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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Morton | MoffettNathanson | 9 | 0% |
| Nathan Feather | Morgan Stanley | 9 | 0% |
| Nikhil Devnani | Bernstein | 9 | 22% |
| Ross Sandler | Barclays | 8 | 0% |
| Tom Champion | Piper Sandler | 8 | 0% |
| Colin Sebastian | Robert W. Baird | 7 | 0% |
| Shweta Khajuria | Wolfe Research | 6 | 0% |
| Lee Horowitz | Deutsche Bank | 6 | 0% |
| Ygal Arounian | Citigroup | 6 | 0% |
| Eric Sheridan | Goldman Sachs | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| MoffettNathanson | 1 | 9 | 0% |
| Bernstein | 1 | 9 | 22% |
| Morgan Stanley | 1 | 9 | 0% |
| Barclays | 1 |
| 8 |
| 0% |
| Piper Sandler | 1 | 8 | 0% |
| Wolfe Research | 3 | 8 | 0% |
| Robert W. Baird | 1 | 7 | 0% |
| Citigroup | 1 | 6 | 0% |
eBay posted exceptional Q1 results with revenue growing 17% to over $3 billion and non-GAAP EPS surging 21% to $1.66 as GMV rose 14% to over $22 billion on broad-based strategic priority acceleration. Collectibles led with 24% focus category growth while C2C achieved double-digit growth across top markets and eBay Live scaled at 8x year-over-year GMV run rate. FY2026 guidance was raised with GMV growth targeted at 7-7.5% and OI growth at 9-11%.
Demand | Revenue Growth | Competitive Dynamics | Cloud & AI | Product Launch | Margin | Macroeconomic | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 7 | 4 | 2 | 1 | 2 | 2 | 2 |
| 2025Q1 | 6 | 2 | 5 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 8 | 7 | 3 | 2 | 3 | 3 | 1 | 2 |
| 2025Q3 | 4 | 6 | 2 | 2 | 2 | 2 | 2 | |
| 2025Q4 | 5 | 5 | 4 | 3 | 3 | 1 | 1 | 1 |
| 2026Q1 | 4 | 4 | 2 | 5 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 8 | 4 | 5 | 4 |
| Revenue Growth | 7 | 2 | 7 | 6 | 5 | 4 |
| Competitive Dynamics | 4 | 5 | 3 | 2 | 4 | 2 |
| Cloud & AI | 2 | 1 | 2 | 2 | 3 | 5 |
| Product Launch | 1 | 1 | 3 | 2 | 3 | 2 |
| Margin | 2 | 1 | 3 | 2 | 1 | 1 |
| Macroeconomic | 2 | 3 | 1 | 1 | 1 | |
| Innovation & R&D | 2 | 2 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EBAY eBay | 8 | +19.5% | |
| AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 6 | +4.3% |