EBAY
FY2026 Q1 · Calendar Q2 2026
eBay Inc.
eBay's fiscal Q1 2026 results marked a sharp acceleration from the prior quarter, with GMV growing 14% year-over-year to $22.2 billion and revenue rising 17% to $3.09 billion — both above guidance and consensus. Focus categories (collectibles, motors, fashion) accounted for approximately 70% of total GMV. AI-driven seller tools like Magical Listing and agentic search are delivering measurable productivity and conversion improvements, while eBay Live has expanded to seven markets and is generating record daily GMV during events. The company is pursuing a more acquisitive growth strategy, with Aladine Systems and Caramel completed and the $1.2 billion Depop deal pending by end of Q3 2026. Despite the beat, shares traded down 1.3% on an abnormal basis in the reaction window before drifting 5.6% higher over subsequent sessions. The analyst consensus price target of $110.81 sits below the…
EPS surprise+5.1%
Market move-0.3%
