eBay (NASDAQ:EBAY) Raised to “Neutral” at The Goldman Sachs Group

eBay (NASDAQ:EBAY) was upgraded by analysts at The Goldman Sachs Group from a “sell” rating to a “neutral” rating in a research note issued to investors on Thursday, Marketbeat.com reports. The brokerage presently has a $88.00 price objective on the e-commerce company’s stock. The Goldman Sachs Group’s price target would suggest a potential upside of 7.08% from the stock’s current price.

Several other brokerages have also recently commented on EBAY. Piper Sandler reiterated an “overweight” rating and issued a $105.00 price target on shares of eBay in a research note on Thursday. Citigroup reaffirmed a “market outperform” rating on shares of eBay in a report on Thursday, October 30th. Citizens Jmp reiterated a “market outperform” rating and issued a $115.00 target price on shares of eBay in a research report on Wednesday, January 28th. Wedbush increased their price target on eBay from $90.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Finally, Daiwa Securities Group reduced their price objective on eBay from $99.00 to $84.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $95.26.

eBay Stock Up 2.8%

NASDAQ EBAY opened at $82.18 on Thursday. eBay has a 12 month low of $58.71 and a 12 month high of $101.15. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 1.06. The stock has a market cap of $37.15 billion, a PE ratio of 17.87, a P/E/G ratio of 1.86 and a beta of 1.38. The stock’s 50 day moving average is $88.24 and its 200 day moving average is $89.36.

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

Insider Buying and Selling

In other news, SVP Mazen Rawashdeh sold 1,920 shares of the stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $81.90, for a total value of $157,248.00. Following the sale, the senior vice president owned 5,746 shares of the company’s stock, valued at approximately $470,597.40. This represents a 25.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were 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 in the company, valued at $435,388.67. The trade was a 87.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 43,584 shares of company stock valued at $3,918,282 in the last three months. Corporate insiders own 0.64% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. ABN AMRO Bank N.V. bought a new stake in eBay during the 2nd quarter valued at $235,149,000. Altshuler Shaham Ltd grew its stake in eBay by 4,452,655.3% in the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company’s stock valued at $182,282,000 after purchasing an additional 2,092,748 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in eBay by 1,007.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,189,868 shares of the e-commerce company’s stock valued at $163,058,000 after purchasing an additional 1,992,116 shares during the last quarter. First Trust Advisors LP raised its holdings in eBay by 27.8% in 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 in the last quarter. Finally, M&G PLC lifted its position in shares of eBay by 88.8% during the second quarter. M&G PLC now owns 2,785,699 shares of the e-commerce company’s stock valued at $206,142,000 after buying an additional 1,310,373 shares during the last quarter. Hedge funds and other institutional investors own 87.48% of the company’s stock.

eBay News Roundup

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.

eBay Company Profile

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.