eBay (NASDAQ:EBAY) Price Target Raised to $90.00

Posted by Donna Armstrong on Feb 27th, 2026

eBay (NASDAQ:EBAY – Free Report) had its price objective boosted by Daiwa Securities Group from $84.00 to $90.00 in a research note issued to investors on Tuesday,MarketScreener reports. Daiwa Securities Group currently has a neutral rating on the e-commerce company’s stock.

Other equities research analysts have also recently issued research reports about the company. Piper Sandler reiterated an “overweight” rating and set a $105.00 price objective (up from $98.00) on shares of eBay in a research note on Thursday, February 19th. Cantor Fitzgerald restated a “neutral” rating and set a $90.00 target price on shares of eBay in a report on Thursday, February 19th. Jefferies Financial Group cut their price target on shares of eBay from $65.00 to $60.00 and set an “underperform” rating for the company in a research note on Monday. BNP Paribas Exane boosted their price objective on shares of eBay from $90.00 to $97.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Finally, Stifel Nicolaus upped their target price on shares of eBay from $88.00 to $94.00 and gave the company a “hold” rating in a report on Thursday, February 19th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $97.75.

View Our Latest Stock Report on EBAY

eBay Trading Up 3.0%

Shares of NASDAQ:EBAY opened at $87.90 on Tuesday. The company’s 50-day moving average price is $88.54 and its two-hundred day moving average price is $89.11. eBay has a one year low of $58.71 and a one year high of $101.15. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.10 and a quick ratio of 1.10. The stock has a market capitalization of $39.38 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 1.78 and a beta of 1.38.

eBay (NASDAQ:EBAY – Get Free Report) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same quarter in the previous year, the business earned $1.25 earnings per share. eBay’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. On average, equities analysts forecast that eBay will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Stockholders of record on Friday, March 6th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 1.4%. This is an increase from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. eBay’s dividend payout ratio is 26.67%.

Insider Transactions at eBay

In related news, SVP Julie A. Loeger sold 2,896 shares of the business’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares in the company, valued at $4,615,815.60. The trade was a 4.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total value of $157,248.00. Following the completion of the transaction, the senior vice president directly owned 5,746 shares in the company, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 44,593 shares of company stock valued at $3,998,870. 0.64% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On eBay

A number of hedge funds have recently bought and sold shares of the business. Sit Investment Associates Inc. boosted its holdings in eBay by 48.1% in the 4th quarter. Sit Investment Associates Inc. now owns 60,510 shares of the e-commerce company’s stock valued at $5,270,000 after purchasing an additional 19,654 shares during the period. DGS Capital Management LLC acquired a new stake in shares of eBay in the fourth quarter valued at approximately $210,000. Pacer Advisors Inc. grew its position in eBay by 3,248.7% during the fourth quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company’s stock worth $109,483,000 after buying an additional 1,219,439 shares in the last quarter. MV Capital Management Inc. acquired a new stake in eBay during the fourth quarter worth approximately $255,000. Finally, Invesco Ltd. increased its stake in eBay by 8.3% during the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after acquiring an additional 692,805 shares during the period. 87.48% of the stock is owned by institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

Positive Sentiment: Company-led cost actions — eBay said it will cut roughly 800 roles (~6% of its global workforce) to “realign operations” and reinvest in priority areas; the market is treating the move as a near-term cost-saving/efficiency play that supports margins. Ebay slashes 6% of workforce as e-commerce firm realigns operations — Reuters
Positive Sentiment: Depop acquisition positions eBay for Gen‑Z/resale growth — the $1.2B buy increases exposure to recommerce and younger users, a strategic expansion investors see as revenue and GMV growth potential that can justify reinvestment. Ebay axing 800 jobs after $1.2B Depop acquisition spurs ‘strategic’ restructuring — MSN
Positive Sentiment: Recent earnings/guide support upside — eBay beat on Q4 EPS/revenue and set Q1 guidance above some expectations, reinforcing the narrative of improving monetization and strong recommerce trends. eBay’s Q4 Earnings Call: Our Top 5 Analyst Questions — Yahoo Finance
Positive Sentiment: Analyst support — Deutsche Bank raised its price target, adding institutional endorsement that likely helped buying interest. Deutsche Bank Aktiengesellschaft Raises eBay (NASDAQ:EBAY) Price Target to $118.00 — AmericanBankingNews
Neutral Sentiment: Legal settlement resolved — eBay and former executives settled a high‑profile harassment/stalking lawsuit, removing a multi‑year legal overhang; this reduces uncertainty but leaves reputational considerations. Couple harassed by eBay employees settle lawsuit against company, ex‑CEO — Reuters
Neutral Sentiment: Platform engagement/marketing noise — viral listings (Ikea toy, Pokémon Day drops) and promotional events boost traffic/brand engagement but are unlikely to move fundamentals materially. Punch the Baby Monkey’s Ikea Plushie Is Selling for Hundreds on eBay — Gizmodo
Negative Sentiment: Analyst downgrade/expectation cuts — Jefferies trimmed expectations for eBay, which could cap upside if other firms follow or if execution against Depop integration disappoints. Jefferies Financial Group Has Lowered Expectations for eBay (NASDAQ:EBAY) Stock Price — AmericanBankingNews
Negative Sentiment: Reorg risks — layoffs and integration of Depop carry execution, one‑time charges and culture/retention risk that could pressure costs or growth if mishandled. EBay is laying off about 800 workers, 6% of global workforce — Mercury News

eBay Company Profile

(Get Free Report)

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.