Investors are paying a premium for eBay (EBAY), at 4.3 times trailing twelve-month sales versus 3.1 for the S&P 500. While management stressed tariff and trade-policy uncertainty in April 2025, its August 5, 2026 call for fiscal Q2 2026 highlighted eBay Live, whose gross merchandise volume grew roughly eightfold, the completed Depop acquisition, and AI-driven buying and selling. Revenue grew 14.8% in the April to June 2026 quarter, up from 6.1% a year earlier, and operating margin rose to 21.6% from 17.5%. Gross merchandise volume grew 14% excluding currency effects, while consumer-to-consumer, recommerce and focus categories each rose more than 20%; revenue growth peaked at 19.5% in January to March 2026 before slowing. eBay's July to September 2026 results are expected around October 27, 2026, and the article suggests watching whether trade policy returns and whether revenue growth holds against the 14.8% posted in the April to June quarter.
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