eBayEBAY
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
89% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 79
78% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 16 (+7) [Q1 2025]
9% more capital invested
Capital invested by funds: $27.4B [Q4 2024] → $29.8B (+$2.44B) [Q1 2025]
4% more funds holding
Funds holding: 1,045 [Q4 2024] → 1,089 (+44) [Q1 2025]
2.43% more ownership
Funds ownership: 92.13% [Q4 2024] → 94.55% (+2.43%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 362
13% less call options, than puts
Call options by funds: $357M | Put options by funds: $412M
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
Wedbush Scott Devitt | 7%downside $72 | Neutral Reiterated | 11 Jun 2025 |
JP Morgan Doug Anmuth | 15%downside $66 | Neutral Maintained | 4 Jun 2025 |
Susquehanna Shyam Patil | 10%downside $70 | Neutral Maintained | 5 May 2025 |
Morgan Stanley Nathan Feather | 4%downside $74 | Overweight Maintained | 1 May 2025 |
Cantor Fitzgerald Deepak Mathivanan | 11%downside $69 | Neutral Maintained | 1 May 2025 |
Financial journalist opinion
Based on 17 articles about EBAY published over the past 30 days









