eBay (NASDAQ:EBAY) Updates Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.360-1.420 for the period, compared to the consensus earnings per share estimate of 1.390. The company issued revenue guidance of $3.1 billion-$3.1 billion, compared to the consensus revenue estimate of $3.0 billion.

Analyst Ratings Changes

A number of brokerages have weighed in on EBAY. Cantor Fitzgerald boosted their target price on shares of eBay from $100.00 to $110.00 and gave the company a “neutral” rating in a research note on Thursday, April 30th. Arete Research lowered their price objective on eBay from $113.00 to $111.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. TD Cowen boosted their price target on shares of eBay from $87.00 to $88.00 and gave the stock a “hold” rating in a research note on Friday, May 1st. Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a research report on Sunday, April 26th. Finally, Stifel Nicolaus set a $98.00 price objective on eBay in a research note on Thursday, April 30th. Thirteen research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $110.58.

eBay Trading Up 1.4%

Shares of NASDAQ EBAY traded up $1.54 during trading hours on Wednesday, reaching $111.15. The stock had a trading volume of 7,246,142 shares, compared to its average volume of 5,025,583. eBay has a 52-week low of $78.03 and a 52-week high of $119.31. The firm has a market cap of $49.35 billion, a price-to-earnings ratio of 25.20, a P/E/G ratio of 2.35 and a beta of 1.37. The business’s fifty day moving average price is $111.09 and its two-hundred day moving average price is $101.29. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 1.36.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, topping the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion for the quarter, compared to the consensus estimate of $3.02 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Analysts expect that eBay will post 4.89 EPS for the current fiscal year.

Insider Activity

In other eBay news, SVP Mazen Rawashdeh sold 50,000 shares of the stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $117.04, for a total transaction of $5,852,000.00. Following the transaction, the senior vice president directly owned 29,217 shares in the company, valued at $3,419,557.68. This represents a 63.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 dated Monday, July 6th. The stock was sold at an average price of $113.33, for a total transaction of $1,259,096.30. Following the transaction, the chief executive officer owned 275,431 shares in the company, valued at approximately $31,214,595.23. The trade was a 3.88% 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 90 days, insiders have sold 76,012 shares of company stock worth $8,747,852. Company insiders own 0.67% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported $3.1 billion in revenue, up 15% year over year, while gross merchandise volume (GMV) rose 15% to $22.4 billion. Non-GAAP EPS was $1.60, $0.10 above consensus estimates. GAAP EPS was $1.21. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Broad-based operating growth supports the stock: Revenue and GMV both grew 14% on an FX-neutral basis, while GAAP and non-GAAP operating margins reached 21.6% and 28.5%, respectively. The results suggest continued momentum in eBay’s marketplace business.
• Positive Sentiment: Capital returns remain substantial: eBay returned $448 million to shareholders during the quarter, including $310 million in share repurchases and $138 million in dividends. Buybacks can support per-share earnings and signal management confidence in cash generation.
• Neutral Sentiment: GameStop remains a potential strategic overhang: GameStop is reportedly pursuing eBay and is swapping $1.4 billion of convertible debt for stock to strengthen its position. The proposal could create takeover speculation, but there is no indication that eBay has agreed to a transaction. GameStop Debt Swap and eBay Bid
• Negative Sentiment: Analyst downgrades may limit upside: Wells Fargo downgraded eBay ahead of the report, citing valuation and potential downside, while Citizens JMP cut its rating from “outperform” to “market perform.” These actions indicate some investors believe the strong results are already reflected in the share price. Analyst Downgrade

Hedge Funds Weigh In On eBay

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Invesco Ltd. raised its position in shares of eBay by 8.3% in the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after acquiring an additional 692,805 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of eBay by 75.2% during the 4th quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock worth $22,178,000 after acquiring an additional 109,312 shares in the last quarter. Vident Advisory LLC lifted its position in eBay by 71.9% during the fourth quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock valued at $8,515,000 after acquiring an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC lifted its position in eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock valued at $1,204,000 after acquiring an additional 1,955 shares during the last quarter. Finally, State of Tennessee Department of Treasury boosted its stake in eBay by 0.8% in the fourth quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after acquiring an additional 1,615 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors.

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.