eBay (NASDAQ:EBAY) Price Target Raised to $102.00 at Bank of America

eBay (NASDAQ:EBAY) had its price objective hoisted by Bank of America from $100.00 to $102.00 in a research note published on Thursday,Benzinga reports. They currently have a neutral rating on the e-commerce company’s stock.

A number of other equities analysts have also weighed in on the stock. Citizens Jmp reaffirmed a “market outperform” rating and issued a $115.00 target price on shares of eBay in a research note on Wednesday, January 28th. BNP Paribas Exane started coverage on eBay in a report on Monday, November 24th. They issued a “hold” rating on the stock. Arete Research increased their price objective on eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a report on Thursday, January 15th. TD Cowen reissued a “hold” rating on shares of eBay in a research report on Wednesday. Finally, Wedbush boosted their target price on eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $96.68.

eBay Price Performance

NASDAQ EBAY opened at $84.75 on Thursday. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. The stock has a market cap of $38.31 billion, a price-to-earnings ratio of 19.48, a PEG ratio of 1.91 and a beta of 1.38. The business has a 50 day simple moving average of $88.24 and a 200 day simple moving average of $89.33. eBay has a 52-week low of $58.71 and a 52-week high of $101.15.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. The firm had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The business’s revenue was up 15.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts anticipate that eBay will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.5%. This is a boost from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend is Friday, March 6th. eBay’s payout ratio is currently 25.22%.

Insider Buying and Selling

In other eBay news, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total transaction of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares of the company’s stock, valued at $7,715,848.74. The trade was a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. The trade was a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 43,584 shares of company stock valued at $3,918,282 in the last ninety days. 0.64% of the stock is owned by company insiders.

Institutional Trading of eBay

A number of large investors have recently added to or reduced their stakes in the company. Invesco Ltd. raised its holdings in shares of eBay by 8.3% in the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after purchasing an additional 692,805 shares during the period. Corient Private Wealth LLC grew its holdings in eBay by 75.2% during the fourth quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock worth $22,178,000 after purchasing an additional 109,312 shares during the period. Vident Advisory LLC increased its position in eBay by 71.9% during the fourth quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock worth $8,515,000 after buying an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC increased its position in eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock worth $1,204,000 after buying an additional 1,955 shares during the last quarter. Finally, State of Tennessee Department of Treasury raised its stake in eBay by 0.8% in the fourth quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after buying an additional 1,615 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat and strong Q1 guidance — eBay reported Q4 non‑GAAP EPS of $1.41 vs. $1.35 expected and revenue above estimates; management issued Q1 EPS and revenue guidance above consensus, which supports near‑term earnings momentum. Article Title
• Positive Sentiment: Depop acquisition expands Gen‑Z exposure — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving it a foothold in secondhand fashion and younger buyers that could boost GMV and ad/commerce monetization over time. Article Title
• Positive Sentiment: Shareholder returns lifted — Board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, signaling capital‑return confidence. Article Title
• Positive Sentiment: Analyst upgrades and price‑target increases — Multiple firms (Needham, Baird, Wells Fargo, Evercore, Goldman Sachs among others) raised targets or upgraded coverage following the results/Depop deal, adding buying interest. Article Title
• Neutral Sentiment: Short‑interest report shows no clear change — a short‑interest entry in the feed is effectively zero/invalid and provides no actionable signal on positioning. (Data appears unreliable.)
• Negative Sentiment: Heavy put option activity — unusually large volume of put buys was reported around the print, which can reflect hedging or bearish speculative positioning and adds short‑term downside pressure. Article Title
• Negative Sentiment: Near‑term dilution and margin pressure flagged — management and analysts note the Depop deal will be a low single‑digit drag to near‑term non‑GAAP operating income with accretion only later (and Q4 gross margin slipped due to investments like managed shipping/Authenticity). Article Title
• Negative Sentiment: Insider and some institutional selling — recent filings cited notable insider sales and large institutional rebalancing in Q4, which can cap upside if persistent. Article Title

About eBay

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.