eBay (NASDAQ:EBAY) Issues Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated 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 EPS estimate of 1.350. The company issued revenue guidance of $3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Analyst Upgrades and Downgrades

EBAY has been the topic of a number of research reports. Erste Group Bank started coverage on shares of eBay in a research note on Wednesday. They issued a “buy” rating on the stock. Arete Research cut their price objective on shares of eBay from $113.00 to $111.00 and set a “neutral” rating for the company in a research report on Thursday, September 24th. President Capital boosted their price objective on eBay from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Truist Financial boosted their price objective on eBay from $105.00 to $115.00 and gave the stock a “hold” rating in a report on Thursday, August 6th. Finally, Morgan Stanley upped their target price on eBay from $127.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, October 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $115.84.

eBay Trading Down 0.2%

Shares of eBay stock opened at $121.79 on Friday. The firm has a 50-day moving average of $108.79 and a 200-day moving average of $108.89. The stock has a market cap of $54.20 billion, a PE ratio of 25.19, a PEG ratio of 3.24 and a beta of 1.33. 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.

eBay (NASDAQ:EBAY) last released its quarterly earnings results 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. eBay had a net margin of 18.50% and a return on equity of 47.88%. The business had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3.01 billion. During the same period in the prior year, the company posted $1.37 earnings per share. eBay’s 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. As a group, sell-side analysts forecast that eBay will post 4.89 EPS for the current year.

eBay Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 28th were given a dividend of $0.31 per share. 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 dividend payout ratio is presently 25.67%.

Insider Activity at eBay

In related news, SVP Jordan Sweetnam sold 1,014 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the sale, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. The trade was a 2.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total value of $1,205,990.50. Following the sale, the chief executive officer directly owned 253,211 shares in the company, valued at $27,486,054.05. This represents a 4.20% 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 have sold 34,344 shares of company stock worth $3,635,567 over 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.