eBay (NASDAQ:EBAY) Issues Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.360-1.420 for the period, compared to the consensus EPS estimate of 1.390. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

eBay Price Performance

Shares of EBAY opened at $111.15 on Thursday. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $119.31. The company has a market capitalization of $49.35 billion, a price-to-earnings ratio of 25.20, a price-to-earnings-growth ratio of 2.41 and a beta of 1.37. The firm has a 50-day simple moving average of $111.10 and a 200-day simple moving average of $101.39. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22.

eBay (NASDAQ:EBAY) last issued 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 firm had revenue of $3.13 billion for the quarter, compared to analysts’ expectations of $3.02 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, equities research 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 will be paid on Friday, September 11th. Stockholders of record on Friday, August 28th will be paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.1%. The ex-dividend date is Friday, August 28th. eBay’s dividend payout ratio is 28.12%.

Analyst Upgrades and Downgrades

EBAY has been the subject of several recent research reports. Truist Financial increased their price target on eBay from $94.00 to $105.00 and gave the stock a “hold” rating in a report on Monday, May 4th. Sanford C. Bernstein reissued a “market perform” rating and set a $115.00 price target on shares of eBay in a report on Monday. Arete Research reduced 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 Tuesday, May 26th. President Capital lifted their price objective on eBay from $102.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of eBay in a research report on Thursday. Thirteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $110.58.

Insiders Place Their Bets

In other news, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $115.61, for a total transaction of $116,766.10. Following the sale, the senior vice president owned 32,146 shares of the company’s stock, valued at $3,716,399.06. The trade was a 3.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $113.33, for a total value of $1,259,096.30. Following the completion of the sale, the chief executive officer owned 275,431 shares in the company, valued at approximately $31,214,595.23. This represents a 3.88% decrease in their position. 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. Over the last three months, insiders have sold 76,012 shares of company stock worth $8,747,852. 0.67% of the stock is owned by company insiders.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported non-GAAP EPS of $1.60 versus the $1.50 consensus estimate and revenue of approximately $3.13 billion versus expectations of $3.02 billion. Revenue and gross merchandise volume each increased about 15% year over year, to $3.1 billion and $22.4 billion, respectively. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its growth outlook: eBay now expects 2026 GMV growth of 11.5% to 12.5%, while the completed Depop acquisition is expected to support expansion in resale and younger consumer categories. Third-quarter revenue guidance of about $3.1 billion is above consensus, and EPS guidance of $1.36 to $1.42 is broadly in line with estimates. eBay Lifts Outlook as Depop Acquisition Closes
• Positive Sentiment: AI, luxury and collectibles are growth opportunities: The company is using AI to improve listings and shopping tools, while luxury goods and collectibles helped drive recent momentum. eBay also returned $448 million to shareholders in the quarter through buybacks and dividends. eBay Rides Luxury, Collectibles and AI to 15% Growth in Q2
• Neutral Sentiment: Dividend maintained: eBay declared a quarterly dividend of $0.31 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns, though the August 28 ex-dividend date may create normal trading adjustments.
• Neutral Sentiment: AI strategy remains a balancing act: CEO Jamie Iannone is embracing AI-powered seller and marketplace tools but reportedly plans to restrict autonomous AI shopping agents, potentially protecting marketplace economics while limiting some emerging demand channels. eBay CEO Jamie Iannone’s AI Playbook
• Negative Sentiment: Analyst downgrade: Citizens JMP cut eBay from “outperform” to “market perform,” signaling that valuation or future upside may now look more balanced after the stock’s strong performance.
• Negative Sentiment: Resale competition could intensify: Fashion brands are increasingly seeking to operate their own secondhand marketplaces, threatening eBay’s role in capturing resale transaction value as the market expands. Fashion Brands Target the Resale Market

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in EBAY. Alyeska Investment Group L.P. lifted its position in eBay by 214.6% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company’s stock worth $161,865,000 after buying an additional 1,267,601 shares during the period. Woodline Partners LP acquired a new stake in shares of eBay in the third quarter worth approximately $68,999,000. Arrowstreet Capital Limited Partnership boosted its position in shares of eBay by 32.0% in the third quarter. Arrowstreet Capital Limited Partnership now owns 2,891,398 shares of the e-commerce company’s stock worth $262,973,000 after acquiring an additional 701,530 shares during the last quarter. Invesco Ltd. grew its holdings in eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after purchasing an additional 692,805 shares during the period. Finally, Victory Capital Management Inc. grew its holdings in eBay by 37.5% in the fourth quarter. Victory Capital Management Inc. now owns 2,070,031 shares of the e-commerce company’s stock valued at $180,300,000 after purchasing an additional 564,832 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay Company Profile

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price “Buy It Now” transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company’s core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.