Bank of America Increases eBay (NASDAQ:EBAY) Price Target to $102.00

eBay (NASDAQ:EBAY) had its target price lifted by research analysts at Bank of America from $100.00 to $102.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the e-commerce company’s stock. Bank of America‘s price target indicates a potential upside of 15.82% from the company’s previous close.

EBAY has been the topic of several other reports. Morgan Stanley restated an “overweight” rating and issued a $119.00 price objective on shares of eBay in a research report on Thursday. Wedbush lifted their target price on eBay from $90.00 to $95.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. TD Cowen reaffirmed a “hold” rating on shares of eBay in a research report on Wednesday. Wells Fargo & Company increased their target price 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, Benchmark upped their price objective on eBay from $100.00 to $110.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Fourteen investment 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 data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Performance

Shares of eBay stock opened at $88.07 on Thursday. eBay has a 12 month low of $58.71 and a 12 month high of $101.15. 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 stock has a market capitalization of $39.81 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The firm’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $89.30.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data 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 company had revenue of $2.97 billion for the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. eBay’s revenue was up 15.0% compared to the same quarter last year. During the same period in the previous year, the company posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities analysts forecast that eBay will post 3.86 earnings per share for the current year.

Insider Activity

In other news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $91.99, for a total value of $3,076,237.59. Following the sale, the senior vice president owned 4,733 shares in the company, valued at approximately $435,388.67. This trade represents a 87.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the business’s 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 owned 5,746 shares in the company, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 44,593 shares of company stock valued at $3,998,870. 0.64% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On eBay

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

Key Headlines 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

eBay Company Profile

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.