eBay (NASDAQ:EBAY) Releases Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.360-1.420 for the period, compared to the consensus estimate of 1.390. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

eBay Stock Up 1.4%

EBAY stock traded up $1.54 on Wednesday, reaching $111.15. 7,246,142 shares of the company traded hands, compared to its average volume of 5,025,583. eBay has a one year low of $78.03 and a one year high of $119.31. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.22 and a quick ratio of 1.22. The company has a market cap of $49.35 billion, a P/E ratio of 25.20, a price-to-earnings-growth ratio of 2.35 and a beta of 1.37. The firm has a fifty day simple moving average of $111.10 and a 200-day simple moving average of $101.39.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same quarter in the previous year, the business earned $1.37 earnings per share. The firm’s quarterly revenue was up 14.8% compared to the same quarter last year. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Research analysts anticipate that eBay will post 4.89 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently commented on EBAY shares. Susquehanna increased their price objective on shares of eBay from $95.00 to $110.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Evercore set a $96.00 target price on shares of eBay in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a research note on Friday, June 12th. Daiwa Securities Group increased their price target on shares of eBay from $90.00 to $114.00 in a report on Monday, May 11th. Finally, Piper Sandler reissued an “overweight” rating and set a $115.00 price target (up from $105.00) on shares of eBay in a research report on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, eBay currently has a consensus rating of “Hold” and an average price target of $110.58.

Insider Transactions at eBay

In related news, CEO Jamie Iannone sold 11,110 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $113.33, for a total value of $1,259,096.30. Following the sale, the chief executive officer owned 275,431 shares in the company, valued at approximately $31,214,595.23. This trade represents a 3.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of eBay stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the completion of the sale, the senior vice president directly owned 32,124 shares of the company’s stock, valued at approximately $3,485,775.24. This trade represents a 5.64% decrease in their position. 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. Insiders sold 76,012 shares of company stock worth $8,747,852 over the last three months. 0.67% of the stock is currently owned by company insiders.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay reported second-quarter revenue of $3.13 billion, up 15% year over year, and gross merchandise volume (GMV) of $22.4 billion, up 15%. Non-GAAP EPS of $1.60 exceeded the $1.50 consensus estimate, while revenue also topped expectations of $3.02 billion. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: The company lifted its 2026 GMV growth outlook to 11.5%-12.5% as the Depop acquisition closed, signaling confidence in continued marketplace momentum and the contribution from the fashion-resale platform. eBay Lifts Outlook as Depop Acquisition Closes, Revenue Rises
• Positive Sentiment: Third-quarter guidance calls for adjusted EPS of $1.36-$1.42, centered near analyst expectations, and revenue of approximately $3.1 billion, above the roughly $3.0 billion consensus estimate. eBay also returned $448 million to shareholders during the quarter through buybacks and dividends.
• Neutral Sentiment: Investor attention remains on eBay’s potential role in GameStop’s strategic plans, including reports that GameStop is using a stock swap to retire $1.4 billion of debt while pursuing an eBay bid. The earnings coverage did not indicate that a transaction had been agreed.
• Negative Sentiment: Analyst sentiment was mixed before the earnings release: Wells Fargo and Citizens JMP downgraded eBay to more cautious ratings, citing valuation and potential downside risks. These downgrades may limit further upside despite the earnings beat. Analyst Downgrade

Institutional Trading of eBay

Several large investors have recently modified their holdings of EBAY. Guggenheim Capital LLC boosted its position in eBay by 7.4% in the second quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock worth $1,067,000 after purchasing an additional 988 shares during the last quarter. Jump Financial LLC purchased a new stake in shares of eBay during the 2nd quarter valued at about $275,000. NewEdge Advisors LLC increased its position in shares of eBay by 70.4% during the 2nd quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock valued at $8,084,000 after purchasing an additional 44,851 shares during the last quarter. Sei Investments Co. lifted its stake in shares of eBay by 48.7% in the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock worth $35,111,000 after purchasing an additional 154,465 shares during the period. Finally, Treasurer of the State of North Carolina lifted its stake in shares of eBay by 26.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock worth $24,250,000 after purchasing an additional 67,731 shares during the period. Institutional investors own 87.48% of the company’s stock.

About eBay

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.