eBay (NASDAQ:EBAY – Free Report) had its target price hoisted by Cantor Fitzgerald from $90.00 to $100.00 in a report issued on Tuesday morning, Marketbeat Ratings reports. Cantor Fitzgerald currently has a neutral rating on the e-commerce company’s stock.
Other equities research analysts have also recently issued reports about the company. Daiwa Securities Group raised their price target on eBay from $84.00 to $90.00 and gave the company a “neutral” rating in a report on Tuesday, February 24th. Citigroup raised their price target on eBay from $107.00 to $114.00 and gave the company a “buy” rating in a report on Friday, March 6th. TD Cowen reaffirmed a “hold” rating on shares of eBay in a report on Wednesday, February 18th. Barclays dropped their price target on eBay from $105.00 to $104.00 and set an “overweight” rating for the company in a report on Thursday, February 19th. Finally, Wall Street Zen cut eBay from a “buy” rating to a “hold” rating in a report on Saturday, April 18th. 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. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $98.94.
View Our Latest Research Report on EBAY
eBay Trading Down 2.1%
eBay (NASDAQ:EBAY – Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share for the quarter, beating analysts’ consensus estimates of $1.35 by $0.06. eBay had a return on equity of 43.04% and a net margin of 18.30%.The firm had revenue of $2.97 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same period last year, the firm posted $1.25 EPS. The business’s revenue was up 15.0% on a year-over-year basis. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. Analysts expect that eBay will post 4.83 EPS for the current fiscal year.
eBay Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, March 20th. Stockholders of record on Friday, March 6th were paid a $0.31 dividend. This is an increase from eBay’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Friday, March 6th. This represents a $1.24 annualized dividend and a dividend yield of 1.2%. eBay’s payout ratio is 28.51%.
Insider Transactions at eBay
In other news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $93.59, for a total value of $2,168,199.53. Following the completion of the sale, the senior vice president directly owned 28,915 shares of the company’s stock, valued at approximately $2,706,154.85. This trade represents a 44.48% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Cornelius Boone sold 16,685 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 value of $1,542,361.40. Following the completion of the sale, the senior vice president directly owned 94,479 shares of the company’s stock, valued at $8,733,638.76. This trade represents a 15.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 120,393 shares of company stock valued at $11,327,504 over the last quarter. Corporate insiders own 0.64% of the company’s stock.
Institutional Investors Weigh In On eBay
Hedge funds and other institutional investors have recently made changes to their positions in the company. Altshuler Shaham Ltd grew its stake in shares of eBay by 4,452,655.3% during the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock worth $182,282,000 after purchasing an additional 2,092,748 shares during the period. First Trust Advisors LP grew its stake in shares of 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 purchasing an additional 1,808,976 shares during the period. Alyeska Investment Group L.P. grew its stake in shares of 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 purchasing an additional 1,267,601 shares during the period. Pacer Advisors Inc. grew its stake in shares of 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 purchasing an additional 1,219,439 shares during the period. Finally, Allianz Asset Management GmbH grew its stake in shares of 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 purchasing an additional 1,167,019 shares during the period. 87.48% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about eBay
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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