eBay (NASDAQ:EBAY) Stock Price Expected to Rise, Bank of America Analyst Says

eBay (NASDAQ:EBAY) had its target price increased by equities researchers at Bank of America from $100.00 to $102.00 in a research report issued on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the e-commerce company’s stock. Bank of America‘s price objective suggests a potential upside of 24.12% from the stock’s current price.

Other analysts have also recently issued research reports about the stock. Barclays boosted their target price on shares of eBay from $92.00 to $105.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Evercore boosted their price target on shares of eBay from $90.00 to $93.00 and gave the stock an “in-line” rating in a research report on Thursday, October 30th. Arete Research upped 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. Needham & Company LLC boosted their target price on shares of eBay from $95.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Finally, Truist Financial lifted their price objective on eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research report on Monday, November 3rd. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $95.26.

eBay Stock Up 2.8%

Shares of EBAY opened at $82.18 on Thursday. The firm has a market cap of $37.15 billion, a P/E ratio of 17.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.38. 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 has a 52 week low of $58.71 and a 52 week high of $101.15. The firm’s 50-day simple moving average is $88.24 and its 200 day simple moving average is $89.36.

eBay (NASDAQ:EBAY) last issued 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 business had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same quarter in the previous year, the company earned $1.25 EPS. The business’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts forecast that eBay will post 3.86 earnings per share for the current year.

Insider Buying and Selling at eBay

In other news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the business’s stock in a transaction dated 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 completion of the sale, the senior vice president directly owned 4,733 shares of the company’s stock, valued at $435,388.67. The trade was a 87.60% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Julie A. Loeger sold 2,896 shares of the firm’s 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 in the company, valued at approximately $4,615,815.60. The trade was a 4.92% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 43,584 shares of company stock valued at $3,918,282 over the last ninety days. 0.64% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Abound Financial LLC bought a new position in eBay in the 4th quarter worth $26,000. Financial Consulate Inc. purchased a new stake in eBay in the third quarter worth about $27,000. High Point Wealth Management LLC purchased a new stake in eBay in the fourth quarter worth about $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in eBay during the 3rd quarter valued at approximately $28,000. Finally, Jessup Wealth Management Inc purchased a new position in eBay during the fourth quarter valued at $27,000. Institutional investors own 87.48% of the company’s stock.

More 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.