eBay (NASDAQ:EBAY) Earns “Outperform” Rating from Oppenheimer

eBay (NASDAQ:EBAY)‘s stock had its “outperform” rating reissued by Oppenheimer in a research note issued to investors on Thursday, Benzinga reports. They currently have a $140.00 target price on the e-commerce company’s stock, up from their previous target price of $133.00. Oppenheimer‘s price objective would suggest a potential upside of 14.81% from the company’s current price.

Other equities analysts also recently issued reports about the stock. Cantor Fitzgerald lowered their target price on shares of eBay from $110.00 to $106.00 and set a “neutral” rating on the stock in a research report on Thursday, August 6th. Barclays restated an “overweight” rating on shares of eBay in a research report on Thursday. Piper Sandler set a $136.00 price target on eBay in a report on Thursday. Wedbush increased their target price on shares of eBay from $135.00 to $137.00 and gave the company an “outperform” rating in a report on Thursday, August 20th. Finally, Mizuho set a $110.00 price target on eBay in a research note on Thursday, August 6th. Sixteen investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $119.12.

eBay Stock Up 3.3%

Shares of NASDAQ:EBAY opened at $121.94 on Thursday. The company has a fifty day simple moving average of $110.11 and a 200 day simple moving average of $103.57. eBay has a 12-month low of $78.03 and a 12-month high of $124.59. The firm has a market cap of $54.26 billion, a PE ratio of 24.86, a price-to-earnings-growth ratio of 3.04 and a beta of 1.33. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10.

eBay (NASDAQ:EBAY) last issued its earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.10. The firm had revenue of $3.21 billion for the quarter, compared to analyst estimates of $3.12 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%. The firm’s revenue for the quarter was up 13.7% on a year-over-year basis. During the same period last year, the company earned $1.36 earnings per share. On average, equities research analysts anticipate that eBay will post 4.90 EPS for the current fiscal year.

Insider Activity

In other eBay news, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $107.08, for a total transaction of $1,189,658.80. Following the transaction, the chief executive officer owned 226,269 shares in the company, valued at approximately $24,228,884.52. This represents a 4.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This trade represents a 2.77% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 34,344 shares of company stock valued at $3,635,567 over the last quarter. 0.67% of the stock is owned by corporate insiders.

Institutional Trading of eBay

A number of institutional investors and hedge funds have recently bought and sold shares of EBAY. John Boyer Inc. purchased a new stake in eBay in the third quarter valued at approximately $26,000. Compass Financial Management LLC purchased a new stake in shares of eBay in the 2nd quarter valued at $28,000. Cedar Mountain Advisors LLC boosted its holdings in shares of eBay by 128.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock valued at $25,000 after acquiring an additional 156 shares during the last quarter. Field & Main Bank purchased a new position in shares of eBay during the second quarter worth $31,000. Finally, Cassaday & Co Wealth Management LLC purchased a new stake in eBay in the first quarter valued at $26,000. 87.48% of the stock is currently owned by institutional investors.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Strong Q3 performance: eBay reported adjusted earnings of $1.51 per share versus the $1.41 consensus estimate, while revenue reached $3.21 billion, ahead of expectations for $3.12 billion. Revenue increased 13.7% year over year. eBay third-quarter earnings report
• Positive Sentiment: Marketplace growth remained broad-based: Gross merchandise volume rose 15% to $23.2 billion, with collectibles and live shopping identified as key growth drivers. Management also projected continued double-digit merchandise-volume growth, reinforcing the company’s improving operating momentum. eBay Q3 2026 results
• Positive Sentiment: Analyst price targets moved higher: Rosenblatt Securities raised its target from $132 to $137 and maintained a Buy rating. Citi analyst Ronald Josey reaffirmed a Buy rating and a $130 target, citing broad-based outperformance. Citi analyst rating on eBay
• Positive Sentiment: Shareholder returns continued: eBay returned $827 million to shareholders during the quarter, including $689 million in share repurchases and $138 million in dividends. The company also declared a quarterly dividend of $0.31 per share.
• Neutral Sentiment: Mixed analyst signals: Wells Fargo upgraded eBay from Underweight to Equal Weight but set a $106 price target, below the current trading level. UBS separately raised its target to $131 while retaining a Neutral rating.

eBay Company Profile

eBay Inc operates a global online marketplace that connects buyers and sellers. Through its platform, individuals, small businesses and larger retailers can list and purchase new, used and refurbished merchandise across categories such as electronics, apparel, collectibles, automotive parts and accessories, home goods and industrial products. Transactions may take place through auctions or fixed-price listings, with payments, shipping and other seller and buyer services supporting the marketplace experience.

Founded in 1995 as AuctionWeb by Pierre Omidyar, eBay has grown from an online auction site into a broad e-commerce platform.