eBay Inc.

NasdaqGS:EBAY 株式レポート

時価総額：US$50.2b

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7.2%と4.3%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52.1% 9.5%なると予測されています。

主要情報

7.2%

収益成長率

9.51%

EPS成長率

Multiline Retail 収益成長16.7%
収益成長率4.3%
将来の株主資本利益率52.06%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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

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
12/31/202813,2182,4323,7494,2279
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

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7.2% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: EBAYの収益 ( 7.2% ) US市場 ( 16.7% ) 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 ( 4.3% ) US市場 ( 11.7% ) 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 ( 4.3% ) 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 ( 52.1 %)。

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2026/05/14 11:20
終値2026/05/14 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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. 18 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
Oliver LesterArete Research Services LLP
Richard KramerArete Research Services LLP
Joseph BonnerArgus Research Company