Insider Sell: Sweetnam Jordan Douglas Bradley Sells 1,009 Shares of eBay Inc (EBAY)
Sweetnam Jordan Douglas Bradley, Senior Vice President and Chief Commercial Officer at eBay Inc (EBAY), sold 1,009 shares of the company on February 18, 2026. This transaction adds to a history of insider selling for eBay, with 41 insider sells and no buys over the past year. eBay Inc is currently deemed significantly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.21.
EBay Execs Seek To Bar Criminal Deal From Harassment Trial
Three former eBay executives, who are facing a harassment lawsuit from a Massachusetts couple, have requested that the judge prevent the plaintiffs from mentioning a deferred prosecution agreement involving eBay in a separate criminal case. The executives are slated to go to trial next month for allegedly targeting the couple over their blog posts.
Chegg, Etsy, Fiverr, Pinterest, and eBay Shares Skyrocket, What You Need To Know
Shares of Chegg, Etsy, Fiverr, Pinterest, and eBay surged after the Supreme Court struck down a significant portion of President Trump's tariff agenda, ruling the executive branch lacked constitutional authority for unilateral levies. Investors viewed the removal of trade taxes positively, anticipating benefits for corporate earnings and the broader economy, leading to a climb in major indices. Chegg's stock also saw additional positive sentiment from its CEO's share purchase and the repurchase of convertible senior notes.
eBay (EBAY): Focus category momentum and a boost to fashion recommerce
eBay (EBAY) saw its shares rise after reporting strong double-digit growth in sales and earnings for the fourth quarter of 2025. The company's focus categories, especially collectibles, and its expansion into fashion recommerce through the acquisition of Depop, were key drivers of this performance. For Q1 2026, eBay projects continued revenue and GMV growth, along with an increase in adjusted EPS.
Cogent Communications Shares Drop After Q4 2025 Revenue Miss
Cogent Communications (NASDAQ: CCOI) shares dropped significantly after the company reported fourth-quarter 2025 results that missed revenue expectations and showed full-year declines in key metrics. Despite a reduced net loss per share and growth in wavelength and IPv4 leasing revenues, the overall revenue contraction led to a sharp stock decline. The company also approved a Q1 2026 dividend and continued to integrate its Sprint acquisition.
People Moves: Lucius DiPhillips, CIO at Adobe
Lucius DiPhillips has been appointed as the new Chief Information Officer (CIO) at Adobe, bringing over 25 years of experience in digital transformation and AI innovation. He will lead Adobe's global Technology Services team, focusing on scaling technology infrastructure and modernizing systems to support the company's growth in AI-powered creativity. DiPhillips previously served as CIO at Airbnb, where he spearheaded efforts in modernizing core platforms and accelerating AI adoption.
eBay Inc. stock outperforms competitors on strong trading day
eBay Inc. (EBAY) saw its stock rise by 3.92% to $88.07 on Friday, outperforming competitors and marking its third consecutive day of gains. This strong performance occurred during a positive trading session where the S&P 500 Index and the Dow Jones Industrial Average also experienced gains.
Resilience in Re-commerce: An In-Depth Analysis of eBay Inc. (EBAY)
eBay has successfully transitioned from a generalist auction site to a specialized marketplace focused on high-value categories, luxury goods, and sustainable re-commerce. Driven by a "Tech-Led Reimagination" under CEO Jamie Iannone, the company reported robust FY 2025 results with $11.1 billion in revenue and continues to prioritize shareholder returns through aggressive buybacks.
This Etsy Analyst Is Skeptical Of Revival In Core GMS Growth After Depop Sale To eBay
KeyBanc Capital Markets analyst Ashley Owens maintains a Sector Weight rating on Etsy following its agreement to sell Depop to eBay. While the sale allows Etsy to focus on its core marketplace and use proceeds for share repurchases, Owens is cautious. She notes that Depop was a significant growth asset and that Etsy's ability to revive core GMS growth remains unproven.
