eBay (NASDAQ:EBAY) Upgraded at Wells Fargo & Company

Posted by Francis Steltz on Nov 1st, 2026

Wells Fargo & Company upgraded shares of eBay (NASDAQ:EBAY – Free Report) from an underweight rating to an equal weight rating in a research report released on Thursday morning, Marketbeat Ratings reports. They currently have $106.00 price target on the e-commerce company’s stock, up from their previous price target of $91.00.

A number of other brokerages have also recently issued reports on EBAY. Wedbush boosted their target price on shares of eBay from $135.00 to $137.00 and gave the company an “outperform” rating in a research report on Thursday, August 20th. Arete Research lowered their price target on shares of eBay from $113.00 to $111.00 and set a “neutral” rating on the stock in a research report on Thursday, September 24th. Cantor Fitzgerald dropped their price objective on shares of eBay from $110.00 to $106.00 and set a “neutral” rating for the company in a research note on Thursday, August 6th. Susquehanna reiterated a “neutral” rating on shares of eBay in a research note on Friday, August 7th. Finally, Piper Sandler reissued an “overweight” rating and issued a $133.00 price objective (up from $115.00) on shares of eBay in a report on Thursday, August 6th. Sixteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, eBay presently has an average rating of “Hold” and an average price target of $123.36.

View Our Latest Report on eBay

eBay Price Performance

Shares of NASDAQ EBAY opened at $121.64 on Thursday. The firm has a market cap of $54.13 billion, a P/E ratio of 26.56, a price-to-earnings-growth ratio of 3.04 and a beta of 1.33. The company has a current ratio of 0.78, a quick ratio of 1.02 and a debt-to-equity ratio of 1.16. eBay has a 1-year low of $78.03 and a 1-year high of $124.59. The business’s 50 day moving average is $110.83 and its 200-day moving average is $103.86.

eBay (NASDAQ:EBAY – Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, topping the consensus estimate of $1.41 by $0.10. The business had revenue of $3.21 billion during the quarter, compared to analysts’ expectations of $3.12 billion. eBay had a return on equity of 49.20% and a net margin of 16.84%. The firm’s revenue for the quarter was up 13.7% compared to the same quarter last year. During the same period last year, the firm posted $1.36 EPS. Equities research analysts predict that eBay will post 4.45 earnings per share for the current year.

eBay Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Friday, December 4th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Friday, December 4th. eBay’s dividend payout ratio is presently 27.07%.

Insider Activity

In other news, SVP Jordan Sweetnam sold 1,014 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total transaction of $102,809.46. Following the completion of the sale, the senior vice president owned 35,546 shares of the company’s stock, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $108.55, for a total transaction of $1,205,990.50. Following the sale, the chief executive officer owned 253,211 shares in the company, valued at $27,486,054.05. This represents a 4.20% 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 sold 34,344 shares of company stock worth $3,635,567. Insiders own 0.67% of the company’s stock.

Institutional Investors Weigh In On eBay

Several institutional investors and hedge funds have recently added to or reduced their stakes in EBAY. Cedar Mountain Advisors LLC grew its stake in 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. Cassaday & Co Wealth Management LLC bought a new stake in eBay in the first quarter worth approximately $26,000. John Boyer Inc. acquired a new position in eBay in the third quarter valued at approximately $26,000. Compass Financial Management LLC acquired a new position in eBay in the second quarter valued at approximately $28,000. Finally, Field & Main Bank acquired a new position in eBay in the second quarter valued at approximately $31,000. 87.48% of the stock is currently owned by institutional investors.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

Positive Sentiment: Strong Q3 performance: Revenue rose 14% year over year to approximately $3.2 billion, while adjusted EPS of $1.51 exceeded Wall Street expectations. Gross merchandise volume increased roughly 15% to $23.2 billion, supported by broad marketplace strength and rising advertising sales. eBay Q3 Earnings and Revenues Top Estimates
Positive Sentiment: Raised outlook: eBay now expects full-year 2026 EPS of $6.25-$6.30, above the $5.89 consensus estimate, and fourth-quarter EPS of $1.48-$1.53 versus expectations of $1.42. Full-year revenue guidance of $12.6-$12.7 billion also exceeds consensus, while Q4 revenue guidance is in line with estimates.
Positive Sentiment: Growth initiatives gaining traction: Organic GMV grew 13%, U.S. Depop merchandise volume more than doubled, and fashion sales across eBay and Depop reached approximately $9 billion over the past year. eBay also returned $827 million to shareholders through dividends and share repurchases. eBay: 3 Key Takeaways for Long-Term Investors
Positive Sentiment: Analyst support: Citigroup raised its target to $145 and assigned a Buy rating. Oppenheimer increased its target to $140, while Rosenblatt raised its target to $137. JPMorgan and Susquehanna lifted targets to $125 but retained Neutral ratings.
Neutral Sentiment: Management’s stronger forecast and analyst optimism have improved sentiment, but the stock’s valuation and proximity to its 52-week high may limit additional upside unless growth continues to exceed expectations.
Negative Sentiment: Higher operating expenses narrowed margins despite the earnings beat, creating a key execution risk as eBay invests in advertising, eBay Live, Depop, and other growth initiatives. EBAY Q3 Earnings and Revenues Beat Estimates

eBay Company Profile

(Get Free Report)

eBay Inc operates a global online marketplace that connects buyers and sellers. Through its platform, individuals, small businesses and larger retailers can list and purchase new, used and refurbished merchandise across categories such as electronics, apparel, collectibles, automotive parts and accessories, home goods and industrial products. Transactions may take place through auctions or fixed-price listings, with payments, shipping and other seller and buyer services supporting the marketplace experience.

Founded in 1995 as AuctionWeb by Pierre Omidyar, eBay has grown from an online auction site into a broad e-commerce platform.