete Research Services LLP
Joseph BonnerArgus Research Company