eBay (NASDAQ:EBAY) Price Target Raised to $94.00 at Stifel Nicolaus

eBay (NASDAQ:EBAY) had its price target raised by equities research analysts at Stifel Nicolaus from $88.00 to $94.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The brokerage currently has a “hold” rating on the e-commerce company’s stock. Stifel Nicolaus’ target price points to a potential upside of 14.38% from the company’s previous close.

A number of other equities analysts have also commented on EBAY. Truist Financial lifted their price objective on eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research note on Monday, November 3rd. Morgan Stanley reissued an “overweight” rating and issued a $119.00 price objective on shares of eBay in a research report on Thursday. Evercore upped their target price on shares of eBay from $93.00 to $94.00 in a research note on Thursday. UBS Group decreased their price target on shares of eBay from $95.00 to $93.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Daiwa Securities Group reduced their target price on shares of eBay from $99.00 to $84.00 and set a “neutral” rating for the company in a research note on Wednesday, November 12th. Fourteen investment 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. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $95.84.

eBay Price Performance

NASDAQ EBAY opened at $82.18 on Thursday. The company has a 50 day moving average price of $88.24 and a two-hundred day moving average price of $89.36. eBay has a 12-month low of $58.71 and a 12-month high of $101.15. The stock has a market capitalization of $37.15 billion, a PE ratio of 17.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.38. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 1.06.

eBay (NASDAQ:EBAY) last issued 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 20.37% and a return on equity of 41.94%. The firm 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% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities analysts predict that eBay will post 3.86 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, 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 transaction of $238,746.24. Following the completion of the transaction, the senior vice president directly owned 55,990 shares of the company’s stock, valued at $4,615,815.60. This trade represents a 4.92% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the sale, the senior vice president directly owned 5,746 shares in the company, valued at $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 43,584 shares of company stock worth $3,918,282 in the last quarter. Corporate insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

A number of large investors have recently bought and sold shares of the business. ABN AMRO Bank N.V. bought a new stake in shares of eBay during the 2nd quarter valued at $235,149,000. Altshuler Shaham Ltd increased its holdings in eBay by 4,452,655.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after purchasing an additional 2,092,748 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in eBay by 1,007.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after buying an additional 1,992,116 shares during the period. First Trust Advisors LP boosted its holdings in eBay by 27.8% during 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 buying an additional 1,808,976 shares during the last quarter. Finally, M&G PLC grew its position in shares of eBay by 88.8% during the 2nd quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock worth $206,142,000 after buying an additional 1,310,373 shares during the period. 87.48% of the stock is currently owned by institutional investors.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.