| EBAY |
Report |
Q2 GMV |
BEAT |
pred ~$21.72B vs. cons $21.50B |
MEDIUM |
| EBAY |
Report |
Q2 revenue |
IN-LINE |
pred ~$3.035B vs. cons $3.018B |
HIGH |
| EBAY |
Report |
Q2 non-GAAP EPS |
BEAT |
pred ~$1.53 vs. cons $1.51 |
MEDIUM |
| EBAY |
Guide |
Q3 GMV |
LOWER |
guide ~$21.35B vs. cons $21.40B (2026Q3) |
MEDIUM |
| EBAY |
Guide |
Q3 revenue |
UNCHANGED |
guide ~$3.00B vs. cons $3.00B (2026Q3) |
MEDIUM |
| EBAY |
Guide |
Q3 non-GAAP EPS |
UNCHANGED |
guide ~$1.38 vs. cons $1.38 (2026Q3) |
MEDIUM |
| EBAY |
Guide |
Core FX-neutral GMV growth |
UNCHANGED |
guide ~7.25% vs. cons 7.25% (FY2026) |
MEDIUM |
| EBAY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| EBAY |
Return |
5-day cumulative residual |
-4.2% (FOLLOW-THROUGH) |
Maintaining FY2026 core FX-neutral GMV growth at ~7.25% vs. cons 7.25% despite Q2 GMV of ~$21.72B vs. cons $21.50B implicitly removes roughly $0.22B from second-half GMV, pressuring out-period revenue and EPS revisions after the headline beat. |
MEDIUM |