eBay (NASDAQ:EBAY) Price Target Raised to $105.00

eBay (NASDAQ:EBAY) had its price objective raised by analysts at Robert W. Baird from $100.00 to $105.00 in a research note issued to investors on Thursday,MarketScreener reports. The brokerage currently has an “outperform” rating on the e-commerce company’s stock. Robert W. Baird’s target price points to a potential upside of 27.77% from the company’s previous close.

EBAY has been the topic of several other research reports. The Goldman Sachs Group raised shares of eBay from a “sell” rating to a “neutral” rating and set a $88.00 price target on the stock in a research note on Thursday. Weiss Ratings reissued a “buy (b)” rating on shares of eBay in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft raised their price objective on eBay from $96.00 to $100.00 in a report on Thursday, October 30th. Wells Fargo & Company increased their price target on eBay from $96.00 to $98.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Finally, Truist Financial lifted their price objective on eBay from $86.00 to $92.00 and gave the company a “hold” rating in a report on Monday, November 3rd. Fourteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $95.84.

eBay Trading Up 2.8%

Shares of EBAY opened at $82.18 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The company 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. The company’s fifty day simple moving average is $88.24 and its 200-day simple moving average is $89.36.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 41.94% and a net margin of 20.37%.The firm had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the prior year, the firm posted $1.25 earnings per share. The company’s quarterly revenue was up 15.0% on a year-over-year basis. 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.

Insider Activity

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the transaction, the senior vice president directly owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $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 90 days, insiders have sold 43,584 shares of company stock worth $3,918,282. Insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

Several institutional investors have recently added to or reduced their stakes in the business. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new position in eBay during the 3rd quarter valued at approximately $770,000. Teacher Retirement System of Texas lifted its stake in shares of eBay by 2.0% during the second quarter. Teacher Retirement System of Texas now owns 171,040 shares of the e-commerce company’s stock worth $12,736,000 after buying an additional 3,374 shares during the period. Allianz Asset Management GmbH grew its holdings in shares of eBay by 10.9% during the third quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock valued at $223,683,000 after buying an additional 242,168 shares during the last quarter. Independent Advisor Alliance grew its holdings in shares of eBay by 407.8% during the third quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock valued at $2,407,000 after buying an additional 21,257 shares during the last quarter. Finally, Savant Capital LLC increased its position in shares of eBay by 19.4% in the 2nd quarter. Savant Capital LLC now owns 24,229 shares of the e-commerce company’s stock valued at $1,804,000 after acquiring an additional 3,933 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

Key Headlines Impacting eBay

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.

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.