eBay (NASDAQ:EBAY – Get Free Report) had its price target upped by equities research analysts at Needham & Company LLC from $122.00 to $135.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the e-commerce company’s stock. Needham & Company LLC’s price objective suggests a potential upside of 20.56% from the company’s current price.
EBAY has been the subject of several other research reports. Weiss Ratings restated a “buy (b)” rating on shares of eBay in a report on Friday, June 12th. UBS Group raised their target price on shares of eBay from $96.00 to $110.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 28th. Barclays upped their price target on shares of eBay from $114.00 to $123.00 and gave the stock an “overweight” rating in a research report on Thursday. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 price target (up from $105.00) on shares of eBay in a research note on Thursday, April 30th. Finally, Evercore set a $96.00 price target on shares of eBay in a report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $116.69.
Check Out Our Latest Analysis on EBAY
eBay Trading Up 1.7%
eBay (NASDAQ:EBAY – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, beating analysts’ consensus estimates of $1.50 by $0.10. The business had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.02 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%.The business’s revenue for the quarter was up 14.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Analysts anticipate that eBay will post 4.89 earnings per share for the current year.
Insider Buying and Selling
In other eBay news, CEO Jamie Iannone sold 11,110 shares of eBay stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the transaction, the chief executive officer directly owned 253,211 shares of the company’s stock, valued at $27,486,054.05. The trade was a 4.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Mazen Rawashdeh sold 1,919 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $108.51, for a total transaction of $208,230.69. Following the sale, the senior vice president owned 32,124 shares of the company’s stock, valued at approximately $3,485,775.24. This represents a 5.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 87,122 shares of company stock valued at $9,953,842. 0.67% of the stock is currently owned by corporate insiders.
Hedge Funds Weigh In On eBay
Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in eBay by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company’s stock worth $5,018,121,000 after purchasing an additional 468,833 shares during the period. BlackRock Inc. purchased a new position in eBay in the second quarter valued at about $4,406,897,000. Invesco Ltd. raised its position in eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company’s stock valued at $785,722,000 after purchasing an additional 692,805 shares during the period. Independent Franchise Partners LLP lifted its stake 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, Dimensional Fund Advisors LP lifted its stake in shares of eBay by 1.7% during the first quarter. Dimensional Fund Advisors LP now owns 4,901,415 shares of the e-commerce company’s stock worth $446,042,000 after purchasing an additional 80,450 shares in the last quarter. Institutional investors and hedge funds own 87.48% of the company’s stock.
More eBay News
Here are the key news stories impacting eBay this week:
- Positive Sentiment: Strong Q2 results and raised outlook: eBay reported adjusted earnings of $1.60 per share and revenue of $3.13 billion, exceeding Wall Street expectations. Gross merchandise volume rose 15% to $22.4 billion, while advertising, luxury, collectibles and refurbished goods contributed to growth. Management raised its 2026 GMV growth forecast to 11.5%-12.5% and provided third-quarter guidance that was generally above revenue expectations. eBay Q2 Earnings Beat Estimates on Higher GMV and Ad Growth
- Positive Sentiment: More bullish analyst coverage: Argus upgraded EBAY from Hold to Buy with a $133 price target. Needham raised its target to $135 and maintained a Buy rating, while Wedbush reiterated Outperform with a $135 target. These targets imply meaningful potential upside and reflect improved confidence in eBay’s growth trajectory. Argus Upgrades eBay to Buy
- Positive Sentiment: Growth initiatives remain active: eBay is expanding live shopping to compete with Whatnot and TikTok Shop and is using AI tools to improve shopping and seller experiences. The company also declared a quarterly dividend of $0.31 per share, providing continued shareholder returns.
- Neutral Sentiment: Mixed analyst reaction: Truist raised its price target to $115 but retained Hold, while UBS kept a Hold rating with a $107 target. Cantor Fitzgerald lowered its target to $106 and Citizens JMP downgraded eBay to Market Perform, citing limited valuation upside and execution risks.
- Negative Sentiment: Margin and competitive risks: Analysts noted that the integration of Depop could pressure margins, while fashion brands are increasingly seeking to capture more of the resale-market economics. These issues could limit the benefit of eBay’s strong top-line momentum.
- Neutral Sentiment: CEO stock sale: CEO Jamie Iannone sold 11,110 shares for approximately $1.21 million. The transaction occurred under a pre-arranged Rule 10b5-1 trading plan, reducing concern that it reflects a new negative view of eBay’s prospects. SEC insider trading filing
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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