eBay Stock Movement Summary eBay's stock rallied following strong fourth-quarter 2025 earnings and strategic announcements. Key facts: Financial Results: - Q4 revenue: $3.0 billion, up 15% as-reported and 13% FX-neutral - GMV: $21.2 billion, up 10% as-reported and 8% FX-neutral - Non-GAAP EPS: $1.41 - Operating margins: 26.1% non-GAAP Capital Returns: - $756 million returned to shareholders in Q4 - Dividend increased 7% to $0.31 per share - $2.0 billion additional share repurchase authorization Strategic Acquisition: - eBay acquiring Depop from Etsy for $1.2 billion to strengthen fashion segment Analyst Action: - Goldman Sachs upgraded eBay from Sell to Neutral - Price target raised from $77 to $88 - Multiple analysts raised price targets citing strong Q4 results and 2026 guidance
Read full analysiseBay Stock Movement Summary eBay's stock rallied following strong fourth-quarter 2025 earnings and strategic announcements. Key facts: Financial Results: - Q4 revenue: $3.0 billion, up 15% as-reported and 13% FX-neutral - GMV: $21.2 billion, up 10% as-reported and 8% FX-neutral - Non-GAAP EPS: $1.41 - Operating margins: 26.1% non-GAAP Capital Returns: - $756 million returned to shareholders in Q4 - Dividend increased 7% to $0.31 per share - $2.0 billion additional share repurchase authorization Strategic Acquisition: - eBay acquiring Depop from Etsy for $1.2 billion to strengthen fashion segment Analyst Action: - Goldman Sachs upgraded eBay from Sell to Neutral - Price target raised from $77 to $88 - Multiple analysts raised price targets citing strong Q4 results and 2026 guidance
eBay is a global e-commerce marketplace connecting millions of buyers and sellers, generating roughly $3 billion in quarterly revenue with a growing focus on collectibles, refurbished goods, and fashion resale. The company returns significant capital to shareholders through buybacks and dividends, including a newly authorized $2 billion repurchase program. Its $1.2 billion acquisition of Depop — a secondhand fashion platform popular with Gen Z — and a strong Q4 earnings beat are the catalysts driving the current multi-day rally.