eBay (NASDAQ:EBAY) Price Target Cut to $106.00 by Analysts at Cantor Fitzgerald

eBay (NASDAQ:EBAY) had its target price reduced by Cantor Fitzgerald from $110.00 to $106.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the e-commerce company’s stock. Cantor Fitzgerald’s price objective would suggest a potential downside of 4.63% from the stock’s current price.

Other equities research analysts have also recently issued reports about the company. Citigroup reiterated an “outperform” rating on shares of eBay in a research note on Tuesday, July 14th. Daiwa Securities Group boosted their target price on shares of eBay from $90.00 to $114.00 in a research report on Monday, May 11th. Bank of America upped their target price on eBay from $102.00 to $110.00 and gave the stock a “neutral” rating in a research note on Tuesday, April 21st. Rothschild & Co Redburn raised their price target on shares of eBay from $100.00 to $115.00 and gave the company a “neutral” rating in a research note on Wednesday, May 13th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $115.00 target price on shares of eBay in a research report on Monday. Thirteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $113.39.

eBay Trading Up 1.4%

Shares of NASDAQ:EBAY opened at $111.15 on Thursday. eBay has a 52-week low of $78.03 and a 52-week high of $119.31. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. The company has a market capitalization of $49.35 billion, a P/E ratio of 25.20, a price-to-earnings-growth ratio of 2.41 and a beta of 1.37. The company has a 50-day simple moving average of $111.10 and a 200 day simple moving average of $101.39.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 46.11% and a net margin of 17.58%.The company had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.02 billion. During the same period last year, the firm posted $1.37 earnings per share. The business’s revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Sell-side analysts forecast that eBay will post 4.89 earnings per share for the current year.

Insider Activity at eBay

In other news, SVP Mazen Rawashdeh sold 50,000 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $117.04, for a total transaction of $5,852,000.00. Following the completion of the transaction, the senior vice president directly owned 29,217 shares in the company, valued at $3,419,557.68. The trade was a 63.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,010 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $115.61, for a total value of $116,766.10. Following the completion of the sale, the senior vice president owned 32,146 shares in the company, valued at $3,716,399.06. This trade represents a 3.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 76,012 shares of company stock valued at $8,747,852. Corporate insiders own 0.67% of the company’s stock.

Hedge Funds Weigh In On eBay

A number of institutional investors have recently added to or reduced their stakes in EBAY. Cedar Mountain Advisors LLC raised its holdings in shares of eBay by 128.9% in 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 in the last quarter. High Point Wealth Management LLC purchased a new stake in eBay in the fourth quarter valued at approximately $26,000. Abound Financial LLC purchased a new stake in eBay in the fourth quarter valued at approximately $26,000. Cassaday & Co Wealth Management LLC bought a new stake in eBay during the first quarter valued at approximately $26,000. Finally, Jessup Wealth Management Inc bought a new position in shares of eBay in the 4th quarter worth $27,000. 87.48% of the stock is currently owned by institutional investors.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported non-GAAP EPS of $1.60 versus the $1.50 consensus estimate and revenue of approximately $3.13 billion versus expectations of $3.02 billion. Revenue and gross merchandise volume each increased about 15% year over year, to $3.1 billion and $22.4 billion, respectively. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its growth outlook: eBay now expects 2026 GMV growth of 11.5% to 12.5%, while the completed Depop acquisition is expected to support expansion in resale and younger consumer categories. Third-quarter revenue guidance of about $3.1 billion is above consensus, and EPS guidance of $1.36 to $1.42 is broadly in line with estimates. eBay Lifts Outlook as Depop Acquisition Closes
• Positive Sentiment: AI, luxury and collectibles are growth opportunities: The company is using AI to improve listings and shopping tools, while luxury goods and collectibles helped drive recent momentum. eBay also returned $448 million to shareholders in the quarter through buybacks and dividends. eBay Rides Luxury, Collectibles and AI to 15% Growth in Q2
• Neutral Sentiment: Dividend maintained: eBay declared a quarterly dividend of $0.31 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns, though the August 28 ex-dividend date may create normal trading adjustments.
• Neutral Sentiment: AI strategy remains a balancing act: CEO Jamie Iannone is embracing AI-powered seller and marketplace tools but reportedly plans to restrict autonomous AI shopping agents, potentially protecting marketplace economics while limiting some emerging demand channels. eBay CEO Jamie Iannone’s AI Playbook
• Negative Sentiment: Analyst downgrade: Citizens JMP cut eBay from “outperform” to “market perform,” signaling that valuation or future upside may now look more balanced after the stock’s strong performance.
• Negative Sentiment: Resale competition could intensify: Fashion brands are increasingly seeking to operate their own secondhand marketplaces, threatening eBay’s role in capturing resale transaction value as the market expands. Fashion Brands Target the Resale Market

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.