eBay (NASDAQ:EBAY – Free Report) had its target price lifted by Wedbush from $95.00 to $100.00 in a report published on Friday morning, Marketbeat.com reports. Wedbush currently has a neutral rating on the e-commerce company’s stock.
Several other research analysts also recently commented on EBAY. Citizens Jmp reissued a “market outperform” rating and set a $115.00 price target on shares of eBay in a research note on Wednesday, January 28th. Benchmark increased 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. Deutsche Bank Aktiengesellschaft lifted their target price on shares of eBay from $96.00 to $100.00 in a research report on Thursday, October 30th. Piper Sandler reissued an “overweight” rating and issued a $105.00 price target (up from $98.00) on shares of eBay in a research note on Thursday. Finally, Citigroup restated a “market outperform” rating on shares of eBay in a research report on Thursday, October 30th. Fourteen 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’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $96.84.
Read Our Latest Analysis on EBAY
eBay Stock Up 3.9%
eBay (NASDAQ:EBAY – Get Free Report) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.06. The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same period in the previous year, the business posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts predict that eBay will post 3.86 EPS for the current fiscal year.
eBay Increases Dividend
The firm 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 represents a $1.24 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from eBay’s previous quarterly dividend of $0.29. eBay’s dividend payout ratio is currently 26.67%.
Insiders Place Their Bets
In other news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of eBay stock in a transaction that occurred on 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 in the company, 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 can be accessed through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the transaction, the senior vice president directly owned 91,921 shares in the company, valued at $7,715,848.74. This trade represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 44,593 shares of company stock worth $3,998,870. Corporate insiders own 0.64% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in the stock. High Point Wealth Management LLC purchased a new position in shares of eBay during the fourth quarter valued at about $26,000. Abound Financial LLC bought a new position in shares of eBay in the 4th quarter worth approximately $26,000. Financial Consulate Inc. purchased a new position in shares of eBay in the 3rd quarter valued at approximately $27,000. Jessup Wealth Management Inc purchased a new position in shares of eBay in the 4th quarter valued at approximately $27,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay during the third quarter valued at approximately $28,000. 87.48% of the stock is currently owned by institutional investors.
eBay News Summary
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.
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