FY2026 Earnings Estimate for eBay Issued By Erste Group Bank

eBay Inc. (NASDAQ:EBAY) – Analysts at Erste Group Bank issued their FY2026 EPS estimates for eBay in a research report issued on Wednesday, October 21st. Erste Group Bank analyst S. Lingnau forecasts that the e-commerce company will earn $4.89 per share for the year. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for eBay’s current full-year earnings is $4.89 per share. Erste Group Bank also issued estimates for eBay’s FY2027 earnings at $5.41 EPS.

A number of other analysts have also issued reports on the company. Susquehanna reiterated a “neutral” rating on shares of eBay in a research note on Friday, August 7th. Cantor Fitzgerald cut their target price on eBay from $110.00 to $106.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. Truist Financial raised their target price on eBay from $105.00 to $115.00 and gave the stock a “hold” rating in a research note on Thursday, August 6th. Wedbush lifted their target price on eBay from $135.00 to $137.00 and gave the company an “outperform” rating in a report on Thursday, August 20th. Finally, Jefferies Financial Group decreased their price target on eBay from $80.00 to $75.00 and set an “underperform” rating on the stock in a research report on Monday, September 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $115.84.

eBay Price Performance

eBay stock opened at $118.62 on Monday. eBay has a one year low of $78.03 and a one year high of $124.59. The business has a fifty day moving average price of $109.15 and a 200-day moving average price of $103.16. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02. The firm has a market capitalization of $52.79 billion, a P/E ratio of 25.40, a PEG ratio of 3.04 and a beta of 1.33.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.10. eBay had a net margin of 18.50% and a return on equity of 47.88%. The firm had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. During the same quarter last year, the company earned $1.37 earnings per share. The company’s revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS.

Hedge Funds Weigh In On eBay

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Rakuten Investment Management Inc. bought a new stake in eBay during the second quarter valued at approximately $7,929,000. Lombard Odier Asset Management Europe Ltd purchased a new position in eBay in the 2nd quarter worth approximately $23,393,000. Marvin & Palmer Associates Inc. purchased a new position in eBay in the 2nd quarter worth approximately $3,989,000. Empowered Funds LLC bought a new position in shares of eBay in the 2nd quarter worth $16,967,000. Finally, Glenview Trust Co bought a new position in shares of eBay in the 2nd quarter worth $1,544,000. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Jordan Sweetnam sold 1,014 shares of the business’s stock in a transaction on 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 transaction, the senior vice president directly owned 35,546 shares in the company, valued at $3,604,008.94. The trade was a 2.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 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 on Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the completion of the transaction, the chief executive officer directly owned 253,211 shares in the company, valued at approximately $27,486,054.05. The trade was a 4.20% decrease in their position. The SEC filing for this sale provides additional information. 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.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay’s upcoming earnings report is supported by strength in focused categories, Depop and advertising. Its prior quarter exceeded analyst expectations for both earnings and revenue, while full-year earnings estimates remain constructive. EBAY Gears Up to Report Q3 Earnings
• Positive Sentiment: A 9% workforce reduction could lower operating costs and support profitability if management executes effectively. The restructuring may also help offset expenses related to growth initiatives and acquisitions. eBay Cuts 9% of Staff
• Neutral Sentiment: Reported short interest was zero shares as of October 26, implying no measurable short-selling pressure in the cited data. The figure appears unusual and may reflect a reporting or data issue rather than a meaningful change in investor positioning.
• Neutral Sentiment: Investor commentary remains broadly favorable after eBay’s strong performance in 2026, but these opinion pieces do not provide new financial information. Interesting News for eBay Stock Investors
• Negative Sentiment: Organic gross merchandise volume growth is slowing, while Depop and other acquisition-related costs could pressure margins. With the stock already valued at a premium, investors may demand strong guidance and evidence that growth can reaccelerate. Earnings Preview
• Negative Sentiment: The workforce reduction raises concerns about business momentum and execution, particularly ahead of earnings. Investors may view the cuts as evidence that management is responding to softer growth rather than simply improving efficiency. eBay Staff Reduction

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.