Cantor Fitzgerald Reiterates “Neutral” Rating for eBay (NASDAQ:EBAY)

eBay (NASDAQ:EBAY)‘s stock had its “neutral” rating restated by analysts at Cantor Fitzgerald in a report released on Thursday,Benzinga reports. They presently have a $90.00 price objective on the e-commerce company’s stock. Cantor Fitzgerald’s price target would indicate a potential upside of 9.52% from the company’s current price.

EBAY has been the subject of a number of other reports. Citigroup reaffirmed a “market outperform” rating on shares of eBay in a research note on Thursday, October 30th. Needham & Company LLC raised their target price on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a research note on Thursday. Daiwa Securities Group decreased their price target on eBay from $99.00 to $84.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. Piper Sandler restated an “overweight” rating and issued a $105.00 price objective on shares of eBay in a report on Thursday. Finally, Barclays set a $104.00 price objective on eBay in a research note on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $95.84.

eBay Trading Up 2.8%

NASDAQ EBAY opened at $82.18 on Thursday. eBay has a 12-month low of $58.71 and a 12-month high of $101.15. The company has a fifty day simple moving average of $88.24 and a two-hundred day simple moving average of $89.36. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The stock has a market cap of $37.15 billion, a P/E ratio of 17.87, a P/E/G ratio of 1.86 and a beta of 1.38.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.06. eBay had a return on equity of 41.94% and a net margin of 20.37%.The firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same period in the prior year, the firm earned $1.25 EPS. The firm’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts forecast that eBay will post 3.86 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Mazen Rawashdeh sold 1,920 shares of eBay stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the sale, the senior vice president owned 5,746 shares in the company, valued at approximately $470,597.40. The trade was a 25.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. The trade was a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,584 shares of company stock valued at $3,918,282 over the last quarter. Corporate insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in shares of eBay by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after buying an additional 468,833 shares in the last quarter. Invesco Ltd. boosted its stake in shares of eBay by 1.7% during the 2nd quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock worth $638,983,000 after purchasing an additional 140,160 shares during the last quarter. First Trust Advisors LP lifted its position in eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after buying an additional 1,808,976 shares during the period. Independent Franchise Partners LLP boosted its stake in eBay by 5.2% in the 4th quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock worth $674,866,000 after buying an additional 384,570 shares during the last quarter. Finally, Legal & General Group Plc grew its holdings in eBay by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock valued at $478,687,000 after buying an additional 141,057 shares during the period. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.