eBay (NASDAQ:EBAY) Releases Q1 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.530-1.590 for the period, compared to the consensus earnings per share estimate of 1.300. The company issued revenue guidance of $3.0 billion-$3.1 billion, compared to the consensus revenue estimate of $2.9 billion.

Analysts Set New Price Targets

A number of research analysts have issued reports on EBAY shares. BNP Paribas Exane started coverage on shares of eBay in a research note on Monday, November 24th. They issued a “hold” rating on the stock. Arete Research upped their target price on shares of eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Evercore lifted their price target on eBay from $90.00 to $93.00 and gave the company an “in-line” rating in a research note on Thursday, October 30th. Deutsche Bank Aktiengesellschaft boosted their price target on eBay from $96.00 to $100.00 in a report on Thursday, October 30th. Finally, Cantor Fitzgerald increased their price objective on eBay from $85.00 to $90.00 and gave the stock a “neutral” rating in a report on Thursday, October 30th. Thirteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $94.42.

eBay Stock Performance

Shares of eBay stock traded up $2.23 on Wednesday, hitting $82.18. The stock had a trading volume of 11,253,144 shares, compared to its average volume of 4,999,273. The stock has a market cap of $37.15 billion, a price-to-earnings ratio of 17.87, a price-to-earnings-growth ratio of 1.92 and a beta of 1.38. The business’s 50 day moving average is $88.25 and its two-hundred day moving average is $89.41. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06. eBay has a twelve month low of $58.71 and a twelve month high of $101.15.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 41.94% and a net margin of 20.37%.eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts forecast that eBay will post 3.86 EPS for the current year.

Insider Activity at eBay

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the completion of the transaction, the senior vice president owned 5,746 shares of the company’s stock, valued at $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the sale, the senior vice president owned 55,990 shares in the company, valued at approximately $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 43,584 shares of company stock valued at $3,918,282 over the last three months. 0.64% of the stock is currently owned by corporate insiders.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat expectations — non‑GAAP EPS of $1.41 topped Street estimates and revenue (~$2.96–2.97B) exceeded consensus, supporting the thesis that core marketplace monetization remains resilient. Zacks: Q4 Beat
• Positive Sentiment: Outlook raised — eBay set Q1 2026 EPS guidance of $1.53–$1.59 and revenue guidance above Street forecasts, signaling confidence in demand for specialty categories (luxury, auto parts) and providing near‑term earnings upside. Reuters: Guidance
• Positive Sentiment: Depop acquisition ($1.2B cash) — eBay agreed to buy Depop from Etsy to broaden C2C fashion exposure and deepen engagement with Gen Z/millennial buyers, an important long‑term user‑base expansion. The strategic fit and paid price were perceived positively by the market. TechCrunch: Depop Deal
• Positive Sentiment: Shareholder returns boosted — Q4 included $756M returned (repurchases + dividends), the board raised the quarterly dividend and authorized an incremental $2.0B on the buyback program, which supports EPS accretion and investor yields. PR Newswire: Q4 Results & Buyback
• Neutral Sentiment: Top‑line momentum — GMV and revenue showed solid year‑over‑year growth (GMV ~$21.2B; revenue up ~15%), which is constructive but already priced in by some analysts; watch execution on category mix and international growth. PR Newswire: Metrics
• Negative Sentiment: GAAP softness and insider selling flagged — a third‑party summary highlights a drop in GAAP net income and lower GAAP EPS ($1.15) year‑over‑year, and notable insider share sales were reported, which may temper investor enthusiasm. QuiverQuant: GAAP & Insider Activity
• Negative Sentiment: Options market activity — unusually large put buying was reported intraday (46,520 puts), suggesting some traders are hedging or positioned for near‑term downside/volatility after the print. (Observed trading flow)

Hedge Funds Weigh In On eBay

Several institutional investors have recently added to or reduced their stakes in the business. Jessup Wealth Management Inc purchased a new position in eBay during the 4th quarter worth $27,000. JPL Wealth Management LLC bought a new position in shares of eBay during the third quarter valued at about $28,000. 1248 Management LLC purchased a new position in eBay during the fourth quarter worth about $33,000. Prosperity Bancshares Inc bought a new stake in eBay in the 4th quarter worth about $44,000. Finally, DV Equities LLC purchased a new stake in eBay in the 4th quarter valued at about $55,000. 87.48% of the stock is owned by institutional investors and hedge funds.

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.