eBay Inc. (EBAY) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$121.64 +0.37% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $122.01

eBay Inc. (EBAY) earns a Roarable Rating of B+ (Buy) with 77/100 RQD Confidence. High-quality cash engine (72% profit margin, 22% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B+ β€’ BUY Cap $53.93B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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β–Ό

As of 2026-11-02, eBay Inc. (NASDAQ: EBAY) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $121.64 (+0.37% 1D, market cap $53.93B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 1011 tracked Consumer Discretionary issuers, EBAY ranks #43 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does EBAY compare to MSCI and RELX in the Consumer Discretionary sector?
β–Ό

Within the Consumer Discretionary sector (Business Services), EBAY carries a Roarable B+ (77/100 RQD), trailing P/E of 26.6x, gross margin of 71.5%, and ROIC of 22.3%. By comparison, MSCI (MSCI Inc.) holds a B+ grade (79/100 RQD, P/E 36.8x, ROIC 38.3%, cap $44.23B) and RELX (RELX PLC PLC American) posts a C+ grade (68/100 RQD, P/E 32.8x, ROIC 9.9%, cap $68.40B). Among the 5-stock peer group, EBAY leads on earnings multiple (26.6x) while MSCI leads on capital efficiency (38.3% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for EBAY?
β–Ό

Per EBAY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001065088), eBay Inc. generated $11.10B in revenue (+7.9% YoY), $2.03B in net income, and $1.43B in free cash flow against $17.44B in total assets and $5.83B in total debt. Key quantitative strengths: Strong cash generator (72% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $122.02 (+0.31%)🧬 Cannibal Buyback (-1.52% YoY Shares)βš™οΈ Cash Engine: 15/20 (B) β€’ 12.9% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 77/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.8% avg 90D alpha vs SPY β€’ 70.3% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERBUY β€’ B+
025507510077
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ Β· Rk B
Cash (15)Whales (19)SEC (18)Macro (12)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE+8.5% Base Target
$156 Bull$132 Base$100 Bear
πŸ“¬ FREE EBAY RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for EBAY)Realized 20D OHLCV Swing Band: Β±6.4%
Deterministic 5-Pillar Attribution (77/100 Composite)
πŸ” WHY EBAY SCORES 77/100 (B+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+19/20 pts (25% of score)

20D Institutional Volume Accumulation (Β±6.4% realized swing band)

β–² #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (23% of score)

Altman Z-Score 6.75 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 7/9

β–Ό #1 Drag / Risk Factor: Macro Regime Fit12/20 pts (-8 pt drag)

Macro rate sensitivity & RSI-14 (63.3) create a -8 pt regime headwind

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
69
Grade B-$116.41+4.1% Next Q
Q2 (-2Q)
72
Grade B$121.19-2.8% Next Q
Q3 (-1Q)
74
Grade B+$117.83+3.2% Next Q
Current
77
Grade B+$121.64+7.8% Hist 90D Ξ±
Trajectory: B- (69) β†’ B+ (77)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the EBAY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 77/100 (B+) score, EBAY faces multiple-compression risk if 26.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) β€” any gross margin slip below 69.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($111.45) or 200D SMA ($104.25) invalidates the momentum regime and cuts Target Base ($132.04) toward Bear Floor ($99.74).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $EBAYβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œEBAY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

EBAY Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (EBAY)

No recent open-market Form 4 cluster sales or emergency dumps flagged on EBAY. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (EBAY Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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EBAY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +11.26%πŸ“ HORIZONTAL RANGE
2026-11-02O $118.0H $121.6L $118.0C $121.6VOL 7.41M
RES: $125.8SUP: $94.29SMA50: $111.5SMA200: $104.3
$127.0$117.1$107.1$97.23$87.31RES $125.8SUP $94.29$121.62026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

EBAY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
20.2%/yr Implied 5Y Growth

vs. +7.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on EBAY today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for EBAY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for EBAY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (EBAY)

Consumer Discretionary Rank #43 of 1011 βš”οΈ MSCI vs EBAY Full Matrix β†’

1. Head-to-Head Consumer Discretionary Peer Comparison (EBAY vs. MSCI, RELX, DASH, MELI)

Industry: Business Services (90 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, eBay Inc. (EBAY) ranks #43 by composite RQD confidence (77/100, grade B+) and #41 by equity capitalization ($53.93B). Within this direct 5-issuer industry benchmark cohort, EBAY leads on earnings valuation at 26.6x trailing P/E, while MSCI leads on capital efficiency and profitability with 38.3% ROIC and β€” gross margin. MSCI currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with EBAY at 77/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
EBAY ACTIVE
eBay Inc.
B+ 77/100 26.6x 71.5% 22.3% +0.37% $53.93B Benchmark Subject
MSCI
MSCI Inc.
B+ 79/100 36.8x β€” 38.3% +0.78% $44.23B /msci-vs-ebay β†’
RELX
RELX PLC PLC American
C+ 68/100 32.8x β€” 9.9% +2.43% $68.40B /relx-vs-ebay β†’
DASH
DoorDash Inc.
D+ 55/100 83.0x β€” 5.9% -0.01% $77.56B /dash-vs-ebay β†’
MELI
MercadoLibre Inc.
D+ 54/100 42.1x 63.2% 13.9% -2.14% $84.16B /meli-vs-ebay β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001065088

