Cantor Fitzgerald Reiterates Neutral Rating for eBay (NASDAQ:EBAY)

eBay (NASDAQ:EBAY)‘s stock had its “neutral” rating reiterated by investment analysts at Cantor Fitzgerald in a report released on Thursday, Marketbeat reports. They presently have a $90.00 price objective on the e-commerce company’s stock. Cantor Fitzgerald’s target price indicates a potential upside of 2.19% from the company’s previous close.

Several other analysts have also commented on the stock. Needham & Company LLC lifted their price target on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research report on Thursday. Sanford C. Bernstein restated an “outperform” rating on shares of eBay in a research report on Thursday. Barclays lowered their price target on eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a report on Thursday. BMO Capital Markets reaffirmed an “outperform” rating and set a $120.00 target price on shares of eBay in a research note on Thursday. Finally, Evercore lifted their price target on shares of eBay from $90.00 to $93.00 and gave the company an “in-line” rating in a research report on Thursday, October 30th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, eBay has a consensus rating of “Hold” and an average target price of $96.84.

eBay Stock Up 3.9%

Shares of EBAY opened at $88.07 on Thursday. eBay has a 52-week low of $58.71 and a 52-week high of $101.15. The company has a market capitalization of $39.81 billion, a PE ratio of 20.25, a price-to-earnings-growth ratio of 1.98 and a beta of 1.38. The stock has a fifty day simple moving average of $88.30 and a two-hundred day simple moving average of $89.30. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06.

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 analysts’ consensus estimates 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 posted $1.25 earnings per share. eBay’s quarterly revenue was up 15.0% on a year-over-year basis. 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 EPS for the current year.

Insider Buying and Selling

In other eBay news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction dated Wednesday, December 17th. The stock was 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 of the company’s stock, valued at $470,597.40. This trade represents a 25.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Julie A. Loeger sold 2,896 shares of eBay stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the transaction, the senior vice president owned 55,990 shares of the company’s stock, valued at $4,615,815.60. The trade was a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 44,593 shares of company stock worth $3,998,870 in the last quarter. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

A number of institutional investors and hedge funds have recently modified their holdings of EBAY. High Point Wealth Management LLC acquired a new stake in eBay in the fourth quarter valued at $26,000. Abound Financial LLC acquired a new stake in shares of eBay during the 4th quarter worth about $26,000. Financial Consulate Inc. acquired a new position in eBay in the third quarter valued at approximately $27,000. Jessup Wealth Management Inc acquired a new position in eBay in the fourth quarter valued at approximately $27,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in eBay during the third quarter worth approximately $28,000. Institutional investors and hedge funds 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.