DEFA14A ·Filed May 29, 2026

EBAY

EBAY INC
NEUTRAL
Impact 4/10
Horizondays Processed4mo ago SEC0001552781-26-000351
Proxy solicitation materials
Actionable Insight • Neutral

Monitor the outcome of the shareholder vote on proposal 4 (special meeting threshold) as a governance signal. A vote to lower the threshold could increase activist leverage in the future, but near-term stock impact is minimal.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
EBAY ▼ -3.95% at T+60d
NEUTRAL call ✗ call lost -3.95% · α vs SPY -4.92% · entry $110.36 → $106.00
Entry anchored
May 29, 2026
via day open
T+1d
-1.40%
call -1.40% · α -1.55%
$108.81
settled 4mo ago
T+5d
-0.91%
call -0.91% · α +1.84%
$109.35
settled 4mo ago
T+20d
+0.40%
call +0.40% · α +2.71%
$110.80
settled 3mo ago
T+60d
-3.95%
call -3.95% · α -4.92%
$106.00
settled 5w ago

Price Chart

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Executive Summary

eBay filed DEFA14A soliciting shareholder votes for its June 17, 2026 annual meeting, urging support for management proposals 1-3 and opposition to stockholder proposal 4 (lowering the special meeting threshold). The filing also initiates outreach to discuss proposal 4 with key shareholders.

Key Facts

  • Annual meeting scheduled for June 17, 2026
  • Board recommends voting FOR proposals 1, 2, and 3
  • Board recommends voting AGAINST stockholder proposal 4 (lower special meeting threshold)
  • eBay is conducting shareholder outreach to discuss proposal 4 ahead of the meeting

Financial Impact

No financial figures disclosed; governance-related proxy solicitation

Risk Factors

  • Shareholder proposal 4 could pass, lowering the special meeting threshold and potentially increasing activist pressure
  • Low retail turnout could skew vote outcomes

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
37% bullish (41 analysts)

Investment Themes

E-commerce & Platforms

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001552781-26-000351
Document: 0001552781-26-000351-index-headers.html0001552781-26-000351
Document: 0001552781-26-000351-index.html0001552781-26-000351
Document: 0001552781-26-000351.txt0001552781-26-000351
11 reports for EBAY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EBAY — sortable, filterable
TypeNow
Aug 11, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$106.01 $103.51▼ −2.36%▼ −1.30%$106.40 (+0.37%)
Jun 19, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$104.94 $112.06▲ +6.78%▲ +6.93%$106.40 (+1.39%)
Jun 8, 2026
16w ago
Insider Cluster
NEUTRAL ★ 3/10
$108.66 $114.71▲ +5.57%▲ +4.12%$106.40 (−2.08%)
May 29, 2026
17w ago
DEFA14A
NEUTRAL ★ 4/10
$110.36 $110.80▲ +0.40%▲ +2.71%$106.40 (−3.58%)
May 27, 2026
18w ago
Insider Cluster
NEUTRAL ★ 2/10
$111.82 $107.87▼ −3.53%▼ −0.39%$106.40 (−4.85%)
May 5, 2026
21w ago
8-K
MIXED ★ 7/10
$108.07 $108.82▲ +0.70%▼ −2.08%$106.40 (−1.54%)
May 4, 2026
21w ago
425
BULLISH ★ 8/10
$109.30 $110.35▲ +0.96%▼ −4.68%$106.40 (−2.65%)
Mar 27, 2026
27w ago
3
NEUTRAL ★ 2/10
$87.94 $100.32▲ +14.08%▲ +1.48%$106.40 (+21.00%)
Mar 12, 2026
29w ago
Insider Cluster
NEUTRAL ★ 4/10
$89.97 $95.41▲ +6.05%▲ +4.07%$106.40 (+18.27%)
Feb 24, 2026
31w ago
Insider Cluster
NEUTRAL ★ 3/10
$85.02 $88.89▲ +4.55%▲ +9.54%$106.40 (+25.15%)
Showing 10 of 11

US Market Status

Market Closed — Opens Mon (64h 39m)

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