BNP Paribas Exane Increases eBay (NASDAQ:EBAY) Price Target to $97.00

eBay (NASDAQ:EBAY) had its target price lifted by stock analysts at BNP Paribas Exane from $90.00 to $97.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm currently has a “neutral” rating on the e-commerce company’s stock. BNP Paribas Exane’s price objective indicates a potential upside of 10.14% from the stock’s previous close.

Several other research firms have also commented on EBAY. President Capital reduced 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. Deutsche Bank Aktiengesellschaft lifted their price objective on eBay from $96.00 to $100.00 in a report on Thursday, October 30th. Piper Sandler restated an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of eBay in a report on Thursday. Barclays decreased their price target on eBay from $105.00 to $104.00 and set an “overweight” rating on the stock in a research note on Thursday. Finally, Morgan Stanley reissued an “overweight” rating and set a $119.00 price objective on shares of eBay in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, eBay has an average rating of “Hold” and a consensus target price of $96.84.

eBay Price Performance

EBAY opened at $88.07 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The stock has a market capitalization of $39.81 billion, a P/E ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The stock has a 50-day moving average price of $88.30 and a 200-day moving average price of $89.30. eBay has a 12-month low of $58.71 and a 12-month high of $101.15.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 42.62% and a net margin of 18.30%.eBay’s quarterly revenue was up 15.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Equities analysts predict that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’s stock in a transaction that occurred 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 in the company, valued at approximately $435,388.67. This represents a 87.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Cornelius Boone sold 4,462 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the transaction, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This represents a 4.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,593 shares of company stock valued at $3,998,870 over the last quarter. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several institutional investors and hedge funds have recently added to or reduced their stakes in EBAY. ABN AMRO Bank N.V. bought a new stake in eBay during the second quarter worth about $235,149,000. Altshuler Shaham Ltd grew its stake in shares of eBay by 4,452,655.3% in the 4th quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock worth $182,282,000 after buying an additional 2,092,748 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its position in eBay by 1,007.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after buying an additional 1,992,116 shares in the last quarter. First Trust Advisors LP boosted its holdings in eBay by 27.8% in the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after acquiring an additional 1,808,976 shares in the last quarter. Finally, M&G PLC grew its stake in shares of eBay by 88.8% in the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after acquiring an additional 1,310,373 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

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

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.