eBay (NASDAQ:EBAY) Price Target Raised to $105.00

eBay (NASDAQ:EBAY) had its target price upped by Robert W. Baird from $100.00 to $105.00 in a research note issued to investors on Thursday, MarketBeat.com reports. The brokerage currently has an outperform rating on the e-commerce company’s stock.

Other analysts have also recently issued research reports about the stock. Citizens Jmp reiterated a “market outperform” rating and set a $115.00 price target on shares of eBay in a research note on Wednesday, January 28th. Benchmark upped their target price on shares of eBay from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday. Cantor Fitzgerald reissued a “neutral” rating and set a $90.00 price target on shares of eBay in a report on Thursday. Deutsche Bank Aktiengesellschaft boosted their price target on eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Finally, Daiwa Securities Group decreased their price objective on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a research report on Wednesday, November 12th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, eBay currently has a consensus rating of “Hold” and a consensus target price of $96.84.

eBay Trading Up 3.9%

NASDAQ EBAY opened at $88.07 on Thursday. The firm has a 50 day simple moving average of $88.30 and a 200-day simple moving average of $89.29. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. eBay has a one year low of $58.71 and a one year high of $101.15. The firm has a market cap of $39.81 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 2.06 and a beta of 1.38.

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 analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 42.62% and a net margin of 18.30%.The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. During the same quarter last year, the company earned $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. Equities research analysts anticipate that eBay will post 3.86 EPS for the current fiscal year.

eBay Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be issued a dividend of $0.31 per share. This is a boost from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. This represents a $1.24 dividend on an annualized basis and a yield of 1.4%. eBay’s payout ratio is currently 26.67%.

Insider Buying and Selling

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $79.87, for a total value of $80,588.83. Following the sale, the senior vice president directly owned 5,743 shares of the company’s stock, valued at approximately $458,693.41. This trade represents a 14.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the company’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 transaction of $157,248.00. Following the transaction, the senior vice president directly owned 5,746 shares of the company’s stock, valued at $470,597.40. This trade represents a 25.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 44,593 shares of company stock worth $3,998,870. 0.64% of the stock is owned by company insiders.

Institutional Investors Weigh In On eBay

Large investors have recently made changes to their positions in the business. Quotient Wealth Partners LLC lifted its stake in shares of eBay by 4.5% during the fourth quarter. Quotient Wealth Partners LLC now owns 2,558 shares of the e-commerce company’s stock worth $223,000 after purchasing an additional 110 shares in the last quarter. Childress Capital Advisors LLC raised its holdings in shares of eBay by 3.2% during the 4th quarter. Childress Capital Advisors LLC now owns 3,685 shares of the e-commerce company’s stock valued at $321,000 after buying an additional 114 shares during the period. JFS Wealth Advisors LLC lifted its position in eBay by 57.4% during the 4th quarter. JFS Wealth Advisors LLC now owns 318 shares of the e-commerce company’s stock worth $28,000 after acquiring an additional 116 shares in the last quarter. Miracle Mile Advisors LLC boosted its holdings in eBay by 0.4% in the 3rd quarter. Miracle Mile Advisors LLC now owns 29,151 shares of the e-commerce company’s stock worth $2,651,000 after acquiring an additional 118 shares during the period. Finally, Garrett Wealth Advisory Group LLC boosted its holdings in eBay by 3.8% in the 2nd quarter. Garrett Wealth Advisory Group LLC now owns 3,278 shares of the e-commerce company’s stock worth $244,000 after acquiring an additional 119 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

Key Stories Impacting 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

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.