In its most recent audited fiscal period (FY2025, filed 2025-12-31), eBay Inc. (EBAY) reported GAAP revenue of $11.10B (+7.9% vs. FY2024 revenue of $10.28B , and +9.8% cumulative change since FY2023) , GAAP net income of $2.03B, operating cash flow of $1.96B, and free cash flow of $1.43B (-26.7% YoY). On the balance sheet, EBAY closed FY2025 with $17.44B in total assets against $5.83B in total debt (Altman Z-Score: 6.75, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $11.10B $2.03B $1.96B $1.43B $17.44B $5.83B
FY2024 (FY) 2024-12-31 $10.28B $1.98B $2.41B $1.96B $19.36B $6.39B
FY2023 (FY) 2023-12-31 $10.11B $2.77B $2.43B $1.97B $29.66B $6.94B

3. EBAY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is EBAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, eBay Inc. (NASDAQ: EBAY) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 77/100 at a spot price of $121.64 (+0.37% 1D, market cap $53.93B). Pillar breakdown: Fundamental Cash Engine 15/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 13/20. Across 1011 tracked Consumer Discretionary issuers, EBAY ranks #43 in composite RQD confidence.

How does EBAY compare to MSCI and RELX in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Business Services), EBAY carries a Roarable B+ (77/100 RQD), trailing P/E of 26.6x, gross margin of 71.5%, and ROIC of 22.3%. By comparison, MSCI (MSCI Inc.) holds a B+ grade (79/100 RQD, P/E 36.8x, ROIC 38.3%, cap $44.23B) and RELX (RELX PLC PLC American) posts a C+ grade (68/100 RQD, P/E 32.8x, ROIC 9.9%, cap $68.40B). Among the 5-stock peer group, EBAY leads on earnings multiple (26.6x) while MSCI leads on capital efficiency (38.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for EBAY?

Per EBAY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001065088), eBay Inc. generated $11.10B in revenue (+7.9% YoY), $2.03B in net income, and $1.43B in free cash flow against $17.44B in total assets and $5.83B in total debt. Key quantitative strengths: Strong cash generator (72% profit margin)β€”profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is EBAY trading relative to its 50-day, 200-day, and 52-week technical levels?

EBAY last traded at $121.64 (+0.37% on volume of 5,588,504 shares), positioning the stock +9.14% above its 50-day simple moving average ($111.45) and +16.68% above its 200-day simple moving average ($104.25). Across its 52-week range of $78.03 to $124.59, EBAY sits at the 93.7% percentile with a 14-day RSI of 63.3 (BULLISH MOMENTUM) and an implied next-earnings move of Β±6.4% ($113.86 to $129.42).

EBAY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are EBAY insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies EBAY leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

ROARABLE RATING BRIEF β€’ RQD 77/100 (B+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

EBAY β€” eBay Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:11:00Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, eBay Inc. scores 77 out of 100, a letter grade of B+, with the verdict label "Roarable Buy β€” Very Good Cash & Smart-Money Inflow." The five pillars are:

  • Fundamental Cash Engine (15 / 20): Per the Roarable RQD rating, this pillar reflects ROIC of 22.3% and an FCF yield of 2.66%. For a prospective investor, the return on invested capital is a strong quality signal, while the modest FCF yield indicates that the cash generated is meaningful but not cheap relative to the current price.
  • Whale 13F Flow (19 / 20): Per the Roarable RQD rating, this pillar is described as institutional accumulation and options positioning. This is the highest-scoring pillar, suggesting institutional holders have been adding exposure, though the source data does not provide the underlying 13F holdings detail.
  • Insider Conviction (13 / 20): Per the Roarable RQD rating, this pillar is based on SEC Form 4 and Congressional PTR cluster flow. The moderate score indicates some insider or political-disclosure activity, but not an overwhelming signal in either direction.
  • Macro Regime Fit (12 / 20): Per the Roarable RQD rating, beta is 0.87, and the pillar reflects sector sensitivity. A beta below 1 suggests the stock has historically moved less than the broad market, which may appeal to investors seeking lower market sensitivity, but this pillar is the lowest-scoring and signals the stock's fit with the prevailing macro regime is only moderate.
  • Forensic Balance Sheet (18 / 20): Per the Roarable RQD rating, Altman Z is 6.75, Piotroski F is 7 of 9, and Debt/Equity is 1.21. These figures point to a financially sound profile by the Roarable framework, while the leverage level warrants attention as a valuation and risk tradeoff.

