eBay Inc. Website

eBay Inc.

NasdaqGS-EBAY

Company Overview

eBay Inc. operates marketplace platforms that connect buyers and sellers in the United States and internationally. The company's Marketplace platform includes its online marketplace at ebay.com and the eBay suite of mobile apps. Its platforms enable users to list, buy, sell, and pay for items through various online, mobile, and offline channels that include retailers, distributors, liquidators, import and export companies, auctioneers, catalog and mail-order companies, directories, search engines, commerce participants, shopping channels, and networks. The company was founded in 1995 and is headquartered in San Jose, California.

  • Name

    eBay Inc.

  • CEO

    Jamie J. Iannone

  • Website

    www.ebayinc.com

  • Sector

    Broadline Retail

  • Year Founded

    1995

Company Statistics

Profile

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Bulls Say

  • The firm's managed payments rollout was executed seamlessly and offers optionality for auxiliary financial services down the line.

  • Recent successes in higher-touch luxury resale and collectibles categories offer a blueprint for prolonged growth in subsequent focused marketplace categories.

  • The firm's ability to quickly deploy platform improvements across geographies suggests a more flexible innovation roadmap and should underpin stronger international growth prospects as the focused categories rollout moves toward international markets.

Bears Say

  • The firm's lack of proprietary logistics operations and first-party inventory will likely see eBay continue to donate market share in the e-commerce channel on a consolidated basis.

  • Online commerce in the UK and Germany is set to expand more slowly than in the US, dragging on eBay's consolidated GMV growth even as its focused categories achieve market rates of growth.

  • With more than half of product search originating on Amazon or search engines in the US, customer acquisition and search advertising may grow increasingly difficult over time for the marketplace operator.

Source: Morningstar Analysis - Nov 03, 2025

What's happening

Nov 5, 2025 - Dec 5, 2025

eBay Faces Governance Scandal and Operational Challenges Amidst Modest Stock Movement

  • Internal investigation into a cyberstalking scandal involving former executives raises concerns about corporate governance.
  • Persistent technical glitches disrupt seller operations, impacting user satisfaction and engagement.
  • Despite challenges, strong consumer interest in pre-loved goods offers potential for future growth.

Over the past month, eBay's stock experienced a modest overall movement of 0.4%. This performance lagged behind the S&P 500's return of 1.3%, reflecting an underperformance of -0.8% relative to broader market trends. Several significant bearish events contributed to this decline in investor sentiment and confidence regarding the company's future prospects.

A major factor affecting eBay was an internal investigation related to a cyberstalking scandal involving former executives, including Jim Baugh, the ex-head of security. The situation raised serious questions about corporate governance and accountability within eBay due to revelations surrounding "plausible deniability." This negative press coverage led to multiple sharp declines in stock price during the month.

Operational issues also plagued eBay as sellers reported ongoing glitches that affected their listings on the platform. These technical disruptions hindered critical workflows globally, causing frustration among sellers who depend on seamless functionality for their businesses. Such operational setbacks not only impacted seller satisfaction but also posed risks concerning user retention and engagement on the platform.

On a more positive note, there were some bullish developments amid these challenges. Reports indicated that nearly nine out of ten consumers intended to maintain or increase spending on pre-loved goods moving forward into 2025, highlighting sustained consumer interest in this category. Additionally, eBay's commitment to enhancing AI-powered customer service solutions demonstrated efforts aimed at improving operational efficiency despite concerns over diminishing human interaction with customers.

Despite these strategic initiatives aimed at addressing favorable consumer behavior trends towards second-hand goods, insider selling by key executives raised concerns among investors regarding leadership confidence amidst ongoing challenges faced by the company throughout November. Overall, while eBay Inc outperformed the Consumer Discretionary (XLY) sector by 0.4%, it still encountered considerable headwinds due to internal scandals and technical difficulties affecting its performance relative both historically and against broader market indices like the S&P 500.

NasdaqGS:EBAY