EBAY

eBay is highlighted as a strong candidate for beating earnings estimates in its next quarterly report on October 28, 2026. The company has a track record of surpassing consensus estimates by an average of 5.51% over the last two quarters, with a positive Earnings ESP of +0.47% and a Zacks Rank #2 (Buy) rating, suggesting a high probability of another earnings beat.

Market update showing mixed performance with tech stocks declining while oil prices rose and treasury yields fell below 5% for the 10-year note.

eBay is expected to report Q3 2026 earnings on October 28 with consensus estimates of $1.42 EPS (up 4.4% YoY) and $3.13B in revenue (up 11.1% YoY). However, recent analyst revisions suggest a negative Earnings ESP of -0.82%, indicating bearish sentiment despite the company's strong historical track record of beating estimates. The stock carries a Zacks Rank #2, making it difficult to predict an earnings beat.

eBay has delivered strong returns over the past decade, with a $1,000 investment from October 2016 growing to $3,694.38 by October 2026, outperforming the S&P 500. The company operates a diversified online marketplace with revenue streams from transaction fees, advertising, and financial services.

Recent acquisitions like Depop expand its reach in the C2C and fashion markets. However, eBay faces headwinds from intense competition, rising operational costs, and global economic weakness.

CarGurus (CARG) and eBay (EBAY) are compared as potential value investments in the Internet-Commerce sector. CarGurus holds a Zacks Rank #2 (Buy) with a Value grade of B, featuring a forward P/E of 11.00 and PEG ratio of 0.85, indicating improving earnings outlook. eBay holds a Zacks Rank #3 (Hold) with a Value grade of D, featuring a forward P/E of 18.38 and PEG ratio of 2.37. Based on valuation metrics, CarGurus is identified as the superior value option.

SharkNinja and eBay are highlighted as potential long-term growth stocks trading near all-time highs. SharkNinja, with 22% YoY revenue growth and a forward P/E of 27, is gaining market share in a $125-130 billion addressable market through innovation and social media marketing. eBay has successfully repositioned its business with 14% YoY revenue growth, driven by collectibles, refurbished products, and person-to-person selling, trading at 17 times forward earnings. Both stocks are expected to deliver double-digit annualized earnings growth over the next seven years.

WeShop, a community-owned shopping app, announced its U.S. launch on November 16, 2026, following a successful UK pilot that generated £108.5M in GMV. The platform allows consumers to earn ShareBack rewards and build equity ownership in the company through everyday purchases with hundreds of participating retailers including eBay and Booking.com. The launch targets the holiday shopping season and capitalizes on younger consumers' growing interest in investing and demand for meaningful loyalty program benefits.

PayPal's stock has declined 81% from its July 2021 peak due to slowing user growth, intense competition, and declining transaction take rates. While the company is stabilizing through cost-cutting and share buybacks, its high-growth days are over. Trading at just 11x forward earnings with modest 4-5% expected revenue growth through 2028, PayPal could be a safe investment at current valuations, but the author recommends waiting for a higher dividend yield before investing.