EBAY

Despite its strong revenue performance, shares are down 6% year-to-date and have declined more than 22% in the last year. Margin compressions and growing liabilities have weighed on the company’s outlook. Meanwhile, the company’s long-term liabilities and capital expenditures are also ballooning. MercadoLibre Inc. (MELI) is the only publicly listed company in the U.S. to have consistently recorded quarterly revenue growth of more than 30% since 2019. Still, investors have not exactly rewarded the stock. Latin America’s largest e-commerce and fintech company has posted consistent, sometimes massive, growth for about 28 consecutive quarters, according to data from Fiscal.ai. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Despite its strong revenue performance, the eBay rival is down about 6% year-to-date and has slumped more than 22% in the last year. Meanwhile, EBAY stock is up nearly 35% this year. Even “The Big Short” investor Michael Burry believes the stock remains undervalued despite years of strong execution and called it a “clean long-term winner.” In May, he disclosed a position in MercadoLibre acquired in the mid-$1,500 range, describing it as a modest allocation. MercadoLibre's falling prices seem to be driven primarily by margin compressions and growing liabilities, as aggressive investments to fuel long-term growth and higher provisions tied to the rapid expansion of its credit business have added pressure. In its earnings calls, management has repeatedly said that accepting lower profitability is an intentional attempt to capture a larger opportunity in both e-commerce and fintech. Chief Financial Officer Martin de los Santos said in the latest earnings call, “The margin compression reflects our choice to invest in strategic initiatives,” adding that the company is focused on building “the largest and most engaged commerce and fintech platform in Latin America.” He emphasized that the company is “not trying to optimize short-term margins” and will continue investing aggressively as long as returns remain attractive. The company's fast-growing credit portfolio is also adding pressure. De los Santos said that the credit book is expanding faster than revenue, requiring the company to set aside provisions for expected loan losses upfront. “As we issue any new loan, we...

eBay Inc. (EBAY), with a market capitalization of $51.17 billion, operates a global online marketplace that connects buyers and sellers worldwide, enabling transactions across diverse product categories, including electronics, fashion, and collectibles. Headquartered in San Jose, California, the company generates revenue primarily through transaction fees and advertising services. Its platform supports peer-to-peer and business-to-consumer sales across numerous international markets, making it a cornerstone of digital commerce. The company is expected to report its second-quarter results for fiscal 2026 soon. Ahead of the release, Wall Street analysts are optimistic about its bottom-line trajectory. Jeff Bezos Says ‘We Don’t Have a Revenue Problem’ in America — Bottom Half Paying Just 3% of Taxes Means ‘We Can Find 3%’ SpaceX Has Massive Multiyear Put Options Volume As SPCX Falls Below IPO Price Intel Stock Is ‘Too Good to Ignore’ as HSBC Sets a New Street-High Price Target Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Analysts expect eBay to report a profit of $1.20 per share on a diluted basis for Q2, up 12.2% year-over-year (YOY). The company has surpassed consensus estimates in two of the last four reported quarters and matched them in one. For the full fiscal year 2026, Wall Street analysts expect the company’s diluted EPS to grow by 16.5% annually to $4.87, followed by a 10.7% improvement to $5.39 in fiscal 2027. As eBay focuses on high-margin categories like fashion and luxury goods while leveraging AI, investors have rewarded its rebound in gross merchandise volume (GMV), driven by consumer interest in recommerce, collectibles, and auto parts. Over the past 52 weeks, the stock has gained 53%, and year-to-date (YTD), it has climbed 32.3%. On the other hand, the broader S&P 500 Index ($SPX) has increased by 20.2% and 9.3% over the same periods, respectively. Hence, eBay has outperformed the broader market over these periods. Next, we compare the stock's performance with that of its sector. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) has been up by 6% over the past 52 weeks but declined 3.4% YTD. Therefore, the stock has also outperformed its sector over these periods. For the first quarter, eBay...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. GameStop stock has recovered in the short term, but with the share price still down about 52% over the past five years and the broader valuation checks sending a mixed signal, the market is still debating what the current price really implies about its future. Over the last five years, GameStop has delivered a decline of around 52%, which raises the question of whether the recent rebound is a reset toward fair value or just a pause in a longer reset. Sony's plan to end physical PlayStation discs and GameStop's response through a proposed eBay merger and push into collectibles can support a more diversified business model. However, the shift away from physical game sales may still weigh on how investors think about the stock's long term cash generation. GameStop currently scores 4 out of 6 on the valuation checks, which points to a mixed picture rather than a clear bargain or clear overvaluation. The issue now is whether GameStop's current valuation properly reflects both the risks from the move to digital gaming and the potential benefits of its efforts to reshape the business. Find out why GameStop's -2.1% return over the last year is lagging behind its peers. The P/E ratio is a useful cross check for GameStop because it ties the share price directly to the earnings the business is currently generating. GameStop trades at about 13.4x earnings, which is below both the Specialty Retail industry average of roughly 19.6x and a peer group average of about 26.2x. Despite the recent attention around Sony ending physical PlayStation discs and GameStop exploring an eBay merger, the stock still trades at a discount to these benchmarks. That gap indicates the market is applying a lower earnings multiple to GameStop than to many other retailers, while weighing the risks of the shift to digital gaming against the potential benefits of its diversification efforts. On the P/E multiple alone, GameStop stock currently appears inexpensive compared with both its industry and peer averages. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives take the valuation puzzle around GameStop and turn it into clear, testable stories about what would need to happen to future growth, margins and e...

