eBay (NASDAQ:EBAY) Issues Q1 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its first quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.530-1.590 for the period, compared to the consensus 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.

eBay Trading Up 2.8%

eBay stock traded up $2.23 during midday trading on Wednesday, hitting $82.18. 11,251,259 shares of the stock were exchanged, compared to its average volume of 4,993,435. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The stock’s 50-day simple moving average is $88.25 and its 200 day simple moving average is $89.41. eBay has a fifty-two week low of $58.71 and a fifty-two week high of $101.15. The stock has a market capitalization of $37.15 billion, a price-to-earnings ratio of 17.87, a PEG ratio of 1.92 and a beta of 1.38.

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

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on EBAY. Wall Street Zen downgraded eBay from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Stifel Nicolaus lowered their target price on shares of eBay from $89.00 to $88.00 in a research note on Thursday, October 30th. Barclays boosted their price target on shares of eBay from $92.00 to $105.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Rothschild & Co Redburn lowered their price objective on shares of eBay from $95.00 to $90.00 in a research report on Friday, November 7th. Finally, Citizens Jmp restated a “market outperform” rating and set a $115.00 price target on shares of eBay in a research note on Wednesday, January 28th. Thirteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, eBay has an average rating of “Hold” and an average price target of $94.42.

Insider Buying and Selling

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction 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 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 Cornelius Boone sold 4,462 shares of eBay stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This trade represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 43,584 shares of company stock worth $3,918,282 over the last 90 days. 0.64% of the stock is currently owned by company insiders.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 earnings beat and strong margins — eBay reported $1.41 EPS vs. $1.35 expected and revenue of ~$2.96B vs. $2.87B expected; GAAP and non-GAAP margins and ROE were robust, supporting profit outlook and valuation. eBay Q4 Results Press Release
• Positive Sentiment: Depop acquisition expands Gen Z reach — eBay will buy Depop from Etsy for ~$1.2B in cash, adding a highly engaged fashion marketplace and reinforcing its C2C positioning to capture younger buyers. eBay to Acquire Depop from Etsy
• Positive Sentiment: Q1 revenue guidance above street estimates — eBay forecast first-quarter revenue above Wall Street estimates, indicating continued tailwinds from specialty categories (luxury, auto parts) and supporting near-term revenue momentum. Reuters: eBay forecasts Q1 revenue above estimates
• Positive Sentiment: Increased capital returns — eBay returned $756M in Q4 (including $625M repurchases), raised the quarterly dividend to $0.31 (+7%), and authorized an incremental $2.0B for buybacks, supporting per-share metrics and investor confidence. eBay Q4 & Full Year 2025 Results
• Neutral Sentiment: Investor materials available — eBay released a slide deck and press materials that provide more detail on category strategy and outlook for analysts and investors; useful for deeper diligence. eBay Q4 Slide Deck
• Negative Sentiment: Surge in put option activity — unusually large put buying (46,520 puts, ~322% above normal) suggests some traders are hedging or speculating on near-term weakness, which can increase volatility.
• Negative Sentiment: Analyst note trimming target — UBS lowered its price target (noted in coverage ahead of earnings), a reminder some sell-side desks remain cautious on valuation despite beats. Benzinga: UBS lowers price target

Institutional Investors Weigh In On eBay

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Jessup Wealth Management Inc acquired a new position in shares of eBay in the 4th quarter valued at $27,000. JPL Wealth Management LLC acquired a new stake in shares of eBay during the third quarter worth about $28,000. 1248 Management LLC purchased a new position in shares of eBay during the fourth quarter worth about $33,000. Prosperity Bancshares Inc acquired a new position in eBay in the 4th quarter valued at about $44,000. Finally, DV Equities LLC acquired a new position in eBay in the 4th quarter valued at about $55,000. Hedge funds and other institutional investors own 87.48% of the company’s stock.

About eBay

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.