eBay (EBAY)

• Market cap: $40.8B
• 1 day: -0.82%
• 5 days: -2.68%
• 1 month: -9.91%
• 3 months: 15.08%
• 6 months: 36.76%
• Year to date: 43.28%
• 1 year: 41.24%
• 5 years: 83.54%
• 10 years: 242.89%
• Sector: Consumer Discretionary
• Industry: Internet Retail

About: EBay operates one of the largest e-commerce marketplaces in the world, with $75 billion in 2024 gross merchandise volume, rendering the firm a top 10 global e-commerce company. It generates revenue from listing fees, advertising, revenue-sharing arrangements with service providers, and managed payments, with its platform connecting more than 130 million buyers and roughly 20 million sellers across almost 190 global markets at the end of 2024. EBay generates just north of 50% of its GMV in international markets, with a large presence in the UK, Germany, and Australia.

Employees: 11,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

97% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 79

5% more funds holding

Funds holding: 1,100 [Q1] → 1,151 (+51) [Q2]

10% more call options, than puts

Call options by funds: $503M | Put options by funds: $459M

5% more capital invested

Capital invested by funds: $30.3B [Q1] → $31.8B (+$1.44B) [Q2]

3.62% less ownership

Funds ownership: 96.12% [Q1] → 92.5% (-3.62%) [Q2]

10% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 426

24% less funds holding in top 10

Funds holding in top 10: 17 [Q1] → 13 (-4) [Q2]

Research analyst outlook

15 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $68
• Avg. target: $89
• High target: $102

15 analyst ratings

• positive: 8 53%
• neutral: 7 47%
• negative: 0 0%

B of A Securities Justin Post	$101	Neutral Maintained	25 Aug 2025
Susquehanna Shyam Patil	$95	Neutral Maintained	1 Aug 2025
Barclays Ross Sandler	$92	Overweight Maintained	31 Jul 2025
Wells Fargo Ken Gawrelski	$84	Equal-Weight Maintained	31 Jul 2025
Stifel Mark Kelley	$75	Hold Maintained	31 Jul 2025