eBay (NASDAQ:EBAY) Stock Price Expected to Rise, Evercore Analyst Says

eBay (NASDAQ:EBAY) had its price objective increased by analysts at Evercore from $93.00 to $94.00 in a research note issued on Thursday, Marketbeat reports. Evercore’s price target indicates a potential upside of 6.73% from the stock’s current price.

EBAY has been the subject of a number of other research reports. Barclays decreased their price target on shares of eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a research report on Thursday. Truist Financial raised their price objective on shares of eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a report on Monday, November 3rd. Rothschild & Co Redburn dropped their target price on shares of eBay from $95.00 to $90.00 in a research report on Friday, November 7th. Piper Sandler reiterated 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, BMO Capital Markets reissued an “outperform” rating and issued a $120.00 price objective on shares of eBay in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, eBay currently has a consensus rating of “Hold” and a consensus target price of $96.84.

eBay Stock Up 3.9%

Shares of eBay stock opened at $88.07 on Thursday. eBay has a 1-year low of $58.71 and a 1-year high of $101.15. The company has a market capitalization of $39.81 billion, a PE ratio of 20.25, a P/E/G ratio of 1.98 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 business has a 50-day moving average of $88.30 and a 200-day moving average of $89.30.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 42.62% and a net margin of 18.30%.The firm had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $2.87 billion. During the same quarter in the prior year, the business posted $1.25 earnings per share. eBay’s revenue for the quarter 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 fiscal year.

Insider Buying and Selling

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 1,009 shares of the firm’s stock in a transaction 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares in the company, valued at approximately $4,615,815.60. This trade represents a 4.92% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 44,593 shares of company stock worth $3,998,870. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Several hedge funds and other institutional investors have recently made changes to their positions in EBAY. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new position in shares of eBay during the third quarter valued at $770,000. Teacher Retirement System of Texas grew its position in eBay by 2.0% in the 2nd quarter. Teacher Retirement System of Texas now owns 171,040 shares of the e-commerce company’s stock valued at $12,736,000 after buying an additional 3,374 shares in the last quarter. Allianz Asset Management GmbH increased its stake in eBay by 10.9% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock valued at $223,683,000 after buying an additional 242,168 shares during the period. Independent Advisor Alliance raised its position in shares of eBay by 407.8% during the 3rd quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock worth $2,407,000 after buying an additional 21,257 shares in the last quarter. Finally, Savant Capital LLC raised its position in shares of eBay by 19.4% during the 2nd quarter. Savant Capital LLC now owns 24,229 shares of the e-commerce company’s stock worth $1,804,000 after buying an additional 3,933 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors and hedge funds.

Key eBay News

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.