EBay Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.4%projected annual EPS growth
Analyst Coverage
26analysts covering
FY Revenue (est.)
$12.5Bnext fiscal year
FY EPS (est.)
$6.12next fiscal year
Monitoring Framework
Key Performance Indicators
Gross Merchandise Volume (GMV) Quarterly22.2BTarget: 7.0% - 7.5% FX-neutral growth for FY 2026
Active Buyers Quarterly136MTarget: Sustain and expand enthusiast buyer base
First-Party Advertising Revenue Quarterly555MTarget: Continued double-digit growth to drive take rate expansion
Watch Items
- Depop Acquisition IntegrationTrigger: Expected transaction close by end of Q3 2026Action: Monitor regulatory approvals in the UK and Australia, and track initial integration costs and EPS dilution.
- GameStop Hostile Stake and BidTrigger: GameStop ownership stake reaching 9.8% (43.4 million shares)Action: Evaluate board responses, potential proxy fights, or operational disruptions from Ryan Cohen's escalated pursuit.
- Gold and Silver Bullion Demand ReversionTrigger: Normalization of transient tailwinds in trading cards and bullionAction: Assess impact on sequential GMV growth and lower-funnel marketing efficiency lapping effects.
Research as of 2 Sep 2026