eBay (NASDAQ:EBAY) Issues Q4 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.480-1.530 for the period, compared to the consensus EPS estimate of 1.420. The company issued revenue guidance of $3.2 billion, compared to the consensus revenue estimate of $3.2 billion. eBay also updated its FY 2026 guidance to 6.250-6.300 EPS.

eBay Stock Performance

eBay stock traded up $0.72 during midday trading on Friday, reaching $121.91. 1,458,552 shares of the stock traded hands, compared to its average volume of 4,858,807. The firm has a market cap of $54.25 billion, a price-to-earnings ratio of 26.60, a PEG ratio of 2.95 and a beta of 1.33. The firm has a fifty day moving average price of $110.49 and a two-hundred day moving average price of $103.72. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $124.59. 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 (NASDAQ:EBAY) last issued its earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.41 by $0.10. The business had revenue of $3.21 billion for the quarter, compared to analysts’ expectations of $3.12 billion. eBay had a return on equity of 48.79% and a net margin of 16.84%. The company’s quarterly revenue was up 13.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.36 EPS. On average, equities research analysts forecast that eBay will post 4.90 earnings per share for the current year.

eBay Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Friday, December 4th will be paid a $0.31 dividend. The ex-dividend date of this dividend is Friday, December 4th. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. eBay’s payout ratio is presently 27.07%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on EBAY. Oppenheimer cut shares of eBay to an “underperform” rating in a research note on Thursday. Sanford C. Bernstein lifted their price target on shares of eBay from $115.00 to $125.00 and gave the stock a “market perform” rating in a report on Thursday. Robert W. Baird set a $135.00 price target on shares of eBay in a research note on Thursday. BNP Paribas Exane upgraded shares of eBay to a “neutral” rating in a report on Thursday. Finally, Susquehanna increased their price objective on eBay from $110.00 to $125.00 and gave the company a “neutral” rating in a research note on Friday. Fifteen investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $122.91.

Insider Activity

In related news, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction that occurred on Monday, October 5th. The stock was sold at an average price of $107.08, for a total transaction of $1,189,658.80. Following the transaction, the chief executive officer owned 226,269 shares in the company, valued at approximately $24,228,884.52. This trade represents a 4.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total transaction of $102,809.46. Following the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at $3,604,008.94. This represents a 2.77% 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. Over the last three months, insiders have sold 34,344 shares of company stock worth $3,635,567. Corporate insiders own 0.67% of the company’s stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Raised earnings outlook: eBay now expects fiscal 2026 adjusted EPS of $6.25–$6.30, above the $5.89 consensus, with revenue of $12.6–$12.7 billion versus expectations of $12.5 billion. Fourth-quarter EPS guidance of $1.48–$1.53 also exceeds the $1.42 consensus. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Strong third-quarter performance: Revenue rose 14% year over year to $3.2 billion, gross merchandise volume increased 15% to $23.2 billion, and adjusted EPS of $1.51 beat the $1.41 consensus. Collectibles, advertising, live shopping and Depop were key growth drivers. eBay Sales Rise on Strength in Collectibles and Live Shopping
• Positive Sentiment: Shareholder returns and analyst support: eBay returned $827 million to shareholders in the quarter through buybacks and dividends. Oppenheimer raised its target to $140, Rosenblatt increased its target to $137, and Citi reaffirmed a $130 target.
• Positive Sentiment: Depop momentum: Depop’s U.S. merchandise volume more than doubled year over year, while fashion sales across eBay and Depop reached $9 billion over the past year, highlighting traction with younger consumers. Gen Z and Depop Fashion Sales

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.