eBay (NASDAQ:EBAY – Get Free Report) had its target price boosted by research analysts at TD Cowen from $87.00 to $88.00 in a research note issued to investors on Friday,MarketScreener reports. TD Cowen’s price objective would indicate a potential downside of 13.91% from the stock’s current price.
Several other equities research analysts have also recently issued reports on EBAY. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $132.00 target price on shares of eBay in a report on Monday. Wells Fargo & Company raised their target price on shares of eBay from $100.00 to $104.00 and gave the stock an “equal weight” rating in a report on Thursday. Bank of America raised their target price on shares of eBay from $102.00 to $110.00 and gave the stock a “neutral” rating in a report on Tuesday, April 21st. Stifel Nicolaus set a $98.00 target price on shares of eBay in a report on Thursday. Finally, BMO Capital Markets restated an “outperform” rating and issued a $120.00 target price on shares of eBay in a report on Thursday, February 19th. Fourteen research 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 MarketBeat, eBay has a consensus rating of “Hold” and an average target price of $105.16.
eBay Stock Performance
eBay (NASDAQ:EBAY – Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 45.42%. The company had revenue of $3.09 billion for the quarter, compared to analysts’ expectations of $3.04 billion. During the same quarter last year, the company posted $1.38 earnings per share. The firm’s quarterly revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, equities research analysts expect that eBay will post 4.85 earnings per share for the current fiscal year.
Insider Activity
In related news, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of eBay stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the transaction, the senior vice president owned 42,948 shares in the company, valued at approximately $3,970,113.12. The trade was a 23.21% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction 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 transaction, the chief executive officer owned 352,653 shares in the company, valued at approximately $34,337,822.61. This trade represents a 5.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 86,952 shares of company stock worth $8,251,267 in the last quarter. Corporate insiders own 0.64% of the company’s stock.
Institutional Inflows and Outflows
Large investors have recently modified their holdings of the company. Cedar Mountain Advisors LLC lifted its stake in shares of eBay by 128.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company’s stock valued at $25,000 after buying an additional 156 shares in the last quarter. High Point Wealth Management LLC purchased a new position in shares of eBay during the 4th quarter valued at $26,000. Abound Financial LLC purchased a new position in shares of eBay during the 4th quarter valued at $26,000. Financial Consulate Inc. purchased a new position in shares of eBay during the 3rd quarter valued at $27,000. Finally, Jessup Wealth Management Inc purchased a new position in shares of eBay during the 4th quarter valued at $27,000. Hedge funds and other institutional investors own 87.48% of the company’s stock.
Key Headlines Impacting eBay
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Q1 results beat expectations: eBay reported $1.66 non‑GAAP EPS on $3.09B revenue, GMV growth, and returned $639M to shareholders (including $500M buybacks and a $0.31 dividend). Those fundamentals underpin the rally. eBay Inc. Reports First Quarter 2026 Results
- Positive Sentiment: Morgan Stanley raised its price target to $117 and kept an overweight rating — a bullish signal from a major shop that likely supported buying. Morgan Stanley Adjusts eBay Price Target
- Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, adding upside interest from growth-focused analysts. Needham Reaffirms Buy
- Neutral Sentiment: Several firms raised price targets but kept neutral/equal‑weight ratings: Cantor Fitzgerald to $110, Susquehanna to $110, Wells Fargo to $104 and JPMorgan to $100 — these moves support the stock but stop short of broad bullish conviction. Cantor Fitzgerald PT Susquehanna/Benzinga Wells Fargo PT JPMorgan PT
- Negative Sentiment: Management’s Q2 guidance disappointed on the earnings front: EPS guidance of $1.09–$1.14 is well below Street estimates (consensus ~ $1.44), and Q2 GMV guidance is below Q1 GMV — this is the key reason the stock fell on the initial print and remains a downside risk. Reuters: eBay forecasts Q2 revenue
- Negative Sentiment: Analyst and media notes flag second‑half growth uncertainty; several writeups explain why investors trimmed positions despite the beat. Watch H2 guidance commentary for the next move. Blockonomi: Stock Slides Despite Beat Proactive: H2 Concerns
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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