eBay (NASDAQ:EBAY) Stock Price Expected to Rise, Robert W. Baird Analyst Says

eBay (NASDAQ:EBAY) had its target price boosted by research analysts at Robert W. Baird from $100.00 to $105.00 in a note issued to investors on Thursday,MarketScreener reports. The firm currently has an “outperform” rating on the e-commerce company’s stock. Robert W. Baird’s price target would suggest a potential upside of 27.77% from the stock’s current price.

Several other brokerages also recently weighed in on EBAY. TD Cowen reaffirmed a “hold” rating on shares of eBay in a research report on Wednesday. Arete Research upped their target price on eBay from $91.00 to $103.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. Barclays set a $104.00 target price on eBay in a report on Thursday. The Goldman Sachs Group raised eBay from a “sell” rating to a “neutral” rating and set a $88.00 price target for the company in a report on Thursday. Finally, Citizens Jmp restated a “market outperform” rating and issued a $115.00 price objective on shares of eBay in a research report on Wednesday, January 28th. Fourteen investment 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $95.84.

eBay Price Performance

Shares of NASDAQ:EBAY opened at $82.18 on Thursday. eBay has a twelve month low of $58.71 and a twelve month high of $101.15. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The company has a market cap of $37.15 billion, a PE ratio of 17.87, a price-to-earnings-growth ratio of 1.86 and a beta of 1.38. The company’s 50 day moving average is $88.24 and its 200 day moving average is $89.36.

eBay (NASDAQ:EBAY) last released its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, beating the consensus estimate of $1.35 by $0.06. The business had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 20.37% and a return on equity of 41.94%. The business’s revenue for the quarter was up 15.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, sell-side analysts forecast that eBay will post 3.86 EPS for the current year.

Insiders Place Their Bets

In other eBay news, SVP Cornelius Boone sold 4,462 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total transaction of $374,540.28. Following the completion of the transaction, the senior vice president directly owned 91,921 shares in the company, valued at approximately $7,715,848.74. This represents a 4.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total transaction of $157,248.00. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 43,584 shares of company stock valued at $3,918,282. Corporate insiders own 0.64% of the company’s stock.

Institutional Trading of eBay

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. lifted its stake in eBay by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock valued at $5,018,121,000 after buying an additional 468,833 shares in the last quarter. Invesco Ltd. lifted its position in shares of eBay by 1.7% in the second quarter. Invesco Ltd. now owns 8,581,556 shares of the e-commerce company’s stock valued at $638,983,000 after acquiring an additional 140,160 shares in the last quarter. First Trust Advisors LP boosted its stake in shares of eBay by 27.8% in 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 acquiring an additional 1,808,976 shares during the last quarter. Independent Franchise Partners LLP increased its position in shares of 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 purchasing an additional 384,570 shares in the last quarter. Finally, Legal & General Group Plc increased its position in shares of eBay by 2.8% during the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company’s stock worth $478,687,000 after purchasing an additional 141,057 shares in the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.