eBay Inc (EBAY) FY2025Q3 Earning Prediction
eBay Inc (EBAY) is set to release its FY2025Q3 earnings performance on 10/29 16:05:00 ET in After Hours trading. Consensus forecasts predict a revenue of 2.73B and an earnings per share (EPS) of 1.33 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
eBay's Q3 earnings are projected to beat expectations due to strong GMV growth, advertising momentum, and operational efficiencies.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
The Fact Data highlights several tailwinds for eBay’s Q3 earnings:
- GMV Growth Acceleration: Strong performance in focus categories (especially Collectibles/Trading Cards) driven by cultural demand resurgence (Bernstein), strategic acquisitions (Tise for C2C expansion), and FX tailwinds (TD Cowen). Analysts expect GMV growth above guidance midpoints.
- Advertising Momentum: Optimized ad portfolio and promoted listings adoption likely sustain 17%+ ad revenue growth, a high-margin driver.
- Operational Efficiency: Volume leverage from GMV growth and cost discipline support Non-GAAP operating income.
Offsetting factors: Tariff impacts and end of de minimis exemptions (TD Cowen) and potential cash outflow pressures from the Tise acquisition. However, consensus-beating GMV and advertising trends dominate.
Tactical Strategy Recommendations
Bullish Plays:
- Long Stock: Target $105-$110 on Beat scenario (15x FY25 EPS ~$5.40).
- Call Options: Buy Nov 2025 $100 calls for leverage to upside surprise.
Hedging:
- Put Spreads: Buy Oct 2025 $90 puts / sell $85 puts to hedge against tariff/GMV risks.
Catalysts to Watch:
- Trading card sales data (Q3 Collectibles performance).
- Management commentary on Tise integration and 2026 GMV guidance.
Earnings Surprise Analysis
EBAY Transcript
The earnings call reveals solid financial performance with strong U.S. GMV growth and promising AI integration plans. Despite some margin concerns due to strategic investments, the optimistic outlook on durable growth and key opportunities in focus categories, vehicles, and AI partnerships is encouraging. The Q&A session highlights management's confidence in future growth, although some uncertainties remain. Overall, the positive financial guidance, strategic initiatives, and shareholder return plans suggest a positive stock price movement in the near term.
The earnings call presented a mixed picture. While there were positive aspects such as AI-powered initiatives, focus on operational efficiency, and strong ad revenue growth, the guidance for Q2 was weak, with GMV and revenue growth expected to be flat. The Q&A revealed management's reluctance to provide long-term growth projections, which may concern investors. The lack of a new partnership announcement or strong financial metrics further tempers expectations. Given these factors, the stock price is likely to remain stable, resulting in a neutral sentiment.
The earnings call shows mixed signals: strong financial metrics with revenue and EPS growth, but weak guidance with flat GMV and revenue projections. Positive factors include share repurchase plans and a strong liquidity position, but concerns arise from declining margins, leadership transition risks, and unclear responses in the Q&A about tariffs and consumer slowdown. Additionally, the market strategy and expenses hint at potential pressures. Without market cap data, a neutral rating is prudent, expecting minimal stock price movement within -2% to 2% over the next two weeks.
EBAY Report
Frequently Asked Questions
What is the eBay Inc FY2025Q3 Earnings Release Date and Time?
eBay Inc (EBAY) is scheduled to release its FY2025Q3 earnings report onOct 29, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for eBay Inc FY2025Q3 Revenue and EPS?
Analysts' consensus predicts 2.73B in revenue and an EPS of 1.33 for eBay Inc's FY2025Q3.
What Does Intellectia's AI Predict for eBay Inc FY2025Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat foreBay Inc's FY2025Q3 earnings, with a prediction date of Oct 29, 2025. eBay Inc eBay's Q3 earnings are projected to beat expectations due to strong GMV growth, advertising momentum, and operational efficiencies.
How Can I Use This Earnings Prediction to Trade EBAY Stock?
Leverage Intellectia's AI forecast to position trades ahead of theOct 29, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like eBay Inc FY2025Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