GameStop said Friday it remains committed to acquiring eBay despite the e-commerce company's rejection of its unsolicited takeover offer, while also projecting a strong earnings year. Adjusted EBITDA for fiscal year 2026, which closes Jan. 30, 2027, is projected to surpass $600 million — a significant jump from the $345.4 million GameStop posted in fiscal year 2025. GameStop stock rose more than 2% in after-hours trading. Friday's short regulatory filing reiterated the company's commitment to pursuing the eBay deal, noting that further documentation related to the proposed transaction will be released in the coming days. Beyond affirming its intent, GameStop offered no explanation of how it plans to move the deal forward, Reuters reported. GameStop had previously said it planned to release a detailed presentation this week laying out the strategic rationale and operational plan for combining the two businesses. GameStop CEO Ryan Cohen put forward a non-binding proposal in May to buy all of eBay's outstanding shares at $125 apiece, split evenly between cash and GameStop stock, placing eBay's equity value at roughly $55.5 billion. Cohen pointed to approximately $9.4 billion in GameStop's cash reserves and up to $20 billion in debt backed by a commitment letter from TD Securities to fund the deal. He said he envisioned leading the merged company as chief executive while forgoing salary and cash bonuses. Calling the proposal "neither credible nor attractive," eBay's board turned it down, raising objections that included questions about how the deal would be financed, how the combined company would be run, and the structure of Cohen's compensation. GameStop, with a market value of roughly $10 billion, is attempting to acquire a company approximately five times its size, a gap that has drawn skepticism from investors and analysts about where the remaining funding would come from. A January bonus arrangement worth up to $35 billion — contingent on hitting milestones that included pushing GameStop's market capitalization to $100 billion — was scrapped at Cohen's request earlier this week. GameStop said at the time that when its board approved the pay plan, the company had not yet decided to pursue eBay. Separately, remarks Cohen made during a podcast appearance suggested he may personally inject $500 million into the deal, though that figure would address only a fra...

