Here's What to Expect From eBay's Next Earnings Report

With a market cap of $53.5 billion, eBay Inc. (EBAY) is a global e-commerce company that operates marketplace platforms connecting buyers and sellers across the United States, the United Kingdom, China, Germany, and other international markets. It enables users to list, buy, sell, and pay for a wide range of products through its website and mobile apps.

The San Jose, California-based company is expected to announce its fiscal Q3 2026 results after the market closes on Wednesday, Oct. 28. Ahead of this event, analysts expect EBAY to report a profit of $1.11 per share, up marginally from $1.10 per share in the year-ago quarter. The company has met or surpassed Wall Street's earnings estimates in three of the last four quarters while missing on another occasion. 

For fiscal 2026, analysts forecast the e-commerce company to post an EPS of $4.87, an increase of 16.5% from $4.18 in fiscal 2025. 

Shares of eBay have climbed 31.9% over the past 52 weeks, surpassing both the S&P 500 Index's ($SPX) 15.5% gain and the State Street Consumer Discretionary Select Sector SPDR ETF's (XLY) 3.2% decline over the period. 

eBay reported Q2 2026 results on Aug. 5. The company issued an upbeat Q3 revenue forecast of $3.07 billion to $3.12 billion, above analysts’ estimate, supported by strong demand for collectibles, motors, fashion, luxury goods, and refurbished products. Q2 revenue increased 15% to $3.13 billion, beating the estimate, and gross merchandise volume also climbed 15% to $22.4 billion, reflecting broad-based growth across the marketplace. 

The company also upgraded its full-year revenue growth outlook of 11% to 12% on a foreign exchange-neutral basis, with its focus categories, consumer-to-consumer sales, and re-commerce each growing 20% and collectively representing 70% of gross merchandise volume.

Analysts' consensus view on EBAY stock is cautiously optimistic, with a "Moderate Buy" rating overall. Among 32 analysts covering the stock, 11 recommend "Strong Buy," two suggest "Moderate Buy," 17 indicate “Hold,” one advises "Moderate Sell," and one has a "Strong Sell." This configuration is slightly more bullish than three months ago, with 10 analysts suggesting a "Strong Buy."

As of writing, the stock is trading above the average analyst price target of $117.43. 

On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.