eBay (NASDAQ:EBAY) Price Target Raised to $94.00

eBay (NASDAQ:EBAY) had its price target boosted by Stifel Nicolaus from $88.00 to $94.00 in a research note published on Thursday,MarketScreener reports. The firm currently has a hold rating on the e-commerce company’s stock.

Several other brokerages have also recently weighed in on EBAY. Morgan Stanley reiterated an “overweight” rating and set a $119.00 price target on shares of eBay in a research note on Thursday. Citigroup reiterated a “market outperform” rating on shares of eBay in a research report on Thursday, October 30th. Daiwa Securities Group cut their price target on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a report on Wednesday, November 12th. Benchmark raised their price objective on eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, TD Cowen reaffirmed a “hold” rating on shares of eBay in a research report on Wednesday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Up 3.9%

EBAY stock opened at $88.07 on Thursday. The company has a market cap of $39.81 billion, a price-to-earnings ratio of 20.25, a P/E/G ratio of 2.06 and a beta of 1.38. 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 business’s 50-day moving average is $88.30 and its two-hundred day moving average is $89.29. eBay has a fifty-two week low of $58.71 and a fifty-two week high of $101.15.

eBay (NASDAQ:EBAY) last released its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.35 by $0.06. eBay had a net margin of 18.30% and a return on equity of 42.62%. The firm 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 firm earned $1.25 EPS. The business’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. As a group, analysts forecast that eBay will post 3.86 earnings per share for the current year.

eBay Increases Dividend

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

Insider Activity at eBay

In other news, SVP Cornelius Boone sold 4,462 shares of eBay 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 sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at approximately $7,715,848.74. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of eBay 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 sale, the senior vice president directly owned 55,990 shares in the company, valued at $4,615,815.60. This trade represents a 4.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 44,593 shares of company stock valued at $3,998,870. 0.64% of the stock is currently owned by insiders.

Hedge Funds Weigh In On eBay

Several institutional investors have recently added to or reduced their stakes in EBAY. Abound Financial LLC purchased a new stake in shares of eBay during the 4th quarter worth approximately $26,000. Financial Consulate Inc. purchased a new stake in eBay during the third quarter valued at $27,000. High Point Wealth Management LLC bought a new position in eBay during the fourth quarter valued at $26,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of eBay in the 3rd quarter worth $28,000. Finally, Jessup Wealth Management Inc bought a new stake in shares of eBay in the 4th quarter worth about $27,000. Hedge funds and other institutional investors own 87.48% of the company’s stock.

More 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.