ETSY Q4 Deep Dive: Core Marketplace Refocus and Early AI Gains Amid Buyer Headwinds
Etsy's Q4 CY2025 results saw revenue meet Wall Street expectations, while adjusted EPS slightly missed. Despite soft buyer activity, the company's profitability exceeded estimates due to operational improvements, a refocus on its core marketplace, and early gains from AI and personalized marketing. Etsy plans to reinvest proceeds from the Depop sale into product innovation and marketing to drive sustainable long-term growth.
Etsy (ETSY) Jumps 9% on Depop Sale, Earnings Blowout
Etsy's stock jumped 9.28% after the company announced it would sell its secondhand clothing app, Depop, to eBay for $1.2 billion. This sale, combined with strong fourth-quarter and full-year 2025 revenues, helped investors overlook a reported 46.3% drop in net income for the previous year. The proceeds from the sale are intended for corporate purposes, a share buyback program, and core marketplace investments.
eBay to Acquire Depop from Etsy
eBay Inc. announced its acquisition of Depop, a C2C fashion marketplace, from Etsy, Inc. for approximately $1.2 billion in cash. This acquisition aims to boost eBay's C2C strategy by engaging younger, fashion-focused consumers and expanding its presence in fashion resale. The deal, expected to close in the second quarter of 2026, will see Depop benefit from eBay's global scale and resources, while Etsy plans to use the proceeds for general corporate purposes and investments.
eBay buys Depop from Etsy for more than $1 billion - Bizwomen
eBay has acquired Depop from Etsy for $1.2 billion in cash, aiming to boost its fashion sales and attract a younger demographic. Depop, an online secondhand clothing marketplace, generated nearly $1 billion in merchandise sales last year, with most users under 34. This acquisition aligns with eBay's strategy to expand its recommerce presence, capitalize on the growing circular fashion market, and leverage AI to enhance customer experience.
Infographic: How eBay (EBAY) performed in Q4 2025
eBay reported revenue of $2.96 billion for Q4 2025, a 15% increase, and a net income of $528 million. The company's Gross Merchandise Volume (GMV) rose to $21.2 billion, up 10%. For Q1 2026, eBay anticipates revenue between $3.00-3.05 billion and GMV of $21.5-21.9 billion, and also announced the acquisition of Depop, Inc. from Etsy for approximately $1.2 billion.
Hour Loop Rallies 17% in 6 Months: Should You Buy the Stock?
Hour Loop (HOUR) shares have gained 16.8% in the past six months, outperforming the industry. The company benefits from rising e-commerce penetration, a scalable wholesale model, and data-driven inventory management, making it well-positioned for growth despite challenges like Amazon reliance and competition. Its strong fundamentals and undervaluation suggest a potential opportunity for investors.
Form 424B2 JPMORGAN CHASE & CO
JPMorgan Chase Financial Company LLC has filed a Form 424B2 for Callable Contingent Interest Notes due February 23, 2029, linked to the performance of the State Street® SPDR® S&P® Regional Banking ETF, iShares® Russell 2000 ETF, and EURO STOXX 50® Index. These notes offer contingent interest payments if each underlying's value is at or above 65.00% of its Initial Value, with an early redemption option for JPMorgan Financial. Investing in these notes carries risks, including potential loss of principal, as payments are contingent on the least performing underlying.
Etsy Reports Earnings Beat Despite Revenue Miss on Portfolio Restructuring
Etsy reported Q4 2025 earnings per share of $0.92, surpassing analyst estimates, despite revenue of $881.6 million slightly missing expectations. The company's net income declined, but adjusted EBITDA remained strong, and it agreed to sell Depop to eBay for $1.2 billion as part of a portfolio restructuring. This strategic move aims to refocus on its core marketplace, supported by product enhancements and stock repurchases, positioning Etsy for future efficiency and buyer engagement.
