eBay (NASDAQ:EBAY) Stock Rating Upgraded by The Goldman Sachs Group

eBay (NASDAQ:EBAY) was upgraded by analysts at The Goldman Sachs Group from a “sell” rating to a “neutral” rating in a research report issued to clients and investors on Thursday, Marketbeat.com reports. The firm presently has a $88.00 target price on the e-commerce company’s stock. The Goldman Sachs Group’s price objective suggests a potential upside of 7.08% from the company’s current price.

A number of other equities research analysts have also weighed in on the company. Citigroup restated a “market outperform” rating on shares of eBay in a research note on Thursday, October 30th. Cantor Fitzgerald lifted their target price on shares of eBay from $85.00 to $90.00 and gave the stock a “neutral” rating in a research note on Thursday, October 30th. UBS Group dropped their target price on shares of eBay from $95.00 to $93.00 and set a “neutral” rating on the stock in a research report on Tuesday. Sanford C. Bernstein set a $90.00 price target on shares of eBay in a report on Friday, October 31st. Finally, BNP Paribas Exane started coverage on shares of eBay in a research note on Monday, November 24th. They set a “hold” rating for the company. Fourteen research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $95.26.

eBay Stock Performance

Shares of EBAY stock opened at $82.18 on Thursday. eBay has a 12-month low of $58.71 and a 12-month high of $101.15. The business’s fifty day simple moving average is $88.24 and its 200-day simple moving average is $89.36. 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 PE ratio of 17.87, a PEG ratio of 1.86 and a beta of 1.38.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter last year, the firm earned $1.25 EPS. The business’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. Analysts expect that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This represents a 4.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Mazen Rawashdeh sold 1,920 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total value of $157,248.00. Following the sale, the senior vice president owned 5,746 shares in the company, valued at $470,597.40. This trade represents a 25.05% 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 43,584 shares of company stock worth $3,918,282 in the last ninety days. Corporate insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. High Point Wealth Management LLC purchased a new stake in eBay in the 4th quarter worth $26,000. Abound Financial LLC purchased a new stake in shares of eBay during the fourth quarter worth about $26,000. Financial Consulate Inc. acquired a new position in shares of eBay during the 3rd quarter worth about $27,000. Jessup Wealth Management Inc purchased a new position in eBay in the 4th quarter valued at about $27,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in eBay in the 3rd quarter worth about $28,000. 87.48% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about 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.

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.