EBAY INC(EBAY)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
EBAY INC (EBAY) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores EBAY at 66.4/100 on a 32-signal composite quality model, placing it at rank #416 of 2,961 stocks — the top 25% of the AI-ranked universe. EBAY scores in the top quartile across balance sheet strength (89.4), revenue scale (87.9). Shareholder dilution risk is elevated at 23.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), EBAY INC reports quarterly revenue of $3.1B, net income of $550.0M, an operating margin of 21.6%. Top institutional holders of EBAY by reported 13-F value include BlackRock, TORONTO DOMINION BANK, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. EBAY trades on the Nasdaq exchange and files with the SEC under CIK 1065088. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EBAY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EBAY INC directly from SEC EDGAR.
AI Quality Score
66.4/100
AI Rank
#416
Revenue
$3.1B
Net Income
$550.0M
Free Cash Flow
$300.0M
Operating Margin
21.6%
EBAY key financials by period
EBAY INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$11.1B
$2.0B
20.5%
FY 2024
10-K
$10.3B
$2.0B
22.5%
FY 2023
10-K
$10.1B
$2.8B
19.2%
FY 2022
10-K
$9.8B
$-1.3B
24.0%
FY 2021
10-K
$10.4B
$13.6B
28.1%
FY 2020
10-K
$8.9B
$5.7B
29.6%
Institutions holding EBAY
Institutional investors reporting a position in EBAY INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net revenues rose 15% to $3.1 billion as advertising grew 24% and operating margin expanded to 21.6% from 17.6% a year ago.
Biggest Revenue Drivers
Marketplace revenues$2,538M+13% YoY
Higher GMV ($22,398M, +15%) plus higher volume and favorable rates in the U.S. net shipping program
Advertising revenues$596M+24% YoY
Increased first-party advertising adoption and attribution changes that enhanced ad conversion, increasing monetization
Biggest Revenue Drivers
Total revenue: $3,134M+15% YoY
Marketplace revenues$2,538M+13% YoY
Higher GMV ($22,398M, +15%) plus higher volume and favorable rates in the U.S. net shipping program
Advertising revenues$596M+24% YoY
Increased first-party advertising adoption and attribution changes that enhanced ad conversion, increasing monetization
Largest Expense Items
Cost of net revenues$832M+11% YoY
$44M higher payment processing costs on higher volume, $20M promoted offsite advertising, $16M data center and site operations
Sales and marketing$697M+19% YoY
$81M increase in marketing program costs and $21M in employee-related costs
Product development$484M+7% YoY
Primarily an increase in employee-related costs
General and administrative$306M-17% YoY
$42M lower legal and transaction costs and $55M of 2025 restructuring that did not recur, partly offset by $18M employee costs
Margins: Operating margin rose to 21.6% from 17.6%, aided by lower G&A and product development leverage; cost of net revenues held at 27% of net revenues, keeping gross margin roughly flat.
Watch Items from the Filing
Growth is concentrated in the U.S.: revenue $1,757M, +26%, now 56% of net revenues, while international rose only 3% to $1,377M on challenging macro conditions.
Transaction losses jumped 54% to $133M, driven by $31M of unfavorable buyer and seller fraud and recovery rates plus $14M from higher volume.
On May 3, 2026 the Company received an unsolicited, non-binding acquisition proposal; the Board determined on May 12, 2026 it was neither credible nor attractive.
Depop acquisition closed July 30, 2026 for $1.4B cash paid versus the $1.2B agreed price; purchase accounting and goodwill remain undisclosed.
Total debt of $6.7B includes $850M of senior notes due within 12 months and $750M of commercial paper at a 4.12% weighted average rate.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
