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

eBay (NASDAQ:EBAY) had its price objective hoisted by Evercore from $93.00 to $94.00 in a research note issued to investors on Thursday morning, Marketbeat.com reports.

Several other research firms have also recently weighed in on EBAY. BMO Capital Markets reissued an “outperform” rating and set a $120.00 price objective on shares of eBay in a report on Thursday. Needham & Company LLC boosted their target price on shares of eBay from $115.00 to $122.00 and gave the company a “buy” rating in a research note on Thursday. Citizens Jmp reissued a “market outperform” rating and set a $115.00 price target on shares of eBay in a report on Wednesday, January 28th. Truist Financial raised their price target on eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research note on Monday, November 3rd. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of eBay in a research report on Thursday. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, eBay currently has an average rating of “Hold” and an average target price of $96.68.

eBay Trading Up 3.1%

Shares of NASDAQ:EBAY opened at $84.75 on Thursday. 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 1 year low of $58.71 and a 1 year high of $101.15. The company has a market cap of $38.31 billion, a P/E ratio of 19.48, a PEG ratio of 1.91 and a beta of 1.38. The stock’s fifty day moving average price is $88.24 and its 200-day moving average price is $89.33.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, topping analysts’ consensus estimates of $1.35 by $0.06. The business had revenue of $2.97 billion during the quarter, compared to analyst estimates of $2.87 billion. eBay had a return on equity of 42.62% and a net margin of 18.30%.eBay’s revenue was up 15.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts expect that eBay will post 3.86 earnings per share 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 given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.5%. This is a boost from eBay’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, March 6th. eBay’s dividend payout ratio (DPR) is presently 25.22%.

Insider Buying and Selling

In related news, SVP Mazen Rawashdeh sold 1,920 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $81.90, for a total transaction of $157,248.00. Following the completion of the transaction, 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 legal filing with the SEC, which can be accessed through this link. Also, SVP Cornelius Boone sold 4,462 shares of the 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 completion of the sale, the senior vice president directly owned 91,921 shares of the company’s stock, valued at $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 three months, insiders have sold 43,584 shares of company stock worth $3,918,282. Corporate insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On eBay

Hedge funds have recently modified their holdings of the company. Invesco Ltd. increased its stake in shares of eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after purchasing an additional 692,805 shares in the last quarter. Corient Private Wealth LLC lifted its stake in shares of eBay by 75.2% during the 4th quarter. Corient Private Wealth LLC now owns 254,624 shares of the e-commerce company’s stock valued at $22,178,000 after buying an additional 109,312 shares in the last quarter. Vident Advisory LLC boosted its holdings in eBay by 71.9% in the 4th quarter. Vident Advisory LLC now owns 97,757 shares of the e-commerce company’s stock worth $8,515,000 after buying an additional 40,872 shares during the period. Beacon Pointe Advisors LLC increased its stake in eBay by 16.5% in the 4th quarter. Beacon Pointe Advisors LLC now owns 13,819 shares of the e-commerce company’s stock worth $1,204,000 after buying an additional 1,955 shares in the last quarter. Finally, State of Tennessee Department of Treasury increased its stake in eBay by 0.8% in the 4th quarter. State of Tennessee Department of Treasury now owns 198,492 shares of the e-commerce company’s stock worth $18,106,000 after buying an additional 1,615 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 beat and strong Q1 guidance — eBay reported Q4 non‑GAAP EPS of $1.41 vs. $1.35 expected and revenue above estimates; management issued Q1 EPS and revenue guidance above consensus, which supports near‑term earnings momentum. Article Title
• Positive Sentiment: Depop acquisition expands Gen‑Z exposure — eBay agreed to buy Depop from Etsy for ~$1.2B in cash, giving it a foothold in secondhand fashion and younger buyers that could boost GMV and ad/commerce monetization over time. Article Title
• Positive Sentiment: Shareholder returns lifted — Board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, signaling capital‑return confidence. Article Title
• Positive Sentiment: Analyst upgrades and price‑target increases — Multiple firms (Needham, Baird, Wells Fargo, Evercore, Goldman Sachs among others) raised targets or upgraded coverage following the results/Depop deal, adding buying interest. Article Title
• Neutral Sentiment: Short‑interest report shows no clear change — a short‑interest entry in the feed is effectively zero/invalid and provides no actionable signal on positioning. (Data appears unreliable.)
• Negative Sentiment: Heavy put option activity — unusually large volume of put buys was reported around the print, which can reflect hedging or bearish speculative positioning and adds short‑term downside pressure. Article Title
• Negative Sentiment: Near‑term dilution and margin pressure flagged — management and analysts note the Depop deal will be a low single‑digit drag to near‑term non‑GAAP operating income with accretion only later (and Q4 gross margin slipped due to investments like managed shipping/Authenticity). Article Title
• Negative Sentiment: Insider and some institutional selling — recent filings cited notable insider sales and large institutional rebalancing in Q4, which can cap upside if persistent. Article Title

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.