eBay (NASDAQ:EBAY – Get Free Report) updated its second quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 1.090-1.140 for the period, compared to the consensus EPS estimate of 1.440. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $3.0 billion.
Analyst Ratings Changes
Several equities analysts have weighed in on the stock. Needham & Company LLC reiterated a “buy” rating and set a $122.00 price objective on shares of eBay in a research report on Thursday. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $132.00 price objective on shares of eBay in a research report on Monday. The Goldman Sachs Group increased their price objective on eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a research note on Thursday. Wells Fargo & Company increased their price objective on eBay from $100.00 to $104.00 and gave the stock an “equal weight” rating in a research note on Thursday. Finally, Barclays increased their price objective on eBay from $104.00 to $114.00 and gave the stock an “overweight” rating in a research note on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $105.32.
View Our Latest Stock Analysis on eBay
eBay Stock Down 1.6%
eBay (NASDAQ:EBAY – Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. eBay had a return on equity of 45.42% and a net margin of 17.58%.The company had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. During the same period last year, the business earned $1.38 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, analysts anticipate that eBay will post 4.85 earnings per share for the current year.
eBay Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be paid a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.2%. eBay’s dividend payout ratio (DPR) is 28.51%.
Insider Transactions at eBay
In other news, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $100.36, for a total transaction of $1,215,660.68. Following the completion of the sale, the senior vice president directly owned 30,835 shares of the company’s stock, valued at $3,094,600.60. This trade represents a 28.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 23,167 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the sale, the senior vice president directly owned 28,915 shares of the company’s stock, valued at $2,706,154.85. This trade represents a 44.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 86,952 shares of company stock valued at $8,251,267 over the last 90 days. Company insiders own 0.64% of the company’s stock.
eBay News Roundup
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Q1 results beat expectations: eBay reported $1.66 non‑GAAP EPS on $3.09B revenue, GMV growth, and returned $639M to shareholders (including $500M buybacks and a $0.31 dividend). Those fundamentals underpin the rally. eBay Inc. Reports First Quarter 2026 Results
- Positive Sentiment: Morgan Stanley raised its price target to $117 and kept an overweight rating — a bullish signal from a major shop that likely supported buying. Morgan Stanley Adjusts eBay Price Target
- Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, adding upside interest from growth-focused analysts. Needham Reaffirms Buy
- Neutral Sentiment: Several firms raised price targets but kept neutral/equal‑weight ratings: Cantor Fitzgerald to $110, Susquehanna to $110, Wells Fargo to $104 and JPMorgan to $100 — these moves support the stock but stop short of broad bullish conviction. Cantor Fitzgerald PT Susquehanna/Benzinga Wells Fargo PT JPMorgan PT
- Negative Sentiment: Management’s Q2 guidance disappointed on the earnings front: EPS guidance of $1.09–$1.14 is well below Street estimates (consensus ~ $1.44), and Q2 GMV guidance is below Q1 GMV — this is the key reason the stock fell on the initial print and remains a downside risk. Reuters: eBay forecasts Q2 revenue
- Negative Sentiment: Analyst and media notes flag second‑half growth uncertainty; several writeups explain why investors trimmed positions despite the beat. Watch H2 guidance commentary for the next move. Blockonomi: Stock Slides Despite Beat Proactive: H2 Concerns
Institutional Inflows and Outflows
Hedge funds have recently made changes to their positions in the stock. Jessup Wealth Management Inc acquired a new position in shares of eBay during the 4th quarter valued at about $27,000. JPL Wealth Management LLC acquired a new position in shares of eBay during the 3rd quarter valued at about $28,000. 1248 Management LLC acquired a new position in shares of eBay during the 4th quarter valued at about $33,000. Prosperity Bancshares Inc acquired a new position in shares of eBay during the 4th quarter valued at about $44,000. Finally, DV Equities LLC acquired a new position in shares of eBay during the 4th quarter valued at about $55,000. Institutional investors and hedge funds 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.
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