Wells Fargo & Company Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

eBay (NASDAQ:EBAY) had its target price boosted by Wells Fargo & Company from $98.00 to $101.00 in a research note published on Thursday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the e-commerce company’s stock.

Several other research analysts also recently weighed in on EBAY. Barclays cut their price target on eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a report on Thursday. Evercore lifted their price objective on eBay from $93.00 to $94.00 in a research report on Thursday. Robert W. Baird upped their target price on eBay from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Thursday. Wall Street Zen lowered eBay from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Citizens Jmp restated a “market outperform” rating and issued a $115.00 price target on shares of eBay in a report on Wednesday, January 28th. 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 data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $96.68.

eBay Price Performance

NASDAQ:EBAY opened at $84.75 on Thursday. eBay has a 12-month low of $58.71 and a 12-month high of $101.15. The firm has a market cap of $38.31 billion, a price-to-earnings ratio of 19.48, a price-to-earnings-growth ratio of 1.91 and a beta of 1.38. The company’s 50-day moving average is $88.24 and its two-hundred day moving average is $89.33. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 18.30% and a return on equity of 42.62%. The company’s quarterly revenue was up 15.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Research analysts expect that eBay will post 3.86 EPS for the current year.

eBay Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be issued a $0.31 dividend. This is a positive change from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.5%. eBay’s dividend payout ratio (DPR) is 25.22%.

Insider Transactions at eBay

In other news, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $83.94, for a total transaction of $374,540.28. Following the completion of the sale, the senior vice president owned 91,921 shares in the company, valued at approximately $7,715,848.74. The trade was a 4.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the sale, the senior vice president directly owned 4,733 shares of the company’s stock, valued at approximately $435,388.67. This trade represents a 87.60% decrease in their position. 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 over the last 90 days. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Hedge funds have recently made changes to their positions in the business. Quotient Wealth Partners LLC boosted its position in eBay by 4.5% during the 4th quarter. Quotient Wealth Partners LLC now owns 2,558 shares of the e-commerce company’s stock worth $223,000 after purchasing an additional 110 shares during the period. Childress Capital Advisors LLC boosted its position in shares of eBay by 3.2% in the fourth quarter. Childress Capital Advisors LLC now owns 3,685 shares of the e-commerce company’s stock worth $321,000 after buying an additional 114 shares during the period. JFS Wealth Advisors LLC grew its stake in shares of eBay by 57.4% in the fourth quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company’s stock valued at $28,000 after buying an additional 116 shares in the last quarter. Miracle Mile Advisors LLC grew its stake in shares of eBay by 0.4% in the third quarter. Miracle Mile Advisors LLC now owns 29,151 shares of the e-commerce company’s stock valued at $2,651,000 after buying an additional 118 shares in the last quarter. Finally, Garrett Wealth Advisory Group LLC raised its holdings in shares of eBay by 3.8% during the 2nd quarter. Garrett Wealth Advisory Group LLC now owns 3,278 shares of the e-commerce company’s stock valued at $244,000 after buying an additional 119 shares during the period. Hedge funds and other institutional investors 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 beat and strong Q1 guidance — eBay reported Q4 non‑GAAP EPS of $1.41 vs. $1.35 expected and revenue above estimates; management issued Q1 EPS and revenue guidance above consensus, which supports near‑term earnings momentum. Article Title
• Positive Sentiment: Depop acquisition expands Gen‑Z exposure — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving it a foothold in secondhand fashion and younger buyers that could boost GMV and ad/commerce monetization over time. Article Title
• Positive Sentiment: Shareholder returns lifted — Board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, signaling capital‑return confidence. Article Title
• Positive Sentiment: Analyst upgrades and price‑target increases — Multiple firms (Needham, Baird, Wells Fargo, Evercore, Goldman Sachs among others) raised targets or upgraded coverage following the results/Depop deal, adding buying interest. Article Title
• Neutral Sentiment: Short‑interest report shows no clear change — a short‑interest entry in the feed is effectively zero/invalid and provides no actionable signal on positioning. (Data appears unreliable.)
• Negative Sentiment: Heavy put option activity — unusually large volume of put buys was reported around the print, which can reflect hedging or bearish speculative positioning and adds short‑term downside pressure. Article Title
• Negative Sentiment: Near‑term dilution and margin pressure flagged — management and analysts note the Depop deal will be a low single‑digit drag to near‑term non‑GAAP operating income with accretion only later (and Q4 gross margin slipped due to investments like managed shipping/Authenticity). Article Title
• Negative Sentiment: Insider and some institutional selling — recent filings cited notable insider sales and large institutional rebalancing in Q4, which can cap upside if persistent. Article Title

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.