EBAY INC — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
eBay reported Q3 2026 net revenue of $3.206B (+14% YoY), GMV of $23.2B (+15% YoY), and non-GAAP EPS of $1.51 (+12% YoY). On July 30, 2026, eBay completed acquisition of Depop for $1.4B in cash from Etsy, strengthening its fashion resale/recommerce position. The company returned $827M to shareholders (Q3: $689M repurchases, $138M dividends); cash position stood at $3.3B ($1.2B cash, $2.1B long-term investments). FY2026 guidance: revenue $12.62–$12.67B (+12–13% FX-neutral), non-GAAP EPS $6.25–$6.30.
Why this rating
Depop acquisition ($1.4B = 4.1% of market cap) is material but modestly sized; strong organic growth (14% revenue, 15% GMV) is solid. Moderate strategic M&A, not transformational.
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