EBAY · NASDAQ · STOCK
eBay (EBAY) Stock Analysis
$107.05
52W $78.03 – $119.31
55/100
$47.54B
21.7
1.35
Is EBAY Bullish or Bearish?
Mixed.
Innellis AI committee rates eBay Inc. (EBAY) Watch with a composite score of 55/100
, based on 6 analysts with 50% agreement.
Last updated August 25, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +5.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -14.92 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.27 across 66 articles, 14d). Risk Analyst remains cautious — bollinger bandwidth of 18.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 48.3% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- News sentiment is positive (+0.27 across 66 articles, 14d) — News
Bear Case
- Price-to-book of 8.5x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 18.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 25, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 61%
of 178 Consumer Cyclical peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 48.3% shows genuine earnings power backing the valuation
− Price-to-book of 8.5x prices in significant intangible value
Growth Analyst
bullish
60
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 18.6% signals elevated volatility
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 66 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
Investment Thesis Evolution
Committee score moved marginally from 54.9 to 54.9.
Comparing 2026-08-24 to 2026-08-25 (1 day apart).
Technical Analysis
RSI (14)
55.4
Neutral
MACD Histogram
-0.069
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$104.88
Resistance
$117.94
Bollinger %B
0.46
Inside Bands
Price vs Moving Averages
EMA 9
$104.90
Above
EMA 21
$106.82
Above
EMA 50
$108.32
Below
EMA 200
$100.02
Above
Fundamental Analysis
Valuation
26
Growth
65
Profitability
98
Financial Health
33
Cash Flow
70
Valuation
P/E Ratio
21.7×
P/B Ratio
10.26×
PEG Ratio
2.93
Dividend Yield
1.12%
52W High
$119.31
52W Low
$78.03
Quality & Growth
ROE
4400.9%
ROA
1153.3%
Gross Margin
7248.5%
Operating Margin
2052.0%
Revenue Growth YoY
—
Debt / Equity
1.53
AI Fundamental Assessment
P/E ratio of 21.7 (inexpensive relative to a 15-40x range); Price-to-book of 10.3x; PEG ratio of 2.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 44.0%; Return on assets of 11.5%; Net margin of 18.5%; Gross margin of 72.5%; Current ratio of 1.02 (tight short-term liquidity); Debt-to-equity of 1.53; Free cash flow per share is positive (5.43); Most recent quarter beat estimates by 4.2%; 5 consecutive earnings beats; EPS growth decelerating (+17.7% -> -3.6% QoQ); Average YoY EPS growth of 16.8%; Analyst estimates rising over recent quarters
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