eBay (NASDAQ:EBAY) Issues Quarterly Earnings Results, Beats Estimates By $0.10 EPS

eBay (NASDAQ:EBAY) issued its earnings results on Wednesday. The e-commerce company reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10, FiscalAI reports. The firm had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3.02 billion. eBay had a net margin of 17.58% and a return on equity of 46.11%. eBay updated its Q3 2026 guidance to 1.360-1.420 EPS.

eBay Trading Up 1.4%

Shares of EBAY traded up $1.54 during mid-day trading on Wednesday, reaching $111.15. 7,246,142 shares of the company were exchanged, compared to its average volume of 5,025,583. The business has a 50 day simple moving average of $111.09 and a two-hundred day simple moving average of $101.29. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a market capitalization of $49.35 billion, a PE ratio of 25.20, a PEG ratio of 2.35 and a beta of 1.37. eBay has a 52 week low of $78.03 and a 52 week high of $119.31.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Piper Sandler reissued an “overweight” rating and set a $115.00 price objective (up from $105.00) on shares of eBay in a report on Thursday, April 30th. Truist Financial increased their target price on eBay from $94.00 to $105.00 and gave the company a “hold” rating in a research report on Monday, May 4th. The Goldman Sachs Group lifted their price target on eBay from $88.00 to $100.00 and gave the company a “neutral” rating in a research note on Thursday, April 30th. Daiwa Securities Group boosted their price target on eBay from $90.00 to $114.00 in a report on Monday, May 11th. Finally, JPMorgan Chase & Co. upped their price objective on eBay from $87.00 to $100.00 and gave the company a “neutral” rating in a research note on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $110.58.

Insider Buying and Selling at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 863 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $109.17, for a total value of $94,213.71. Following the sale, the senior vice president directly owned 34,533 shares of the company’s stock, valued at approximately $3,769,967.61. This represents a 2.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of eBay stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the transaction, the senior vice president directly owned 32,124 shares of the company’s stock, valued at $3,485,775.24. This represents a 5.64% 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. In the last 90 days, insiders sold 76,012 shares of company stock valued at $8,747,852. 0.67% of the stock is currently owned by company insiders.

Institutional Trading of eBay

A number of institutional investors have recently bought and sold shares of EBAY. Invesco Ltd. grew its holdings in eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after acquiring an additional 692,805 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of eBay by 32.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,891,398 shares of the e-commerce company’s stock valued at $262,973,000 after purchasing an additional 701,530 shares during the period. Nuveen LLC boosted its position in shares of eBay by 1.9% during the 4th quarter. Nuveen LLC now owns 2,887,009 shares of the e-commerce company’s stock valued at $251,458,000 after purchasing an additional 52,521 shares in the last quarter. Victory Capital Management Inc. grew its stake in eBay by 37.5% during the fourth quarter. Victory Capital Management Inc. now owns 2,070,031 shares of the e-commerce company’s stock worth $180,300,000 after purchasing an additional 564,832 shares during the period. Finally, Alyeska Investment Group L.P. grew its stake 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 purchasing an additional 1,267,601 shares during the period. Institutional investors own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay reported second-quarter revenue of $3.13 billion, up 15% year over year, and gross merchandise volume (GMV) of $22.4 billion, up 15%. Non-GAAP EPS of $1.60 exceeded the $1.50 consensus estimate, while revenue also topped expectations of $3.02 billion. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: The company lifted its 2026 GMV growth outlook to 11.5%-12.5% as the Depop acquisition closed, signaling confidence in continued marketplace momentum and the contribution from the fashion-resale platform. eBay Lifts Outlook as Depop Acquisition Closes, Revenue Rises
• Positive Sentiment: Third-quarter guidance calls for adjusted EPS of $1.36-$1.42, centered near analyst expectations, and revenue of approximately $3.1 billion, above the roughly $3.0 billion consensus estimate. eBay also returned $448 million to shareholders during the quarter through buybacks and dividends.
• Neutral Sentiment: Investor attention remains on eBay’s potential role in GameStop’s strategic plans, including reports that GameStop is using a stock swap to retire $1.4 billion of debt while pursuing an eBay bid. The earnings coverage did not indicate that a transaction had been agreed.
• Negative Sentiment: Analyst sentiment was mixed before the earnings release: Wells Fargo and Citizens JMP downgraded eBay to more cautious ratings, citing valuation and potential downside risks. These downgrades may limit further upside despite the earnings beat. Analyst Downgrade

About eBay

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.