eBay Inc.
In the published model solve dated 2026-Q2, anchored at $106.00, eBay Inc. (EBAY) is priced for +12.5% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Advertising is doing nearly all of the work: first-party advertising products delivered 555 million of revenue in the March 2026 quarter, up 33% [Source: Q1 2026 earnings release, April 29, 2026], while the marketplace fee business grew 5% across 2025. • Profitability is moving the other way, with the reported operating margin at 19.8% in the March quarter against 23.6% a year earlier [Source: Q1 2026 earnings release, April 29, 2026], which is why revenue rose 19% and reported net income from
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1,193 institutional managers reported holding EBAY in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 42%. 145 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 17.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EBAY has cut its share count 33.5% over the past five years, spending $16.02B on repurchases. It pays a dividend, and has for 7 years running, raised 6 years straight. Cash returned over the past three years: $1.46B in dividends and $7.06B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at EBAY over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EBAY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -9.6% | -2.0% |
| 2023-11-09 | -1.0% | +4.9% |
| 2024-02-29 | +9.1% | +4.5% |
| 2024-05-03 | -4.2% | +6.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EBAY's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-06-18 (items 5.07); 2026-05-12 (items 7.01, 8.01, 9.01); 2026-05-05 (items 7.01, 9.01); 2026-04-29 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.