eBay (NASDAQ:EBAY) Announces FY 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 6.250-6.300 for the period, compared to the consensus EPS estimate of 5.890. The company issued revenue guidance of $12.6 billion-$12.7 billion, compared to the consensus revenue estimate of $12.5 billion. eBay also updated its Q4 2026 guidance to 1.480-1.530 EPS.

eBay Stock Performance

Shares of EBAY stock opened at $121.50 on Friday. eBay has a 12 month low of $78.03 and a 12 month high of $124.59. The firm has a market capitalization of $54.07 billion, a PE ratio of 26.44, a price-to-earnings-growth ratio of 2.95 and a beta of 1.33. The firm has a fifty day simple moving average of $110.49 and a two-hundred day simple moving average of $103.72. 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 posted its quarterly earnings data 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 firm had revenue of $3.21 billion for the quarter, compared to the consensus estimate of $3.12 billion. eBay had a net margin of 16.84% and a return on equity of 48.79%. The business’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.36 EPS. Analysts forecast that eBay will post 4.90 EPS for the current fiscal year.

eBay Announces Dividend

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

Wall Street Analysts Forecast Growth

EBAY has been the subject of a number of recent analyst reports. Susquehanna lifted their target price on eBay from $110.00 to $125.00 and gave the company a “neutral” rating in a report on Friday. Citizens Jmp cut shares of eBay from an “outperform” rating to a “market perform” rating in a research note on Tuesday, August 4th. Oppenheimer downgraded shares of eBay to an “underperform” rating in a research note on Thursday. Argus raised eBay from a “hold” rating to a “buy” rating and set a $133.00 price target on the stock in a research note on Friday, August 7th. Finally, Wedbush increased their target price on shares of eBay from $137.00 to $153.00 and gave the stock an “outperform” rating in a report on Thursday. Fifteen analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $122.91.

Insiders Place Their Bets

In other news, 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 value of $1,205,990.50. Following the sale, the chief executive officer directly owned 253,211 shares of the company’s stock, valued at $27,486,054.05. This represents a 4.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction, the senior vice president directly owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This trade represents a 2.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 34,344 shares of company stock valued at $3,635,567. 0.67% of the stock is owned by corporate insiders.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Raised 2026 outlook: eBay now expects full-year adjusted EPS of $6.25–$6.30, well above the $5.89 consensus estimate. Revenue guidance of $12.6–$12.7 billion also exceeds the $12.5 billion consensus. Fourth-quarter EPS guidance of $1.48–$1.53 is above the $1.42 estimate, while revenue guidance of approximately $3.2 billion is in line with expectations.
• Positive Sentiment: Strong Q3 operating performance: Revenue rose 14% year over year to $3.2 billion, while gross merchandise volume increased 15% to $23.2 billion. Adjusted EPS of $1.51 beat analysts’ $1.41 estimate, supported by marketplace growth, advertising and collectibles. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Growth initiatives are gaining traction: Depop’s U.S. merchandise volume more than doubled year over year, fashion sales across eBay and Depop reached $9 billion over the past year, and eBay Live continued to expand. These trends support management’s expectation for durable growth. Gen Z’s obsession with secondhand clothes is paying off for eBay
• Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target to $140 and reaffirmed an outperform rating, while Rosenblatt increased its target to $137 with a buy rating. JPMorgan also lifted its target to $125, although it retained a neutral rating. Analysts Raise Forecasts on eBay After Q3 Results
• Neutral Sentiment: Risks to monitor: Higher spending narrowed margins, and the stock’s valuation has risen after the rally. Wells Fargo upgraded eBay to equal weight but maintained a $106 target, below the current trading level, highlighting limited upside for more cautious investors.

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.