EBAY Earnings

EBAY reported its FY2025Q3 earnings on 2025-10-29, showcasing a revenue of 2.82B against an estimate of 2.73B, resulting in a 3.27% surprise. The EPS was 1.36, surpassing the expected 1.33 by 2.26%. The stock experienced a -15.88% price change on the earnings day and a -17.94% change over the next five days, reflecting market reactions to the results.

Following EBAY's FY2025Q3 earnings announcement on 2025-10-29, the stock price moved by -15.88% on the day of the release. Over the subsequent five days, it saw a -17.94% change. Historically, EBAY's stock price tends to shift by an average of -1.9% in the 10 days leading up to earnings and 1.94% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate EBAY's annual revenue to reach 2.78B, while the EPS is projected at 1.47. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between EBAY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, EBAY's stock price typically moves by -1.9% in the 10 days before its earnings and 1.94% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.47 and revenue of 2.78B.

The earnings call summary indicates positive financial performance and optimistic guidance, with strong non-GAAP operating income and EPS growth. Product development initiatives, such as eBay Live and agentic commerce, show expansion and potential. Market strategy includes new partnerships and acquisitions, enhancing growth prospects. Shareholder return plans with significant buybacks further support a positive outlook. Despite some uncertainties in international markets and management's lack of specific data on certain initiatives, the overall sentiment is positive, suggesting a likely stock price increase.