From Nasdaq: 2025-05-13 11:43:00

eBay Inc. (NASDAQ: EBAY) has seen strong returns in 2025, up close to 12% YTD, outperforming its sector and the market. The stock is trading just 3% below a breakout level and its 52-week high, potentially signaling further growth. Q1 earnings beat expectations with revenue at $2.58 billion and GMV up nearly 2%.

eBay continues to return capital to shareholders, with $893 million in Q1 buybacks and dividends. Category-specific strength in collectibles and fashion drove over 6% GMV growth. The company’s innovation includes AI-powered tools for buyers and sellers, and an expanded partnership with Klarna introducing “Buy Now, Pay Later” options for users.

Despite global tariff concerns, eBay noted that only 5% of its GMV is exposed to China-U.S. trade. The company forecasts low single-digit GMV growth and high single-digit earnings per share growth for the year. eBay’s emphasis on enthusiast buyers, re-commerce, and operational efficiency sets it apart in a competitive market.

eBay’s valuation is attractive, with a forward P/E of under 12 and a dividend yield of 1.68%. The stock consolidates above major moving averages with strong relative strength. Analyst sentiment remains cautious, but institutional ownership is at 87% and has been increasing, indicating confidence in eBay’s long-term potential.



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