eBay (NASDAQ:EBAY) Releases FY 2026 Earnings Guidance

Key Points

• eBay raised its FY 2026 outlook, forecasting EPS of $6.25–$6.30 and revenue of $12.6–$12.7 billion, both above analyst consensus. Q4 EPS guidance of $1.48–$1.53 also exceeds expectations.
• Third-quarter results were stronger than anticipated: EPS reached $1.51 versus the $1.41 estimate, while revenue rose 13.7% year over year to $3.21 billion.
• Analyst sentiment remains mixed, with recent price-target increases and upgrades offset by Barclays’ downgrade; the stock carries a consensus “Hold” rating and a $122.91 average price target.

eBay (NASDAQ:EBAY - Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 6.250-6.300 for the period, compared to the consensus 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.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on the stock. Barclays cut shares of eBay from an "overweight" rating to an "underweight" rating in a research note on Thursday. Needham & Company LLC lifted their price objective on eBay from $135.00 to $140.00 and gave the company a "buy" rating in a research note on Thursday. Argus upgraded shares of eBay from a "hold" rating to a "buy" rating and set a $133.00 target price for the company in a research note on Friday, August 7th. Evercore set a $120.00 price target on shares of eBay in a research report on Thursday. Finally, Robert W. Baird set a $135.00 price target on eBay in a report on Thursday. Fifteen research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and three have given a Sell rating to the company's stock. According to data from MarketBeat, eBay currently has an average rating of "Hold" and an average price target of $122.91.

eBay Trading Up 0.3%

Shares of NASDAQ:EBAY opened at $121.50 on Friday. eBay has a 52-week low of $78.03 and a 52-week high of $124.59. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.02 and a current ratio of 1.02. The company has a market cap of $54.07 billion, a P/E ratio of 26.44, a P/E/G ratio of 2.95 and a beta of 1.33. The stock's 50-day moving average is $110.49 and its 200-day moving average is $103.72.

eBay (NASDAQ:EBAY - Get Free Report) last posted its quarterly earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.10. The firm had revenue of $3.21 billion during the quarter, compared to analyst estimates of $3.12 billion. eBay had a net margin of 16.84% and a return on equity of 48.79%. The company's quarterly revenue was up 13.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.36 earnings per share. Equities research analysts predict that eBay will post 4.90 earnings per share for the current year.

eBay Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Friday, December 4th will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, December 4th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. eBay's dividend payout ratio (DPR) is presently 27.07%.

Insider Activity at eBay

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 completion of the sale, the chief executive officer directly owned 226,269 shares of the company's stock, valued at approximately $24,228,884.52. This trade represents a 4.68% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 that occurred 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 approximately $3,604,008.94. The trade was 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 three months, insiders sold 34,344 shares of company stock valued at $3,635,567. 0.67% of the stock is currently owned by insiders.

Key Headlines Impacting eBay

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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