eBay (NASDAQ:EBAY) Price Target Raised to $101.00

eBay (NASDAQ:EBAY) had its price target raised by equities research analysts at Wells Fargo & Company from $98.00 to $101.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has an “equal weight” rating on the e-commerce company’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 16.66% from the stock’s current price.

Several other brokerages also recently issued reports on EBAY. Stifel Nicolaus increased their price objective on eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a research note on Thursday. Needham & Company LLC increased their target price on shares of eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. BNP Paribas Exane began coverage on shares of eBay in a report on Monday, November 24th. They set a “hold” rating on the stock. Cantor Fitzgerald reiterated a “neutral” rating and issued a $90.00 price objective on shares of eBay in a report on Thursday. Finally, Arete Research upped their price target on eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has 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 $96.45.

eBay Price Performance

EBAY stock traded up $4.39 during trading hours on Thursday, hitting $86.57. 6,487,047 shares of the stock traded hands, compared to its average volume of 5,019,550. 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 stock has a 50-day simple moving average of $88.24 and a 200 day simple moving average of $89.36. eBay has a one year low of $58.71 and a one year high of $101.15. The company has a market cap of $39.13 billion, a P/E ratio of 18.80, a P/E/G ratio of 1.86 and a beta of 1.38.

eBay (NASDAQ:EBAY) last released its 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 for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 20.37% and a return on equity of 41.94%. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same period in the previous year, the firm earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts forecast that eBay will post 3.86 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of eBay stock in a transaction 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 completion of the sale, the senior vice president directly owned 4,733 shares of the company’s stock, valued at $435,388.67. The trade was a 87.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were 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 $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 43,584 shares of company stock valued at $3,918,282 over the last 90 days. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several hedge funds have recently modified their holdings of EBAY. Corient Private Wealth LLC lifted its holdings in eBay by 75.2% during the 4th quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock worth $22,178,000 after purchasing an additional 109,312 shares during the last quarter. Vident Advisory LLC raised its holdings in eBay by 71.9% in the 4th quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock valued at $8,515,000 after acquiring an additional 40,872 shares in the last quarter. Beacon Pointe Advisors LLC grew its stake in eBay by 16.5% during the fourth quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock worth $1,204,000 after buying an additional 1,955 shares in the last quarter. State of Tennessee Department of Treasury increased its stake in eBay by 0.8% in the fourth quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock valued at $18,106,000 after acquiring an additional 1,615 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new position in shares of eBay in the 4th quarter valued at $1,565,000. Institutional investors own 87.48% of the company’s stock.

More eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: eBay agreed to acquire Depop from Etsy for ~$1.2B in cash — expands eBay’s presence with Gen‑Z and the recommerce/fashion segment, providing a strategic growth lever that helped lift sentiment. eBay to Acquire Depop from Etsy
• Positive Sentiment: Q4 beat and upbeat Q1 outlook — eBay reported Q4 non‑GAAP EPS of $1.41 (ahead) and issued Q1 2026 guidance above Street estimates, supporting expectations for continued momentum. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Shareholder returns increased — board raised the quarterly dividend to $0.31 (up ~7%) and authorized an incremental $2.0B for buybacks, a clear positive for EPS support and capital allocation. Q4 Results & Dividend/Buyback
• Positive Sentiment: Wall Street reaction: multiple firms raised targets or upgraded coverage (Needham to $122 buy; Baird to $105 outperform; Goldman Sachs moved to neutral from sell), amplifying buy‑side interest. Baird adjusts eBay price target to $105 Goldman Sachs upgrade
• Neutral Sentiment: Macro/market context — broader futures weakness amid geopolitical tensions and Fed debate could pressure stocks generally even as eBay‑specific news is positive. Stock Market Today: Futures Fall Amid Tensions
• Neutral Sentiment: Some analysts remain cautious (multiple Holds/Neutrals and differing price targets), reflecting debate over how much of 2025’s upside is already priced in and tougher comps ahead. Analyst: Strong 2025 Performance Priced In
• Negative Sentiment: Unusual options activity — large spike in put purchases (tens of thousands of contracts) suggests some traders are hedging or betting on a pullback, which can add short‑term downward pressure. Stock Traders Buy High Volume of Put Options on eBay
• Negative Sentiment: Notable insider selling and mixed institutional flows flagged by data providers — while not proof of near‑term problems, continued selling by insiders can concern some investors. QuiverQuant: eBay shares jump analysis (insider notes)

eBay Company Profile

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.