Argus Upgrades eBay (NASDAQ:EBAY) to Buy

eBay (NASDAQ:EBAY) was upgraded by research analysts at Argus from a “hold” rating to a “buy” rating in a research note issued on Friday. The firm currently has a $133.00 target price on the e-commerce company’s stock. Argus’ price objective would suggest a potential upside of 20.76% from the company’s previous close.

EBAY has been the topic of several other reports. Mizuho set a $110.00 price target on shares of eBay in a research note on Thursday. Morgan Stanley reissued an “overweight” rating and set a $127.00 price target on shares of eBay in a research note on Thursday. JPMorgan Chase & Co. lifted their price objective on eBay from $87.00 to $100.00 and gave the company a “neutral” rating in a research report on Thursday, April 30th. Daiwa Securities Group upped their target price on eBay from $90.00 to $114.00 in a research note on Monday, May 11th. Finally, Susquehanna reiterated a “neutral” rating on shares of eBay in a research report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, eBay has a consensus rating of “Hold” and an average target price of $116.69.

eBay Trading Down 0.9%

Shares of eBay stock opened at $110.14 on Friday. eBay has a 1 year low of $78.03 and a 1 year high of $119.31. The company has a debt-to-equity ratio of 1.36, a current ratio of 1.22 and a quick ratio of 1.22. The business has a 50 day moving average price of $111.07 and a 200 day moving average price of $101.51. The company has a market capitalization of $48.90 billion, a P/E ratio of 22.80, a P/E/G ratio of 2.44 and a beta of 1.37.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, topping the consensus estimate of $1.50 by $0.10. eBay had a return on equity of 48.10% and a net margin of 18.50%.The company had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.02 billion. During the same quarter last year, the business posted $1.37 earnings per share. eBay’s revenue was up 14.8% compared to the same quarter last year. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Sell-side analysts anticipate that eBay will post 4.89 EPS for the current fiscal year.

Insider Transactions at eBay

In other news, SVP Mazen Rawashdeh sold 1,919 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $108.51, for a total transaction of $208,230.69. Following the transaction, the senior vice president directly owned 32,124 shares of the company’s stock, valued at approximately $3,485,775.24. The trade was a 5.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $113.33, for a total transaction of $1,259,096.30. Following the sale, the chief executive officer directly owned 275,431 shares of the company’s stock, valued at approximately $31,214,595.23. The trade was a 3.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 76,012 shares of company stock valued at $8,747,852 over the last quarter. Company insiders own 0.67% of the company’s stock.

Hedge Funds Weigh In On eBay

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Bank of New York Mellon Corp acquired a new stake in shares of eBay in the 2nd quarter valued at about $282,479,000. Altshuler Shaham Ltd increased its holdings in eBay by 4,452,655.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after buying an additional 2,092,748 shares during the last quarter. Alyeska Investment Group L.P. increased its holdings in eBay by 214.6% in the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company’s stock valued at $161,865,000 after buying an additional 1,267,601 shares during the last quarter. Pacer Advisors Inc. raised its stake 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 valued at $109,483,000 after buying an additional 1,219,439 shares in the last quarter. Finally, Allianz Asset Management GmbH raised its stake in eBay by 47.5% during the fourth quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company’s stock valued at $315,862,000 after buying an additional 1,167,019 shares in the last quarter. 87.48% of the stock is owned by hedge funds and other institutional investors.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations. Revenue rose 14.8% year over year to $3.13 billion, while non-GAAP EPS of $1.60 topped the $1.50 consensus estimate. Gross merchandise volume increased 15% to $22.4 billion, supported by luxury, collectibles, refurbished goods and advertising growth. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: eBay raised its growth outlook. Management increased its 2026 GMV growth forecast to 11.5%-12.5% and issued third-quarter revenue guidance above analyst expectations. The company also returned $448 million to shareholders during Q2 through buybacks and dividends. EBAY Q2 Earnings Beat Estimates on Higher GMV and Ad Growth
• Positive Sentiment: Several analysts remain bullish. Wedbush reaffirmed its “Outperform” rating with a $135 price target, while Needham raised its target to $135 and maintained a “Buy” rating. Truist also increased its target to $115, although it kept a “Hold” rating. eBay Given Outperform Rating at Wedbush
• Neutral Sentiment: Management is pursuing selective innovation. CEO Jamie Iannone highlighted efforts to attract Gen Z shoppers, expand live shopping and use AI tools to improve the marketplace. However, eBay is taking a cautious approach to AI purchasing agents and is prioritizing customer control and transaction quality. eBay Continues to Bet on Live Shopping
• Negative Sentiment: Analyst views and valuation remain a headwind. UBS and Citizens JMP rate the shares “Hold” or “Market Perform,” while Cantor Fitzgerald cut its price target to $106. Commentary also cited potential margin pressure from integrating Depop, and some investors believe eBay’s valuation already reflects much of the recent growth. eBay Rated Hold as Margin Pressure Offsets Momentum

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.