EBAY EBAY INC

NEUTRAL Impact: 4/10 DEFA14A
Horizon days Filed May 29, 2026 Processed 11d 9h ago SEC 0001552781-26-000351
Proxy solicitation materials
Latest settled — T+5d
EBAY ▼ -0.91% at T+5d
NEUTRAL call ✗ call lost -0.91% · α vs SPY +1.84% · entry $110.36 → $109.35
Next anchor: T+20d in 19d
Last close $108.44 (close Jun 8) · -1.74% from $110.36 entry
Entry anchored
May 29, 2026
via day open
T+1d
-1.40%
call -1.40% · α -1.55%
$108.81
settled 9d ago
T+5d
-0.91%
call -0.91% · α +1.84%
$109.35
settled 5d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

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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.

Actionable Insight

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.

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)

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
9 reports for EBAY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for EBAY — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 3/10
$108.44 awaiting T+5awaiting T+5$108.44 (+0.00%)
May 29, 2026
11d ago
DEFA14A
NEUTRAL ★ 4/10
$110.36 $109.35▼ −0.91%▲ +1.84%$108.44 (−1.74%)
May 27, 2026
13d ago
Insider Cluster
NEUTRAL ★ 2/10
$111.82 $109.10▼ −2.44%▼ −2.75%$108.44 (−3.02%)
May 5, 2026
5w ago
8-K
MIXED ★ 7/10
$108.07 $110.40▲ +2.16%▲ +1.03%$108.44 (+0.35%)
May 4, 2026
5w ago
425
BULLISH ★ 8/10
$109.30 $107.96▼ −1.23%▼ −4.16%$108.44 (−0.78%)
Mar 27, 2026
10w ago
3
NEUTRAL ★ 2/10
$87.94 $95.97▲ +9.13%▲ +4.83%$108.44 (+23.32%)
Mar 12, 2026
12w ago
Insider Cluster
NEUTRAL ★ 4/10
$89.97 $90.76▲ +0.88%▲ +1.86%$108.44 (+20.53%)
Feb 24, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$85.02 $89.62▲ +5.41%▲ +6.44%$108.44 (+27.55%)
Feb 20, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$88.10 $90.84▲ +3.11%▲ +3.56%$108.44 (+23.09%)
Showing 9 of 9

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