eBay (EBAY): Usage Is Re-Accelerating, Collectibles Are Inflecting, and Revenue Expectations Look Too Low
Collectibles momentum and re-accelerating usage point to a meaningful revenue beat
eBay is setting up for a stronger quarter than the market expects. TickerTrends’ revenue forecast points to upside versus consensus, while accelerating collectibles activity, highlighted by Logan Paul’s 1/1 Pokémon Illustrator card listing, is driving renewed engagement across eBay owned entities including eBay Core, TCGPlayer, and Goldin Auctions. The bid has now hit $4,800,000 and will likely drive headlines plus increased engagement for the remainder of the 33 days left on the auction.
We forecast FQ4’25 revenue of …
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Dec, 31 2025:
Pokémon: 38.2%
One Piece: 33.9%
Magic: 20.4%
Yu-Gi-Oh: 7.4%
Core marketplace usage is accelerating again
TickerTrends data shows eBay US Consumer Usage up +2.7% YoY, with momentum improving meaningfully into year-end. Usage troughed earlier in the year and has since turned higher. Notably this acceleration is before the Logan Paul collectibles hype, so we do expect this to continue higher.
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