eBay (NASDAQ:EBAY) Stock Price Expected to Rise, Needham & Company LLC Analyst Says

eBay (NASDAQ:EBAY) had its price objective raised by research analysts at Needham & Company LLC from $122.00 to $135.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the e-commerce company’s stock. Needham & Company LLC’s price objective suggests a potential upside of 21.46% from the stock’s current price.

EBAY has been the topic of several other reports. Rothschild & Co Redburn raised their price target on shares of eBay from $100.00 to $115.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 13th. Barclays reaffirmed an “overweight” rating on shares of eBay in a research report on Thursday. Jefferies Financial Group lifted their target price on eBay from $65.00 to $75.00 and gave the stock an “underperform” rating in a research report on Tuesday, July 14th. Wall Street Zen upgraded eBay from a “hold” rating to a “buy” rating in a research note on Sunday, April 26th. Finally, The Goldman Sachs Group lifted their price objective on eBay from $88.00 to $100.00 and gave the stock a “neutral” rating in a report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $113.52.

eBay Stock Performance

EBAY opened at $111.15 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 1.36. The stock’s 50 day moving average price is $111.10 and its two-hundred day moving average price is $101.39. The firm has a market capitalization of $49.35 billion, a P/E ratio of 25.20, a price-to-earnings-growth ratio of 2.41 and a beta of 1.37. eBay has a 12-month low of $78.03 and a 12-month high of $119.31.

eBay (NASDAQ:EBAY) last posted its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion during the quarter, compared to analysts’ expectations of $3.02 billion. eBay had a return on equity of 46.11% and a net margin of 17.58%.eBay’s revenue for the quarter was up 14.8% compared to the same quarter last year. During the same period in the prior year, the business earned $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, equities analysts forecast that eBay will post 4.89 earnings per share for the current year.

Insider Activity

In related news, SVP Mazen Rawashdeh sold 1,919 shares of the business’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total value of $208,230.69. Following the sale, the senior vice president owned 32,124 shares of the company’s stock, valued at $3,485,775.24. The trade was a 5.64% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $113.33, for a total value of $1,259,096.30. Following the completion of the sale, the chief executive officer owned 275,431 shares in the company, valued at $31,214,595.23. This trade represents a 3.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 76,012 shares of company stock worth $8,747,852. Company insiders own 0.67% of the company’s stock.

Institutional Investors Weigh In On eBay

Several institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of eBay by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after purchasing an additional 468,833 shares in the last quarter. Invesco Ltd. grew its stake in eBay by 8.3% during the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock worth $785,722,000 after buying an additional 692,805 shares during the last quarter. Independent Franchise Partners LLP grew its stake in eBay by 5.2% during the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company’s stock worth $674,866,000 after buying an additional 384,570 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of eBay by 1.7% during the first quarter. Dimensional Fund Advisors LP now owns 4,901,415 shares of the e-commerce company’s stock worth $446,042,000 after buying an additional 80,450 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of eBay by 0.8% during the first quarter. Bank of America Corp DE now owns 3,722,253 shares of the e-commerce company’s stock worth $338,799,000 after buying an additional 30,761 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.

eBay News Summary

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q2 results exceeded expectations: eBay reported non-GAAP EPS of $1.60 versus the $1.50 consensus estimate and revenue of approximately $3.13 billion versus expectations of $3.02 billion. Revenue and gross merchandise volume each increased about 15% year over year, to $3.1 billion and $22.4 billion, respectively. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised its growth outlook: eBay now expects 2026 GMV growth of 11.5% to 12.5%, while the completed Depop acquisition is expected to support expansion in resale and younger consumer categories. Third-quarter revenue guidance of about $3.1 billion is above consensus, and EPS guidance of $1.36 to $1.42 is broadly in line with estimates. eBay Lifts Outlook as Depop Acquisition Closes
• Positive Sentiment: AI, luxury and collectibles are growth opportunities: The company is using AI to improve listings and shopping tools, while luxury goods and collectibles helped drive recent momentum. eBay also returned $448 million to shareholders in the quarter through buybacks and dividends. eBay Rides Luxury, Collectibles and AI to 15% Growth in Q2
• Neutral Sentiment: Dividend maintained: eBay declared a quarterly dividend of $0.31 per share, payable September 11 to shareholders of record August 28. The dividend supports shareholder returns, though the August 28 ex-dividend date may create normal trading adjustments.
• Neutral Sentiment: AI strategy remains a balancing act: CEO Jamie Iannone is embracing AI-powered seller and marketplace tools but reportedly plans to restrict autonomous AI shopping agents, potentially protecting marketplace economics while limiting some emerging demand channels. eBay CEO Jamie Iannone’s AI Playbook
• Negative Sentiment: Analyst downgrade: Citizens JMP cut eBay from “outperform” to “market perform,” signaling that valuation or future upside may now look more balanced after the stock’s strong performance.
• Negative Sentiment: Resale competition could intensify: Fashion brands are increasingly seeking to operate their own secondhand marketplaces, threatening eBay’s role in capturing resale transaction value as the market expands. Fashion Brands Target the Resale Market

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.