eBay (NASDAQ:EBAY) Updates Q1 2026 Earnings Guidance

eBay (NASDAQ:EBAY) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.530-1.590 for the period, compared to the consensus EPS 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 Stock Performance

EBAY traded up $2.23 during trading on Wednesday, reaching $82.18. The company’s stock had a trading volume of 11,251,259 shares, compared to its average volume of 4,993,435. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. The company’s fifty day moving average price is $88.25 and its 200-day moving average price is $89.41. eBay has a 52-week low of $58.71 and a 52-week high of $101.15. The company has a market capitalization of $37.15 billion, a price-to-earnings ratio of 17.87, a price-to-earnings-growth ratio of 1.92 and a beta of 1.38.

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

Wall Street Analysts Forecast Growth

Several brokerages recently commented on EBAY. The Goldman Sachs Group reduced their price objective on shares of eBay from $78.00 to $77.00 and set a “sell” rating for the company in a research note on Wednesday, January 14th. Daiwa Securities Group dropped their price objective on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a research note on Wednesday, November 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Stifel Nicolaus lowered their target price on eBay from $89.00 to $88.00 in a report on Thursday, October 30th. Finally, Rothschild & Co Redburn dropped their price target on eBay from $95.00 to $90.00 in a research report on Friday, November 7th. Thirteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $94.42.

Insider Buying and Selling

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s 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 sale, the senior vice president directly owned 5,746 shares in the company, valued at $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction on Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the sale, the senior vice president directly owned 4,733 shares in the company, valued at approximately $435,388.67. The trade was a 87.60% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 43,584 shares of company stock valued at $3,918,282. 0.64% of the stock is owned by insiders.

More eBay News

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

Hedge Funds Weigh In On eBay

Several institutional investors and hedge funds have recently modified their holdings of EBAY. Commerce Bank boosted its position in eBay by 0.5% during the fourth quarter. Commerce Bank now owns 28,313 shares of the e-commerce company’s stock worth $2,466,000 after acquiring an additional 132 shares during the last quarter. Smartleaf Asset Management LLC lifted its stake in shares of eBay by 2.5% during the 4th quarter. Smartleaf Asset Management LLC now owns 5,761 shares of the e-commerce company’s stock worth $502,000 after purchasing an additional 141 shares during the period. Quadrant Capital Group LLC boosted its holdings in shares of eBay by 0.6% during the fourth quarter. Quadrant Capital Group LLC now owns 24,766 shares of the e-commerce company’s stock worth $2,157,000 after purchasing an additional 149 shares during the last quarter. BOKF NA boosted its holdings in shares of eBay by 18.1% during the third quarter. BOKF NA now owns 1,633 shares of the e-commerce company’s stock worth $149,000 after purchasing an additional 250 shares during the last quarter. Finally, Hilltop Holdings Inc. grew its position in shares of eBay by 6.8% in the third quarter. Hilltop Holdings Inc. now owns 4,083 shares of the e-commerce company’s stock valued at $371,000 after purchasing an additional 261 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay Company Profile

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.