Taken together, the score suggests a stock with strong returns on capital, supportive institutional positioning, and a solid balance sheet, offset by a valuation that the market prices at a premium and a macro fit that is only moderate. The translation for a prospective investor is that upside drivers include capital efficiency and institutional demand, while valuation tradeoffs include a P/E (TTM) of 26.6 and an EV/EBITDA of 21.1, both of which leave limited margin for disappointment.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
121.19$53.93B26.624.721.14.560.98%0.87$78.03 - $124.5922.3%

Business

eBay Inc. is a NASDAQ-listed issuer classified in the Consumer Discretionary sector and the Business Services industry, per the company profile. Per the SEC financials, the company reported FY 2025 revenue of $11100.0M and FY 2025 net income of $2031.0M. Specific details of its products, customer segments, and revenue model are not available in source data.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$11100.0M$2277.0M$2031.0MN/A$1434.0M$1867.0M$5829.3M
FY 2024$10283.0M$2318.0M$1975.0MN/A$1956.0M$2433.0M$6393.1M
FY 2023$10112.0M$1941.0M$2767.0MN/A$1971.0MN/A$6940.7M

Per the market data, gross margin is 71.5%, operating margin is 20.5%, and net margin is 18.3%, with ROIC at 22.3%. Per the Roarable RQD rating, the Altman Z-Score is 6.75 and the Piotroski F-Score is 7 of 9. Per the SEC financials, debt declined from $6940.7M in FY 2023 to $5829.3M in FY 2025, while free cash flow fell from $1971.0M to $1434.0M over the same span. Debt/Equity is 1.21 per the Roarable RQD rating.

Recent Catalysts & News Wire Analysis

Per the recent news and catalysts feed, the most recent headline flagged as RISK WATCH (RED) is "eBay (EBAY) Cuts 9% Of Staff, Is The Stock Already Pricey?" from Yahoo Finance. Several items are flagged as CATALYST (GREEN), including a Morgan Stanley "Top Pick" report via Investopedia and an Investor's Business Daily piece on earnings adding fuel to a stock rally. Items flagged as MARKET WIRE (YELLOW) include a Trefis review of the company's story, a Motley Fool piece, and a Yahoo Finance item describing a 236% run. Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals.

Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples

Per the Butterfly Supply-Chain Graph, no upstream or downstream dependencies, supply-chain links, or proprietary signals are recorded for EBAY. The sector is listed as Consumer Discretionary and the industry as Business Services, but sector correlation data is not available in source data. Second-order bottlenecks cannot be identified from the provided sources.

Open Questions

  • What are the specific revenue drivers and business segments behind the FY 2025 revenue of $11100.0M, and how do they map to the Consumer Discretionary and Business Services classifications?
  • Why did free cash flow decline from $1971.0M in FY 2023 to $1434.0M in FY 2025, and is the trend continuing?
  • What is the composition of the institutional and options positioning behind the Whale 13F Flow pillar score of 19 / 20?
  • What is the scale and timing of the staff reduction referenced in the RISK WATCH headline, and how does it affect the cost base?
  • What is the reason EPS is reported as N/A across all three periods, and how does that affect the P/E and per-share valuation read?

EBAY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for eBay Inc. (EBAY) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to EBAY Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

EBAY Bull vs. Bear Conversation Board β€” What's Your Call at $121.64?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON EBAY 🐻 33% BEARISH CONVICTION
1. Pick Your Side on EBAY:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk πŸ‚ BULLISH 🎯 Target: $143.00 (+18.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is EBAY (B+ β€’ RQD 77/100) a Buy at $121.19?

Welcome to the EBAY (eBay Inc.) Roar Pit. Current RQD Composite is 77/100 (Roarable Buy β€” Very Good Cash & Smart-Money Inflow) in Business Services. Bulls point to capital efficiency (22.3% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $92.10 (-24.0%)
Spot @ $121.19

Pump the brakes on EBAY β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on EBAY, but look at what you are paying: 26.6x trailing P/E with 71.5% gross margins. Unless eBay Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $141.79 (+17.0%)
Spot @ $121.19

EBAY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on EBAY, the market is fixating on short-term headline noise in Business Services and ignoring the balance sheet and cash flow trajectory. At $121.19 (52-wk range $78.03 - $124.59), any beat on forward guidance forces shorts and underweight funds to chase.

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