GRAPEVINE, Texas, June 26, 2026--(BUSINESS WIRE)--GameStop Corp. (NYSE: GME) ("GameStop" or the "Company") today announced that, for the fiscal year ending January 30, 2027 ("fiscal year 2026"), the Company currently expects to generate Adjusted EBITDA in excess of $600 million, compared to Adjusted EBITDA of $345.4 million in fiscal year 2025. GameStop's leadership team remains focused on advancing the proposed acquisition of eBay, Inc. ("eBay"). Additional materials regarding the proposed transaction are forthcoming. A Current Report on Form 8-K furnishing the Company's fiscal year 2026 outlook has been filed with the Securities and Exchange Commission and is available at www.sec.gov and on the Company's investor relations website at investor.gamestop.com. NON-GAAP MEASURES AND OTHER METRICS As a supplement to the Company’s financial results presented in accordance with U.S. generally accepted accounting principles ("GAAP"), GameStop may use certain non-GAAP measures, including adjusted EBITDA. Adjusted EBITDA is a supplemental financial measure of the Company’s performance that is not required by, or presented in accordance with, GAAP. We believe that the presentation of this non-GAAP financial measure provides useful information to investors in assessing our core operating performance, financial condition and results of operations. We define adjusted EBITDA as net income before income taxes, plus interest income, net and depreciation and amortization, excluding stock-based compensation, certain transformation costs (including severance and other costs), business divestitures, asset impairments, gain (loss) on digital assets and related receivables, unrealized gain (loss) on derivative assets, and other non-cash charges. Net income is the GAAP financial measure most directly comparable to adjusted EBITDA. Our non-GAAP financial measures should not be considered as an alternative to the most directly comparable GAAP financial measure. Furthermore, non-GAAP financial measures have limitations as an analytical tool because they exclude some but not all items that affect the most directly comparable GAAP financial measures. Some of these limitations include: certain items excluded from adjusted EBITDA are significant components in understanding and assessing a company’s financial performance, such as a company’s cost of capital and tax structure, results of o...

Let’s dig into the relative performance of eBay (NASDAQ:EBAY) and its peers as we unravel the now-completed Q1 online marketplace earnings season. Marketplaces have existed for centuries. Where once it was a main street in a small town or a mall in the suburbs, sellers benefitted from proximity to one another because they could draw customers by offering convenience and selection. Today, a myriad of online marketplaces fulfill that same role, aggregating large customer bases, which attracts commission-paying sellers, generating flywheel scale effects that feed back into further customer acquisition. The 12 online marketplace stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.8% while next quarter’s revenue guidance was 0.5% above. In light of this news, share prices of the companies have held steady as they are up 3.1% on average since the latest earnings results. Originally known as the first online auction site, eBay (NASDAQ:EBAY) is one of the world’s largest online marketplaces. eBay reported revenues of $3.09 billion, up 19.5% year on year. This print exceeded analysts’ expectations by 1.7%. Despite the top-line beat, it was still a mixed quarter for the company with revenue guidance for next quarter slightly topping analysts’ expectations but EPS guidance for next quarter slightly missing analysts’ expectations. "eBay's first quarter results marked a strong start to the year," said Jamie Iannone, Chief Executive Officer at eBay. Interestingly, the stock is up 4.1% since reporting and currently trades at $108. Is now the time to buy eBay? Access our full analysis of the earnings results here, it’s free. Founded in 2009 and a publicly traded company since 2017, Sea (NYSE:SE) started as a gaming platform and has since expanded to offer a variety of services such as e-commerce, digital payments, and financial services across Southeast Asia. Sea reported revenues of $7.33 billion, up 43.2% year on year, outperforming analysts’ expectations by 10.1%. The business had a stunning quarter with an impressive beat of analysts’ EBITDA estimates and solid growth in its users. Sea scored the biggest analyst estimate beat among its peers. The company reported 72.6 million users, up 12.4% year on year. The market seems happy with the results as the stock is up 7.4% since reporting. It currently trades at $91.11. Is...

Yahoo Finance's Julie Hyman takes a closer look at two of Wednesday's trending stories. GameStop (GME) reported first quarter earnings, posting its highest profit ever and growing revenue. IREN (IREN) stock is in focus after the company signed a deal to support an artificial intelligence (AI) data center campus in Australia.

