eBay (NASDAQ:EBAY – Get Free Report) had its target price increased by analysts at Rothschild & Co Redburn from $90.00 to $100.00 in a research report issued to clients and investors on Tuesday,MarketScreener reports. The brokerage presently has a “neutral” rating on the e-commerce company’s stock. Rothschild & Co Redburn’s price target points to a potential upside of 17.07% from the company’s current price.
Several other research firms also recently issued reports on EBAY. Barclays cut their price objective on shares of eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a report on Thursday. Bank of America raised their price target on shares of eBay from $100.00 to $102.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. UBS Group set a $96.00 price objective on shares of eBay in a report on Thursday. Citigroup restated a “market outperform” rating on shares of eBay in a research note on Thursday, October 30th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of eBay in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $97.75.
Read Our Latest Stock Analysis on EBAY
eBay Stock Up 1.3%
eBay (NASDAQ:EBAY – Get Free Report) last released 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 business 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 43.04%. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same period in the previous year, the company earned $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities analysts anticipate that eBay will post 3.86 earnings per share for the current fiscal year.
Insider Activity
In related news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total value of $80,588.83. Following the completion of the transaction, the senior vice president owned 5,743 shares of the company’s stock, valued at approximately $458,693.41. This represents a 14.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction that occurred 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 owned 55,990 shares in the company, valued at $4,615,815.60. This represents a 4.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 44,593 shares of company stock worth $3,998,870 over the last 90 days. Company insiders own 0.64% of the company’s stock.
Institutional Investors Weigh In On eBay
A number of institutional investors have recently added to or reduced their stakes in the stock. High Point Wealth Management LLC purchased a new position in eBay during the fourth quarter valued at $26,000. Abound Financial LLC acquired a new position in shares of eBay during the 4th quarter worth about $26,000. Financial Consulate Inc. purchased a new position in eBay in the 3rd quarter valued at about $27,000. Jessup Wealth Management Inc acquired a new stake in eBay in the 4th quarter worth about $27,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in eBay during the 3rd quarter worth approximately $28,000. Institutional investors and hedge funds own 87.48% of the company’s stock.
Trending Headlines about eBay
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Acquisition boost — eBay agreed to buy Depop for roughly $1.2B, strengthening its reach in resale/fashion and giving management another growth avenue beyond core marketplace listings; this is the primary driver of today’s buying. Digest: eBay Acquires Depop
- Positive Sentiment: Analyst upside — Deutsche Bank raised its EBAY price target to $118 and kept a Buy rating, signaling confidence in growth and valuation upside. Deutsche Bank Adjusts EBAY Price Target
- Positive Sentiment: Additional price target support — a separate note raised EBAY’s target to $100, reinforcing some analyst optimism on the name. eBay Price Target Raised to $100
- Positive Sentiment: Sector tailwind potential — a Bank of America view (reported via Yahoo/Investing.com) says a Supreme Court ruling removing earlier tariffs creates a tailwind for parts of e‑commerce, which could benefit listings and cross‑border volumes over time. This e-commerce stock could be among biggest beneficiaries
- Neutral Sentiment: Media/consumer buzz — viral listings (e.g., a stuffed IKEA toy selling for hundreds) highlight marketplace activity and brand visibility but are not material to fundamentals. Viral Stuffed IKEA Monkey Sells for Hundreds on eBay
- Neutral Sentiment: Etsy context — coverage notes Etsy’s refocus after selling Depop, which helps explain strategic rationale but mainly affects Etsy’s story rather than eBay’s core financials. Etsy Refocuses On Core Marketplace As Depop Sale Reshapes Margins
- Negative Sentiment: Analyst downgrade — Jefferies cut its price target to $60 and kept an Underperform rating, signaling a material downside scenario that could pressure the stock if the market focuses on valuation risks or integration costs. Jefferies Adjusts Price Target on EBAY
- Negative Sentiment: Macroeconomic uncertainty — Reuters flags renewed tariff moves (a new 15% duty) that reintroduce policy risk for cross‑border trade and input costs; such uncertainty can offset some of the positive deal reaction. Stocks to watch as Trump’s new tariffs spell more uncertainty
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.
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