Stifel Nicolaus Increases eBay (NASDAQ:EBAY) Price Target to $94.00

eBay (NASDAQ:EBAY) had its target price hoisted by equities research analysts at Stifel Nicolaus from $88.00 to $94.00 in a note issued to investors on Thursday,MarketScreener reports. The firm presently has a “hold” rating on the e-commerce company’s stock. Stifel Nicolaus’ price target would suggest a potential upside of 6.73% from the company’s current price.

A number of other brokerages have also recently commented on EBAY. TD Cowen restated a “hold” rating on shares of eBay in a research note on Wednesday. Evercore raised their target price on eBay from $93.00 to $94.00 in a research report on Thursday. Wall Street Zen lowered eBay from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Wedbush lifted their price objective on eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $90.00 target price on shares of eBay in a report on Thursday. Fourteen research 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. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Performance

Shares of NASDAQ EBAY opened at $88.07 on Thursday. The business has a fifty day simple moving average of $88.30 and a 200 day simple moving average of $89.30. 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 firm 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. eBay has a one year low of $58.71 and a one year high of $101.15.

eBay (NASDAQ:EBAY) last posted its quarterly 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. eBay had a net margin of 18.30% and a return on equity of 42.62%. The firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. During the same quarter in the previous year, the company earned $1.25 earnings per share. The business’s revenue was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts expect that eBay will post 3.86 EPS for the current year.

Insider Activity at eBay

In other eBay news, SVP Julie A. Loeger sold 2,896 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total transaction of $238,746.24. Following the transaction, the senior vice president owned 55,990 shares of the company’s stock, valued at approximately $4,615,815.60. This represents a 4.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’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 transaction, the senior vice president directly owned 4,733 shares in the company, valued at $435,388.67. This trade represents a 87.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,593 shares of company stock valued at $3,998,870 over the last ninety days. Company insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

Several institutional investors and hedge funds have recently added to or reduced their stakes in EBAY. Vanguard Group Inc. grew its position in shares of eBay by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after buying an additional 468,833 shares during the period. Invesco Ltd. boosted its position in shares of eBay by 8.3% in the 4th quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after purchasing an additional 692,805 shares during the last quarter. First Trust Advisors LP grew its stake in shares of eBay by 27.8% during 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 purchasing an additional 1,808,976 shares during the period. Independent Franchise Partners LLP increased its holdings in eBay by 5.2% in the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock valued at $674,866,000 after purchasing an additional 384,570 shares during the last quarter. Finally, Legal & General Group Plc increased its holdings in eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock valued at $478,687,000 after purchasing an additional 141,057 shares during the last quarter. 87.48% of the stock is owned by institutional investors.

More 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.