Analysts Set eBay Inc. (NASDAQ:EBAY) Price Target at $95.66

eBay Inc. (NASDAQ:EBAY) has been given an average recommendation of “Hold” by the thirty-three brokerages that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, eighteen have issued a hold rating and fourteen have issued a buy rating on the company. The average 12 month target price among analysts that have covered the stock in the last year is $96.8438.

EBAY has been the topic of a number of recent research reports. Needham & Company LLC lifted their price objective on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday. BNP Paribas Exane raised their price target on eBay from $90.00 to $97.00 and gave the stock a “neutral” rating in a report on Thursday. Evercore boosted their price target on eBay from $93.00 to $94.00 in a research report on Thursday. BMO Capital Markets reaffirmed an “outperform” rating and set a $120.00 price objective on shares of eBay in a research report on Thursday. Finally, Piper Sandler reissued an “overweight” rating and issued a $105.00 target price (up previously from $98.00) on shares of eBay in a report on Thursday.

Insider Activity

In other news, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the sale, the senior vice president owned 55,990 shares of the company’s stock, valued at $4,615,815.60. The trade was 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 accessible through this hyperlink. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total transaction of $80,588.83. Following the transaction, the senior vice president owned 5,743 shares in the company, valued at approximately $458,693.41. This trade represents a 14.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,593 shares of company stock worth $3,998,870 over the last quarter. Insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Large investors have recently modified their holdings of the business. ABN AMRO Bank N.V. acquired a new position in eBay during the second quarter worth $235,149,000. Altshuler Shaham Ltd boosted its position in shares of eBay by 4,452,655.3% during the 4th quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock worth $182,282,000 after purchasing an additional 2,092,748 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of eBay by 1,007.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after purchasing an additional 1,992,116 shares during the period. First Trust Advisors LP increased its holdings in shares of 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 valued at $755,767,000 after purchasing an additional 1,808,976 shares in the last quarter. Finally, M&G PLC lifted its stake in shares of eBay by 88.8% in the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after purchasing an additional 1,310,373 shares during the period. 87.48% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

eBay Stock Performance

NASDAQ EBAY opened at $88.07 on Monday. The company has a fifty day moving average of $88.30 and a two-hundred day moving average of $89.30. The company has a market capitalization of $39.81 billion, a PE ratio of 20.25, a P/E/G ratio of 1.98 and a beta of 1.38. eBay has a 1 year low of $58.71 and a 1 year high of $101.15. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92.

eBay (NASDAQ:EBAY) last posted its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share 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 42.62% and a net margin of 18.30%.The business’s quarterly revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the business earned $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 earnings per share for the current year.

eBay Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a $0.31 dividend. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.24 annualized dividend and a yield of 1.4%. This is an increase from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio is presently 25.22%.

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.