eBay (NASDAQ:EBAY) Given New $94.00 Price Target at Stifel Nicolaus

eBay (NASDAQ:EBAY) had its price target boosted by stock analysts at Stifel Nicolaus from $88.00 to $94.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The firm presently has a “hold” rating on the e-commerce company’s stock. Stifel Nicolaus’ price objective would indicate a potential upside of 14.38% from the company’s previous close.

Other analysts have also issued reports about the company. Rothschild & Co Redburn cut their price target on eBay from $95.00 to $90.00 in a report on Friday, November 7th. Truist Financial upped their price target on eBay from $86.00 to $92.00 and gave the stock a “hold” rating in a research report on Monday, November 3rd. Barclays set a $104.00 price objective on shares of eBay in a research report on Thursday. BNP Paribas Exane started coverage on shares of eBay in a research report on Monday, November 24th. They issued a “hold” rating for the company. Finally, Benchmark reissued a “buy” rating on shares of eBay in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, eBay presently has a consensus rating of “Hold” and a consensus price target of $95.84.

eBay Stock Up 2.8%

NASDAQ:EBAY opened at $82.18 on Thursday. eBay has a 1 year low of $58.71 and a 1 year high of $101.15. The stock has a 50-day moving average price of $88.24 and a two-hundred day moving average price of $89.36. The stock has a market cap of $37.15 billion, a price-to-earnings ratio of 17.87, a PEG ratio of 1.86 and a beta of 1.38. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06.

eBay (NASDAQ:EBAY) last announced its earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 EPS for the quarter, topping the consensus estimate of $1.35 by $0.06. The firm had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a net margin of 20.37% and a return on equity of 41.94%. The business’s quarterly revenue was up 15.0% on a year-over-year basis. During the same period last year, the company posted $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, equities analysts expect that eBay will post 3.86 earnings per share for the current year.

Insiders Place Their Bets

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the transaction, the senior vice president owned 4,733 shares of the company’s stock, valued at $435,388.67. The trade was a 87.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Cornelius Boone sold 4,462 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $83.94, for a total value of $374,540.28. Following the completion of the sale, the senior vice president owned 91,921 shares in the company, valued at $7,715,848.74. This represents a 4.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 43,584 shares of company stock worth $3,918,282. Company insiders own 0.64% of the company’s stock.

Institutional Investors Weigh In On eBay

Hedge funds have recently added to or reduced their stakes in the business. GRIMES & Co WEALTH MANAGEMENT LLC acquired a new stake in shares of eBay during the third quarter worth $770,000. Teacher Retirement System of Texas boosted its position in eBay by 2.0% during the second quarter. Teacher Retirement System of Texas now owns 171,040 shares of the e-commerce company’s stock valued at $12,736,000 after acquiring an additional 3,374 shares during the last quarter. Allianz Asset Management GmbH grew its holdings in eBay by 10.9% during the 3rd quarter. Allianz Asset Management GmbH now owns 2,459,405 shares of the e-commerce company’s stock worth $223,683,000 after acquiring an additional 242,168 shares during the period. Independent Advisor Alliance raised its position in shares of eBay by 407.8% in the 3rd quarter. Independent Advisor Alliance now owns 26,469 shares of the e-commerce company’s stock worth $2,407,000 after acquiring an additional 21,257 shares in the last quarter. Finally, Savant Capital LLC lifted its stake in shares of eBay by 19.4% in the 2nd quarter. Savant Capital LLC now owns 24,229 shares of the e-commerce company’s stock valued at $1,804,000 after purchasing an additional 3,933 shares during the period. Institutional investors and hedge funds own 87.48% of the company’s stock.

Key eBay News

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q4 results beat and upbeat Q1 guidance — eBay reported non‑GAAP EPS of $1.41 and revenue ≈$3.0B, topping estimates, and issued Q1 2026 EPS guidance of $1.53–$1.59 (well above consensus). This is the primary catalyst for the stock rally. Read More.
• Positive Sentiment: Acquisition of Depop for ~$1.2B — eBay is buying Depop from Etsy to boost its recommerce/fashion footprint and accelerate engagement with Gen‑Z and millennial buyers, supporting longer‑term GMV expansion. Read More.
• Positive Sentiment: Shareholder returns stepped up — board raised the quarterly dividend to $0.31 (≈7% increase) and authorized an incremental $2.0B repurchase program, which supports EPS and signals confidence from management. Read More.
• Neutral Sentiment: Mixed analyst reactions — some firms (Citi, Needham) reiterated Buy ratings and raised price targets, while others (Bank of America) stayed cautious with a Hold; analysts see upside but differ on sustainable EPS leverage. Read More.
• Neutral Sentiment: Macro/headline market pressure — broader market futures fell on geopolitical tensions and mixed Fed commentary, which can mute follow‑through even after positive corporate news. Read More.
• Negative Sentiment: Unusual put buying — traders bought a large volume of put options (well above typical levels), indicating elevated short‑term hedging or bearish bets that could amplify downside on any negative headline. Read More.
• Negative Sentiment: Significant insider selling and institutional rebalancing — filings show multiple insider sales and large institutional position changes, which investors may read as a cautionary signal even though these trades have various explanations. Read More.

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.