eBay's Live Video Integration Could Drive 2026 Stock Surge, Analysts Predict

eBay has begun rolling out live video shopping features across its U.S. and European marketplaces, with over 120,000 active sellers now utilizing the tool as of Q4 2025. This initiative, launched in late 2024, has already led to a 34% increase in average order value for participating merchants, according to internal performance data. The feature allows real-time interaction between sellers and buyers, including product demonstrations, instant Q&A, and exclusive live-only discounts. The push into live video is part of a broader effort to modernize eBay’s platform and compete with social commerce leaders. By integrating video streams directly into product listings, eBay aims to reduce customer decision-making time and improve conversion rates. Data shows that listings featuring live video have a 47% higher click-through rate compared to static images alone. These engagement gains are expected to compound over the next 18 months as the feature becomes more widely adopted. Analysts tracking eBay’s 2026 trajectory project a 22% to 28% stock appreciation, contingent on sustained growth in video-enabled sales. The estimated 8.6% year-over-year increase in GMV (gross merchandise value) from video-optimized listings in Q3 2025 underscores the model’s viability. Moreover, the shift could reduce customer acquisition costs by up to 19% due to improved retention and repeat purchase behavior. Investors are closely watching eBay’s progress, particularly as the company has allocated $140 million in 2025 toward enhancing live video infrastructure and seller onboarding programs. The success of this initiative could redefine eBay’s market positioning, especially in high-growth segments like fashion, electronics, and collectibles.