GameStop reported a sharp improvement in first-quarter (Q1) earnings and operating performance, supported by continued growth in its collectibles business, which helped drive a 14% increase in net sales for the quarter ended 2 May 2026. For the period, the US video game retailer reported net sales of $835.3m, compared with $732.4m in the same period a year earlier. Net income climbed to $389.6m from $44.8m, boosted in part by an unrealised gain on a derivative asset of $268.4m, reflecting put and call option transactions linked to eBay common stock. The company also recorded a gain on digital assets and related receivables of $1.1m and other income of $9.9m, against income tax expense of $116.8m. Selling, general and administrative expenses fell to $201.6m from $228.1m, contributing to operating income of $143.3m against an operating loss of $10.8m a year earlier. On an adjusted basis, operating income was $140.5m versus $27.5m in Q1 FY25, and adjusted net income reached $179.3m, compared with $73.1m in the prior-year period. Basic earnings per share rose to $0.87 from $0.10 while diluted earnings per share increased to $0.66 from $0.09. Geographically, the US was the dominant contributor, generating net sales of $651.1m and operating income of $144.6m. Australia produced net sales of $99.6m and broke even at the operating level while Europe reported net sales of $84.6m and an operating loss of $1.3m. On 2 June 2026, GameStop's board unanimously approved a new discretionary share repurchase authorisation of $2bn, effective through 2 June 2029, replacing an earlier authorisation dating to March 2019. The results arrive against the backdrop of a failed takeover attempt. The previous month, GameStop submitted an unsolicited, non-binding proposal to acquire eBay in a cash-and-stock transaction valued at approximately $55.5bn, at an offer price of $125 per share. eBay's board subsequently rejected the approach, characterising it as "neither credible nor attractive". In a letter addressed to GameStop chief executive Ryan Cohen, eBay chairman Paul S Pressler confirmed the board had completed a thorough review with independent financial and legal advisers before arriving at its decision. "GameStop posts higher first-quarter sales and earnings" was originally created and published by Retail Insight Network, a GlobalData owned brand. The information on this site has b...

June 2 (Reuters) - Videogame retailer GameStop posted a 14% rise in quarterly revenue on Tuesday, buoyed ‌by strong collectibles demand, and said its board ‌approved a new $2 billion share repurchase program. The company has shifted focus ​from traditional hardware sales toward trading cards and collectibles as gamers move toward digital downloads and online purchases. Its shares jumped 7.4% in extended trading. For the first quarter ended ‌May 2, GameStop's ⁠net sales came in at $835.3 million, compared with $732.4 million a year ago. The results come as ⁠the company presses ahead with its bid to acquire eBay after the e-commerce company rejected its unsolicited $56 billion offer ​last ​month. GameStop increased its stake in ​eBay to about 6.6% ‌from around 5%, while the videogame retailer's CEO Ryan Cohen said he remained committed to acquiring the company and could take the offer directly to shareholders if needed. EBay, which is roughly five times as large as GameStop, ‌called the proposal "neither credible nor ​attractive." Cohen has argued that by combining ​GameStop and eBay ​he could cut costs and find synergies ‌to create a much bigger ​enterprise. GameStop reported net ​income of $389.6 million for the first quarter, compared with $44.8 million a year ago. The new share buyback ​program would run ‌through June 2, 2029, replacing the prior authorization ​from March 2019. (Reporting by Harshita Mary Varghese in ​Bengaluru; Editing by Shilpi Majumdar)

