eBay (NASDAQ:EBAY) Issues Q4 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its fourth quarter 2026 earnings guidance on Friday. The company provided earnings per share (EPS) 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.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on EBAY. Erste Group Bank started coverage on eBay in a research note on Wednesday, October 21st. They issued a “buy” rating on the stock. Benchmark boosted their price target on shares of eBay from $115.00 to $134.00 and gave the stock a “buy” rating in a research note on Thursday, August 6th. Robert W. Baird set a $135.00 price target on eBay in a report on Thursday. Needham & Company LLC increased their price objective on eBay from $135.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Citigroup cut eBay from a “buy” rating to a “market perform” rating in a research note on Thursday. Fifteen investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, eBay currently has a consensus rating of “Hold” and a consensus price target of $122.91.

eBay Trading Up 0.3%

Shares of EBAY stock opened at $121.50 on Friday. The stock has a market capitalization of $54.07 billion, a price-to-earnings ratio of 26.44, a price-to-earnings-growth ratio of 2.95 and a beta of 1.33. The stock’s 50-day moving average price is $110.49 and its 200-day moving average price is $103.72. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. eBay has a 12-month low of $78.03 and a 12-month high of $124.59.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.10. eBay had a return on equity of 48.79% and a net margin of 16.84%. The company had revenue of $3.21 billion for the quarter, compared to analyst estimates of $3.12 billion. During the same quarter in the prior year, the firm posted $1.36 EPS. eBay’s quarterly revenue was up 13.7% compared to the same quarter last year. Equities research analysts predict that eBay will post 4.90 EPS for the current fiscal year.

eBay Dividend Announcement

The business 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. The ex-dividend date of this dividend is Friday, December 4th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. eBay’s dividend payout ratio (DPR) is currently 27.07%.

Insider Activity

In other eBay news, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $107.08, for a total transaction of $1,189,658.80. Following the completion of the transaction, the chief executive officer directly owned 226,269 shares in the company, valued at approximately $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 SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total transaction of $102,809.46. Following the completion of the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. The trade was 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 worth $3,635,567 over the last ninety days. 0.67% of the stock is owned by insiders.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Raised 2026 outlook: eBay now expects full-year adjusted EPS of $6.25–$6.30, well above the $5.89 consensus estimate. Revenue guidance of $12.6–$12.7 billion also exceeds the $12.5 billion consensus. Fourth-quarter EPS guidance of $1.48–$1.53 is above the $1.42 estimate, while revenue guidance of approximately $3.2 billion is in line with expectations.
• Positive Sentiment: Strong Q3 operating performance: Revenue rose 14% year over year to $3.2 billion, while gross merchandise volume increased 15% to $23.2 billion. Adjusted EPS of $1.51 beat analysts’ $1.41 estimate, supported by marketplace growth, advertising and collectibles. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Growth initiatives are gaining traction: Depop’s U.S. merchandise volume more than doubled year over year, fashion sales across eBay and Depop reached $9 billion over the past year, and eBay Live continued to expand. These trends support management’s expectation for durable growth. Gen Z’s obsession with secondhand clothes is paying off for eBay
• Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target to $140 and reaffirmed an outperform rating, while Rosenblatt increased its target to $137 with a buy rating. JPMorgan also lifted its target to $125, although it retained a neutral rating. Analysts Raise Forecasts on eBay After Q3 Results
• Neutral Sentiment: Risks to monitor: Higher spending narrowed margins, and the stock’s valuation has risen after the rally. Wells Fargo upgraded eBay to equal weight but maintained a $106 target, below the current trading level, highlighting limited upside for more cautious investors.

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.