eBay Stock: Is Wall Street Bullish or Bearish?

Core Viewpoint - eBay Inc. has transformed from a small auction site into a global commercial giant, currently valued at $43 billion, with a strong marketplace platform and mobile app suite [1] Financial Performance - eBay's stock has increased by 41.6% over the past 52 weeks and 9.3% year-to-date, outperforming the S&P 500 Index's 15% return and 1.9% increase in 2026 [2] - The company has also outperformed the State Street Consumer Discretionary Select Sector SPDR ETF, which rose by 5.2% over the past year and 2% this year [3] Business Growth and Strategy - eBay has seen a steady acceleration in Gross Merchandise Volume, indicating healthier marketplace activity, alongside meaningful improvements in revenue and earnings trends [4] - The company is focusing on categories where it has pricing power and loyal users, which has positively influenced investor sentiment [4] Strategic Acquisitions - The announcement of eBay's agreement to acquire Tise, a consumer-to-consumer social marketplace in Norway, has strengthened its global C2C presence and engagement with younger buyers [5] Earnings Outlook - For the fiscal year ending December 2025, analysts expect eBay to report a 12.5% year-over-year growth in adjusted EPS to $4.42, with a strong earnings surprise history [6] - eBay holds a consensus "Moderate Buy" rating from analysts, with a distribution of opinions including nine "Strong Buys," two "Moderate Buys," 21 "Holds," one "Moderate Sell," and one "Strong Sell" [6]