Compared to Estimates, eBay (EBAY) Q4 Earnings: A Look at Key Metrics

Core Insights - eBay reported revenue of $2.97 billion for the quarter ended December 2025, reflecting a 15% increase year-over-year and surpassing the Zacks Consensus Estimate of $2.88 billion by 2.98% [1] - The company's EPS for the quarter was $1.41, up from $1.25 in the same quarter last year, exceeding the consensus EPS estimate of $1.36 by 3.97% [1] Financial Performance Metrics - Gross Merchandise Volume (GMV) totaled $21.24 billion, exceeding the average analyst estimate of $20.79 billion [4] - U.S. GMV was reported at $10.72 billion, surpassing the five-analyst average estimate of $10.02 billion [4] - International GMV matched the five-analyst average estimate of $10.52 billion [4] - Active Buyers reached 135 million, slightly above the five-analyst average estimate of 134.7 million [4] Stock Performance - eBay's shares have returned -11.9% over the past month, compared to a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]