Evercore Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

eBay (NASDAQ:EBAY) had its target price upped by equities research analysts at Evercore from $93.00 to $94.00 in a report released on Thursday,MarketScreener reports. Evercore’s price objective suggests a potential upside of 14.38% from the stock’s previous close.

Several other analysts have also commented on EBAY. Wall Street Zen lowered eBay from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. UBS Group dropped their price objective on shares of eBay from $95.00 to $93.00 and set a “neutral” rating on the stock in a research note on Tuesday. BNP Paribas Exane initiated coverage on shares of eBay in a research note on Monday, November 24th. They issued a “hold” rating for the company. Wedbush raised their price target on shares of eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of eBay in a research report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $95.84.

eBay Stock Up 2.8%

EBAY stock opened at $82.18 on Thursday. The company has a market capitalization of $37.15 billion, a P/E ratio of 17.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.38. eBay has a 12 month low of $58.71 and a 12 month high of $101.15. The firm’s fifty day simple moving average is $88.24 and its 200-day simple moving average is $89.36. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92.

eBay (NASDAQ:EBAY) last posted 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. The company had revenue of $2.97 billion during 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 firm’s quarterly revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities research analysts forecast that eBay will post 3.86 earnings per share for the current year.

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 4,733 shares of the company’s stock, valued at $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the sale, the senior vice president owned 5,746 shares of the company’s stock, valued at $470,597.40. The trade was a 25.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 43,584 shares of company stock valued at $3,918,282. 0.64% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On eBay

Several large investors have recently made changes to their positions in EBAY. High Point Wealth Management LLC purchased a new stake in eBay in the fourth quarter valued at approximately $26,000. Abound Financial LLC acquired a new position in eBay during the 4th quarter worth about $26,000. Financial Consulate Inc. purchased a new position in eBay during the 3rd quarter valued at about $27,000. Jessup Wealth Management Inc purchased a new position in shares of eBay in the fourth quarter valued at approximately $27,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in shares of eBay in the third quarter valued at approximately $28,000. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.