Goldman Sachs upgrades eBay stock rating on strong Q4 results
Goldman Sachs upgraded eBay Inc. (NASDAQ:EBAY) to Neutral from Sell and raised its price target to $88 from $77, following better-than-expected Q4 2025 earnings. The upgrade is attributed to strong operating momentum driven by prior investments and eBay's commitment to shareholder returns, including a new $2 billion share repurchase authorization and a consistent dividend yield. Despite facing headwinds in its international business, eBay's financial strength is highlighted by impressive gross profit margins and sustained revenue growth expectations.
Here Are Thursday’s Top Wall Street Analyst Research Calls: Analog Devices, Chewy, Credo Technology, eBay, Fiverr, Shopify, Verizon, and More
This article summarizes top Wall Street analyst research calls for February 19, 2026, including upgrades, downgrades, and initiations for various companies like Analog Devices, Chewy, eBay, Fiverr, Shopify, and Verizon. It also provides a market overview, noting the conclusion of the fourth-quarter earnings season, current financial market trends for futures, bonds, oil, gold, and cryptocurrency, and the implication of Fed meeting minutes on future interest rate cuts.
S&P 500 Futures Fall in Premarket Trading; Molson Coors A, EPAM Systems Lag
In premarket trading, S&P 500 futures experienced a decline, alongside shares of Molson Coors A and EPAM Systems lagging. Conversely, Evolution Metals & Technologies Corp. (EMAT) and Figma Inc. Cl A (FIG) saw significant gains. This indicates a mixed performance across different stocks before the U.S. stock markets officially open.
Walmart, Carvana and Wayfair fall premarket; Deere & Company gains
U.S. stock futures experienced a dip on Thursday as investors processed hawkish minutes from the Federal Reserve's latest meeting and a fresh round of corporate earnings reports. Walmart, Carvana, and Wayfair saw their stock prices fall premarket, while Deere & Company and several other companies including Etsy, DoorDash, Hims Hers Health, Figma, and Occidental Petroleum reported gains or positive forecasts.
Etsy, Inc. Reports Fourth Quarter and Full Year 2025 Results
Etsy, Inc. reported its financial results for Q4 and full year 2025, with revenue of $881.6 million (up 6.6% year-over-year ex-Reverb) and full-year revenue of $2.88 billion (up 2.7%). The company saw GMS grow slightly on the Etsy marketplace and significant growth in Depop, while also announcing the sale of Depop to eBay. Management expressed confidence in future growth and provided Q1 2026 guidance.
Etsy agrees $1.2B Depop sale to eBay as marketplace returns to growth
Etsy reported its Q4 and full-year 2025 results, including consolidated GMS of $3.59 billion and revenue of $881.6 million for Q4. The company announced a definitive agreement to sell Depop to eBay for $1.2 billion in cash, with the transaction expected to close in Q2 2026. Etsy provided Q1 2026 guidance for continuing operations, expecting GMS between $2.38 billion and $2.43 billion and an Adjusted EBITDA margin of approximately 28-30%.
Why Did Etsy Stock Jump 20% Pre-Market Today?
Etsy Inc. (ETSY) stock jumped over 20% in premarket trading after recording modest revenue gains in Q4 2025. The company's Q4 revenue rose 6.6% YoY to $881.6 million, and gross merchandise sales reached $3.59 billion, despite missing analyst estimates for both revenue and EPS. Etsy also announced the sale of its Depop marketplace to eBay for $1.2 billion and reported increased advertising activity and buyer engagement.
Technical Breakout Setup for Occidental Petroleum Corp (NYSE:OXY)
This article identifies Occidental Petroleum Corp (NYSE:OXY) as a potential technical breakout opportunity based on its strong technical health and high setup quality scores. The analysis highlights OXY's consistent uptrend, support from moving averages, and a recent sideways trading pattern indicating a potential breakout above resistance around $48.12, with a proposed stop-loss near $45.12. The report emphasizes the systematic approach to finding stocks with both solid upward momentum and low-risk entry points.
