eBay Inc.

NasdaqGS:EBAY 주식 리포트

시가총액: US$47.8b

eBay 배당 및 자사주 매입

배당 기준 점검 2/6

eBay 수익으로 충분히 충당되는 현재 수익률 1.15% 보유한 배당금 지급 회사입니다. 다음 지급일은 12th June, 2026 이며 배당락일은 다음과 같습니다. 29th May, 2026.

핵심 정보

1.2%

배당 수익률

5.3%

자사주 매입 수익률

총 주주 수익률6.5%
미래 배당 수익률1.3%
배당 성장률15.2%
다음 배당 지급일12 Jun 26
배당락일29 May 26
주당 배당금n/a
배당 성향27%

최근 배당 및 자사주 매입 업데이트

Recent updates

내러티브 업데이트 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.
Seeking Alpha Apr 30

eBay: Soaring GMV At A Reasonable Price

Summary eBay has transformed into a "growth at a reasonable price" stock, with accelerating GMV trends and strategic focus on core categories. Q1 results demonstrated 14% FX-neutral GMV growth, nearly doubling over Q4 as the company hit a new all-time quarterly GMV record. I reiterate my "Buy" rating after healthy Q1 earnings and a slight post-earnings correction, viewing this as a buying opportunity. eBay's differentiated growth, reasonable multiples, and strategic pivots position it for continued outperformance despite skepticism about its legacy status. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
Seeking Alpha Feb 24

eBay's User Crisis: Investors Should Go Elsewhere Too

Summary Despite outperforming the S&P year-to-date, eBay Inc.'s stock shows caution signals, with a mixed experience from a top-rated seller and declining GMV since 2021. eBay's GMV surged during COVID-19 but has since dropped significantly, with recent stock price increases not aligned with substantial GMV or Active Buyer growth. Key factors behind eBay's 2024 stock surge include AI innovations, strategic partnerships, fee eliminations, and a slight GMV rebound, though these may not justify the rise. A DCF valuation suggests EBAY stock is overvalued, trading above its intrinsic value, indicating potential caution for investors despite recent positive developments. Read the full article on Seeking Alpha

예정된 배당 지급

오늘May 11 2026배당락일May 29 2026배당 지급일Jun 12 202614 days (배당락일 기준)다음 배당금을 받으려면 앞으로 18 days일 이내에 매수하세요

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 배당금 지급이 안정적인 반면, EBAY 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.

배당금 증가: EBAY 의 배당금 지급이 증가했지만 회사는 7 년 동안만 배당금을 지급했습니다.


배당 수익률 vs 시장

eBay 배당 수익률 vs 시장
EBAY의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (EBAY)1.2%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Multiline Retail)1.3%
분석가 예측 (EBAY) (최대 3년)1.3%

주목할만한 배당금: EBAY 의 배당금( 1.15% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: EBAY 의 배당금( 1.15% )은 US 시장에서 배당금 지급자의 상위 25%( 4.23% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: 합리적으로 낮은 지불 비율 ( 26.7% )로 EBAY 의 배당금 지급은 수익으로 충분히 충당됩니다.


주주 현금 배당

현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 32.6% )로 EBAY 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/10 00:32
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

eBay Inc.는 64명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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