EBAY ATH & Extends The Rally; Pointing To $100 Area

$eBay(EBAY)$ $100 call on August 15th see 120% rise.

Currently the call/PUT ratio is 1.95.

$eBay(EBAY)$ has rise 55.37% so far in 2025.

Why？

The 55.37 % year-to-date rally in EBAY is primarily the result of a July-end Q2-2025 “beat-and-raise” report that materially lifted forward estimates and sentiment:

Top- and bottom-line beat
- Revenue $2.73 B vs. street $2.64 B (+6 % YoY)
- Adjusted EPS $1.37 vs. street $1.29 (+16 % YoY)
- GMV $19.5 B, also ahead of consensus
Higher guidance
Management guided Q3 revenue $2.69-2.74 B and EPS $1.29-1.34, both above prior street numbers .
Operational catalysts
- AI-driven advertising (already 2.5 % of GMV and growing ~17 %) is expanding margins .
- “Focus categories” (collectibles, sneakers, luxury, auto parts) and live-shopping events (eBay Live) are driving incremental traffic and wallet-share .
- Aggressive capital return: $759 m in buybacks + dividends in Q2, with a new $2.5 B buyback target for 2025 .

These factors combined to push the stock up ~19 % in the session following the print and have sustained the 50 %+ YTD move .

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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? 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Currently the call/PUT ratio is 1.95. $eBay(EBAY)$ has rise 55.37% so far in 2025. Why？ The 55.37 % year-to-date rally in EBAY is primarily the result of a July-end Q2-2025 “beat-and-raise” report that materially lifted forward estimates and sentiment: Top- and bottom-line beat Revenue $2.73 B vs. street $2.64 B (+6 % YoY) Adjusted EPS $1.37 vs. street $1.29 (+16 % YoY) GMV $19.5 B, also ahead of consensus Higher guidance Management guided Q3 revenue $2.69-2.74 B and EPS $1.29-1.34, both above prior street numbers . Operational catalysts AI-driven advertising (already 2.5 % of GMV and growing ~17 %) is expanding margins . “Focus categories” (collectibles, sneakers, luxury, auto parts) and live-shopping events (eBay Live) are driving incremental traffic and wallet-share . Aggressive capital return: $759 m in buybacks + dividends in Q2, with a new $2.5 B buyback target for 2025 . 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