eBay (NASDAQ:EBAY) Updates Q2 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its second quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.090-1.140 for the period, compared to the consensus earnings per share estimate of 1.440. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $3.0 billion.

eBay Stock Performance

Shares of NASDAQ:EBAY traded up $3.43 during trading on Wednesday, hitting $103.79. 6,737,338 shares of the stock traded hands, compared to its average volume of 5,196,266. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. The company has a market cap of $46.50 billion, a price-to-earnings ratio of 23.86, a P/E/G ratio of 2.10 and a beta of 1.34. The company has a fifty day moving average price of $93.41 and a two-hundred day moving average price of $89.54. eBay has a 52-week low of $65.23 and a 52-week high of $107.34.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.09. The firm had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.02 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, equities analysts predict that eBay will post 4.83 EPS for the current year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were issued a dividend of $0.31 per share. This is a positive change from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Friday, March 6th. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. eBay’s payout ratio is presently 28.51%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on EBAY shares. Piper Sandler reaffirmed an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of eBay in a report on Thursday, February 19th. Wells Fargo & Company cut their target price on shares of eBay from $101.00 to $100.00 and set an “equal weight” rating for the company in a report on Monday, April 6th. Jefferies Financial Group dropped their price target on shares of eBay from $65.00 to $60.00 and set an “underperform” rating on the stock in a research note on Monday, February 23rd. Barclays dropped their price target on shares of eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a research note on Thursday, February 19th. Finally, Wall Street Zen raised shares of eBay from a “hold” rating to a “buy” rating in a research note on Sunday. Fourteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $99.81.

Insider Activity at eBay

In related news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total value of $2,168,199.53. Following the sale, the senior vice president owned 28,915 shares of the company’s stock, valued at approximately $2,706,154.85. This trade represents a 44.48% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Cornelius Boone sold 16,685 shares of eBay stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the sale, the senior vice president directly owned 94,479 shares in the company, valued at approximately $8,733,638.76. This trade represents a 15.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 120,393 shares of company stock worth $11,327,504 over the last 90 days. 0.64% of the stock is owned by insiders.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Deutsche Bank raised its price target (reported lift) and the note helped lift sentiment around EBAY ahead of earnings. eBay (EBAY) Stock Is Up, What You Need To Know
• Positive Sentiment: UBS bumped its price target to $110 (from $96), citing stronger-than-expected GMV trends, reinforcing a near-term growth narrative for eBay. UBS Raises eBay Price Target to $110
• Positive Sentiment: High-demand reselling activity: Apple’s sold-out Mac mini is reappearing on eBay above retail, highlighting strong demand and healthy resale volumes that can boost take-rates and GMV. Apple’s $599 Mac mini Sells Out, Resurfaces on eBay Above Retail
• Neutral Sentiment: Analyst and market coverage is active ahead of Q1 results, with preview pieces outlining upside from advertising, recommerce and AI tools but flagging international headwinds — this keeps near-term expectations mixed. What To Expect From eBay’s (EBAY) Q1 Earnings
• Neutral Sentiment: Some brokers maintain Hold/Neutral stances (TD Cowen/TipRanks coverage), signaling balanced risk/reward despite positive data points. eBay: Solid Near-Term Growth Outlook but Balanced Risk-Reward Keeps Hold Rating
• Negative Sentiment: Operational risk: eBay has suffered a prolonged, multi-day marketplace outage with limited disclosure on cause or financial impact — this raises concerns about buyer/seller activity, trust and potential near-term GMV disruption. eBay Outage Tests Marketplace Resilience And Investor Confidence
• Negative Sentiment: Additional outage coverage and seller disruptions (reports of API failures, DDoS claims and days-long downtime) amplify execution risk and could dent Q1 metrics if problems persist. EBay scrambles to fix outages
• Negative Sentiment: Seller economics: reports point to rising 2026 shipping costs and new customs hurdles for sellers, which can compress seller margins and pressure supply-side activity on the marketplace. eBay sellers face rising 2026 shipping costs and new customs hurdles
• Negative Sentiment: Morgan Stanley trimmed its price target slightly (from $119 to $117) though it kept an Overweight rating — a modest headwind to sentiment compared with recent upgrades. Morgan Stanley adjusts eBay price target

Institutional Investors Weigh In On eBay

A number of large investors have recently modified their holdings of EBAY. Guggenheim Capital LLC grew its holdings in shares of eBay by 7.4% during the second quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock worth $1,067,000 after buying an additional 988 shares in the last quarter. Jump Financial LLC purchased a new stake in shares of eBay during the second quarter worth $275,000. NewEdge Advisors LLC grew its holdings in shares of eBay by 70.4% during the second quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock worth $8,084,000 after buying an additional 44,851 shares in the last quarter. Sei Investments Co. grew its holdings in shares of eBay by 48.7% during the second quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock worth $35,111,000 after buying an additional 154,465 shares in the last quarter. Finally, Treasurer of the State of North Carolina grew its holdings in shares of eBay by 26.3% during the second quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock worth $24,250,000 after buying an additional 67,731 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

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.