Jefferies Financial Group Lowers eBay (NASDAQ:EBAY) Price Target to $75.00

eBay (NASDAQ:EBAY) had its price objective dropped by analysts at Jefferies Financial Group from $80.00 to $75.00 in a report released on Monday. The brokerage presently has an “underperform” rating on the e-commerce company’s stock. Jefferies Financial Group’s target price indicates a potential downside of 31.61% from the company’s current price.

Other analysts also recently issued reports about the company. Wells Fargo & Company downgraded eBay from an “equal weight” rating to an “underweight” rating and cut their target price for the company from $105.00 to $92.00 in a research note on Monday, August 3rd. President Capital increased their price objective on eBay from $102.00 to $126.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Needham & Company LLC raised their price target on shares of eBay from $122.00 to $135.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Benchmark boosted their price objective on shares of eBay from $115.00 to $134.00 and gave the company a “buy” rating in a report on Thursday, August 6th. Finally, Weiss Ratings upgraded shares of eBay from a “buy (b)” rating to a “buy (b+)” rating in a research report on Friday, September 11th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, eBay currently has a consensus rating of “Hold” and a consensus target price of $115.12.

eBay Price Performance

Shares of EBAY stock opened at $109.67 on Monday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.02 and a current ratio of 1.02. The business’s 50 day moving average price is $107.87 and its 200-day moving average price is $105.66. The firm has a market cap of $48.80 billion, a P/E ratio of 22.77, a P/E/G ratio of 2.90 and a beta of 1.34. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $119.31.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. The firm had revenue of $3.13 billion for the quarter, compared to analyst estimates of $3.01 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. The company’s revenue for the quarter was up 14.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.37 EPS. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, equities research analysts anticipate that eBay will post 4.86 earnings per share for the current year.

Insider Activity

In related news, SVP Jordan Sweetnam sold 1,014 shares of eBay stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total transaction of $102,809.46. Following the completion of the sale, the senior vice president owned 35,546 shares in the company, valued at $3,604,008.94. This trade represents a 2.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the sale, the chief executive officer owned 253,211 shares of the company’s stock, valued at $27,486,054.05. The trade was a 4.20% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 34,344 shares of company stock valued at $3,705,005 in the last three months. Insiders own 0.67% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the company. BlackRock Inc. acquired a new stake in eBay in the second quarter valued at approximately $4,406,897,000. Legal & General Group Plc acquired a new stake in shares of eBay in the 2nd quarter worth $506,653,000. Bank of America Corp DE purchased a new position in eBay during the 2nd quarter worth $405,182,000. Bank of New York Mellon Corp purchased a new stake in eBay in the second quarter valued at approximately $282,479,000. Finally, Nykredit A S acquired a new stake in eBay during the 2nd quarter valued at approximately $256,983,000. Institutional investors own 87.48% of the company’s stock.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Revenue growth and Depop expansion support the investment case. eBay’s recent results showed revenue rising 14.8% year over year to $3.13 billion, ahead of consensus, while the Depop acquisition is expected to strengthen its position with younger and fashion-focused shoppers. The key concern is whether those gains are already reflected in the share price. eBay Reports Strong Revenue Growth and Depop Deal
• Positive Sentiment: Authentication initiatives could improve trust and higher-value sales. eBay is expanding authentication efforts across trading cards, sneakers, ancient coins and other collectibles. Better fraud prevention may support buyer confidence, transaction volumes and eBay’s position in growing collectibles markets. eBay’s Authentication Strategy
• Neutral Sentiment: GameStop’s large eBay stake keeps takeover speculation alive. GameStop reportedly held about 43.4 million eBay shares valued near $4.9 billion, but there is no confirmed acquisition offer. The stake creates possible strategic optionality for eBay shareholders while also adding uncertainty around GameStop’s intentions. GameStop CEO Purchases Shares
• Neutral Sentiment: Insider selling appears administrative rather than a bearish signal. CFO Peggy Alford sold 2,716 shares in a transaction described as tax-related, representing roughly 12% of her direct holdings. The relatively small sale provides limited information about management’s outlook. eBay CFO Share Sale
• Negative Sentiment: Airbag restrictions may modestly reduce marketplace activity in auto parts. eBay has banned airbag sales amid concerns over faulty and counterfeit components. The policy may enhance platform safety and reputation, but could remove some listings and sales from the marketplace. eBay Bans Airbag Sales

eBay Company Profile

eBay Inc (NASDAQ: EBAY) operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.