eBay (NASDAQ:EBAY) Issues Q3 2026 Earnings Guidance

Key Points

• eBay guided for Q3 2026 EPS of $1.36–$1.42, above the $1.35 consensus estimate, while revenue guidance of $3.1 billion matched expectations.
• The company’s latest quarter exceeded forecasts, with EPS of $1.60 versus $1.50 expected and revenue of $3.13 billion, up 14.8% year over year.
• eBay recently declared a quarterly dividend of $0.31, equivalent to a 1.0% annualized yield; analyst sentiment remains mixed, with a consensus “Hold” rating and a $115.84 target price.

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

eBay Stock Down 0.2%

Shares of EBAY stock opened at $121.79 on Friday. The firm has a fifty day moving average of $108.79 and a 200-day moving average of $108.89. The company has a quick ratio of 1.02, a current 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 company has a market capitalization of $54.20 billion, a price-to-earnings ratio of 25.19, a P/E/G ratio of 3.24 and a beta of 1.33.

eBay (NASDAQ:EBAY - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, beating the consensus estimate of $1.50 by $0.10. The business had revenue of $3.13 billion for the quarter, compared to analysts' expectations of $3.01 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. The firm's revenue was up 14.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.37 EPS. 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 earnings per share for the current fiscal year.

eBay Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Stockholders of record on Friday, August 28th were issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, August 28th. eBay's payout ratio is 25.67%.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on EBAY shares. Rosenblatt Securities started coverage on eBay in a research report on Thursday, August 20th. They set a "buy" rating and a $120.00 price objective for the company. Wells Fargo & Company decreased their price objective on eBay from $92.00 to $91.00 and set an "underweight" rating for the company in a report on Monday, October 12th. Argus raised eBay from a "hold" rating to a "buy" rating and set a $133.00 target price on the stock in a research report on Friday, August 7th. Erste Group Bank began coverage on eBay in a research note on Wednesday. They issued a "buy" rating on the stock. Finally, Needham & Company LLC upped their price target on eBay from $122.00 to $135.00 and gave the stock a "buy" rating in a research 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 issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, eBay currently has a consensus rating of "Hold" and a consensus target price of $115.84.

Insider Activity at eBay

In related news, CEO Jamie Iannone sold 11,110 shares of the business's stock in a transaction on 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 transaction, the chief executive officer directly owned 253,211 shares in the company, valued at approximately $27,486,054.05. The trade was a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 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 directly owned 35,546 shares in the company, valued at $3,604,008.94. This trade 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. Insiders have sold a total of 34,344 shares of company stock worth $3,635,567 in the last ninety days. Insiders own 0.67% of the company's stock.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay plans to eliminate roughly 1,000–1,100 positions, or about 9% of its global workforce, in its second round of cuts this year. Management said the restructuring will simplify operations and redirect spending toward its highest-priority and fastest-growing areas. Investors appear to view the move as supportive of margins and a broader turnaround effort. eBay to cut about 9% of global workforce
• Positive Sentiment: The restructuring comes after eBay reported quarterly revenue and earnings above consensus, with revenue up 14.8% year over year. Analysts cited the company’s recent record of beating expectations and said the layoffs suggest management is serious about improving execution. eBay's Stock Rises. Its Latest Round of Layoffs Shows It's Serious About a Turnaround
• Positive Sentiment: Erste Group initiated coverage of eBay with a Buy rating, adding fresh analyst support as the stock trades near its 12-month high. Erste Group Bank Initiates Coverage on eBay
• Neutral Sentiment: Reports also highlighted eBay’s strategic repositioning and interest in growth opportunities following its rejection of a large GameStop proposal. The longer-term effect depends on whether the company can convert its investments and marketplace initiatives into sustained growth. eBay Rejected GameStop's $56 Billion Bid
• Negative Sentiment: The second mass layoff round in one year raises concerns about execution, employee disruption and whether cost cutting reflects operational weakness rather than simply improved efficiency. eBay may also face pressure from French officials to remove allegedly looted goods listed on resale platforms. Looted Goods From French Stores Appear on Resale Sites After 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.

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