eBay (NASDAQ:EBAY) Issues FY 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 6.250-6.300 for the period, compared to the consensus earnings per share estimate of 5.890. The company issued revenue guidance of $12.6 billion-$12.7 billion, compared to the consensus revenue estimate of $12.5 billion. eBay also updated its Q4 2026 guidance to 1.480-1.530 EPS.

eBay Trading Up 0.4%

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

eBay (NASDAQ:EBAY) last released 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 company had revenue of $3.21 billion during the quarter, compared to analyst estimates of $3.12 billion. eBay had a net margin of 16.84% and a return on equity of 49.20%. eBay’s revenue was up 13.7% compared to the same quarter last year. During the same period last year, the business earned $1.36 earnings per share. On average, equities analysts forecast that eBay will post 4.45 EPS for the current fiscal year.

eBay Dividend Announcement

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

Wall Street Analyst Weigh In

EBAY has been the subject of a number of recent analyst reports. Sanford C. Bernstein boosted their price target on shares of eBay from $115.00 to $125.00 and gave the company a “market perform” rating in a research report on Thursday. BMO Capital Markets reiterated an “outperform” rating on shares of eBay in a research report on Thursday. Citizens Jmp downgraded eBay from an “outperform” rating to a “market perform” rating in a research report on Tuesday, August 4th. Mizuho set a $120.00 price objective on eBay in a research note on Thursday. Finally, Wedbush boosted their target price on eBay from $137.00 to $153.00 and gave the stock an “outperform” rating in a research report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $123.36.

Insider Activity at eBay

In other news, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total transaction of $102,809.46. Following the transaction, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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 stock in a transaction that occurred on 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 in the company, valued at $24,228,884.52. The trade was a 4.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 34,344 shares of company stock valued at $3,635,567. 0.67% of the stock is currently owned by company insiders.

eBay News Summary

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

About eBay

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.