NICE Ltd. Announces Climb In Q4 Bottom Line
NICE Ltd. (NICE) reported a significant increase in its Q4 profit, with earnings totaling $150.55 million, or $2.41 per share, up from $99.51 million ($1.54 per share) in the same period last year. Excluding certain items, adjusted earnings were $202.71 million or $3.24 per share. The company's revenue also saw a 9.0% rise to $786.50 million.
Stock Market Today: S&P 500, Nasdaq 100 Futures Fall Amid Escalating US-Iran Tensions—Walmart, DoorDash, eBay In Focus - State Street SPDR S&P 500 ETF Trust (ARCA:SPY)
U.S. stock futures for the S&P 500 and Nasdaq 100 fell on Thursday due to escalating US-Iran tensions and uncertainties surrounding the Federal Reserve's interest rate policy, despite market participants still expecting two rate cuts this year. Specific companies like DoorDash, eBay, Lockheed Martin, and Interactive Strength were in focus due to performance trends or corporate announcements, while Walmart tumbled ahead of its earnings report. Analysts like Jeremy Siegel maintained a constructive outlook on the U.S. economy, highlighting a "sweet spot" in the labor market and increasing consumer purchasing power.
Etsy shares surge on Depop sale announcement as Q4 earnings come in mixed
Etsy's shares surged over 11% after announcing the sale of its fashion resale app, Depop, to eBay for approximately $1.2 billion in cash. This news overshadowed mixed fourth-quarter earnings, where the company exceeded EPS estimates but slightly missed revenue expectations. The transaction is anticipated to conclude in Q2 2026, with Depop's results to be reported as discontinued operations starting in Q1 2026.
eBay Inc. (EBAY): The Recommerce Giant Reimagined for the AI Era
eBay Inc. has transformed itself into a high-margin "recommerce" powerhouse, moving beyond a generalist marketplace to focus on high-value categories like luxury goods, sneakers, and trading cards. This strategic evolution, driven by CEO Jamie Iannone and supported by significant AI integration and the recent acquisition of Depop, positions eBay as a key player in the circular economy. The company demonstrates robust financial performance, consistent free cash flow, and a commitment to shareholder returns, making it an appealing prospect for value-oriented investors seeking AI-driven growth.
EBay to Acquire Depop for $1.2 Billion
EBay Inc. has agreed to acquire Depop, a fashion marketplace popular with Gen Z and Millennial consumers, for approximately $1.2 billion in cash. This acquisition aims to accelerate eBay's consumer-to-consumer strategy, particularly in secondhand fashion, and expand its reach to a younger audience. The deal is expected to close in Q2, with Depop retaining its brand and platform.
eBay Inc (EBAY) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Acquisitions Propel Performance
eBay Inc. reported strong Q4 2025 financial results with significant increases in GMV and revenue, driven by strategic initiatives such as Focus Categories, C2C, and Recommerce. The company's performance was bolstered by the acquisition of Depop and the growth of eBay Live, along with the integration of AI technologies. Despite international GMV declines and integration costs from Depop, eBay anticipates continued growth into 2026.
TrueBlue Inc (NYSE:TBI) Stock Falls 7% After Q4 Loss Widely Misses Estimates
TrueBlue Inc (NYSE:TBI) reported Q4 2025 financial results, with revenue of $418 million slightly exceeding estimates but an adjusted net loss of $0.25 per share significantly missing the forecasted loss of $0.05 per share. This led to a 7.3% decline in the stock during after-hours trading. The company's management highlighted strategic points to improve profitability, addressing challenges like an $18 million impairment charge, and provided a positive outlook for 2026, projecting a return to profitability annually despite an expected Q1 loss.
eBay just bought Depop, one of the internet's favorite secondhand stores, for more than $1 billion
eBay has acquired Depop, a secondhand fashion marketplace, for over $1 billion. This acquisition is part of San Jose-based eBay's strategy to expand its fashion sales. The move aims to strengthen eBay's position in the online fashion retail market.
