eBay Inc. (EBAY)
eBay: GMV Strength Overcomes Near-Term Pessimism
eBay remains an attractive "Buy" after a post-Q3 earnings dip, with strong GMV and revenue trends defying a weakening consumer backdrop. EBAY's focus on high-performance categories and platform innovations, like photo ID and AI agents, is driving positive GMV growth while peers decelerate. Q3 GMV accelerated to 8% y/y growth, doubling from Q2's pace. New focus categories like fashion are also beginning to contribute to eBay's success.
eBay Inc. (EBAY) Q3 2025 Earnings Call Transcript
eBay Inc. ( EBAY ) Q3 2025 Earnings Call October 29, 2025 5:30 PM EDT Company Participants John Egbert Jamie Iannone - CEO, President & Director Peggy Alford - Chief Financial Officer Conference Call Participants Scott Devitt - Wedbush Securities Inc., Research Division Nikhil Devnani - Sanford C. Bernstein & Co., LLC.
Compared to Estimates, eBay (EBAY) Q3 Earnings: A Look at Key Metrics
The headline numbers for eBay (EBAY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
eBay (EBAY) Q3 Earnings and Revenues Surpass Estimates
eBay (EBAY) came out with quarterly earnings of $1.36 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.19 per share a year ago.
eBay Gears Up to Report Q3 Earnings: What's in the Offing?
EBAY's Q3 results are likely to reflect gains as collectibles, live commerce and AI-driven tools fuel growth amid European softness.
eBay (EBAY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
eBay (EBAY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Is eBay (EBAY) Stock Outpacing Its Retail-Wholesale Peers This Year?
Here is how eBay (EBAY) and Hennes & Mauritz AB (HNNMY) have performed compared to their sector so far this year.
Will eBay (EBAY) Beat Estimates Again in Its Next Earnings Report?
eBay (EBAY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Is eBay Set to Reignite Growth by Expanding Into Social Commerce?
EBAY taps into social commerce with its Tise acquisition, aiming to boost C2C engagement and reignite growth.
eBay: Not A Growth Rocket, Just A Stable Business
EBAY's moat is narrow but defensible. Company has conservative debt profile, and due to robust interest coverage we see potential for a credit upgrade. The stock is priced for minimal growth, reflecting its stable but limited market position; reverse valuation supports it.
EBay Unveils AI-Powered Seller Tools and Open Banking-Powered Financing
EBay unveiled more seller tools and an open banking-powered financing solution for sellers. The new tools for U.S.
eBay: What's Old Becomes New Again
eBay is reinventing itself with new features like eBay Live and AI-powered video ads, driving renewed appeal and strong stock performance. The company's focus on niche categories—trading cards, auto parts, and luxury goods—delivers resilient GMV growth, outperforming broader retail trends. eBay's high operating margins, accelerating advertising revenue, and double-digit EPS growth justify its attractive valuation and growth stock multiples.
