NASDAQ:EBAY

eBay Inc (EBAY)

109.37
+0.22 (0.20%)
as of Jun 5, 2026, 6:56:43 pm Market Open.
59 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

eBay Inc. has recently reported impressive earnings, surpassing analyst expectations, and despite a minor dip, the stock has surged more than 50% year-to-date. Various sectors are driving this growth, particularly collectibles, precious metals, and automotive parts, which represent a substantial $10 billion industry. In addition to its strong performance in fashion and refurbished goods, eBay is positioning itself as a viable alternative to Amazon, potentially attracting a resurgence in consumer interest. The company maintains a solid balance sheet and is actively buying back shares, demonstrating its commitment to shareholder value. The current yield stands at an attractive 1.33%, making it a notable investment option.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ETSY, ETSY
DON'T BUY

High-tech and doing quite well, but really doing very, very well on the back of their PayPal. PayPal is responsible for a very large and growing portion of their profits. Sort of a tough area as there is going to be competition in this area and there aren’t a lot of barriers to entry. He would probably pass on this one.

HOLD

Doing very well but when you really look at the company and get under the hood, you find that this company is really being driven by the success of PayPal. Nothing wrong with that but you have to understand what is driving it. This is really a competitor of Visa (V-N) and MasterCard (MA-N). It is really a payment processor company. Doing well. Trading at a little rich multiple at about 20X earnings.

COMMENT

This stock has been on a tremendous run. Perfect technical chart for this type of company. Trading around 17X earnings. Long-term growth around 14%-15%. Not really expensive

DON'T BUY

(Market Call Minute.) PayPal is an amazing company within EBAY but the stock is too pricey and there is no dividend.

BUY
Likes this one. One-of-a-kind. Above the 50-200 day moving averages. Long-term growth appears to be around the mid to low teens. Trading around 17X forward earnings.
PAST TOP PICK
(A Top Pick May 27/10. Up 49.16%.) People were down on the name, but there were no changes in fundamentals.
DON'T BUY
Was in his top 10 at $19 and before that at $15. As it gets closer to its model price, he would implement his sell position. Model price of $34.89. He sold and moved on.
TOP PICK
His model price is $31.07 giving it a 45% upside. When they reported earnings, they wanted to revise their revenue recognition model but analysts didn't move on it very much.
DON'T BUY
Trading at 15X forward earnings. Beat their earnings estimates last quarter in July. Have a report coming out on Oct 14. Looks pretty sound technically. He has quite a few names that would rank ahead of this in the technology space. He could see this moving up but he prefers others.
PAST TOP PICK
(A Top Pick Nov 1/07. Down 55%.) Numbers were okay this quarter but gave poor guidance going forward. Made some acquisitions that they paid too much for. Likes new management. Made some good acquisitions. Trading at 10X earnings.
TOP PICK
Things have been slowing down but they are switching up their fee structure. Very inexpensive. Roughly $4 a share in cash and no debt. Trading at a free cash yield of 6%. Growing at near 20% year-over-year.
DON'T BUY
His problem with this is he thinks it’s a busted market darling. Its biggest problem from a valuation perspective is its Price/Sales ratio. Trading at 5X sales and recent results have been disappointing.
COMMENT
Good cash flow producer. One of the surprising things is that Amazon (AMZN-Q) has been able to get more traction with a similar type of platform. He will be taking a good look at this since it is trading off in the aftermarket. It's a matter of getting the price right and what you pay for the opportunity for growth.
TOP PICK
Good brand name. They have a monopoly.
TOP PICK
Have a great brand name. Their pricing model is fantastic. They have a monopoly that gives them great pricing power.
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