EBAY INC(EBAY)Stock Analysis
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Rank #416 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
EBAY Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for EBAY INC (EBAY), 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. EBAY INC's 13F Pro composite quality score has ranged between 44 and 81 since 2021, currently 66.4 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving EBAY's Business? Latest 10-Q Breakdown
✓ 40/40 datapoints verifiedAI-extracted from EBAY INC's 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
Higher GMV ($22,398M, +15%) plus higher volume and favorable rates in the U.S. net shipping program
Increased first-party advertising adoption and attribution changes that enhanced ad conversion, increasing monetization
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$3.1B
Net Income
Q2 2026
$550.0M
Free Cash Flow
Q2 2026
$300.0M
Operating Margin
Q2 2026
21.6%
ROIC
Q2 2026
22.1%
D/E Ratio
Q2 2026
1.63
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.9% YoYNet Income
+2.8% YoYOperating Income
-1.8% YoYEPS (Diluted)
+10.2% YoYTotal Assets
-10.0% YoYTotal Debt
-13.3% YoYOp. Cash Flow
-18.8% YoYFree Cash Flow
-26.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $11.10B +7.9% | $10.28B +1.7% | $10.11B +3.2% | $9.79B -6.0% | $10.42B +17.2% | $8.89B |
| Net Income | $2.03B +2.8% | $1.98B -28.6% | $2.77B +318.0% | $-1.27B -109.3% | $13.61B +140.1% | $5.67B |
| Operating Income | $2.28B -1.8% | $2.32B +19.4% | $1.94B -17.4% | $2.35B -19.6% | $2.92B +10.9% | $2.64B |
| EPS (Diluted) | $4.34 +10.2% | $3.94 -24.1% | $5.19 +328.6% | $-2.27 -111.1% | $20.54 +160.3% | $7.89 |
| Total Assets | $17.44B -10.0% | $19.36B -10.4% | $21.62B +3.7% | $20.85B -21.7% | $26.63B +37.9% | $19.31B |
| Total Debt | $7.50B -13.3% | $8.65B +12.0% | $7.72B -12.9% | $8.87B -2.3% | $9.08B +17.2% | $7.75B |
| Operating Cash Flow | $1.96B -18.8% | $2.41B -0.5% | $2.43B +7.6% | $2.25B -15.2% | $2.66B +9.8% | $2.42B |
| Free Cash Flow | $1.43B -26.7% | $1.96B -0.7% | $1.97B +9.1% | $1.80B -18.4% | $2.21B +13.1% | $1.96B |
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Available Research
13F Pro tracks comprehensive data for EBAY INC including:
Top Institutional Holders of EBAY
BlackRock, Inc.
$4.4B39,435,323 shTORONTO DOMINION BANK
$3.8B33,819,859 shVANGUARD CAPITAL MANAGEMENT LLC
$3.2B28,993,850 shSTATE STREET CORP
$2.4B21,812,915 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.4B21,501,951 shGEODE CAPITAL MANAGEMENT, LLC
$1.4B12,557,902 shAMERIPRISE FINANCIAL INC
$1.3B12,080,056 shComprehensive Financial Management LLC
$1.1B10,034,000 shMORGAN STANLEY
$969.3M8,673,828 shFMR LLC
$889.6M7,960,741 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $4.4B | 39,435,323 |
| TORONTO DOMINION BANK | $3.8B | 33,819,859 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.2B | 28,993,850 |
| STATE STREET CORP | $2.4B | 21,812,915 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 21,501,951 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 12,557,902 |
| AMERIPRISE FINANCIAL INC | $1.3B | 12,080,056 |
| Comprehensive Financial Management LLC | $1.1B | 10,034,000 |
| MORGAN STANLEY | $969.3M | 8,673,828 |
| FMR LLC | $889.6M | 7,960,741 |
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Popular Research
Is EBAY a good stock to buy?
13F Pro's AI-powered analysis of EBAY INC (EBAY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EBAY are available on the EBAY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. EBAY is classified as a large company.
Which hedge funds own EBAY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EBAY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EBAY INC's investment landscape.