eBay (NASDAQ:EBAY) Price Target Raised to $122.00

eBay (NASDAQ:EBAY) had its price objective raised by Needham & Company LLC from $115.00 to $122.00 in a research note published on Thursday, MarketBeat reports. Needham & Company LLC currently has a buy rating on the e-commerce company’s stock.

Several other equities analysts have also commented on EBAY. Benchmark boosted their target price on shares of eBay from $100.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Wall Street Zen cut shares of eBay from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Piper Sandler reissued an “overweight” rating and set a $105.00 price objective (up previously from $98.00) on shares of eBay in a research note on Thursday. Wells Fargo & Company upped their price objective on shares of eBay from $96.00 to $98.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of eBay in a research note on Thursday, October 30th. Fourteen investment 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’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $96.84.

eBay Stock Performance

eBay stock opened at $88.07 on Thursday. eBay has a fifty-two week low of $58.71 and a fifty-two week high of $101.15. The stock’s 50 day simple moving average is $88.30 and its two-hundred day simple moving average is $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. The stock 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 released its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating the consensus estimate 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 period in the previous year, the company posted $1.25 earnings per share. The firm’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts expect that eBay will post 3.86 earnings per share for the current fiscal year.

eBay Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio is 26.67%.

Insider Activity at eBay

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the firm’s stock in a transaction 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 transaction, the senior vice president directly owned 5,746 shares in the company, valued at $470,597.40. This trade represents a 25.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Julie A. Loeger sold 2,896 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the transaction, the senior vice president directly owned 55,990 shares in the company, valued at $4,615,815.60. The trade was a 4.92% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,593 shares of company stock worth $3,998,870 in the last three months. 0.64% of the stock is currently owned by company 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 during the 4th quarter valued at approximately $26,000. Abound Financial LLC purchased a new position in eBay during the fourth quarter valued at $26,000. Financial Consulate Inc. bought a new stake in eBay in the 3rd quarter valued at $27,000. Jessup Wealth Management Inc purchased a new stake in eBay in the 4th quarter worth $27,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in eBay in the 3rd quarter worth $28,000. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

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.