eBay Rises After Strong Q3 Results and Higher Full-Year Outlook

eBay Inc. (EBAY) is up 3.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to eBay’s third-quarter 2026 results, which showed solid growth in revenue, gross merchandise volume, and adjusted earnings. Investors also seem encouraged by management’s updated full-year outlook, which pointed to stronger adjusted profit than previously expected.

Details:

Third-quarter revenue was $3.2 billion, up 14% year over year, while gross merchandise volume reached $23.2 billion, up 15%.

Adjusted earnings were $1.51 per diluted share, and the company highlighted broad strength across the marketplace along with continued momentum in advertising.

For full-year 2026, eBay guided to adjusted earnings per share of $6.25 to $6.30, with fourth-quarter adjusted earnings projected at $1.48 to $1.53 per share.

eBay also returned $827 million to shareholders in the quarter through buybacks and dividends, which may have added to the positive reaction.

Sources:

eBay Inc., SEC, Finviz

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EBAY Insider Trading Activity

$EBAY insiders have traded $EBAY stock on the open market 62 times in the past 6 months. Of those trades, 0 have been purchases and 62 have been sales.

Here’s a breakdown of recent trading of $EBAY stock by insiders over the last 6 months:

JAMIE IANNONE (President and CEO) has made 0 purchases and 46 sales selling 151,741 shares for an estimated $16,374,270.
MAZEN RAWASHDEH (SVP, Chief Technology Officer) has made 0 purchases and 5 sales selling 51,919 shares for an estimated $6,060,302.
JORDAN DOUGLAS BRADLEY SWEETNAM (SVP, Chief Commercial Officer) has made 0 purchases and 8 sales selling 36,328 shares for an estimated $3,766,561.
CORNELIUS BOONE (SVP, Chief People Officer) sold 31,100 shares for an estimated $3,411,359
REBECCA SPENCER (VP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 5,190 shares for an estimated $559,431.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$EBAY Hedge Fund Activity

We have seen 548 institutional investors add shares of $EBAY stock to their portfolio, and 646 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TORONTO DOMINION BANK added 25,317,326 shares (+297.8%) to their portfolio in Q2 2026, for an estimated $2,829,211,180
AMERIPRISE FINANCIAL INC removed 3,524,124 shares (-22.6%) from their portfolio in Q2 2026, for an estimated $393,820,857
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,202,712 shares (+inf%) to their portfolio in Q2 2026, for an estimated $357,903,066
NATIXIS removed 2,813,304 shares (-74.4%) from their portfolio in Q2 2026, for an estimated $314,386,722
FMR LLC added 2,799,804 shares (+54.2%) to their portfolio in Q2 2026, for an estimated $312,878,097
INDEPENDENT FRANCHISE PARTNERS LLP removed 2,225,579 shares (-32.9%) from their portfolio in Q2 2026, for an estimated $248,708,453
IMPAX ASSET MANAGEMENT GROUP PLC removed 2,224,045 shares (-81.9%) from their portfolio in Q2 2026, for an estimated $248,537,028

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$EBAY Price Targets

Multiple analysts have issued price targets for $EBAY recently. We have seen 3 analysts offer price targets for $EBAY in the last 6 months, with a median target of $105.0.

Here are some recent targets:

Ken Gawrelski from Wells Fargo set a target price of $105.0 on 07/09/2026
Ronald Josey from Citigroup set a target price of $127.0 on 05/13/2026
Youssef Squali from Truist Securities set a target price of $105.0 on 05/04/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.