eBay (NASDAQ:EBAY) Issues Q4 2026 Earnings Guidance

Key Points

• eBay raised its 2026 outlook: Fourth-quarter adjusted EPS is expected at $1.48–$1.53, above the $1.42 consensus, while full-year EPS guidance increased to $6.25–$6.30. Revenue guidance of approximately $3.2 billion for Q4 is in line with estimates.
• Third-quarter results exceeded expectations: eBay reported $1.51 in EPS and $3.21 billion in revenue, with revenue up 13.7% year over year. Growth was supported by marketplace activity, advertising and collectibles.
• Analyst sentiment is mixed: Several firms raised price targets, including Morgan Stanley to $140, but Barclays downgraded the stock to underweight. The overall analyst consensus remains “Hold,” with a $122.91 price target.

eBay (NASDAQ:EBAY - Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Friday. 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 Trading Up 0.3%

Shares of eBay stock opened at $121.50 on Friday. The company has a market cap of $54.07 billion, a price-to-earnings ratio of 26.44, a PEG ratio of 2.95 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. eBay has a 1 year low of $78.03 and a 1 year high of $124.59. The company's fifty day simple moving average is $110.49 and its 200-day simple moving average is $103.72.

eBay (NASDAQ:EBAY - Get Free Report) last posted its earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 EPS for the quarter, topping the consensus estimate of $1.41 by $0.10. The business had revenue of $3.21 billion during the quarter, compared to the consensus estimate of $3.12 billion. eBay had a return on equity of 48.79% and a net margin of 16.84%. eBay's revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the company earned $1.36 EPS. As a group, sell-side analysts expect that eBay will post 4.90 EPS for the current year.

eBay Announces Dividend

The company also recently announced 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. This represents a $1.24 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, December 4th. eBay's dividend payout ratio is presently 27.07%.

Analysts Set New Price Targets

EBAY has been the subject of a number of research reports. Morgan Stanley increased their target price on eBay from $132.00 to $140.00 and gave the stock an "overweight" rating in a report on Thursday. Erste Group Bank assumed coverage on shares of eBay in a research report on Wednesday, October 21st. They set a "buy" rating on the stock. Cantor Fitzgerald lowered their price objective on shares of eBay from $110.00 to $106.00 and set a "neutral" rating for the company in a research report on Thursday, August 6th. Barclays downgraded shares of eBay from an "overweight" rating to an "underweight" rating in a research note on Thursday. Finally, Evercore set a $120.00 price objective on eBay in a research note on Thursday. Fifteen investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, eBay has a consensus rating of "Hold" and a consensus price target of $122.91.

Insider Buying and Selling

In related news, CEO Jamie Iannone sold 11,110 shares of the company's stock in a transaction dated 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 owned 253,211 shares in the company, valued at $27,486,054.05. This represents a 4.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 on 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 $3,604,008.94. This represents a 2.77% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 34,344 shares of company stock worth $3,635,567 in the last 90 days. Corporate insiders own 0.67% of the company's stock.

eBay News Summary

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.

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