eBay (NASDAQ:EBAY) Issues Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 1.360-1.420 for the period, compared to the consensus earnings per share estimate of 1.350. The company issued revenue guidance of $3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

Wall Street Analyst Weigh In

Several analysts recently weighed in on EBAY shares. Needham & Company LLC lifted their price target on shares of eBay from $122.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Susquehanna reissued a “neutral” rating on shares of eBay in a research note on Friday, August 7th. Erste Group Bank initiated coverage on shares of eBay in a report on Wednesday. They issued a “buy” rating for the company. President Capital lifted their price objective on eBay from $102.00 to $126.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Finally, Mizuho set a $110.00 target price on eBay in a report on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $115.84.

eBay Stock Performance

EBAY stock traded down $0.95 during trading on Friday, reaching $121.09. The stock had a trading volume of 1,229,460 shares, compared to its average volume of 4,858,311. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The firm has a market cap of $53.88 billion, a PE ratio of 25.05, a PEG ratio of 3.24 and a beta of 1.33. The stock’s 50 day moving average is $108.79 and its two-hundred day moving average is $108.89. eBay has a 52 week low of $78.03 and a 52 week high of $124.59.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.10. The business had revenue of $3.13 billion during the quarter, compared to analyst estimates of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%. eBay’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. As a group, equities analysts anticipate that eBay will post 4.89 earnings per share for the current year.

eBay Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 28th were given a $0.31 dividend. The ex-dividend date was Friday, August 28th. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. eBay’s dividend payout ratio (DPR) is currently 25.67%.

Insider Activity at eBay

In related news, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $107.08, for a total value 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 $24,228,884.52. This represents a 4.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 transaction, 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 34,344 shares of company stock worth $3,635,567. Company insiders own 0.67% of the company’s stock.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay raised or reaffirmed third-quarter 2026 adjusted EPS guidance of $1.36–$1.42, above the $1.35 consensus estimate, while revenue guidance of approximately $3.1 billion was in line with expectations. The update supports the view that operating performance remains resilient. Ahead of eBay Q3 Earnings: Wall Street Estimates
• Positive Sentiment: Analysts and market commentators remain constructive, citing eBay’s record of beating expectations and its efforts to redirect investment toward faster-growing businesses. Erste Group initiated coverage with a “Buy” rating, while Zacks highlighted EBAY’s strong momentum characteristics. eBay Stock Layoffs and Erste Group Coverage
• Neutral Sentiment: Wall Street is preparing for eBay’s third-quarter results, with attention on gross merchandise volume, active buyers, revenue, and profitability. The estimates could support the stock if eBay delivers another earnings beat, but they also raise the risk of disappointment given the shares’ strong recent performance. eBay Q3 Earnings Estimates
• Negative Sentiment: eBay plans to eliminate roughly 1,000 to 1,100 jobs, or about 9% of its global workforce, in a second round of cuts this year. Management says the restructuring will simplify operations and shift resources to high-growth areas, but the scale and repetition of the layoffs may raise concerns about execution, employee morale, and underlying growth. eBay to Cut About 9% of Global Workforce
• Negative Sentiment: French officials are pressing resale platforms, including eBay, to remove goods allegedly stolen during recent riots. The issue could create regulatory, trust, and compliance risks, although its immediate financial impact is unclear. Looted Goods From French Stores on Resale Sites

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.