Jefferies Financial Group Lowers eBay (NASDAQ:EBAY) Price Target to $75.00

eBay (NASDAQ:EBAY) had its target price cut by equities researchers at Jefferies Financial Group from $80.00 to $75.00 in a research report issued on Monday. The firm currently has an “underperform” rating on the e-commerce company’s stock. Jefferies Financial Group’s price target would indicate a potential downside of 31.58% from the company’s previous close.

A number of other equities analysts have also recently commented on EBAY. President Capital lifted their target price on eBay from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Benchmark lifted their target price on shares of eBay from $115.00 to $134.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Weiss Ratings raised shares of eBay from a “buy (b)” rating to a “buy (b+)” rating in a research report on Friday, September 11th. Sanford C. Bernstein reissued a “market perform” rating and issued a $115.00 target price on shares of eBay in a report on Monday, August 3rd. Finally, BMO Capital Markets set a $145.00 price objective on shares of eBay in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $115.12.

eBay Stock Performance

EBAY stock opened at $109.61 on Monday. eBay has a 1 year low of $78.03 and a 1 year high of $119.31. The stock’s fifty day moving average price is $107.87 and its 200-day moving average price is $105.66. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02. The company has a market cap of $48.78 billion, a P/E ratio of 22.85, a price-to-earnings-growth ratio of 2.90 and a beta of 1.34.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.50 by $0.10. eBay had a return on equity of 47.88% and a net margin of 18.50%.The company had revenue of $3.13 billion for the quarter, compared to analysts’ expectations of $3.01 billion. During the same period last year, the firm earned $1.37 EPS. eBay’s revenue for the quarter was up 14.8% compared to the same quarter last year. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, equities analysts forecast that eBay will post 4.86 earnings per share for the current year.

Insider Buying and Selling

In other eBay news, SVP Jordan Sweetnam sold 1,014 shares of eBay stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total transaction of $102,809.46. Following the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at $3,604,008.94. The trade was a 2.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, 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 company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the sale, the chief executive officer owned 253,211 shares of the company’s stock, valued at approximately $27,486,054.05. This trade represents a 4.20% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 34,344 shares of company stock worth $3,705,005. 0.67% of the stock is currently owned by corporate insiders.

Institutional Trading of eBay

Several large investors have recently added to or reduced their stakes in EBAY. Rakuten Investment Management Inc. bought a new position in shares of eBay in the second quarter worth about $7,929,000. Lombard Odier Asset Management Europe Ltd bought a new position in shares of eBay in the second quarter valued at about $23,393,000. Marvin & Palmer Associates Inc. bought a new position in eBay in the second quarter valued at about $3,989,000. Empowered Funds LLC acquired a new position in shares of eBay during the 2nd quarter worth about $16,967,000. Finally, Glenview Trust Co bought a new position in shares of eBay in the second quarter valued at $1,544,000. 87.48% of the stock is owned by institutional investors.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Revenue growth and Depop expansion support the investment case. eBay’s recent results showed revenue rising 14.8% year over year to $3.13 billion, ahead of consensus, while the Depop acquisition is expected to strengthen its position with younger and fashion-focused shoppers. The key concern is whether those gains are already reflected in the share price. eBay Reports Strong Revenue Growth and Depop Deal
• Positive Sentiment: Authentication initiatives could improve trust and higher-value sales. eBay is expanding authentication efforts across trading cards, sneakers, ancient coins and other collectibles. Better fraud prevention may support buyer confidence, transaction volumes and eBay’s position in growing collectibles markets. eBay’s Authentication Strategy
• Neutral Sentiment: GameStop’s large eBay stake keeps takeover speculation alive. GameStop reportedly held about 43.4 million eBay shares valued near $4.9 billion, but there is no confirmed acquisition offer. The stake creates possible strategic optionality for eBay shareholders while also adding uncertainty around GameStop’s intentions. GameStop CEO Purchases Shares
• Neutral Sentiment: Insider selling appears administrative rather than a bearish signal. CFO Peggy Alford sold 2,716 shares in a transaction described as tax-related, representing roughly 12% of her direct holdings. The relatively small sale provides limited information about management’s outlook. eBay CFO Share Sale
• Negative Sentiment: Airbag restrictions may modestly reduce marketplace activity in auto parts. eBay has banned airbag sales amid concerns over faulty and counterfeit components. The policy may enhance platform safety and reputation, but could remove some listings and sales from the marketplace. eBay Bans Airbag Sales

About eBay

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.