Needham & Company LLC Forecasts Strong Price Appreciation for eBay (NASDAQ:EBAY) Stock

eBay (NASDAQ:EBAY) had its price target upped by Needham & Company LLC from $115.00 to $122.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the e-commerce company’s stock. Needham & Company LLC’s price target would indicate a potential upside of 48.45% from the stock’s previous close.

Other analysts have also issued research reports about the company. Piper Sandler reaffirmed an “overweight” rating and issued a $105.00 price target on shares of eBay in a research note on Thursday. Wells Fargo & Company boosted their target price on shares of eBay from $96.00 to $98.00 and gave the company an “equal weight” rating in a research note on Thursday, January 8th. Citigroup reaffirmed a “market outperform” rating on shares of eBay in a report on Thursday, October 30th. Benchmark lifted their price target on shares of eBay from $100.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, BMO Capital Markets boosted their price target on shares of eBay from $102.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $95.26.

eBay Trading Up 2.8%

Shares of EBAY stock opened at $82.18 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 firm has a fifty day moving average of $88.24 and a 200-day moving average of $89.36. eBay has a 52-week low of $58.71 and a 52-week high of $101.15. The stock has a market cap of $37.15 billion, a price-to-earnings ratio of 17.87, a P/E/G ratio of 1.86 and a beta of 1.38.

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

Insider Transactions at eBay

In other eBay news, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the transaction, the senior vice president directly owned 55,990 shares in the company, valued at approximately $4,615,815.60. This trade represents a 4.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 43,584 shares of company stock worth $3,918,282 in the last quarter. 0.64% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Corient Private Wealth LLC lifted its stake in eBay by 75.2% in the fourth quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock valued at $22,178,000 after buying an additional 109,312 shares during the period. Vident Advisory LLC increased its stake in shares of eBay by 71.9% in the 4th quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock valued at $8,515,000 after acquiring an additional 40,872 shares during the last quarter. Beacon Pointe Advisors LLC raised its position in shares of eBay by 16.5% in the 4th quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock valued at $1,204,000 after acquiring an additional 1,955 shares during the period. State of Tennessee Department of Treasury boosted its stake in eBay by 0.8% during the 4th quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock worth $18,106,000 after acquiring an additional 1,615 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new position in eBay during the 4th quarter worth approximately $1,565,000. 87.48% of the stock is currently owned by institutional investors.

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.

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.