eBay (NASDAQ:EBAY) Upgraded to Buy at Wall Street Zen

eBay (NASDAQ:EBAY) was upgraded by Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Saturday.

EBAY has been the subject of several other reports. TD Cowen reissued a “hold” rating on shares of eBay in a research report on Wednesday. Daiwa Securities Group lowered their target price on eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a report on Wednesday, November 12th. 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. Wedbush raised their price objective on shares of eBay from $95.00 to $100.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, President Capital lowered their price objective on shares of eBay from $103.00 to $94.00 and set a “buy” rating for the company in a research note on Friday, December 19th. Fourteen 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. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $96.84.

eBay Stock Up 3.9%

eBay stock opened at $88.07 on Friday. The firm has a market cap of $39.81 billion, a price-to-earnings ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. eBay has a 52-week low of $58.71 and a 52-week high of $101.15. The company has a debt-to-equity ratio of 1.06, a quick ratio of 0.92 and a current ratio of 0.92. The firm has a 50 day moving average price of $88.30 and a two-hundred day moving average price of $89.30.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data 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 net margin of 18.30% and a return on equity of 42.62%. The company had revenue of $2.97 billion for the quarter, compared to analyst estimates of $2.87 billion. During the same period in the prior year, the firm posted $1.25 EPS. The company’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. Equities analysts predict that eBay will post 3.86 EPS for the current year.

Insider Buying and Selling at eBay

In related news, SVP Julie A. Loeger sold 2,896 shares of the company’s 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 sale, the senior vice president owned 55,990 shares in the company, valued at $4,615,815.60. This represents a 4.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the completion of the transaction, the senior vice president directly owned 4,733 shares in the company, valued at approximately $435,388.67. The trade was a 87.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 44,593 shares of company stock valued at $3,998,870 over the last ninety days. 0.64% of the stock is currently owned by corporate insiders.

Institutional Trading of eBay

Several institutional investors and hedge funds have recently modified their holdings of the stock. Abound Financial LLC bought a new stake in eBay during the fourth quarter worth $26,000. Financial Consulate Inc. bought a new position in eBay during the 3rd quarter valued at $27,000. High Point Wealth Management LLC purchased a new position in eBay during the 4th quarter worth $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of eBay in the 3rd quarter worth $28,000. Finally, Jessup Wealth Management Inc purchased a new stake in shares of eBay in the fourth quarter valued at about $27,000. 87.48% of the stock is owned by hedge funds and other institutional investors.

eBay News Roundup

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.