eBay (NASDAQ:EBAY) Announces FY 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 6.250-6.300 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

EBAY has been the subject of several recent research reports. Benchmark increased their price target on eBay from $115.00 to $134.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Oppenheimer downgraded shares of eBay to an “underperform” rating in a report on Thursday. Piper Sandler reissued an “overweight” rating and set a $140.00 target price on shares of eBay in a research note on Thursday. Evercore set a $120.00 price target on eBay in a research report on Thursday. Finally, BNP Paribas Exane upgraded shares of eBay to a “neutral” rating in a research note on Thursday. Fifteen investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, eBay currently has a consensus rating of “Hold” and a consensus target price of $122.91.

eBay Stock Up 0.6%

Shares of EBAY traded up $0.72 on Friday, hitting $121.91. The company’s stock had a trading volume of 1,458,552 shares, compared to its average volume of 4,858,807. The firm has a market capitalization of $54.25 billion, a price-to-earnings ratio of 26.60, a P/E/G ratio of 2.95 and a beta of 1.33. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $124.59. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 1.10. The firm’s fifty day moving average price is $110.49 and its 200-day moving average price is $103.72.

eBay (NASDAQ:EBAY) last posted its quarterly earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, beating analysts’ consensus estimates of $1.41 by $0.10. eBay had a return on equity of 48.79% and a net margin of 16.84%. The firm had revenue of $3.21 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same period last year, the company earned $1.36 earnings per share. The business’s revenue was up 13.7% compared to the same quarter last year. On average, equities research analysts expect 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. Stockholders of record on Friday, December 4th will be issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, December 4th. eBay’s payout ratio is 27.07%.

Insider Buying and Selling

In other news, CEO Jamie Iannone sold 11,110 shares of the firm’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 owned 226,269 shares of the company’s stock, valued at approximately $24,228,884.52. This trade 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 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 stock was sold at an average price of $101.39, for a total transaction of $102,809.46. Following the transaction, the senior vice president owned 35,546 shares in the company, valued at approximately $3,604,008.94. This trade 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 worth $3,635,567 over the last three months. Insiders own 0.67% of the company’s stock.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Raised earnings outlook: eBay now expects fiscal 2026 adjusted EPS of $6.25–$6.30, above the $5.89 consensus, with revenue of $12.6–$12.7 billion versus expectations of $12.5 billion. Fourth-quarter EPS guidance of $1.48–$1.53 also exceeds the $1.42 consensus. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Strong third-quarter performance: Revenue rose 14% year over year to $3.2 billion, gross merchandise volume increased 15% to $23.2 billion, and adjusted EPS of $1.51 beat the $1.41 consensus. Collectibles, advertising, live shopping and Depop were key growth drivers. eBay Sales Rise on Strength in Collectibles and Live Shopping
• Positive Sentiment: Shareholder returns and analyst support: eBay returned $827 million to shareholders in the quarter through buybacks and dividends. Oppenheimer raised its target to $140, Rosenblatt increased its target to $137, and Citi reaffirmed a $130 target.
• Positive Sentiment: Depop momentum: Depop’s U.S. merchandise volume more than doubled year over year, while fashion sales across eBay and Depop reached $9 billion over the past year, highlighting traction with younger consumers. Gen Z and Depop Fashion Sales

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.