eBay (NASDAQ:EBAY) Issues Q3 2026 Earnings Guidance

eBay (NASDAQ:EBAY) updated its third quarter 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 1.360-1.420 for the period, compared to the consensus EPS estimate of 1.350. The company issued revenue guidance of $3.1 billion, compared to the consensus revenue estimate of $3.1 billion.

eBay Stock Down 0.5%

Shares of NASDAQ:EBAY opened at $121.41 on Friday. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10. The stock has a fifty day simple moving average of $109.16 and a two-hundred day simple moving average of $108.97. eBay has a 12-month low of $78.03 and a 12-month high of $124.59. The stock has a market capitalization of $54.03 billion, a price-to-earnings ratio of 25.14, a PEG ratio of 3.04 and a beta of 1.33.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.50 by $0.10. The firm had revenue of $3.13 billion for the quarter, compared to analysts’ expectations of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%. The company’s quarterly revenue was up 14.8% on a year-over-year basis. During the same period in the prior year, the firm posted $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, research analysts anticipate that eBay will post 4.89 earnings per share for the current fiscal year.

eBay Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 11th. Investors of record on Friday, August 28th were given a dividend of $0.31 per share. The ex-dividend date of this dividend was Friday, August 28th. This represents a $1.24 annualized dividend and a dividend yield of 1.0%. eBay’s dividend payout ratio (DPR) is 25.67%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on EBAY. Susquehanna reaffirmed a “neutral” rating on shares of eBay in a report on Friday, August 7th. Citigroup raised their target price on shares of eBay from $127.00 to $130.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Rosenblatt Securities assumed coverage on shares of eBay in a research report on Thursday, August 20th. They issued a “buy” rating and a $120.00 target price for the company. Mizuho set a $110.00 target price on shares of eBay in a research note on Thursday, August 6th. Finally, Citizens Jmp downgraded eBay from an “outperform” rating to a “market perform” rating in a research note on Tuesday, August 4th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $115.84.

Insiders Place Their Bets

In other news, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the completion of the transaction, the chief executive officer directly owned 253,211 shares in the company, valued at approximately $27,486,054.05. This represents a 4.20% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the business’s 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 completion of the sale, the senior vice president owned 35,546 shares in the company, valued at approximately $3,604,008.94. This trade represents a 2.77% 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. In the last 90 days, insiders have sold 34,344 shares of company stock worth $3,635,567. 0.67% of the stock is owned by corporate insiders.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Third-quarter guidance was raised above expectations. eBay issued adjusted EPS guidance of $1.36–$1.42, ahead of the $1.35 consensus, while revenue guidance of approximately $3.1 billion matched expectations. The company also indicated that third-quarter results were tracking above its prior guidance. eBay confirms 9% workforce reduction and sees Q3 results above guidance
• Positive Sentiment: Analysts and quantitative indicators remain supportive. Erste Group initiated coverage with a “Buy” rating, while Zacks highlighted eBay’s strong earnings-surprise history, favorable momentum characteristics and the potential for another earnings beat. Erste Group initiates coverage on eBay
• Neutral Sentiment: Investors are focused on the upcoming quarterly report. Wall Street estimates and projections for key operating metrics suggest expectations are elevated ahead of eBay’s earnings release, increasing the importance of the company’s actual results and forward guidance. eBay Q3 earnings estimates
• Negative Sentiment: eBay plans to eliminate about 1,000–1,100 jobs, or roughly 9% of its global workforce. Management says the restructuring will redirect investment toward faster-growing areas and improve cost alignment, but the second mass layoff round this year may signal organizational disruption or pressure to accelerate growth. eBay to cut about 9% of global workforce
• Negative Sentiment: Regulatory and reputational risks remain limited but notable. French officials are pressing resale platforms, including eBay, to remove allegedly looted goods listed after riots, potentially increasing monitoring and compliance requirements. Looted goods appear on resale sites after French riots

eBay Company Profile

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.