eBay (NASDAQ:EBAY) Releases Quarterly Earnings Results, Beats Expectations By $0.10 EPS

eBay (NASDAQ:EBAY) issued its quarterly earnings data on Wednesday. The e-commerce company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.41 by $0.10, FiscalAI reports. The firm had revenue of $3.21 billion during the quarter, compared to the consensus estimate of $3.12 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%.

eBay Trading Up 0.2%

EBAY traded up $0.19 during trading on Wednesday, reaching $118.02. 6,396,333 shares of the stock traded hands, compared to its average volume of 4,856,217. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 1.10. The stock has a market capitalization of $52.52 billion, a PE ratio of 24.43, a P/E/G ratio of 3.04 and a beta of 1.33. The stock’s 50-day moving average is $109.80 and its 200 day moving average is $103.43. eBay has a 12 month low of $78.03 and a 12 month high of $124.59.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on EBAY. Barclays upped their target price on eBay from $114.00 to $123.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Rosenblatt Securities initiated coverage on shares of eBay in a research note on Thursday, August 20th. They set a “buy” rating and a $120.00 target price on the stock. Erste Group Bank assumed coverage on eBay in a research note on Wednesday, October 21st. They issued a “buy” rating for the company. Needham & Company LLC increased their price objective on eBay from $122.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, UBS Group increased their target price on shares of eBay from $120.00 to $131.00 and gave the company a “neutral” rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, eBay has a consensus rating of “Hold” and an average price target of $116.19.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Third-quarter results exceeded expectations. eBay reported non-GAAP earnings of $1.51 per diluted share versus the $1.41 consensus estimate, while revenue reached approximately $3.2 billion, ahead of the $3.12 billion forecast. GAAP EPS was $1.11, with non-GAAP operating margin at 26.3%. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Marketplace growth remained robust. Gross merchandise volume rose 15% year over year on a reported basis and 16% excluding foreign-exchange effects to $23.2 billion. Management cited broad-based momentum, with collectibles and live shopping serving as important growth drivers. eBay Sales Rise on Strength in Collectibles, Live Shopping
• Positive Sentiment: Shareholder returns remain substantial. eBay returned $827 million to investors during the quarter, including $689 million in share repurchases and $138 million in dividends. Buybacks can support per-share earnings and signal management’s confidence in cash generation. eBay Inc. Reports Third Quarter 2026 Results
• Neutral Sentiment: UBS raised its price target but retained a Hold rating. The target increased to $131 from $120 as fundamentals improved, but the unchanged neutral rating indicates that UBS views the risk-reward balance as relatively even after eBay’s recent advance. UBS Adjusts Price Target on eBay

Insider Activity

In other news, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction dated 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 transaction, the chief executive officer directly owned 253,211 shares of the company’s stock, valued at approximately $27,486,054.05. This trade represents a 4.20% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares in the company, valued at $3,604,008.94. This represents a 2.77% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 34,344 shares of company stock valued at $3,635,567. Corporate insiders own 0.67% of the company’s stock.

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.