EBay is buying Depop from Etsy in a bid to boost its fashion business
EBay is acquiring Depop from Etsy to strengthen its fashion segment. Depop appeals to a younger demographic, with 90% of its 7 million buyers under the age of 34, according to eBay's CEO. This strategic purchase aims to boost eBay's presence in the thriving resale fashion market.
Etsy Divests Depop to Refocus on Core Marketplace
Etsy has agreed to sell its U.K. subsidiary Depop, a mobile-first C2C fashion resale marketplace, to eBay for approximately $1.2 billion in cash. This strategic divestment allows Etsy to concentrate on its core marketplace, including share repurchases and growth investments, while strengthening eBay's position in recommerce and youth fashion. Regulatory clearances are pending, with the deal expected to close in the second quarter of 2026.
eBay acquires fashion resale platform Depop for $1.2B from Etsy
eBay is acquiring Depop, a U.K.-based fashion resale marketplace popular with younger consumers, for approximately $1.2 billion in cash from Etsy. This acquisition aims to accelerate eBay's consumer-to-consumer strategy, deepen its reach with younger, fashion-forward consumers, and expand its presence in resale. Depop is expected to retain its name, brand, platform, and culture after the transaction, which is anticipated to close in Q2 2026.
eBay Acquires Fashion Marketplace Depop From Etsy In $1.2B Deal
eBay is acquiring the fashion marketplace Depop from Etsy in a deal valued at approximately $1.2 billion, expected to close in Q2 2026. This acquisition aims to enhance eBay's consumer-to-consumer (C2C) fashion initiatives and attract younger Gen Z shoppers in the UK and US markets. Etsy stated the sale will allow them to focus on the growth of their core marketplace, shedding a venture that was previously led by ex-CEO Josh Silverman.
EBay: Q4 Earnings Snapshot
EBay Inc. reported a Q4 profit of $528 million, or $1.15 per share, with adjusted earnings of $1.41 per share, surpassing Wall Street expectations. The e-commerce company's revenue reached $2.97 billion, also exceeding forecasts. For the upcoming quarter, eBay anticipates per-share earnings between $1.53 and $1.59 and revenue between $3 billion and $3.05 billion.
Etsy to Sell Depop to eBay for $1.2 Billion in Cash, Closing Targeted Q2 2026
Etsy has announced a Sale and Purchase Agreement to sell Depop to eBay for approximately $1.2 billion in cash, with the deal expected to close in the second quarter of 2026. The agreement is contingent on antitrust approvals and customary closing conditions, and includes potential termination fees payable by eBay. This transaction is intended to help Etsy refocus its portfolio and realize value from Depop.
Etsy (NYSE: ETSY) agrees $1.2B Depop sale to eBay, refocusing on core
Etsy has announced the sale of its subsidiary Depop Limited to eBay Inc. for approximately $1.2 billion in cash. This strategic move allows Etsy to refocus on its core marketplace, while eBay aims to strengthen its consumer-to-consumer fashion segment and attract a younger demographic. The transaction is expected to close in the second quarter of 2026, pending antitrust approvals and other conditions, with Etsy planning to use the proceeds for general corporate purposes, share repurchases, and investments in its primary platform.
eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
eBay Inc. has reported strong financial results for both the fourth quarter and full year ended December 31, 2025, with Q4 revenue reaching $3 billion and full-year revenue at $11.1 billion, representing significant year-over-year increases. The company highlighted strategic progress, including expanding eBay Live, launching AI-enabled tools, and reinforcing its leadership in recommerce, exceeding its 5-year impact goals. Additionally, eBay announced a definitive agreement to acquire Depop, Inc. for approximately $1.2 billion, further expanding its presence in the C2C fashion marketplace.
EBay Reports Quarterly Sales, Profit That Exceeded Estimates
EBay Inc. announced quarterly sales and profit that surpassed analyst estimates. The company's focus on luxury items and refurbished goods is credited with helping it thrive in a competitive e-commerce landscape. For the fourth quarter, eBay reported an adjusted profit of $1.41 per share on $3 billion in revenue, exceeding average estimates of $1.35 per share and $2.87 billion, respectively.
