eBay (NASDAQ:EBAY) Upgraded at Wall Street Zen

eBay (NASDAQ:EBAY) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

A number of other equities analysts also recently weighed in on the stock. Stifel Nicolaus boosted their price target on shares of eBay from $88.00 to $94.00 and gave the stock a “hold” rating in a report on Thursday. Deutsche Bank Aktiengesellschaft boosted their target price on shares of eBay from $96.00 to $100.00 in a research note on Thursday, October 30th. Cantor Fitzgerald restated a “neutral” rating and set a $90.00 price target on shares of eBay in a research note on Thursday. Benchmark upped their price objective on eBay from $110.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Barclays reduced their price objective on eBay from $105.00 to $104.00 and set an “overweight” rating for the company 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 assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $96.84.

eBay Stock Performance

Shares of EBAY opened at $88.07 on Friday. 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 company has a market capitalization of $39.81 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The stock has a 50 day moving average of $88.30 and a 200 day moving average of $89.30. eBay has a 12 month low of $58.71 and a 12 month high of $101.15.

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

Insider Buying and Selling

In other eBay news, SVP Cornelius Boone sold 4,462 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the transaction, the senior vice president owned 91,921 shares in the company, valued at $7,715,848.74. This trade represents a 4.63% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the sale, the senior vice president owned 4,733 shares in the company, valued at approximately $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,593 shares of company stock valued at $3,998,870 in the last ninety days. 0.64% of the stock is owned by company insiders.

Hedge Funds Weigh In On eBay

Large investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in eBay by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after purchasing an additional 468,833 shares in the last quarter. Invesco Ltd. increased its holdings in shares of eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after purchasing an additional 692,805 shares during the period. First Trust Advisors LP raised its position in shares of eBay by 27.8% in 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 in the last quarter. Independent Franchise Partners LLP boosted its stake in eBay by 5.2% during the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock valued at $674,866,000 after buying an additional 384,570 shares during the period. Finally, Legal & General Group Plc grew its position in eBay by 2.8% during the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after buying an additional 141,057 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors.

Key eBay News

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

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.