Wedbush Forecasts Strong Price Appreciation for eBay (NASDAQ:EBAY) Stock

eBay (NASDAQ:EBAY) had its price objective increased by stock analysts at Wedbush from $95.00 to $100.00 in a research note issued on Friday, Marketbeat Ratings reports. The firm currently has a “neutral” rating on the e-commerce company’s stock. Wedbush’s price objective indicates a potential upside of 13.55% from the stock’s current price.

Other equities analysts have also recently issued research reports about the company. Morgan Stanley restated an “overweight” rating and set a $119.00 price objective on shares of eBay in a report on Thursday. Needham & Company LLC lifted their target price on eBay from $115.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. Stifel Nicolaus boosted their target price on shares of eBay from $88.00 to $94.00 and gave the company a “hold” rating in a research note on Thursday. BMO Capital Markets reaffirmed an “outperform” rating and issued a $120.00 price target on shares of eBay in a research note on Thursday. Finally, The Goldman Sachs Group upgraded shares of eBay from a “sell” rating to a “neutral” rating and set a $88.00 price objective for the company in a report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $96.84.

eBay Trading Up 3.9%

Shares of EBAY opened at $88.07 on Friday. The company’s fifty day simple moving average is $88.30 and its 200-day simple moving average is $89.29. The company has a market cap of $39.81 billion, a P/E ratio of 20.25, a P/E/G ratio of 2.06 and a beta of 1.38. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. eBay has a twelve month low of $58.71 and a twelve month high of $101.15.

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 the consensus estimate of $1.35 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The firm’s revenue was up 15.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts expect that eBay will post 3.86 EPS for the current year.

Insider Activity at eBay

In other news, SVP Cornelius Boone sold 4,462 shares of eBay stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the transaction, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. The trade was a 4.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $91.99, for a total value of $3,076,237.59. Following the sale, the senior vice president directly owned 4,733 shares of the company’s stock, valued at approximately $435,388.67. This represents a 87.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 44,593 shares of company stock worth $3,998,870. Insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in EBAY. High Point Wealth Management LLC purchased a new stake in eBay in the 4th quarter valued at approximately $26,000. Abound Financial LLC purchased a new stake in eBay in the 4th quarter valued at about $26,000. Financial Consulate Inc. acquired a new position in shares of eBay during the 3rd quarter valued at about $27,000. Jessup Wealth Management Inc purchased a new position in shares of eBay during the 4th quarter worth about $27,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new position in shares of eBay during the 3rd quarter worth about $28,000. Institutional investors and hedge funds own 87.48% of the company’s stock.

Trending Headlines about eBay

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.