Robert W. Baird Boosts eBay (NASDAQ:EBAY) Price Target to $105.00

eBay (NASDAQ:EBAY) had its price target lifted by stock analysts at Robert W. Baird from $100.00 to $105.00 in a research report issued to clients and investors on Thursday, Marketbeat reports. The brokerage currently has an “outperform” rating on the e-commerce company’s stock. Robert W. Baird’s price objective would suggest a potential upside of 19.22% from the stock’s previous close.

A number of other research analysts have also recently issued reports on EBAY. Arete Research lifted their price objective on shares of eBay from $91.00 to $103.00 and gave the company a “neutral” rating in a research note on Thursday, January 15th. BMO Capital Markets reiterated an “outperform” rating and issued a $120.00 price target on shares of eBay in a research note on Thursday. Benchmark upped their price objective on eBay from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday. Bank of America lifted their target price on eBay from $100.00 to $102.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Rothschild & Co Redburn dropped their target price on shares of eBay from $95.00 to $90.00 in a report on Friday, November 7th. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $96.84.

eBay Stock Up 3.9%

Shares of NASDAQ EBAY opened at $88.07 on Thursday. The stock has a market capitalization of $39.81 billion, a P/E ratio of 20.25, a PEG ratio of 1.98 and a beta of 1.38. The stock’s fifty day moving average is $88.30 and its 200 day moving average is $89.30. 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.

eBay (NASDAQ:EBAY) last announced its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) 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 period in the prior year, the company posted $1.25 earnings per share. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts forecast that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Buying and Selling at eBay

In related news, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $82.44, for a total value of $238,746.24. Following the completion of the sale, the senior vice president directly owned 55,990 shares in the company, valued at $4,615,815.60. This represents a 4.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was 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 approximately $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 44,593 shares of company stock worth $3,998,870. Company insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

A number of hedge funds have recently bought and sold shares of EBAY. High Point Wealth Management LLC bought a new stake in eBay during the fourth quarter valued at $26,000. Abound Financial LLC bought a new stake in shares of eBay during the 4th quarter valued at about $26,000. Financial Consulate Inc. bought a new stake in shares of eBay during the 3rd quarter valued at about $27,000. Jessup Wealth Management Inc acquired a new stake in eBay during the fourth quarter worth approximately $27,000. Finally, Steigerwald Gordon & Koch Inc. bought a new stake in eBay in the third quarter worth approximately $28,000. 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

eBay Company Profile

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.