Jefferies Financial Group Cuts eBay (NASDAQ:EBAY) Price Target to $60.00

eBay (NASDAQ:EBAY) had its price target reduced by Jefferies Financial Group from $65.00 to $60.00 in a report published on Monday morning,MarketScreener reports. Jefferies Financial Group currently has an underperform rating on the e-commerce company’s stock.

Other research analysts have also recently issued research reports about the stock. Evercore upped their price target on shares of eBay from $93.00 to $94.00 in a report on Thursday, February 19th. Truist Financial set a $94.00 price objective on shares of eBay and gave the company a “hold” rating in a research report on Thursday, February 19th. Arete Research upped their target price on shares of eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Rothschild & Co Redburn lowered their target price on eBay from $95.00 to $90.00 in a report on Friday, November 7th. Finally, President Capital cut their price target on eBay from $103.00 to $94.00 and set a “buy” rating on the stock in a report on Friday, December 19th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, eBay presently has an average rating of “Hold” and an average price target of $97.75.

eBay Stock Performance

Shares of eBay stock opened at $85.33 on Monday. The stock’s fifty day simple moving average is $88.46 and its 200 day simple moving average is $89.12. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30. The company has a market capitalization of $38.23 billion, a PE ratio of 19.62, a PEG ratio of 1.97 and a beta of 1.38. eBay has a 12 month low of $58.71 and a 12 month high of $101.15.

eBay (NASDAQ:EBAY) last announced its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The company had revenue of $2.97 billion during the quarter, compared to the consensus estimate of $2.87 billion. During the same period in the prior year, the company earned $1.25 earnings per share. The company’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, research analysts predict that eBay will post 3.86 EPS for the current year.

eBay Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Investors of record on Friday, March 6th will be issued a dividend of $0.31 per share. The ex-dividend date is Friday, March 6th. This is a boost from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.5%. eBay’s dividend payout ratio is currently 26.67%.

Insider Buying and Selling

In other eBay news, SVP Cornelius Boone sold 4,462 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $83.94, for a total transaction of $374,540.28. Following the transaction, the senior vice president owned 91,921 shares of the company’s stock, valued at $7,715,848.74. The trade was a 4.63% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Julie A. Loeger sold 2,896 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were 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 of the company’s stock, 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 have sold 44,593 shares of company stock valued at $3,998,870 in the last ninety days. 0.64% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Abound Financial LLC acquired a new stake in eBay in the 4th quarter valued at about $26,000. Financial Consulate Inc. acquired a new position in eBay during the third quarter worth approximately $27,000. High Point Wealth Management LLC bought a new stake in eBay in the fourth quarter valued at approximately $26,000. Steigerwald Gordon & Koch Inc. bought a new stake in eBay in the third quarter valued at approximately $28,000. Finally, Jessup Wealth Management Inc acquired a new stake in shares of eBay in the fourth quarter valued at approximately $27,000. 87.48% of the stock is currently owned by institutional investors and hedge funds.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4/earnings momentum — eBay’s recent results and earnings call showed broad-based growth (recommerce >40% of GMV) and management emphasized AI-powered listing tools and lower friction that boosted engagement; Jim Cramer called the numbers “extraordinary,” which can drive retail interest. eBay’s Q4 Earnings Call
• Positive Sentiment: Analyst/upside revisions — Deutsche Bank raised its price target to $118, and other shops (Rothschild/Redburn and Daiwa) bumped targets to $100 and $90 respectively; these upgrades provide renewed buy-side cover and signal confidence in execution. Deutsche Bank Raises PT
• Positive Sentiment: Strategic M&A — eBay’s acquisition of Depop (reported in recent digests) strengthens its position in resale and Gen‑Z marketplaces, supporting long-term GMV and recommerce strategy. eBay Acquires Depop
• Positive Sentiment: Marketing & limited drops drive engagement — eBay ran a Pokémon Day 30/30 Collection and exclusive vintage card drops on eBay Live; these product events help attract collectors and drive higher‑value transactions. Pokémon Day Collection
• Positive Sentiment: Viral demand feeding GMV — multiple outlets report an IKEA “Punch the Baby Monkey” plush selling for hundreds on eBay, reflecting short-term spikes in listings and bidding on trending items. (Examples below.) Viral IKEA Plush
• Neutral Sentiment: Platform activity anecdotes — niche listings (Bootsy Collins’ bass, refurbished iPods, vintage grails) and increased searches point to healthy marketplace traffic but are incremental rather than company‑moving on their own. Bootsy Collins Bass on eBay
• Negative Sentiment: Legal/PR headwind — eBay (and a former CEO) settled a harassment/stalking lawsuit with a Natick couple; settlements and reputational hits can attract regulatory/PR scrutiny and may pressure sentiment. Natick Lawsuit Settlement
• Negative Sentiment: Mixed analyst views — Jefferies lowered expectations for EBAY, tempering some of the bullish analyst activity and providing a counterweight for more cautious investors. Jefferies Lowers Expectations

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.