Needham & Company LLC Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

eBay (NASDAQ:EBAY) had its price objective lifted by equities researchers at Needham & Company LLC from $122.00 to $135.00 in a research report issued on Thursday,Benzinga reports. The firm presently has a “buy” rating on the e-commerce company’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 21.46% from the company’s previous close.

EBAY has been the subject of a number of other reports. Morgan Stanley boosted their target price on shares of eBay to $117.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. Wall Street Zen raised shares of eBay from a “hold” rating to a “buy” rating in a report on Sunday, April 26th. BNP Paribas Exane boosted their price objective on shares of eBay from $97.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. TD Cowen upped their price objective on eBay from $87.00 to $88.00 and gave the stock a “hold” rating in a report on Friday, May 1st. Finally, Arete Research decreased their price objective on eBay from $113.00 to $111.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 26th. Thirteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $113.52.

eBay Stock Performance

Shares of NASDAQ:EBAY opened at $111.15 on Thursday. eBay has a twelve month low of $78.03 and a twelve month high of $119.31. The firm has a market cap of $49.35 billion, a PE ratio of 25.20, a price-to-earnings-growth ratio of 2.41 and a beta of 1.37. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The business has a fifty day moving average of $111.10 and a 200-day moving average of $101.39.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same period in the previous year, the business posted $1.37 earnings per share. The firm’s revenue for the quarter was up 14.8% compared to the same quarter last year. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, equities research analysts predict that eBay will post 4.89 EPS for the current fiscal year.

Insider Activity at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 863 shares of the company’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $109.17, for a total value of $94,213.71. Following the completion of the sale, the senior vice president directly owned 34,533 shares of the company’s stock, valued at $3,769,967.61. This represents a 2.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of eBay stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the transaction, the senior vice president directly owned 32,124 shares in the company, valued at $3,485,775.24. The trade was a 5.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 76,012 shares of company stock worth $8,747,852. 0.67% of the stock is owned by insiders.

Hedge Funds Weigh In On eBay

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. boosted its holdings in shares of eBay by 4.0% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 2,931,042 shares of the e-commerce company’s stock worth $255,294,000 after acquiring an additional 113,553 shares during the period. Allworth Financial LP grew its stake in eBay by 62.6% during the fourth quarter. Allworth Financial LP now owns 23,108 shares of the e-commerce company’s stock worth $2,013,000 after buying an additional 8,899 shares in the last quarter. North Dakota State Investment Board acquired a new position in eBay during the fourth quarter valued at approximately $1,809,000. Eurizon Capital SGR S.p.A. acquired a new position in shares of eBay during the 4th quarter worth $9,368,000. Finally, Jefferies Financial Group Inc. bought a new position in shares of eBay in the fourth quarter worth about $1,209,000. 87.48% of the stock is owned by institutional investors.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported non-GAAP EPS of $1.60 versus the $1.50 consensus estimate and revenue of approximately $3.13 billion versus expectations of $3.02 billion. Revenue and gross merchandise volume each increased about 15% year over year, to $3.1 billion and $22.4 billion, respectively. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its growth outlook: eBay now expects 2026 GMV growth of 11.5% to 12.5%, while the completed Depop acquisition is expected to support expansion in resale and younger consumer categories. Third-quarter revenue guidance of about $3.1 billion is above consensus, and EPS guidance of $1.36 to $1.42 is broadly in line with estimates. eBay Lifts Outlook as Depop Acquisition Closes
• Positive Sentiment: AI, luxury and collectibles are growth opportunities: The company is using AI to improve listings and shopping tools, while luxury goods and collectibles helped drive recent momentum. eBay also returned $448 million to shareholders in the quarter through buybacks and dividends. eBay Rides Luxury, Collectibles and AI to 15% Growth in Q2
• Neutral Sentiment: Dividend maintained: eBay declared a quarterly dividend of $0.31 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns, though the August 28 ex-dividend date may create normal trading adjustments.
• Neutral Sentiment: AI strategy remains a balancing act: CEO Jamie Iannone is embracing AI-powered seller and marketplace tools but reportedly plans to restrict autonomous AI shopping agents, potentially protecting marketplace economics while limiting some emerging demand channels. eBay CEO Jamie Iannone’s AI Playbook
• Negative Sentiment: Analyst downgrade: Citizens JMP cut eBay from “outperform” to “market perform,” signaling that valuation or future upside may now look more balanced after the stock’s strong performance.
• Negative Sentiment: Resale competition could intensify: Fashion brands are increasingly seeking to operate their own secondhand marketplaces, threatening eBay’s role in capturing resale transaction value as the market expands. Fashion Brands Target the Resale Market

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.