eBay Inc. (NASDAQ:EBAY) Receives $95.66 Average Price Target from Brokerages

eBay Inc. (NASDAQ:EBAY) has earned an average rating of “Hold” from the thirty-three ratings firms that are covering the stock, Marketbeat Ratings reports. Two equities research analysts have rated the stock with a sell recommendation, eighteen have issued a hold recommendation and thirteen have given a buy recommendation to the company. The average twelve-month target price among brokers that have covered the stock in the last year is $94.4194.

A number of equities research analysts have weighed in on the company. President Capital reduced their target price on eBay from $103.00 to $94.00 and set a “buy” rating on the stock in a report on Friday, December 19th. BMO Capital Markets raised their price objective on eBay from $102.00 to $107.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Wedbush lifted their target price on eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Evercore boosted their target price on eBay from $90.00 to $93.00 and gave the stock an “in-line” rating in a research note on Thursday, October 30th. Finally, Stifel Nicolaus reduced their price target on shares of eBay from $89.00 to $88.00 in a research note on Thursday, October 30th.

Insider Transactions at eBay

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

Institutional Investors Weigh In On eBay

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in EBAY. ABN AMRO Bank N.V. bought a new position in eBay in the 2nd quarter valued at $235,149,000. Altshuler Shaham Ltd raised its position in shares of 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 worth $182,282,000 after buying an additional 2,092,748 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in eBay by 1,007.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after buying an additional 1,992,116 shares during the period. First Trust Advisors LP increased its stake in eBay by 27.8% in the 3rd quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after acquiring an additional 1,808,976 shares during the last quarter. Finally, M&G PLC raised its holdings in shares of eBay by 88.8% in the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after acquiring an additional 1,310,373 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat on EPS and revenue: non‑GAAP EPS of $1.41 topped estimates and revenue (~$2.96–2.97B) exceeded consensus, with revenue up ~15% year‑over‑year — evidence of continued top‑line momentum. eBay shares jump as Q4 earnings beat, Depop acquisition announced
• Positive Sentiment: Bullish guidance: eBay raised Q1 FY2026 EPS guidance to $1.530–$1.590 (above Street) and guided revenue ~$3.0–3.1B vs. consensus ~$2.9B — suggests management expects demand to remain solid into the quarter. eBay forecasts first-quarter revenue above estimates
• Positive Sentiment: Strategic acquisition — Depop for $1.2B: eBay will buy Etsy’s Depop to strengthen its fashion/C2C offering and reach Gen Z/millennial buyers, accelerating its strategy to broaden category mix. This deal was a key driver of the stock reaction. eBay to Acquire Depop from Etsy
• Positive Sentiment: Shareholder returns increased: eBay raised the quarterly dividend to $0.31 and authorized an incremental $2.0B in buybacks; the company returned $756M in Q4 — supportive for EPS and investor confidence. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts and materials: company provided slides and a call; analysts’ views and price targets remain mixed (median target historically near ~$99), so near‑term sentiment can swing. MarketBeat earnings summary and call materials
• Negative Sentiment: GAAP profitability and cash metrics showed some weakness: certain reports note GAAP net income and GAAP EPS declined year‑over‑year and cash & cash equivalents fell — items investors review when assessing the quality of the beat. eBay Inc. (EBAY) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Elevated hedging and insider activity: unusually large put-option volume and continued insider selling were reported — signals of higher near‑term volatility and some insider profit‑taking.

eBay Stock Up 2.8%

eBay stock opened at $82.18 on Monday. The company’s 50-day moving average price is $88.24 and its two-hundred day moving average price is $89.36. The company has a quick ratio of 0.92, a current 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 has a twelve month low of $58.71 and a twelve month high of $101.15.

eBay (NASDAQ:EBAY) last released its quarterly 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. The business had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 41.94% and a net margin of 20.37%.The firm’s quarterly revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the company posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts expect that eBay will post 3.86 EPS for the current year.

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.