eBay (NASDAQ:EBAY – Get Free Report) had its price target raised by Susquehanna from $95.00 to $110.00 in a report released on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the e-commerce company’s stock. Susquehanna’s price target suggests a potential upside of 6.30% from the stock’s previous close.
Other research analysts have also recently issued reports about the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of eBay in a research note on Thursday, February 19th. Benchmark lifted their price objective on shares of eBay from $110.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Piper Sandler reissued an “overweight” rating and issued a $115.00 price objective (up from $105.00) on shares of eBay in a research note on Thursday. President Capital lifted their price objective on shares of eBay from $94.00 to $102.00 and gave the company a “buy” rating in a research note on Tuesday, March 31st. Finally, UBS Group lifted their price objective on shares of eBay from $96.00 to $110.00 and gave the company a “neutral” rating in a research note on Tuesday. Fourteen research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $104.16.
Read Our Latest Stock Analysis on eBay
eBay Stock Performance
eBay (NASDAQ:EBAY – Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.58 by $0.08. The business had revenue of $3.09 billion for the quarter, compared to analysts’ expectations of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 45.42%. The firm’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same period last year, the firm posted $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, research analysts predict that eBay will post 4.85 EPS for the current fiscal year.
Insider Activity at eBay
In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 12,113 shares of the firm’s stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $100.36, for a total value of $1,215,660.68. Following the sale, the senior vice president owned 30,835 shares in the company, valued at $3,094,600.60. This trade represents a 28.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 21,000 shares of the firm’s stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the completion of the sale, the chief executive officer owned 352,653 shares in the company, valued at $34,337,822.61. This represents a 5.62% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 86,952 shares of company stock worth $8,251,267. Corporate insiders own 0.64% of the company’s stock.
Hedge Funds Weigh In On eBay
A number of hedge funds have recently modified their holdings of the business. Cedar Mountain Advisors LLC lifted its holdings in shares of eBay by 128.9% during the first quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock worth $25,000 after purchasing an additional 156 shares during the period. Main Street Research LLC lifted its holdings in shares of eBay by 27.1% during the first quarter. Main Street Research LLC now owns 4,175 shares of the e-commerce company’s stock worth $380,000 after purchasing an additional 889 shares during the period. Kestra Advisory Services LLC lifted its holdings in shares of eBay by 22.5% during the first quarter. Kestra Advisory Services LLC now owns 12,246 shares of the e-commerce company’s stock worth $1,115,000 after purchasing an additional 2,253 shares during the period. Munich Reinsurance Co Stock Corp in Munich acquired a new position in shares of eBay during the first quarter worth $8,550,000. Finally, Frank Rimerman Advisors LLC lifted its holdings in shares of eBay by 3.7% during the first quarter. Frank Rimerman Advisors LLC now owns 6,243 shares of the e-commerce company’s stock worth $568,000 after purchasing an additional 220 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.
Key Stories Impacting eBay
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Reported a solid Q1: revenue $3.09B, GMV up ~18% and non‑GAAP EPS $1.66, beating estimates; management highlighted strong U.S. and collectibles performance and returned $639M to shareholders (buybacks + dividend). eBay Inc. Reports First Quarter 2026 Results
- Positive Sentiment: Several analysts raised targets or kept positive views this week — Cantor Fitzgerald to $110, Wells Fargo to $104, JPMorgan to $100 and Morgan Stanley to $117 — signaling continued analyst confidence in the medium‑term story. eBay (NASDAQ:EBAY) Given New $110.00 Price Target at Cantor Fitzgerald eBay (NASDAQ:EBAY) Price Target Raised to $104.00 at Wells Fargo & Company eBay (NASDAQ:EBAY) Price Target Raised to $100.00 at JPMorgan Chase & Co.
- Positive Sentiment: Company reiterated capital returns: $500M of repurchases this quarter and a newly announced dividend (0.31 per share), which supports shareholder value. eBay Inc. Reports First Quarter 2026 Results
- Neutral Sentiment: Earnings call/transcript and highlights describe AI investments and strong U.S. momentum—useful context for medium‑term strategy but not immediate catalysts. eBay Inc. (EBAY) Q1 2026 Earnings Call Transcript eBay Inc. Earnings Call Highlights Surging U.S. Growth
- Neutral Sentiment: Reuters and other outlets note eBay expects Q2 revenue slightly above estimates, showing steady demand but limited upside versus consensus. EBay forecasts quarterly revenue above estimates on steady demand
- Negative Sentiment: Conservative Q2 guidance and soft near‑term earnings outlook: management set Q2 EPS at $1.09–$1.14, materially below Street’s prior consensus, which prompted profit‑taking despite the beat. eBay (EBAY) Stock Slides Despite Strong Q1 Beat — Here’s Why
- Negative Sentiment: Analysts and commentators flagged potential H2 deceleration risk—investors are weighing that slowdown risk against current momentum, increasing near‑term uncertainty. eBay’s strong first half overshadowed by second-half growth concerns
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.
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