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EBAY

eBay Inc.

At today's price, eBay Inc. (EBAY) is priced for +17.7% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+17.7% growth
Priced In
within-range

Key Takeaways

At $108 the market is paying about 23x company-wide operating income, which implies roughly 15.7% annual operating-profit growth held for five years. The asset, earnings-power and peer-multiple models all land below the price, so the entire bull thesis rests on durable compounding the static frames cannot see. The focus-category strategy is working in the near term, with first-quarter 2026 GMV up 18% to $22.2 billion and collectibles, motors and fashion up 24% as a group, but management's own r

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Institutional ownership

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.

Capital returns

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.

Insider activity

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.

Earnings reactions

EBAY's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext 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.

Recent filings

EBAY's latest 8-K filings: 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); 2026-03-24 (items 5.02, 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare EBAY

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Last analyzed: June 27, 2026

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.