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

eBay (NASDAQ:EBAY) had its price objective boosted by research analysts at Wells Fargo & Company from $100.00 to $104.00 in a report released on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the e-commerce company’s stock. Wells Fargo & Company‘s price target would indicate a potential downside of 0.07% from the stock’s previous close.

Several other brokerages have also recently commented on EBAY. Rothschild & Co Redburn boosted their price target on eBay from $90.00 to $100.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 24th. Citigroup boosted their price target on eBay from $107.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Jefferies Financial Group dropped their price target on eBay from $65.00 to $60.00 and set an “underperform” rating for the company in a research report on Monday, February 23rd. Needham & Company LLC reissued a “buy” rating and set a $122.00 price objective on shares of eBay in a research note on Thursday. Finally, Citizens Jmp reissued a “market outperform” rating and set a $115.00 price objective on shares of eBay in a research note on Wednesday, January 28th. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, eBay presently has a consensus rating of “Hold” and a consensus target price of $105.32.

eBay Stock Up 0.6%

Shares of EBAY opened at $104.07 on Thursday. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.10 and a current ratio of 1.22. eBay has a one year low of $67.48 and a one year high of $107.34. The stock has a market capitalization of $46.62 billion, a price-to-earnings ratio of 23.60, a PEG ratio of 2.15 and a beta of 1.39. The stock has a 50 day moving average price of $94.21 and a 200 day moving average price of $89.73.

eBay (NASDAQ:EBAY) last issued its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, topping the consensus estimate of $1.58 by $0.08. eBay had a return on equity of 46.11% and a net margin of 17.58%.The firm had revenue of $3.09 billion during the quarter, compared to analysts’ expectations of $3.04 billion. During the same period in the previous year, the business earned $1.38 earnings per share. The firm’s revenue for the quarter was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities research analysts forecast that eBay will post 4.85 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Jamie Iannone sold 21,000 shares of the company’s stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the completion of the sale, the chief executive officer owned 352,653 shares of the company’s stock, valued at approximately $34,337,822.61. This represents a 5.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $100.36, for a total transaction of $1,215,660.68. Following the completion of the sale, the senior vice president directly owned 30,835 shares of the company’s stock, valued at $3,094,600.60. This represents a 28.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 86,952 shares of company stock worth $8,251,267. Company insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

A number of hedge funds have recently modified their holdings of EBAY. Altshuler Shaham Ltd grew its holdings in shares of eBay by 4,452,655.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after purchasing an additional 2,092,748 shares during the period. First Trust Advisors LP boosted its stake in eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company’s stock worth $755,767,000 after buying an additional 1,808,976 shares during the period. Alyeska Investment Group L.P. boosted its stake in eBay by 214.6% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company’s stock worth $161,865,000 after buying an additional 1,267,601 shares during the period. Pacer Advisors Inc. boosted its stake in eBay by 3,248.7% during the fourth quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company’s stock worth $109,483,000 after buying an additional 1,219,439 shares during the period. Finally, Allianz Asset Management GmbH boosted its stake in eBay by 47.5% during the fourth quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company’s stock worth $315,862,000 after buying an additional 1,167,019 shares during the period. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Multiple firms raised price targets sharply (Citizens Jmp to $120, BMO to $130, Robert W. Baird to $117 and Needham reiterated Buy at $122), signaling renewed analyst confidence after Q1 strength. Citizens Jmp raises target to $120 (Benzinga)
• Positive Sentiment: BMO’s lift to a $130 target is the largest upside call and suggests some analysts see substantial continued GMV/ad monetization upside. BMO raises PT to $130 (MarketScreener)
• Positive Sentiment: Robert W. Baird raised its target to $117, another vote of confidence that boosts upside expectations. Baird raises PT to $117 (MarketScreener)
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, reinforcing bullish views among some growth?oriented analysts. Needham reaffirms Buy at $122 (Benzinga)
• Neutral Sentiment: Q1 results beat expectations — $1.66 EPS and $3.09B revenue (+19.5% y/y) with strong GMV and ad performance — supporting the analyst upgrades but the reaction was mixed because guidance left some uncertainty. eBay reports Q1 2026 results (Yahoo Finance)
• Neutral Sentiment: eBay guided Q2 GMV to $21.3B–$21.7B (up y/y but below Q1’s level) and flagged steady revenue; guidance helped revenue estimates but left some investors cautious about H2 momentum. Reuters: eBay forecasts Q2 revenue above estimates
• Neutral Sentiment: eBay declared a $0.31 quarterly dividend (record May 29, payable June 12), a small income signal but not a material value driver.
• Negative Sentiment: Some brokers remain cautious or set targets below the current price (TD Cowen to $88; Jefferies to $65), which can cap upside and add downside risk if sentiment shifts. TD Cowen lowers PT to $88 (MarketScreener)
• Negative Sentiment: Market commentary flagged second?half growth concerns despite the Q1 beat; that caution explains earlier intraday selling and could drive volatility if future GMV guidance softens. Blockonomi: stock slides despite Q1 beat

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.