eBay (NASDAQ:EBAY) Price Target Raised to $104.00

eBay (NASDAQ:EBAY) had its price objective lifted by Wells Fargo & Company from $100.00 to $104.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have an equal weight rating on the e-commerce company’s stock.

A number of other equities analysts have also weighed in on EBAY. Stifel Nicolaus boosted their target price on eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a research report on Thursday, February 19th. Cantor Fitzgerald boosted their target price on eBay from $100.00 to $110.00 and gave the stock a “neutral” rating in a research report on Thursday. Truist Financial set a $94.00 price target on shares of eBay and gave the company a “hold” rating in a research report on Thursday, February 19th. Rothschild & Co Redburn upped their price target on shares of eBay from $90.00 to $100.00 and gave the company a “neutral” rating in a research report on Tuesday, February 24th. Finally, Wedbush upped their price target on shares of eBay from $95.00 to $100.00 and gave the company a “neutral” rating in a research report on Friday, February 20th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, eBay currently has an average rating of “Hold” and an average target price of $105.32.

eBay Price Performance

Shares of NASDAQ:EBAY opened at $104.07 on Thursday. eBay has a fifty-two week low of $67.48 and a fifty-two week high of $107.34. The business has a 50-day simple moving average of $94.21 and a two-hundred day simple moving average of $89.74. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.10 and a current ratio of 1.22. The firm has a market cap of $46.62 billion, a price-to-earnings ratio of 23.60, a price-to-earnings-growth ratio of 2.16 and a beta of 1.39.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The business had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.04 billion. During the same quarter in the previous year, the firm earned $1.38 EPS. eBay’s revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. On average, analysts expect that eBay will post 4.89 earnings per share for the current year.

eBay Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 29th will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. eBay’s dividend payout ratio is presently 28.12%.

Insider Buying and Selling

In related news, SVP Cornelius Boone sold 16,685 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the transaction, the senior vice president directly owned 94,479 shares in the company, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Jamie Iannone sold 21,000 shares of the business’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the transaction, the chief executive officer owned 352,653 shares of the company’s stock, valued at approximately $34,337,822.61. This trade represents a 5.62% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 86,952 shares of company stock valued at $8,251,267. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Cedar Mountain Advisors LLC grew its stake in shares of eBay by 128.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock valued at $25,000 after acquiring an additional 156 shares during the period. Abound Financial LLC bought a new position in shares of eBay during the 4th quarter valued at approximately $26,000. Financial Consulate Inc. bought a new position in shares of eBay during the 3rd quarter valued at approximately $27,000. High Point Wealth Management LLC bought a new position in shares of eBay during the 4th quarter valued at approximately $26,000. Finally, Steigerwald Gordon & Koch Inc. bought a new position in shares of eBay during the 3rd quarter valued at approximately $28,000. 87.48% of the stock is currently owned by institutional investors.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Multiple firms raised price targets sharply (Citizens Jmp to $120, BMO to $130, Robert W. Baird to $117 and Needham reiterated Buy at $122), signaling renewed analyst confidence after Q1 strength. Citizens Jmp raises target to $120 (Benzinga)
• Positive Sentiment: BMO’s lift to a $130 target is the largest upside call and suggests some analysts see substantial continued GMV/ad monetization upside. BMO raises PT to $130 (MarketScreener)
• Positive Sentiment: Robert W. Baird raised its target to $117, another vote of confidence that boosts upside expectations. Baird raises PT to $117 (MarketScreener)
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, reinforcing bullish views among some growth‑oriented analysts. Needham reaffirms Buy at $122 (Benzinga)
• Neutral Sentiment: Q1 results beat expectations — $1.66 EPS and $3.09B revenue (+19.5% y/y) with strong GMV and ad performance — supporting the analyst upgrades but the reaction was mixed because guidance left some uncertainty. eBay reports Q1 2026 results (Yahoo Finance)
• Neutral Sentiment: eBay guided Q2 GMV to $21.3B–$21.7B (up y/y but below Q1’s level) and flagged steady revenue; guidance helped revenue estimates but left some investors cautious about H2 momentum. Reuters: eBay forecasts Q2 revenue above estimates
• Neutral Sentiment: eBay declared a $0.31 quarterly dividend (record May 29, payable June 12), a small income signal but not a material value driver.
• Negative Sentiment: Some brokers remain cautious or set targets below the current price (TD Cowen to $88; Jefferies to $65), which can cap upside and add downside risk if sentiment shifts. TD Cowen lowers PT to $88 (MarketScreener)
• Negative Sentiment: Market commentary flagged second‑half growth concerns despite the Q1 beat; that caution explains earlier intraday selling and could drive volatility if future GMV guidance softens. Blockonomi: stock slides despite Q1 beat

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.