eBay (NASDAQ:EBAY) Releases Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.360-1.420 for the period, compared to the consensus earnings per share estimate of 1.390. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

eBay Stock Down 0.9%

Shares of eBay stock opened at $110.14 on Friday. eBay has a 1 year low of $78.03 and a 1 year high of $119.31. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.22 and a quick ratio of 1.22. The company has a 50-day moving average of $111.07 and a 200 day moving average of $101.51. The firm has a market cap of $48.90 billion, a price-to-earnings ratio of 22.80, a PEG ratio of 2.44 and a beta of 1.37.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.10. The firm had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.02 billion. eBay had a return on equity of 48.10% and a net margin of 18.50%.The company’s revenue was up 14.8% on a year-over-year basis. During the same period last year, the company earned $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. As a group, sell-side analysts anticipate that eBay will post 4.89 earnings per share for the current fiscal year.

eBay Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, August 28th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.1%. eBay’s dividend payout ratio is presently 28.12%.

Wall Street Analysts Forecast Growth

EBAY has been the subject of a number of recent analyst reports. Truist Financial boosted their price objective on shares of eBay from $105.00 to $115.00 and gave the stock a “hold” rating in a report on Thursday. UBS Group increased their target price on eBay from $96.00 to $110.00 and gave the company a “neutral” rating in a research note on Tuesday, April 28th. TD Cowen lifted their target price on eBay from $87.00 to $88.00 and gave the stock a “hold” rating in a report on Friday, May 1st. Wedbush restated an “outperform” rating and issued a $135.00 price target on shares of eBay in a research note on Thursday. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $127.00 price target on shares of eBay in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $116.69.

Insider Buying and Selling

In related news, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $115.61, for a total transaction of $116,766.10. Following the completion of the transaction, the senior vice president directly owned 32,146 shares of the company’s stock, valued at approximately $3,716,399.06. This represents a 3.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $113.33, for a total value of $1,259,096.30. Following the transaction, the chief executive officer owned 275,431 shares of the company’s stock, valued at $31,214,595.23. This represents a 3.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 76,012 shares of company stock valued at $8,747,852. 0.67% of the stock is owned by insiders.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations. Revenue rose 14.8% year over year to $3.13 billion, while non-GAAP EPS of $1.60 topped the $1.50 consensus estimate. Gross merchandise volume increased 15% to $22.4 billion, supported by luxury, collectibles, refurbished goods and advertising growth. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: eBay raised its growth outlook. Management increased its 2026 GMV growth forecast to 11.5%-12.5% and issued third-quarter revenue guidance above analyst expectations. The company also returned $448 million to shareholders during Q2 through buybacks and dividends. EBAY Q2 Earnings Beat Estimates on Higher GMV and Ad Growth
• Positive Sentiment: Several analysts remain bullish. Wedbush reaffirmed its “Outperform” rating with a $135 price target, while Needham raised its target to $135 and maintained a “Buy” rating. Truist also increased its target to $115, although it kept a “Hold” rating. eBay Given Outperform Rating at Wedbush
• Neutral Sentiment: Management is pursuing selective innovation. CEO Jamie Iannone highlighted efforts to attract Gen Z shoppers, expand live shopping and use AI tools to improve the marketplace. However, eBay is taking a cautious approach to AI purchasing agents and is prioritizing customer control and transaction quality. eBay Continues to Bet on Live Shopping
• Negative Sentiment: Analyst views and valuation remain a headwind. UBS and Citizens JMP rate the shares “Hold” or “Market Perform,” while Cantor Fitzgerald cut its price target to $106. Commentary also cited potential margin pressure from integrating Depop, and some investors believe eBay’s valuation already reflects much of the recent growth. eBay Rated Hold as Margin Pressure Offsets Momentum

Institutional Trading of eBay

Institutional investors have recently bought and sold shares of the stock. Invesco Ltd. lifted its holdings in shares of eBay by 8.3% in the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after acquiring an additional 692,805 shares during the last quarter. Corient Private Wealth LLC boosted its position in shares of eBay by 75.2% during the fourth quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock valued at $22,178,000 after buying an additional 109,312 shares during the period. Vident Advisory LLC grew its stake in shares of eBay by 71.9% during the fourth quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock valued at $8,515,000 after buying an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC grew its stake in shares of eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock valued at $1,204,000 after buying an additional 1,955 shares during the last quarter. Finally, State of Tennessee Department of Treasury grew its position in eBay by 0.8% in the 4th quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after acquiring an additional 1,615 shares during the last quarter. 87.48% of the stock is currently owned by institutional investors.

eBay Company Profile

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.