Needham & Company LLC Raises eBay (NASDAQ:EBAY) Price Target to $122.00

eBay (NASDAQ:EBAY) had its price objective hoisted by equities researchers at Needham & Company LLC from $115.00 to $122.00 in a report issued on Thursday, MarketBeat Ratings reports. The firm currently has a “buy” rating on the e-commerce company’s stock. Needham & Company LLC’s price target suggests a potential upside of 38.53% from the stock’s previous close.

Other research analysts also recently issued reports about the stock. BMO Capital Markets increased their target price on shares of eBay from $102.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. The Goldman Sachs Group upgraded eBay from a “sell” rating to a “neutral” rating and set a $88.00 price objective on the stock in a research note on Thursday. Arete Research raised their target price on eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a research report on Thursday, January 15th. Daiwa Securities Group lowered their target price on eBay from $99.00 to $84.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of eBay in a research report on Monday, December 29th. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $96.84.

eBay Stock Performance

Shares of eBay stock opened at $88.07 on Thursday. The firm has a market capitalization of $39.81 billion, a P/E ratio of 20.25, a price-to-earnings-growth ratio of 1.98 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. The business’s fifty day simple moving average is $88.30 and its 200 day simple moving average is $89.30. eBay has a 12 month low of $58.71 and a 12 month high of $101.15.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.35 by $0.06. The firm had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a return on equity of 42.62% and a net margin of 18.30%.The business’s revenue was up 15.0% compared to the same quarter last year. During the same period last year, the firm posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, analysts anticipate that eBay will post 3.86 EPS for the current year.

Insider Buying and Selling

In other eBay news, SVP Mazen Rawashdeh sold 1,920 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total value of $157,248.00. Following the completion of the transaction, the senior vice president owned 5,746 shares in the company, valued at $470,597.40. This trade represents a 25.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Julie A. Loeger sold 2,896 shares of eBay 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 transaction, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. The trade was a 4.92% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 44,593 shares of company stock worth $3,998,870. Company insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of EBAY. Vanguard Group Inc. raised its position in shares of eBay by 0.8% in the fourth 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 in the last quarter. Invesco Ltd. increased its stake in 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 acquiring an additional 692,805 shares during the last quarter. First Trust Advisors LP increased its stake in eBay by 27.8% in the 3rd quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after acquiring an additional 1,808,976 shares during the last quarter. Independent Franchise Partners LLP raised its holdings in shares of eBay by 5.2% in the 4th quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock valued at $674,866,000 after acquiring an additional 384,570 shares in the last quarter. Finally, Legal & General Group Plc boosted its position in shares of eBay by 2.8% during the 3rd quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock valued at $478,687,000 after acquiring an additional 141,057 shares during the last quarter. 87.48% of the stock is owned by institutional investors.

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.