eBay stock reports strong Q2 growth as analysts hold consensus

Published on 10/04/2026 at 23:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

eBay stock was last at USD 106.40 on October 2, 2026, after Q2 revenue reached USD 3.13 billion. Analysts set a Hold consensus.

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eBay Inc. (ISIN US2786421030) was last at USD 106.40 on Nasdaq on October 2, 2026, up 0.48 percent from the prior close. The central operating signal is Q2 2026 revenue of USD 3.13 billion, while management reported non-GAAP earnings per share of USD 1.60, up 17 percent year over year, according to Yahoo Finance on the August 5, 2026 earnings call.

Q2 growth beat expectations

The second-quarter figures show a meaningful gap between reported performance and consensus. eBay's non-GAAP EPS of USD 1.60 exceeded the USD 1.50 estimate, while revenue of USD 3.13 billion topped the USD 3.01 billion forecast, according to MarketBeat.

Gross merchandise volume also grew 14 percent year over year to USD 22.4 billion in Q2 2026, and non-GAAP operating income increased 16 percent to USD 893 million, according to Yahoo Finance. The combination gives the stock a stronger earnings base, but the next test is whether growth holds against tougher comparisons.

Analysts split over valuation

MarketBeat's September 24, 2026 update showed a Hold consensus from 33 analysts, with an average twelve-month target of USD 115.12, a high of USD 145.00 and a low of USD 75.00. The average target stands 8.20 percent above the USD 106.40 reference price, while the range shows a wide gap in expectations.

Arete Research lowered its target from USD 113.00 to USD 111.00 on September 24, 2026, while maintaining a Neutral rating, according to MarketBeat. Jefferies took the more cautious view on September 21, 2026, cutting its target from USD 80.00 to USD 75.00 and retaining Underperform, citing weaker underlying EBITDA growth and slower advertising growth, as Yahoo Finance reported.

Stock remains below yearly high

eBay's Nasdaq range for the 52 weeks through October 2, 2026, was USD 78.03 to USD 119.31. The USD 106.40 price therefore stood 10.85 percent below the yearly high, while market capitalization was USD 47.2 billion and volume reached 2,972,905 shares on October 2, 2026.

eBay stock trades at USD 106.40

eBay stock was last at USD 106.40 on Nasdaq on October 2, 2026, with a daily gain of 0.48 percent. The next scheduled earnings report is November 4, 2026, for Q3 2026, as listed by TradingView.