eBay (NASDAQ:EBAY) Price Target Raised to $101.00 at Wells Fargo & Company

eBay (NASDAQ:EBAY) had its price target raised by equities research analysts at Wells Fargo & Company from $98.00 to $101.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the e-commerce company’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 16.66% from the company’s current price.

A number of other research firms also recently issued reports on EBAY. Barclays cut their price target on eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a research note on Thursday. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $90.00 price objective on shares of eBay in a report on Thursday. Truist Financial upped their price target on shares of eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a report on Monday, November 3rd. Rothschild & Co Redburn reduced their target price on eBay from $95.00 to $90.00 in a research report on Friday, November 7th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $119.00 price target on shares of eBay in a research note on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, eBay has a consensus rating of “Hold” and an average target price of $96.45.

eBay Trading Up 5.3%

Shares of eBay stock traded up $4.39 during midday trading on Thursday, reaching $86.57. The company had a trading volume of 6,487,047 shares, compared to its average volume of 5,019,550. The firm has a market cap of $39.13 billion, a PE ratio of 18.80, a P/E/G ratio of 1.86 and a beta of 1.38. The stock has a fifty day moving average price of $88.24 and a 200 day moving average price of $89.36. The company has a debt-to-equity ratio of 1.06, a current ratio of 0.92 and a quick ratio of 0.92. eBay has a fifty-two week low of $58.71 and a fifty-two week high of $101.15.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping the consensus estimate of $1.35 by $0.06. eBay had a net margin of 20.37% and a return on equity of 41.94%. The company had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same period in the prior year, the company posted $1.25 earnings per share. eBay’s revenue for the quarter was up 15.0% compared to the same quarter last year. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, equities analysts anticipate that eBay will post 3.86 earnings per share for the current year.

Insider Buying and Selling

In other eBay news, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the sale, the senior vice president directly owned 5,746 shares in the company, valued at approximately $470,597.40. The trade was a 25.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the company’s stock in a transaction that occurred 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 approximately $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 sold 43,584 shares of company stock valued at $3,918,282. 0.64% of the stock is owned by company insiders.

Institutional Trading of eBay

Hedge funds have recently bought and sold shares of the stock. Abound Financial LLC purchased a new stake in shares of eBay during the fourth quarter worth about $26,000. Financial Consulate Inc. bought a new position in shares of eBay during the third quarter worth $27,000. High Point Wealth Management LLC purchased a new stake in shares of eBay during the 4th quarter worth approximately $26,000. Steigerwald Gordon & Koch Inc. bought a new position in shares of eBay during the 3rd quarter valued at approximately $28,000. Finally, Jessup Wealth Management Inc purchased a new stake in eBay during the 4th quarter valued at $27,000. 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: eBay agreed to acquire Depop from Etsy for ~$1.2B in cash — expands eBay’s presence with Gen‑Z and the recommerce/fashion segment, providing a strategic growth lever that helped lift sentiment. eBay to Acquire Depop from Etsy
• Positive Sentiment: Q4 beat and upbeat Q1 outlook — eBay reported Q4 non‑GAAP EPS of $1.41 (ahead) and issued Q1 2026 guidance above Street estimates, supporting expectations for continued momentum. eBay Inc. Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Shareholder returns increased — board raised the quarterly dividend to $0.31 (up ~7%) and authorized an incremental $2.0B for buybacks, a clear positive for EPS support and capital allocation. Q4 Results & Dividend/Buyback
• Positive Sentiment: Wall Street reaction: multiple firms raised targets or upgraded coverage (Needham to $122 buy; Baird to $105 outperform; Goldman Sachs moved to neutral from sell), amplifying buy‑side interest. Baird adjusts eBay price target to $105 Goldman Sachs upgrade
• Neutral Sentiment: Macro/market context — broader futures weakness amid geopolitical tensions and Fed debate could pressure stocks generally even as eBay‑specific news is positive. Stock Market Today: Futures Fall Amid Tensions
• Neutral Sentiment: Some analysts remain cautious (multiple Holds/Neutrals and differing price targets), reflecting debate over how much of 2025’s upside is already priced in and tougher comps ahead. Analyst: Strong 2025 Performance Priced In
• Negative Sentiment: Unusual options activity — large spike in put purchases (tens of thousands of contracts) suggests some traders are hedging or betting on a pullback, which can add short‑term downward pressure. Stock Traders Buy High Volume of Put Options on eBay
• Negative Sentiment: Notable insider selling and mixed institutional flows flagged by data providers — while not proof of near‑term problems, continued selling by insiders can concern some investors. QuiverQuant: eBay shares jump analysis (insider notes)

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.