eBay Inc. (EBAY) Beats Q2 Expectations with Strong Revenue Growth

by MarketNewsData

“Our focus categories and AI investments are delivering tangible results,” said CEO Jamie Iannone, highlighting momentum in collectibles, refurbished goods, and apparel.

📊 Key Financial Results (Quarter Ended June 30, 2025)

  • Revenue: $2.73B, up 6% YoY, +4% FX-neutral

  • GMV: $19.5B, up 6% reported, +4% FX-neutral

  • Non-GAAP EPS: $1.37 (▲ 16% YoY), beat estimate of ~$1.30

  • GAAP EPS: $0.79, up from $0.45

  • Non-GAAP Operating Margin: 28.4% (▲ 70 bps)

  • Free Cash Flow: -$441M (vs. +$474M a year ago)

🔮 Q3 2025 Guidance

  • Revenue: $2.69B–$2.74B, implies 3–5% growth

  • GMV: $19.2B–$19.6B

  • Non-GAAP EPS: $1.29–$1.34

  • GAAP EPS: $0.97–$1.02

🚀 Growth & Strategic Highlights

  • Focus categories (collectibles, refurbished, car parts) +10% GMV YoY

  • AI tools deployed across listings and buyer tools; management cited higher conversion and seller efficiency

  • Strong traction in U.S. pre-owned apparel; early adoption of generative AI features for sellers

🧠 Analyst Moves

  • BMO upgraded to Outperform, PT raised to $102

  • Benchmark raised target to $100, citing inflection in growth

  • Analysts praised focus category execution and positive GMV trajectory

📈 Stock Reaction (July 31, 2025)

  • Open: $50.63

  • High: $55.42

  • Low: $50.41

  • Close: $54.81

  • Change: +18.87%

eBay shares surged nearly 19% as investors rewarded the clear turnaround in GMV growth and AI-led operational gains.

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