FY2026 Earnings Forecast for eBay Issued By Erste Group Bank

Key Points

• Erste Group Bank maintained a “Buy” rating and forecast eBay FY2026 earnings of $4.89 per share, matching consensus, followed by an FY2027 estimate of $5.41 per share.
• eBay’s latest quarterly results exceeded expectations, with EPS of $1.60 versus the $1.50 consensus and revenue of $3.13 billion, up 14.8% year over year. The company issued Q3 adjusted EPS guidance of $1.36–$1.42, above the $1.35 consensus.
• Analyst sentiment is mixed overall: the stock has an average “Hold” rating and a $115.84 price target, despite several Buy or Overweight ratings and recent target increases.

eBay Inc. (NASDAQ:EBAY - Free Report) - Stock analysts at Erste Group Bank issued their FY2026 earnings per share estimates for eBay in a research note issued on Wednesday, October 21st. Erste Group Bank analyst S. Lingnau expects that the e-commerce company will post earnings of $4.89 per share for the year. Erste Group Bank currently has a "Buy" rating on the stock. The consensus estimate for eBay's current full-year earnings is $4.89 per share. Erste Group Bank also issued estimates for eBay's FY2027 earnings at $5.41 EPS.

Other analysts have also issued research reports about the stock. Piper Sandler restated an "overweight" rating and issued a $133.00 price target (up from $115.00) on shares of eBay in a research note on Thursday, August 6th. Truist Financial upped their price target on shares of eBay from $105.00 to $115.00 and gave the company a "hold" rating in a report on Thursday, August 6th. Jefferies Financial Group reduced their price objective on shares of eBay from $80.00 to $75.00 and set an "underperform" rating on the stock in a research note on Monday, September 21st. Citigroup raised their price objective on shares of eBay from $127.00 to $130.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Finally, BMO Capital Markets set a $145.00 price objective on shares of eBay in a report on Thursday, August 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, sixteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Hold" and an average price target of $115.84.

eBay Stock Performance

eBay stock opened at $121.41 on Monday. The stock has a market cap of $54.03 billion, a P/E ratio of 25.14, a price-to-earnings-growth ratio of 3.04 and a beta of 1.33. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The stock has a 50 day moving average of $109.16 and a 200-day moving average of $109.05. eBay has a 52 week low of $78.03 and a 52 week high of $124.59.

eBay (NASDAQ:EBAY - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, beating 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 firm had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. During the same quarter in the prior year, the business posted $1.37 earnings per share. eBay's revenue for the quarter was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS.

Insider Activity at eBay

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

Hedge Funds Weigh In On eBay

A number of hedge funds have recently added to or reduced their stakes in EBAY. Apollon Wealth Management LLC boosted its holdings in eBay by 9.5% in the third quarter. Apollon Wealth Management LLC now owns 9,979 shares of the e-commerce company's stock worth $1,058,000 after purchasing an additional 865 shares during the period. Sigma Planning Corp raised its holdings in shares of eBay by 37.7% during the third quarter. Sigma Planning Corp now owns 17,761 shares of the e-commerce company's stock worth $1,883,000 after purchasing an additional 4,862 shares during the period. BG Investment Services LLC acquired a new stake in shares of eBay during the third quarter worth $1,817,000. Simplicity Wealth LLC raised its holdings in shares of eBay by 17.7% during the third quarter. Simplicity Wealth LLC now owns 3,422 shares of the e-commerce company's stock worth $363,000 after purchasing an additional 515 shares during the period. Finally, Sowell Financial Services LLC raised its holdings in shares of eBay by 3.8% during the third quarter. Sowell Financial Services LLC now owns 22,144 shares of the e-commerce company's stock worth $2,348,000 after purchasing an additional 807 shares during the period. Institutional investors and hedge funds own 87.48% 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

eBay Company Profile

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.

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