eBay (NASDAQ:EBAY) Stock Price Expected to Rise, BNP Paribas Exane Analyst Says

eBay (NASDAQ:EBAY) had its price objective upped by research analysts at BNP Paribas Exane from $90.00 to $97.00 in a research note issued on Thursday,MarketScreener reports. The brokerage currently has a “neutral” rating on the e-commerce company’s stock. BNP Paribas Exane’s price objective indicates a potential upside of 10.42% from the stock’s previous close.

EBAY has been the topic of a number of other reports. Citizens Jmp reiterated a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a research report on Wednesday, January 28th. Wedbush upped their target price on shares of eBay from $95.00 to $100.00 and gave the stock a “neutral” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft upped their price objective on eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Cantor Fitzgerald restated a “neutral” rating and issued a $90.00 price target on shares of eBay in a research note on Thursday. Finally, Truist Financial set a $94.00 price objective on eBay and gave the stock a “hold” rating in a report on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, eBay presently has an average rating of “Hold” and an average target price of $96.84.

eBay Trading Up 3.7%

Shares of eBay stock traded up $3.10 during trading on Thursday, reaching $87.85. The company’s stock had a trading volume of 372,169 shares, compared to its average volume of 5,174,941. The company has a market cap of $39.71 billion, a price-to-earnings ratio of 20.02, a PEG ratio of 1.91 and a beta of 1.38. The firm’s 50-day moving average is $88.24 and its two-hundred day moving average is $89.33. eBay has a 52-week low of $58.71 and a 52-week high of $101.15. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06.

eBay (NASDAQ:EBAY) last posted its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.06. The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The company’s revenue was up 15.0% on a year-over-year basis. During the same period in the prior year, the business posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts anticipate that eBay will post 3.86 earnings per share for the current year.

Insider Activity at eBay

In other eBay news, SVP Julie A. Loeger sold 2,896 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the transaction, the senior vice president directly owned 55,990 shares in the company, valued at $4,615,815.60. This represents a 4.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of eBay 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 sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 43,584 shares of company stock valued at $3,918,282 in the last quarter. Corporate insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

Several institutional investors have recently bought and sold shares of EBAY. Abound Financial LLC purchased a new stake in shares of eBay during the fourth quarter worth about $26,000. Financial Consulate Inc. acquired a new position in shares of eBay during the third quarter valued at approximately $27,000. High Point Wealth Management LLC acquired a new stake in shares of eBay in the fourth quarter worth approximately $26,000. Steigerwald Gordon & Koch Inc. purchased a new stake in shares of eBay during the third quarter worth approximately $28,000. Finally, Jessup Wealth Management Inc acquired a new position in eBay in the 4th quarter valued at $27,000. 87.48% of the stock is owned by institutional investors and hedge funds.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat and strong Q1 guidance — eBay reported above‑consensus Q4 results (non‑GAAP EPS $1.41 vs. $1.35 est.; revenue ~ $3.0B, GMV growth) and issued Q1 2026 EPS and revenue guidance ahead of Street expectations, which is the primary near‑term driver of upside. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Depop acquisition expands Gen‑Z and recommerce reach — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving eBay a larger presence in fast‑growing secondhand fashion (younger buyers) that could boost GMV and ad/marketplace monetization over time. eBay to Acquire Depop from Etsy
• Positive Sentiment: Shareholder returns increased — the board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B to the share‑repurchase program, supporting valuation and signaling confidence in cash flow. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts lift targets but opinions vary — multiple firms raised price targets or moved ratings after the beat and Depop deal (Needham, Baird, Wells Fargo, Goldman, others), creating upward pressure on sentiment but with a range of views on longer‑term upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Negative Sentiment: Unusual put option activity — large volumes of put options were purchased around the print (many times average volume), suggesting hedging or bearish speculation that could amplify intraday volatility. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Near‑term dilution and margin pressure from Depop/initiatives — management warns the Depop deal is a low single‑digit headwind to near‑term non‑GAAP operating income and accretion isn’t expected until 2028; investments (managed shipping, authenticity) also weighed on gross margins. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat
• Negative Sentiment: Significant insider selling disclosed — several recent insider sales (CEO and senior execs among them) are being noted by market data services and can create perception risks around management stock conviction. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment

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.