eBay Inc. (EBAY) beat expectations in Q2 FY2026 on revenue of $3.1B versus the $3.0B estimate (+14.8% YoY) and EPS of $1.60. The next eBay Inc. (EBAY) earnings date is Nov 4, 2026. Below is the full eBay Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
eBay Inc. (EBAY) Earnings Analysis — key stats
Next earnings date
Nov 4, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±7.8% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±20.2% (options-derived · into Nov 4, 2026)
Institutional ownership
89.3% (13F as of 2026-06-30)
Top 10 holders
43.9% (of shares outstanding)
Insider activity
0 buys / 12 sells (recent Form 4 filings)
Revenue
$3.1B (vs $3.0B est · +3.9% surprise · +14.8% YoY)
EPS
$1.60 (vs $1.50 est · +6.7% surprise · +55.0% YoY)
Share price
$103.14 (-1.4%)
Market cap
$45.8B
eBay Inc. (EBAY) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.1B vs $3.0B est
$1.60 vs $1.50 est
+6.7%
+0.5%
Beat
Q2 FY2026
$3.1B vs $3.0B est
$1.66 vs $1.58 est
+5.1%
+3.1%
Mixed
Q1 FY2026
$3.0B vs $2.9B est
$1.41 vs $1.35 est
+4.4%
+6.0%
Beat
Q4 FY2025
$2.8B vs $2.7B est
$1.36 vs $1.33 est
+2.3%
-15.9%
Beat
Q3 FY2025
$2.7B vs $2.6B est
$1.37 vs $1.30 est
+5.4%
+16.9%
Beat
Q2 FY2025
$2.6B vs $2.5B est
$1.38 vs $1.34 est
+3.0%
+0.7%
Mixed
Q1 FY2025
$2.6B vs $2.6B est
$1.25 vs $1.20 est
+4.2%
-10.5%
Mixed
Q4 FY2024
$2.6B vs $2.5B est
$1.19 vs $1.18 est
+0.8%
-8.4%
In line
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.8%
39.4M
$4.4B
-3.0%
Toronto Dominion Bank
7.5%
33.8M
$3.8B
+297.8%
Vanguard Capital Management LLC
6.5%
29.0M
$3.2B
-0.8%
State Street Corp
4.9%
21.8M
$2.4B
-2.1%
Undisclosed filer
4.8%
21.5M
$2.4B
-8.1%
Geode Capital Management, LLC
2.8%
12.6M
$1.4B
+1.1%
Ameriprise Financial INC
2.7%
12.1M
$1.3B
-22.6%
Comprehensive Financial Management LLC
2.2%
10.0M
$1.1B
+0.0%
Morgan Stanley
1.9%
8.7M
$969.3M
+2.4%
Fmr LLC
1.8%
8.0M
$889.6M
+54.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
SPENCER REBECCA
officer: VP, Chief Accounting Officer
2026-08-10
Sell
5K
$490025
SPENCER REBECCA
officer: VP, Chief Accounting Officer
2026-08-10
Sell
646
$69406
IANNONE JAMIE
director, officer: President and CEO
2026-08-05
Sell
2K
$256942
IANNONE JAMIE
director, officer: President and CEO
2026-08-05
Sell
4K
$409708
IANNONE JAMIE
director, officer: President and CEO
2026-08-05
Sell
2K
$248989
IANNONE JAMIE
director, officer: President and CEO
2026-08-05
Sell
1K
$157668
IANNONE JAMIE
director, officer: President and CEO
2026-08-05
Sell
1K
$132723
IANNONE JAMIE
director, officer: President and CEO
2026-08-06
Sell
1K
$142040
What you'll find
Next eBay Inc. (EBAY) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment eBay Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in eBay Inc. (EBAY)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is eBay Inc.'s next earnings date?
eBay Inc.'s (EBAY) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did eBay Inc. (EBAY) beat or miss earnings?
In Q2 FY2026, eBay Inc. (EBAY) posted beat results — revenue of $3.1B versus the $3.0B estimate (+3.9% surprise) and EPS of $1.60 versus $1.50 expected (+6.7% surprise). Magnisto decodes every eBay Inc. (EBAY) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does eBay Inc. beat earnings estimates?
Over its last 8 reported quarters, eBay Inc. (EBAY) beat Wall Street EPS estimates 7 times, most recently a beat result in Q3 FY2026. Magnisto tracks every eBay Inc. (EBAY) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does eBay Inc. stock move after earnings?
Over its last 8 quarterly reports, eBay Inc. (EBAY) moved an average of ±7.8% the day after earnings — ranging from -15.9% (Q4 FY2025) to +16.9% (Q3 FY2025). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±20.2% (derived). Magnisto tracks the realized post-earnings move for every eBay Inc. (EBAY) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of eBay Inc.?
Institutions hold about 89.3% of eBay Inc.'s (EBAY) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.8%), Toronto Dominion Bank (7.5%), Vanguard Capital Management LLC (6.5%). Magnisto lists eBay Inc.'s (EBAY) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling eBay Inc. (EBAY)?
In the most recent Form 4 filings Magnisto tracks, eBay Inc. (EBAY) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for eBay Inc. (EBAY) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for eBay Inc. (EBAY), anchored to the current $103.14 share price, so you can weigh the bull, base and bear cases for eBay Inc. side by side.
Is eBay Inc. (EBAY) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether eBay Inc. fits your own thesis and risk profile. This is research, not investment advice.