Etsy stock pops 18% on sale of Depop to eBay for $1.2 billion
Etsy's stock surged over 17% after announcing the sale of its secondhand clothing marketplace, Depop, to eBay for approximately $1.2 billion in cash. Etsy had originally acquired Depop for about $1.62 billion five years prior, aiming to tap into younger consumers. This divestiture allows Etsy to refocus on its core marketplace growth.
EBay forecasts first-quarter revenue above estimates
EBay Inc. has forecasted first-quarter revenue exceeding Wall Street estimates, driven by its strategic focus on specialty categories such as luxury goods and auto parts within a challenging e-commerce landscape. The company anticipates revenue between $3 billion and $3.05 billion, surpassing the average analyst estimate of $2.80 billion. Additionally, eBay announced its acquisition of the consumer-to-consumer fashion marketplace Depop from Etsy for nearly $1.2 billion in cash.
EBay forecasts first-quarter revenue above estimates
EBay Inc. has forecast first-quarter revenue above Wall Street estimates and announced the acquisition of fashion marketplace Depop for nearly $1.2 billion. This strategic move aims to boost eBay's presence in the lucrative "pre-loved fashion category" and attract younger, fashion-forward consumers, aligning with the company's focus on "recommerce" and refurbished goods. Shares of eBay rose 7% in extended trading following the announcement, reflecting positive investor reaction to its growth strategy.
Earnings Flash (EBAY) eBay Inc. Reports Q4 Revenue $2.96B, vs. FactSet Est of $2.88B
eBay Inc. (EBAY) announced its Q4 revenue reached $2.96 billion, surpassing the FactSet estimate of $2.88 billion. The company also reported an adjusted EPS of $1.41 per share for Q4 and provided Q1 guidance, expecting adjusted EPS between $1.53 and $1.59, with revenue ranging from $3.00 billion to $3.05 billion.
Etsy Sells Depop, a Secondhand Clothing App Popular With Gen Z, to eBay
Etsy has sold Depop, a secondhand clothing app popular with Gen Z, to eBay for $1.2 billion. Etsy initially acquired Depop in 2021 for $1.6 billion but is now divesting to refocus on its core marketplace business amidst decelerating growth. For eBay, this acquisition is a strategic move to attract younger users and capitalize on the fast-growing secondhand apparel market.
eBay to Acquire Depop from Etsy
eBay Inc. has announced its acquisition of Depop from Etsy for approximately $1.2 billion in cash. This strategic move aims to enhance eBay's consumer-to-consumer (C2C) offerings, particularly by reaching younger, fashion-forward consumers and expanding its presence in the recommerce market. Etsy will use the proceeds to focus on its core marketplace and for general corporate purposes, including share repurchases.
Ex-Axcelis CFO leaving board of semiconductor test firm FormFactor
FormFactor, Inc. announced that director Kevin Brewer will retire at the end of his current term and will not stand for re-election at the company's 2026 Annual Meeting on May 15, 2026. Mr. Brewer, who joined the board in 2024 and serves on the Audit and Governance and Nominating Committees, previously held senior finance and operations roles at Axcelis. The company stated that his departure is not due to any disagreement on operations, policies, or practices.
eBay Earnings on Deck – Stock Higher Into The Print
eBay (EBAY) is set to report its fourth-quarter 2025 earnings after market close on February 18, 2026, with analysts expecting $1.33 EPS and $2.73 billion in revenue. The stock, currently at $82.33, is up 2.98% on the day but down 19% from its 52-week high, reflecting investor focus on whether its platform transformation strategy can drive sustainable advertising revenue growth and improve margins. The primary driver for post-earnings stock movement will be management's guidance for 2026, particularly regarding advertising revenue trajectory and margin expectations.
