eBay (NASDAQ:EBAY) Releases Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Friday. The company provided EPS guidance of 1.360-1.420 for the period, compared to the consensus earnings per share estimate of 1.350. The company issued revenue guidance of $3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Analyst Ratings Changes

Several research firms have recently commented on EBAY. Argus raised eBay from a “hold” rating to a “buy” rating and set a $133.00 price objective for the company in a report on Friday, August 7th. Sanford C. Bernstein restated a “market perform” rating and set a $115.00 target price on shares of eBay in a report on Monday, August 3rd. Cantor Fitzgerald lowered their target price on shares of eBay from $110.00 to $106.00 and set a “neutral” rating on the stock in a report on Thursday, August 6th. Robert W. Baird set a $126.00 price target on shares of eBay in a research report on Thursday, August 6th. Finally, Citigroup increased their price target on shares of eBay from $127.00 to $130.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, eBay has a consensus rating of “Hold” and a consensus target price of $115.84.

eBay Stock Performance

Shares of NASDAQ EBAY opened at $121.41 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. eBay has a 12 month low of $78.03 and a 12 month high of $124.59. The stock has a 50 day moving average of $109.16 and a 200-day moving average of $108.97. The company has a market capitalization of $54.03 billion, a P/E ratio of 25.14, a P/E/G ratio of 3.06 and a beta of 1.33.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 47.88% and a net margin of 18.50%. The business had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3.01 billion. During the same period in the previous year, the firm earned $1.37 EPS. The firm’s revenue was up 14.8% compared to the same quarter last year. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. As a group, equities research analysts predict that eBay will post 4.89 EPS for the current year.

eBay Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 28th were issued a $0.31 dividend. This represents a $1.24 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, August 28th. eBay’s payout ratio is currently 25.67%.

Insider Activity

In related news, SVP Jordan Sweetnam sold 1,014 shares of eBay stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total transaction of $102,809.46. Following the completion of the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. The trade was a 2.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the completion of the transaction, the chief executive officer owned 253,211 shares in the company, valued at approximately $27,486,054.05. This trade represents a 4.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 34,344 shares of company stock worth $3,635,567 over the last three months. Insiders own 0.67% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Third-quarter guidance was raised above expectations. eBay issued adjusted EPS guidance of $1.36–$1.42, ahead of the $1.35 consensus, while revenue guidance of approximately $3.1 billion matched expectations. The company also indicated that third-quarter results were tracking above its prior guidance. eBay confirms 9% workforce reduction and sees Q3 results above guidance
• Positive Sentiment: Analysts and quantitative indicators remain supportive. Erste Group initiated coverage with a “Buy” rating, while Zacks highlighted eBay’s strong earnings-surprise history, favorable momentum characteristics and the potential for another earnings beat. Erste Group initiates coverage on eBay
• Neutral Sentiment: Investors are focused on the upcoming quarterly report. Wall Street estimates and projections for key operating metrics suggest expectations are elevated ahead of eBay’s earnings release, increasing the importance of the company’s actual results and forward guidance. eBay Q3 earnings estimates
• Negative Sentiment: eBay plans to eliminate about 1,000–1,100 jobs, or roughly 9% of its global workforce. Management says the restructuring will redirect investment toward faster-growing areas and improve cost alignment, but the second mass layoff round this year may signal organizational disruption or pressure to accelerate growth. eBay to cut about 9% of global workforce
• Negative Sentiment: Regulatory and reputational risks remain limited but notable. French officials are pressing resale platforms, including eBay, to remove allegedly looted goods listed after riots, potentially increasing monitoring and compliance requirements. Looted goods appear on resale sites after French riots

About eBay

eBay Inc operates a global online marketplace that connects buyers and sellers. Through its platform, individuals, small businesses and larger retailers can list and purchase new, used and refurbished merchandise across categories such as electronics, apparel, collectibles, automotive parts and accessories, home goods and industrial products. Transactions may take place through auctions or fixed-price listings, with payments, shipping and other seller and buyer services supporting the marketplace experience.

Founded in 1995 as AuctionWeb by Pierre Omidyar, eBay has grown from an online auction site into a broad e-commerce platform.