A month has gone by since the last earnings report for eBay (EBAY). Shares have added about 8.4% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is eBay due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. eBay Inc. reported first-quarter 2026 non-GAAP earnings of $1.66 per share, which beat the Zacks Consensus Estimate by 5.06%. The bottom line increased 21.2% year over year.Net revenues of $3.09 billion beat the Zacks Consensus Estimate by 1.98%. The figure increased 19% year over year on a reported basis and 17% on an FX-neutral basis. eBay's first-party advertising products generated revenues of $555 million in the reported quarter, up 33% on an as-reported basis and 28% on an FX-neutral basis. Total advertising offerings yielded $581 million in revenues, representing 2.6% of gross merchandise volume (GMV). EBAY's active buyer base was 136 million at the end of the first quarter, increasing 1% year over year. Excluding the Tise acquisition, active buyers stood at 135 million. Gross Merchandise Volume reached $22.2 billion, reflecting an 18% year-over-year increase on a reported basis and 14% on an FX-neutral basis. This indicates strong buyer and seller engagement across the platform, reinforcing eBay’s marketplace strength. The total GMV is categorized into two parts. U.S. GMV totaled $11.5 billion, accounting for 51.8% of total GMV. The figure rose 26.9% year over year. International GMV was $10.7 billion, accounting for 48.2% of total GMV. The figure increased 10.4% year over year. Operating expenses of $1.68 billion grew 31.2% year over year. As a percentage of net revenues, the figure expanded to 54.3% from 49.4% in the year-ago quarter. The non-GAAP operating margin was 29.4% in the first quarter, contracting 20 basis points (bps) year over year. The decline was modest, indicating stable profitability despite higher investments. As of March 31, 2026, cash and cash equivalents and short-term investments were $3.86 billion, up from $2.92 billion as of Dec. 31, 2025. Long-term debt decreased sequentially to $5.99 billion at the end of the first quarter of 2026 compared with $6.0 billion in the prior quarter. Cash flow f...

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from Bloomberg Billionaire Duke of Westminster to Sell £700 Million of US Real Estate Assets US Has Opened a Passage Through Hormuz, Central Command Says DOJ Plans Intervention in Trump Supreme Court Carroll Appeal China Asks Banks to Pause New Loans to US-Sanctioned Refiner Sony to Pay Almost $4 Billion for Bieber, Neil Young Catalog The chance arrives when CoreWeave reports earnings after the bell on Thursday. Recent results from the biggest AI spenders like Alphabet Inc. and Meta Platforms Inc. made it clear that the need for computing power is insatiable as capital expenditures continue to rise. Considering the company rents access to AI infrastructure featuring the latest chips from Nvidia Corp., that plays right into its hands. “There is an insane amount of demand for AI compute,” said Tejas Dessai, director of thematic research at Global X ETFs. “The backdrop is extremely positive for CoreWeave.” Investors will be closely monitoring CoreWeave’s revenue acceleration, its outlook for the rest of the year and its backlog heading into 2027, he said. The stock is up 78% this year and a stunning 218% since the Livingston, New Jersey-based company went public in March 2025. The latest rally got going roughly a month ago as investors regained faith in the AI trade and CoreWeave announced deals with Meta, Anthropic PBC and Jane Street Group in quick succession. CoreWeave shares were down as much as 9.1% in intraday trading Thursday after rallying 7.9% on Wednesday. Of the 36 analysts tracked by Bloomberg who follow CoreWeave, 23 have buy ratings on the stock and only two have sells. But their average 12-month price target of $131 is below where the shares closed Wednesday, even though it’s been rising over the past six months. Wall Street expects the company to report revenue of nearly $2 billion in the first quarter, twice what it posted a year ago, and a loss of $1.20 per share, which would be an improvement from a loss of $1.49 a share in the first quarter of 2025. CoreWeave’s revenue backlog was nearly $67 billion as of Dec. 31, and the recent deals should raise its remaining performance obligati...

Global online marketplace eBay posted better-than-expected profit, sales, and gross merchandise volume for its first quarter. EBay surpassed expectations for its major metrics, but offered second-quarter guidance that may have disappointed. For the current second quarter ending June 30, eBay expects gross merchandise volume of $21.3 billion to $21.7 billion, up 8% to 10% from the year-ago second quarter, but below its GMV of $22.2 billion in the first quarter.