eBay reported strong Q4 2025 earnings with revenue of $2.97 billion exceeding expectations and GMV growth of nearly 10% in the US. The company announced a $1.2 billion acquisition of Depop, a secondhand clothing marketplace, to capture Gen Z and Millennial customers. Three growth engines are driving eBay: advertising revenue approaching $2 billion annually, recommerce accounting for 40% of GMV, and the strategic Depop acquisition. However, some Q4 growth was commodity-driven and cyclical, gross margins declined, and the Depop deal is expected to dilute EPS until 2028.

KeyBanc Capital Markets analyst Ashley Owens maintains a Sector Weight rating on Etsy after the company agreed to sell Depop to eBay for $1.2 billion. While the sale allows Etsy to focus on its core marketplace and return capital to shareholders, Owens remains cautious about Etsy's ability to revive core GMS growth, which remains unproven.

U.S. stocks declined Thursday as President Trump hinted at potential military intervention in Iran, boosting crude oil to 7-month highs. The S&P 500 fell 0.3%, Nasdaq 100 and Dow Jones each dropped 0.5%. Energy stocks surged 0.8% while financials lagged. Notable movers included Occidental Petroleum jumping 9% on earnings beat, Booking Holdings falling 7%, and Deere & Company gaining 12.6% for its best day since March 2020.

U.S. stock futures declined on Thursday as escalating US-Iran tensions pushed oil prices higher and the Federal Reserve's January meeting minutes revealed disagreements on interest rates. Despite market expectations for two rate cuts by year-end, the CME FedWatch tool shows a 94% probability of unchanged rates in March. Key stocks in focus include DoorDash (up on positive guidance), eBay (up on strong earnings and Depop acquisition), and Walmart (down ahead of earnings).

eBay announced the acquisition of secondhand fashion marketplace Depop from Etsy for approximately $1.2 billion in cash, signaling aggressive expansion into the fast-growing recommerce space targeting younger demographics. The deal was accompanied by strong Q4 2025 earnings with revenue of $3 billion (15% YoY growth), adjusted EPS of $1.41 beating expectations, and GMV of $21.2 billion. eBay shares surged over 8% in after-hours trading, with the company also raising its dividend by 7% and authorizing an additional $2 billion for share repurchases.

Etsy shares surged 14.83% in after-hours trading following the announcement of a definitive agreement to sell its fashion marketplace Depop to eBay for approximately $1.2 billion in cash. Etsy plans to use the proceeds for general corporate purposes, share repurchases, and core marketplace investments. The transaction is expected to close in Q2 2026 and has been unanimously approved by both boards.

Sea Limited nearly tripled in 2024 and gained another 20% in 2025, beating the S&P 500. The company showed strong growth across all three segments: e-commerce revenue up 35%, digital finance loan balances up 70%, and gaming bookings up 51%. Overall revenue grew 40% with adjusted EBITDA up 68%. The analyst predicts Sea will beat the market for a third consecutive year in 2026, citing early-stage market opportunities and strong momentum in high-margin ad revenue and finance growth.

WeShop, a community-owned social commerce platform, announced new retail partnerships with Best Buy, Samsung, Lenovo, and eBay to expand its electronics offerings ahead of major sporting events. The partnerships enable shoppers to earn WePoints through purchases, which can convert into ownership stakes in WeShop through its ShareBack™ rewards program.

FBAReviews.com, an e-commerce growth platform, marks its 8th anniversary by expanding services to include PPC management, A+ Content creation, and advanced ranking services. The company is broadening marketplace coverage beyond Amazon to include Walmart, eBay, and Chewy, while announcing plans for international expansion into Canada and Europe in 2026.

TYPHON Machinery was recognized as eBay's Exporter of the Year 2025 for its exceptional performance in cross-border trade and global compact equipment sales, with seven out of ten mini excavator units sold on eBay being TYPHON products.

eBay is expanding into livestreaming with eBay Live, which could boost product sales, increase user engagement, and create new advertising opportunities. The company's gross merchandise value grew 10.1% year-over-year, and livestreaming could be a significant growth catalyst.

Liquidity Services Inc., a Maryland-based e-commerce company offering surplus asset management services, has seen a significant surge in its Momentum score from 24.14 to 76.57 following strong Q1 earnings, with the stock up 24.64% over the past month.