FY2026 Earnings Forecast for eBay Issued By Erste Group Bank

eBay Inc. (NASDAQ:EBAY) – Equities researchers at Erste Group Bank issued their FY2026 earnings per share (EPS) estimates for shares of eBay in a research report issued to clients and investors on Wednesday, October 21st. Erste Group Bank analyst S. Lingnau expects that the e-commerce company will earn $4.89 per share for the year. Erste Group Bank has a “Buy” rating on the stock. The consensus estimate for eBay’s current full-year earnings is $4.90 per share. Erste Group Bank also issued estimates for eBay’s FY2027 earnings at $5.41 EPS.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.10. The business had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.01 billion. The company’s quarterly revenue was up 14.8% compared to the same quarter last year. During the same quarter last year, the business posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS.

A number of other analysts have also commented on EBAY. Citigroup raised their price target on eBay from $127.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Truist Financial boosted their price objective on shares of eBay from $105.00 to $115.00 and gave the company a “hold” rating in a research report on Thursday, August 6th. Barclays upped their price objective on shares of eBay from $114.00 to $123.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Wedbush raised their target price on shares of eBay from $135.00 to $137.00 and gave the stock an “outperform” rating in a research report on Thursday, August 20th. Finally, Robert W. Baird set a $126.00 target price on shares of eBay in a research note on Thursday, August 6th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, sixteen have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $116.19.

eBay Stock Performance

Shares of eBay stock opened at $117.83 on Monday. The business has a 50 day moving average of $109.80 and a 200 day moving average of $103.43. eBay has a 52 week low of $78.03 and a 52 week high of $124.59.

Insider Activity at eBay

In related news, SVP Jordan Sweetnam sold 1,014 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the sale, the senior vice president directly owned 35,546 shares of the company’s stock, valued at $3,604,008.94. This represents a 2.77% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the sale, the chief executive officer directly owned 253,211 shares in the company, valued at approximately $27,486,054.05. The trade was a 4.20% 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. Insiders sold a total of 34,344 shares of company stock valued at $3,635,567 in the last three months. Corporate insiders own 0.67% of the company’s stock.

Hedge Funds Weigh In On eBay

A number of institutional investors have recently added to or reduced their stakes in EBAY. Motley Fool Asset Management LLC boosted its position in eBay by 19.3% in the third quarter. Motley Fool Asset Management LLC now owns 38,116 shares of the e-commerce company’s stock worth $4,042,000 after purchasing an additional 6,162 shares during the last quarter. Conning Inc. increased its position in shares of eBay by 5.3% during the 3rd quarter. Conning Inc. now owns 2,083 shares of the e-commerce company’s stock valued at $221,000 after purchasing an additional 104 shares during the last quarter. Asset Management One Co. Ltd. increased its position in shares of eBay by 9.5% during the 3rd quarter. Asset Management One Co. Ltd. now owns 320,238 shares of the e-commerce company’s stock valued at $33,961,000 after purchasing an additional 27,707 shares during the last quarter. John Boyer Inc. purchased a new stake in shares of eBay during the 3rd quarter valued at about $26,000. Finally, Latitude Advisors LLC purchased a new stake in shares of eBay during the 3rd quarter valued at about $41,000. Institutional investors own 87.48% of the company’s stock.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: UBS analyst Stephen Ju maintained a Hold rating but raised his price target from $120 to $131, citing improving fundamentals. The higher target provides some support for the stock, although the unchanged rating indicates a balanced risk/reward outlook. Stephen Ju Maintains Hold on eBay, Lifts Price Target to $131
• Positive Sentiment: eBay was included among CNBC’s “final trades,” giving the company additional investor attention and suggesting some market strategists remain constructive on the shares. CNBC’s Final Trades
• Neutral Sentiment: Analysts expect the upcoming report to show continued strength in focused categories, Depop and advertising. Investors will also be watching gross merchandise volume, margins and management’s outlook. EBAY Gears Up to Report Q3 Earnings
• Neutral Sentiment: Several previews emphasize that the October 28 earnings release is the next important catalyst for eBay, with investors seeking evidence that growth momentum is accelerating. eBay Q3 Earnings Scheduled for October 28
• Negative Sentiment: Earnings previews warn that organic GMV growth may be slowing and that acquisition-related costs could pressure margins. With eBay trading at a P/E near 24, disappointing guidance or weak marketplace growth could weigh on the stock. eBay Q3 Earnings: What to Expect
• Negative Sentiment: A report that eBay is cutting approximately 9% of its workforce raises concerns about restructuring costs and underlying business conditions, even though reductions could eventually improve efficiency. eBay Cuts 9% of Staff

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.