EBAY is the ticker symbol for EBAY INC, a publicly traded Consumer Discretionary sector company listed on Nasdaq. 13F Pro tracks EBAY with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is EBAY a good stock to buy?

13F Pro's AI ranking engine scores EBAY at 64.7/100, ranked #518 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for EBAY is available at https://13fpro.ai/company/EBAY. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source EBAY data?

All EBAY INC fundamentals and ownership data come directly from SEC EDGAR. EBAY INC files with the SEC under CIK 1065088. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

EBAY INC EBAY

NasdaqLarge CapConsumer Discretionary

13F Pro quality score

Rank #518 of 2,925TOP 25%

Why it scores 65 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$3.13B

Quarter to Jun 30

Net income

$550.00M

Quarter to Jun 30

Free cash flow

$300.00M

Quarter to Jun 30

Operating margin

21.6%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$45.77B total

BlackRock, Inc.

$4.41B-3.0%

TORONTO DOMINION BANK

$3.78B+297.8%

VANGUARD CAPITAL MANAGEMENT LLC

$3.24B-0.8%

STATE STREET CORP

$2.44B-2.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

$2.40B-8.1%

GEODE CAPITAL MANAGEMENT, LLC

$1.40B+1.1%

AMERIPRISE FINANCIAL INC

$1.35B-22.6%

Comprehensive Financial Management LLC

$1.12B0.0%

MORGAN STANLEY

$969.30M+2.4%

FMR LLC

$889.61M+54.2%

GOLDMAN SACHS GROUP INC

$879.67M+23.5%

Invesco Ltd.

$816.85M-20.3%

NORTHERN TRUST CORP

$685.25M-6.5%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$658.57M-6.1%

NORDEA INVESTMENT MANAGEMENT AB

$654.94M-10.6%

DIMENSIONAL FUND ADVISORS LP

$529.00M-3.4%

Independent Franchise Partners LLP

$508.09M-32.9%

Legal & General Group Plc

$506.65M-4.7%

Boston Partners

$481.98M+3.0%

ACADIAN ASSET MANAGEMENT LLC

$462.46M+31.1%

Amundi

$448.60M+26.4%

UBS Group AG

$418.55M+25.2%

BANK OF AMERICA CORP /DE/

$405.18M-2.6%

FIRST TRUST ADVISORS LP

$385.63M-4.0%

LSV ASSET MANAGEMENT

$381.38M-34.1%

See all 1,296 institutional holders →

What's Driving EBAY's Business? Latest 10-Q Breakdown

40/40 datapoints verified

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.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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EBAY INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating 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%

About EBAY INC (EBAY): stock profile, AI score and financials

EBAY INC (EBAY) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores EBAY at 64.7/100 on a composite quality score built from its SEC filings, placing it at rank #518 of 2,925 stocks — the top 25% of the AI-ranked universe. EBAY scores in the top quartile across balance sheet strength (89.4), revenue scale (87.7). Shareholder dilution risk is elevated at 22.9/100, 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.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1065088 →

EBAY INC EBAY

Top Institutional Holders

What's Driving EBAY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

EBAY key financials by period

EBAY insiders

Congress trading in EBAY

About EBAY INC (EBAY): stock profile, AI score and financials

EBAY INC EBAY

Top Institutional Holders

What's Driving EBAY's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

EBAY key financials by period

Companies similar to EBAY

EBAY insiders

Congress trading in EBAY

About EBAY INC (EBAY): stock profile, AI score and financials