eBay (NASDAQ:EBAY) Issues Q4 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its fourth quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 1.480-1.530 for the period, compared to the consensus earnings per share 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 0.4%

Shares of EBAY stock opened at $121.64 on Friday. eBay has a twelve month low of $78.03 and a twelve month high of $124.59. The stock’s fifty day simple moving average is $110.83 and its 200 day simple moving average is $103.86. The company has a quick ratio of 1.02, a current ratio of 0.78 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $54.13 billion, a P/E ratio of 26.56, a P/E/G ratio of 3.03 and a beta of 1.33.

eBay (NASDAQ:EBAY) last issued its quarterly earnings data on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.10. The business 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 49.20%. The firm’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the business earned $1.36 EPS. As a group, sell-side analysts predict that eBay will post 4.90 EPS for the current fiscal year.

eBay Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Friday, December 4th will be given a dividend of $0.31 per share. 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 (DPR) is currently 27.07%.

Wall Street Analyst Weigh In

EBAY has been the topic of a number of analyst reports. BTIG Research began coverage on eBay in a research report on Thursday. They issued a “buy” rating on the stock. Morgan Stanley raised their price objective on eBay from $132.00 to $140.00 and gave the stock an “overweight” rating in a research report on Thursday. Erste Group Bank started coverage on eBay in a research report on Wednesday, October 21st. They set a “buy” rating for the company. BMO Capital Markets reaffirmed an “outperform” rating on shares of eBay in a research note on Thursday. Finally, Piper Sandler reiterated an “overweight” rating and issued a $140.00 target price on shares of eBay in a report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $123.36.

Insider Buying and Selling at eBay

In other eBay news, SVP Jordan Sweetnam sold 1,014 shares of the company’s 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 sale, the senior vice president owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 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 dated 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 owned 253,211 shares of the company’s stock, valued at approximately $27,486,054.05. The trade was a 4.20% 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 90 days, insiders sold 34,344 shares of company stock worth $3,635,567. 0.67% of the stock is owned by company insiders.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Strong Q3 performance: Revenue rose 14% year over year to approximately $3.2 billion, while adjusted EPS of $1.51 exceeded Wall Street expectations. Gross merchandise volume increased roughly 15% to $23.2 billion, supported by broad marketplace strength and rising advertising sales. eBay Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised outlook: eBay now expects full-year 2026 EPS of $6.25-$6.30, above the $5.89 consensus estimate, and fourth-quarter EPS of $1.48-$1.53 versus expectations of $1.42. Full-year revenue guidance of $12.6-$12.7 billion also exceeds consensus, while Q4 revenue guidance is in line with estimates.
• Positive Sentiment: Growth initiatives gaining traction: Organic GMV grew 13%, U.S. Depop merchandise volume more than doubled, and fashion sales across eBay and Depop reached approximately $9 billion over the past year. eBay also returned $827 million to shareholders through dividends and share repurchases. eBay: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Analyst support: Citigroup raised its target to $145 and assigned a Buy rating. Oppenheimer increased its target to $140, while Rosenblatt raised its target to $137. JPMorgan and Susquehanna lifted targets to $125 but retained Neutral ratings.
• Neutral Sentiment: Management’s stronger forecast and analyst optimism have improved sentiment, but the stock’s valuation and proximity to its 52-week high may limit additional upside unless growth continues to exceed expectations.
• Negative Sentiment: Higher operating expenses narrowed margins despite the earnings beat, creating a key execution risk as eBay invests in advertising, eBay Live, Depop, and other growth initiatives. EBAY Q3 Earnings and Revenues Beat Estimates

eBay Company Profile

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.