eBay (EBAY)
Third-party marketplaces for general merchandise, enthusiast categories and fashion resale.
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Operates third-party marketplaces that connect buyers and sellers across general merchandise and focus categories such as vehicle parts, collectibles, refurbished goods, luxury items and fashion. Revenue comes mainly from transaction commissions, with advertising and shipping fees adding to the model; Depop extends the portfolio through a distinct fashion-resale platform.
Connects buyers and sellers through the eBay marketplace, localized sites and apps, while Depop adds a separately branded fashion-resale platform. Marketplace commissions on paid transactions provide the core revenue, supplemented by seller-funded Promoted Listings advertising and shipping fees.
Pairs broad inventory with category-specific tools for vehicle parts, collectibles, refurbished goods, apparel, luxury items and sneakers. Those tools include parts fitment data, trading-card grading and resale, live shopping and item authentication. International activity, especially in the United Kingdom and Germany and through cross-border sales from Greater China, generates nearly half of revenue.
Results depend on attracting both sides of the marketplace, maintaining payments systems, authentication providers and delivery carriers, and complying with marketplace, product-safety, tax, data and payments rules across jurisdictions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 20, 2026 | Wedbush | Reiterate | Rating: —Target: $100 | Target: $137 |
| Aug 11, 2026 | UBS | Reiterate | Rating: —Target: $110 | Target: $120 |
| Aug 7, 2026 | Argus Research | Upgrade | Target: $63 | Target: $133 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $119 | Target: $127 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $125 | Target: $126 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.31B · Total debt $7.13B · Total assets $17.93B · Shareholders' equity $4.67B
- Revenue
- $3.13B
- Operating income
- $676.0M
- Net income
- $550.0M
HistoryDividendAnnual yield
| Institutions | 93.01% | 412.98M shares | |
|---|---|---|---|
| 1,348 holders · as of Jun 30, 2026 | |||
| Insiders | 0.27% | 1.18M shares | |
| 21 holders · as of Sep 17, 2026 | |||
| Strategic holders | 9.77% | 43.39M shares | |
| 1 holder · as of Jul 17, 2026 | |||
| Adds to | 103.05% | ||
444.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 103.05%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
GameStop Corp.Strategic | 9.77% | 43.39M | filed Jul 17, 2026 |
BlackRock, Inc.Institution | 8.88% | 39.44M | as of Jun 30, 2026 |
Toronto Dominion BankInstitution | 7.62% | 33.82M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.53% | 28.99M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.91% | 21.81M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 9, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $103.99 |
| Sep 8, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $102.35 |
| Aug 18, 2026 | Jordan Douglas Bradley Sweetnam | officer: SVP, Chief Commercial Officer | −1,014 | $101.39 |
| Aug 10, 2026 | Rebecca Spencer | officer: VP, Chief Accounting Officer | −5,190 | $107.79 |
| Aug 6, 2026 | Jamie Iannone | director, officer: President and CEO | −11,110 | $109.50 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| eBay | $108.67 | +0.34% | $48.09B | 22.4 | 17.3 | 4.0 | +14.8% |
| Amazon | $254.85 | −1.39% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Etsy | $73.93 | +0.61% | $6.97B | 40.2 | 15.6 | 2.4 | −0.7% |
| MercadoLibre | $1,829.38 | +0.49% | $92.29B | 49.5 | 42.4 | 2.6 | +50.2% |
| The RealReal (ADR) | $9.74 | +0.90% | $1.16B | — | 55.9 | 1.6 | +16.6% |
| Alibaba Group (ADR) | $116.50 | +0.64% | $277.46B | 26.3 | 17.7 | 1.8 | +14.7% |
| Median | 33.2 | 27.3 | 2.4 | +16.6% |