Wall Street Zen Upgrades eBay (NASDAQ:EBAY) to Buy

eBay (NASDAQ:EBAY) was upgraded by stock analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

Other analysts also recently issued research reports about the company. TD Cowen reissued a “hold” rating on shares of eBay in a research note on Wednesday. Wedbush increased their price objective on shares of eBay from $95.00 to $100.00 and gave the company a “neutral” rating in a report on Friday. Arete Research lifted their price objective on shares of eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a research report on Thursday, January 15th. Weiss Ratings reissued a “buy (b)” rating on shares of eBay in a report on Monday, December 29th. Finally, Evercore upped their target price on shares of eBay from $93.00 to $94.00 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 given a Sell rating to the stock. According to data from MarketBeat, eBay presently has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Up 3.9%

EBAY opened at $88.07 on Friday. The stock has a market cap of $39.46 billion, a price-to-earnings ratio of 20.25, a price-to-earnings-growth ratio of 2.07 and a beta of 1.38. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10. The firm’s fifty day moving average is $88.30 and its 200 day moving average is $89.26. eBay has a fifty-two week low of $58.71 and a fifty-two week high of $101.15.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. During the same quarter in the prior year, the business posted $1.25 EPS. eBay’s revenue for the quarter was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts forecast that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Buying and Selling at eBay

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction 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. This represents a 25.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $79.87, for a total transaction of $80,588.83. Following the transaction, the senior vice president owned 5,743 shares of the company’s stock, valued at $458,693.41. This trade represents a 14.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 44,593 shares of company stock worth $3,998,870. Company insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

A number of institutional investors and hedge funds have recently modified their holdings of EBAY. ABN AMRO Bank N.V. bought a new position in eBay in the second quarter worth approximately $235,149,000. Altshuler Shaham Ltd increased its holdings in eBay by 4,452,655.3% during the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after buying an additional 2,092,748 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in eBay by 1,007.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock worth $163,058,000 after buying an additional 1,992,116 shares in the last quarter. First Trust Advisors LP lifted its holdings in eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after buying an additional 1,808,976 shares during the period. Finally, M&G PLC boosted its position in eBay by 88.8% during the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after acquiring an additional 1,310,373 shares in the last quarter. 87.48% of the stock is owned by institutional investors.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results and guidance beat expectations — eBay reported stronger-than-expected Q4 revenue and EPS and issued constructive Q1 2026 guidance, which underpins today’s upside. eBay Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y
• Positive Sentiment: Depop acquisition (≈$1.2B) adds scale in recommerce and Gen‑Z fashion — the deal strengthens eBay’s exposure to younger buyers and high-growth secondhand apparel, a strategic growth vector investors like. eBay to Buy Etsy’s Depop for $1.2 Billion. Both Stocks Are Jumping.
• Positive Sentiment: Shareholder returns boosted — eBay raised its quarterly dividend and authorized incremental buybacks (noted in recent reports), which supports near-term investor sentiment and yield-focused demand. eBay shares jump as Q4 results, upbeat Q1 outlook, and Depop deal boost sentiment
• Neutral Sentiment: Analysts are raising targets and adjusting ratings — multiple banks (Baird, Wedbush, Bank of America, etc.) lifted price targets after the results and Depop deal; this ratchets up expectations but also bakes in upside. These eBay Analysts Raise Price Targets On Strong Q4, 2026 Guide And Depop Acquisition
• Neutral Sentiment: Market/data noise around short interest — recent short-interest posts in feeds appear inconsistent (zeros/NaN) and don’t present a clear signal today. No actionable change from short-interest data at this time.
• Negative Sentiment: Options and hedging activity show caution — unusually large put-option volumes were reported, indicating some traders are hedging or betting on near-term weakness despite the rally. Investors Buy Large Volume of eBay Put Options (NASDAQ:EBAY)
• Negative Sentiment: Insider selling continues — a recent SVP sale (1,009 shares) and a pattern of insider disposals were disclosed; while individual sales are small, persistent insider selling can temper sentiment. Insider Sale Filing
• Negative Sentiment: Near-term margin and dilution risks from Depop — management expects low single-digit headwinds to operating income and EPS dilution with accretion only by 2028; investors should weigh strategic upside vs. short-term earnings drag. Why eBay’s Depop Acquisition Matters More Than the Earnings Beat

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.