eBay’s (EBAY) “Neutral” Rating Reiterated at Cantor Fitzgerald

Cantor Fitzgerald reiterated their neutral rating on shares of eBay (NASDAQ:EBAY) in a research report report published on Thursday morning, MarketBeat Ratings reports. Cantor Fitzgerald currently has a $90.00 price target on the e-commerce company’s stock.

A number of other brokerages have also recently issued reports on EBAY. BNP Paribas Exane initiated coverage on eBay in a report on Monday, November 24th. They set a “hold” rating on the stock. BMO Capital Markets reissued an “outperform” rating and set a $120.00 price objective on shares of eBay in a research note on Thursday. Benchmark boosted their price objective on shares of eBay from $100.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. President Capital cut their target price on shares of eBay from $103.00 to $94.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Finally, Arete Research boosted their price target on shares of eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a report on Thursday, January 15th. Fourteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $96.84.

eBay Trading Up 3.9%

Shares of NASDAQ EBAY 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 firm has a market capitalization of $39.81 billion, a P/E 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 current ratio of 0.92 and a quick ratio of 0.92. The company’s 50 day simple moving average is $88.30 and its 200 day simple moving average is $89.29.

eBay (NASDAQ:EBAY) last issued its 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 company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the previous year, the company posted $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. On average, analysts predict that eBay will post 3.86 EPS for the current year.

eBay Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be given a dividend of $0.31 per share. This is an increase from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend 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 at eBay

In other news, SVP Mazen Rawashdeh sold 1,920 shares of eBay stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total value of $157,248.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the transaction, the senior vice president owned 4,733 shares of the company’s stock, valued at $435,388.67. The trade was a 87.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 44,593 shares of company stock valued at $3,998,870 over the last quarter. Insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

Institutional investors and hedge funds have recently bought and sold shares of the stock. Abound Financial LLC acquired a new position in shares of eBay during the 4th quarter worth approximately $26,000. Financial Consulate Inc. acquired a new position in eBay during the third quarter worth $27,000. High Point Wealth Management LLC acquired a new position in eBay during the fourth quarter worth $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in eBay during the third quarter worth $28,000. Finally, Jessup Wealth Management Inc acquired a new stake in eBay in the fourth quarter valued at $27,000. Institutional investors own 87.48% of the company’s stock.

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

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.