eBay (NASDAQ:EBAY) Announces FY 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share 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.

Analysts Set New Price Targets

Several research firms recently weighed in on EBAY. Truist Financial increased their price target on shares of eBay from $115.00 to $133.00 and gave the company a “hold” rating in a research report on Thursday. Wedbush lifted their price objective on shares of eBay from $137.00 to $153.00 and gave the stock an “outperform” rating in a research report on Thursday. Sanford C. Bernstein boosted their target price on shares of eBay from $115.00 to $125.00 and gave the company a “market perform” rating in a research note on Thursday. Cantor Fitzgerald dropped their target price on shares of eBay from $110.00 to $106.00 and set a “neutral” rating on the stock in a research note on Thursday, August 6th. Finally, Wells Fargo & Company raised shares of eBay from an “underweight” rating to an “equal weight” rating and increased their target price for the company from $91.00 to $106.00 in a research report on Thursday. Sixteen analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $123.36.

eBay Stock Up 0.4%

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

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, topping analysts’ consensus estimates 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 49.20%. The company’s quarterly revenue was up 13.7% on a year-over-year basis. During the same quarter last year, the business earned $1.36 earnings per share. On average, equities research analysts anticipate that eBay will post 4.90 EPS for the current year.

eBay Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Friday, December 4th will be issued a $0.31 dividend. 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 presently 27.07%.

Insiders Place Their Bets

In related news, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction 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 owned 253,211 shares in the company, valued at approximately $27,486,054.05. This trade represents a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing 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 on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the sale, the senior vice president directly owned 35,546 shares of the company’s stock, valued at $3,604,008.94. This represents a 2.77% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 34,344 shares of company stock valued at $3,635,567 over the last 90 days. Company insiders own 0.67% of the company’s stock.

Key eBay News

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.