eBay (NASDAQ:EBAY) Issues Q4 2026 Earnings Guidance

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

Analyst Upgrades and Downgrades

EBAY has been the topic of a number of research analyst reports. JPMorgan Chase & Co. upped their price target on shares of eBay from $107.00 to $125.00 and gave the company a “neutral” rating in a research report on Thursday. Evercore set a $120.00 price objective on eBay in a research report on Thursday. Erste Group Bank assumed coverage on eBay in a research note on Wednesday, October 21st. They issued a “buy” rating on the stock. UBS Group upgraded eBay from a “neutral” rating to a “buy” rating in a research report on Thursday. Finally, Wedbush raised their target price on eBay from $137.00 to $153.00 and gave the stock an “outperform” rating in a research note on Thursday. Sixteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, eBay presently has a consensus rating of “Hold” and an average price target of $123.36.

eBay Stock Up 0.4%

EBAY stock opened at $121.64 on Friday. The stock’s 50 day simple moving average is $110.83 and its 200 day simple moving average is $103.86. The company has a market cap of $54.13 billion, a P/E ratio of 26.56, a price-to-earnings-growth ratio of 3.04 and a beta of 1.33. The company has a debt-to-equity ratio of 1.16, a quick ratio of 1.02 and a current ratio of 0.78. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $124.59.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data on Wednesday, October 28th. The e-commerce company reported $1.51 EPS for the quarter, beating analysts’ consensus estimates of $1.41 by $0.10. The firm had revenue of $3.21 billion during the quarter, compared to analysts’ expectations of $3.12 billion. eBay had a return on equity of 49.20% and a net margin of 16.84%. The company’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same quarter last year, the firm posted $1.36 earnings per share. On average, research analysts expect that eBay will post 4.45 earnings per share for the current fiscal year.

eBay Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Friday, December 4th will be issued a $0.31 dividend. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, December 4th. eBay’s dividend payout ratio (DPR) is currently 27.07%.

Insider Buying and Selling at eBay

In other eBay news, SVP Jordan Sweetnam sold 1,014 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the transaction, the senior vice president directly owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This trade represents a 2.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 eBay stock in a transaction dated 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 transaction, the chief executive officer owned 226,269 shares of the company’s stock, valued at $24,228,884.52. This represents a 4.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 34,344 shares of company stock valued at $3,635,567. 0.67% of the stock is currently owned by insiders.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Strong Q3 performance: Revenue rose 14% year over year to approximately $3.2 billion, while adjusted EPS of $1.51 exceeded Wall Street expectations. Gross merchandise volume increased roughly 15% to $23.2 billion, supported by broad marketplace strength and rising advertising sales. eBay Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Raised outlook: eBay now expects full-year 2026 EPS of $6.25-$6.30, above the $5.89 consensus estimate, and fourth-quarter EPS of $1.48-$1.53 versus expectations of $1.42. Full-year revenue guidance of $12.6-$12.7 billion also exceeds consensus, while Q4 revenue guidance is in line with estimates.
• Positive Sentiment: Growth initiatives gaining traction: Organic GMV grew 13%, U.S. Depop merchandise volume more than doubled, and fashion sales across eBay and Depop reached approximately $9 billion over the past year. eBay also returned $827 million to shareholders through dividends and share repurchases. eBay: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Analyst support: Citigroup raised its target to $145 and assigned a Buy rating. Oppenheimer increased its target to $140, while Rosenblatt raised its target to $137. JPMorgan and Susquehanna lifted targets to $125 but retained Neutral ratings.
• Neutral Sentiment: Management’s stronger forecast and analyst optimism have improved sentiment, but the stock’s valuation and proximity to its 52-week high may limit additional upside unless growth continues to exceed expectations.
• Negative Sentiment: Higher operating expenses narrowed margins despite the earnings beat, creating a key execution risk as eBay invests in advertising, eBay Live, Depop, and other growth initiatives. EBAY Q3 Earnings and Revenues Beat Estimates

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.