eBay (NASDAQ:EBAY) Stock Rating Upgraded by The Goldman Sachs Group

eBay (NASDAQ:EBAY) was upgraded by analysts at The Goldman Sachs Group from a “sell” rating to a “neutral” rating in a note issued to investors on Thursday, MarketBeat Ratings reports. The firm presently has a $88.00 target price on the e-commerce company’s stock. The Goldman Sachs Group’s price target suggests a potential downside of 0.08% from the company’s previous close.

A number of other research firms also recently issued reports on EBAY. TD Cowen reiterated a “hold” rating on shares of eBay in a research report on Wednesday. Barclays boosted their target price on eBay from $92.00 to $105.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Weiss Ratings restated a “buy (b)” rating on shares of eBay in a research report on Monday, December 29th. Citizens Jmp reiterated a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a research report on Wednesday, January 28th. Finally, Wedbush raised their target price on shares of eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Fourteen research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, eBay has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Performance

NASDAQ:EBAY opened at $88.07 on Thursday. 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 firm has a market cap of $39.81 billion, a price-to-earnings ratio of 20.25, a price-to-earnings-growth ratio of 1.98 and a beta of 1.38. The firm’s fifty day moving average price is $88.30 and its 200 day moving average price is $89.30. eBay has a 1-year low of $58.71 and a 1-year high of $101.15.

eBay (NASDAQ:EBAY) last released its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.35 by $0.06. The company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 42.62%. The business’s revenue was up 15.0% on a year-over-year basis. During the same quarter last year, the business earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts expect that eBay will post 3.86 EPS for the current year.

Insider Activity at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction that occurred on 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 transaction, the senior vice president owned 4,733 shares of the company’s stock, valued at $435,388.67. This trade represents a 87.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 44,593 shares of company stock valued at $3,998,870. Insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

Several institutional investors and hedge funds have recently modified their holdings of EBAY. Vanguard Group Inc. grew its holdings in 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 acquiring an additional 468,833 shares in the last quarter. Invesco Ltd. lifted its position in shares of eBay by 8.3% during the fourth 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 eBay by 27.8% in 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 in the last quarter. Independent Franchise Partners LLP raised its stake in eBay by 5.2% during 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 buying an additional 384,570 shares in the last quarter. Finally, Legal & General Group Plc grew its position in shares of eBay by 2.8% in the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after acquiring an additional 141,057 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Key Stories Impacting 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.