Robert W. Baird Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

eBay (NASDAQ:EBAY) had its target price boosted by Robert W. Baird from $105.00 to $117.00 in a research report released on Thursday morning,MarketScreener reports.

EBAY has been the subject of a number of other research reports. BMO Capital Markets boosted their price objective on eBay from $120.00 to $130.00 in a report on Thursday. Daiwa Securities Group increased their target price on eBay from $84.00 to $90.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 24th. Evercore set a $96.00 price target on eBay in a report on Thursday. Rothschild & Co Redburn lifted their price target on eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a report on Tuesday, February 24th. Finally, Morgan Stanley boosted their price target on eBay to $117.00 and gave the company an “overweight” rating in a research note on Tuesday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $105.32.

eBay Stock Performance

Shares of EBAY traded down $1.39 during trading hours on Thursday, hitting $102.09. The company had a trading volume of 811,856 shares, compared to its average volume of 5,227,372. The business has a fifty day moving average of $94.21 and a 200-day moving average of $89.73. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. The firm has a market cap of $45.73 billion, a price-to-earnings ratio of 23.10, a PEG ratio of 2.16 and a beta of 1.34. eBay has a 12 month low of $67.48 and a 12 month high of $107.34.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, topping the consensus estimate of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 45.42%. The business had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. During the same quarter in the previous year, the firm posted $1.38 EPS. eBay’s revenue was up 19.5% compared to the same quarter last year. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities analysts anticipate that eBay will post 4.85 EPS for the current fiscal year.

eBay Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, May 29th. eBay’s dividend payout ratio is 28.51%.

Insider Buying and Selling

In other eBay news, CEO Jamie Iannone sold 21,000 shares of the stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the sale, the chief executive officer directly owned 352,653 shares in the company, valued at $34,337,822.61. This represents a 5.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the completion of the transaction, the senior vice president directly owned 42,948 shares in the company, valued at approximately $3,970,113.12. This represents a 23.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 86,952 shares of company stock worth $8,251,267 over the last three months. Company insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

Institutional investors and hedge funds have recently made changes to their positions in the company. Altshuler Shaham Ltd increased its stake in eBay by 4,452,655.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after acquiring an additional 2,092,748 shares during the last quarter. First Trust Advisors LP lifted its stake 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 purchasing an additional 1,808,976 shares during the last quarter. Alyeska Investment Group L.P. lifted its stake in eBay by 214.6% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company’s stock worth $161,865,000 after purchasing an additional 1,267,601 shares during the last quarter. Pacer Advisors Inc. boosted its holdings in shares of eBay by 3,248.7% in the 4th quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company’s stock valued at $109,483,000 after purchasing an additional 1,219,439 shares in the last quarter. Finally, Allianz Asset Management GmbH increased its stake in shares of eBay by 47.5% in the 4th quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company’s stock valued at $315,862,000 after purchasing an additional 1,167,019 shares during the last quarter. Institutional investors own 87.48% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q1 results beat expectations: eBay reported $1.66 non‑GAAP EPS on $3.09B revenue, GMV growth, and returned $639M to shareholders (including $500M buybacks and a $0.31 dividend). Those fundamentals underpin the rally. eBay Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Morgan Stanley raised its price target to $117 and kept an overweight rating — a bullish signal from a major shop that likely supported buying. Morgan Stanley Adjusts eBay Price Target
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, adding upside interest from growth-focused analysts. Needham Reaffirms Buy
• Neutral Sentiment: Several firms raised price targets but kept neutral/equal‑weight ratings: Cantor Fitzgerald to $110, Susquehanna to $110, Wells Fargo to $104 and JPMorgan to $100 — these moves support the stock but stop short of broad bullish conviction. Cantor Fitzgerald PT Susquehanna/Benzinga Wells Fargo PT JPMorgan PT
• Negative Sentiment: Management’s Q2 guidance disappointed on the earnings front: EPS guidance of $1.09–$1.14 is well below Street estimates (consensus ~ $1.44), and Q2 GMV guidance is below Q1 GMV — this is the key reason the stock fell on the initial print and remains a downside risk. Reuters: eBay forecasts Q2 revenue
• Negative Sentiment: Analyst and media notes flag second‑half growth uncertainty; several writeups explain why investors trimmed positions despite the beat. Watch H2 guidance commentary for the next move. Blockonomi: Stock Slides Despite Beat Proactive: H2 Concerns

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.