eBay (NASDAQ:EBAY – Free Report) had its price objective raised by Bank of America from $102.00 to $110.00 in a research report report published on Tuesday morning,Benzinga reports. The firm currently has a neutral rating on the e-commerce company’s stock.
A number of other analysts have also recently weighed in on EBAY. BNP Paribas Exane increased their price target on shares of eBay from $90.00 to $97.00 and gave the stock a “neutral” rating in a research note on Thursday, February 19th. Weiss Ratings reiterated a “buy (b)” rating on shares of eBay in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft increased their price target on shares of eBay from $100.00 to $118.00 and gave the stock a “buy” rating in a research note on Monday, February 23rd. Morgan Stanley decreased their price target on shares of eBay from $119.00 to $117.00 and set an “overweight” rating for the company in a research note on Friday, April 10th. Finally, Wells Fargo & Company decreased their price target on shares of eBay from $101.00 to $100.00 and set an “equal weight” rating for the company in a research note on Monday, April 6th. Fourteen investment analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $98.94.
eBay Stock Down 2.1%
eBay (NASDAQ:EBAY – Get Free Report) last issued its quarterly 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 firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. eBay had a net margin of 18.30% and a return on equity of 43.04%. eBay’s quarterly revenue was up 15.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Sell-side analysts predict that eBay will post 4.83 EPS for the current year.
eBay Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, March 20th. Shareholders of record on Friday, March 6th were given a dividend of $0.31 per share. The ex-dividend date was Friday, March 6th. This is an increase from eBay’s previous quarterly dividend of $0.29. This represents a $1.24 annualized dividend and a yield of 1.2%. eBay’s dividend payout ratio (DPR) is currently 28.51%.
Insider Activity at eBay
In other eBay news, SVP Mazen Rawashdeh sold 23,167 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total transaction of $2,168,199.53. Following the transaction, the senior vice president directly owned 28,915 shares in the company, valued at approximately $2,706,154.85. This represents a 44.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Cornelius Boone sold 16,685 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the transaction, the senior vice president owned 94,479 shares in the company, valued at $8,733,638.76. The trade was a 15.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 120,393 shares of company stock valued at $11,327,504. 0.64% of the stock is owned by corporate insiders.
Hedge Funds Weigh In On eBay
Several hedge funds have recently added to or reduced their stakes in EBAY. Guggenheim Capital LLC increased its holdings in eBay by 7.4% during the 2nd quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company’s stock valued at $1,067,000 after acquiring an additional 988 shares in the last quarter. Jump Financial LLC purchased a new position in eBay during the 2nd quarter valued at about $275,000. NewEdge Advisors LLC increased its holdings in eBay by 70.4% during the 2nd quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company’s stock valued at $8,084,000 after acquiring an additional 44,851 shares in the last quarter. Sei Investments Co. increased its holdings in eBay by 48.7% during the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company’s stock valued at $35,111,000 after acquiring an additional 154,465 shares in the last quarter. Finally, Treasurer of the State of North Carolina increased its holdings in eBay by 26.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company’s stock valued at $24,250,000 after acquiring an additional 67,731 shares in the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.
eBay News Summary
Here are the key news stories impacting eBay this week:
- Positive Sentiment: eBay launched AI-powered “trend” advertising tools to help sellers spot and capitalize on fast-moving categories — a direct revenue/productivity lever for marketplace ad sales. eBay revamps advertising tools with AI trend campaigns
- Positive Sentiment: Cantor Fitzgerald raised its price target on EBAY to $100, reflecting analyst confidence after strong recent results and shareholder returns. Cantor Fitzgerald Raises eBay (NASDAQ:EBAY) Price Target to $100.00
- Positive Sentiment: Bank of America published a bullish forecast for meaningful upside in EBAY, adding institutional support to the rally. Bank of America Forecasts Strong Price Appreciation for eBay (NASDAQ:EBAY) Stock
- Positive Sentiment: Morningstar reiterates a favorable view (narrow moat) and cites the company’s refined strategy and digital investments as profit tailwinds. eBay: Narrow Moat Endures as Refined Strategy and Digital Investments Buoy Profits
- Positive Sentiment: Viral listings (e.g., extremely high-priced collectible snacks) are attracting attention and volume to the marketplace, highlighting strong demand in niche/collectible categories that drive fees. ‘Rare’ Snacks Are Selling For $75,000 On eBay—And Some People Are Buying Them
- Neutral Sentiment: Coverage and valuation checks: several pieces assess whether recent gains leave limited upside (Is it too late?/valuation deep dives) — helpful for investors deciding entry points but not new company fundamentals. Assessing eBay (EBAY) Valuation After A Strong Year Of Shareholder Returns
- Neutral Sentiment: Earnings preview coverage (Zacks/Yahoo) expects revenue/earnings growth but warns the setup may not favor an upside surprise — monitor next report vs. guidance. eBay (EBAY) Earnings Expected to Grow: Should You Buy?
- Neutral Sentiment: Product expansion/consumer features (a free streaming TV offering reported by the press) could broaden engagement but is early-stage and not yet a material revenue driver. eBay is dishing out a new Sky rival that lets you stream TV for free
- Negative Sentiment: UK regulators will scrutinize eBay’s acquisition of Depop, raising the risk of remedies, delays or conditions that could complicate integration and expected resale market gains. eBay’s deal for Depop will be scrutinized by UK regulators
- Negative Sentiment: Operational cuts: eBay closed its San Francisco office and previously eliminated ~800 roles as it refocuses on fashion/resale — cost-saving but may signal restructuring risks and near-term disruption. EBay closes San Francisco office
- Negative Sentiment: Some analysts/commentary moved from “buy” to “hold” as valuation rose, highlighting downside risk if growth disappoints after the strong run. eBay: Rising Valuation And Soaring Share Price Pushes Me From Buy To Hold
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.
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