eBay (NASDAQ:EBAY) Price Target Cut to $111.00 by Analysts at Arete Research

Key Points

• Arete Research lowered eBay’s price target from $113 to $111 while maintaining a “neutral” rating, implying roughly 1.27% upside from the prior close. Analysts’ consensus remains “Hold,” with an average price target of $115.12.
• eBay reported stronger-than-expected quarterly results, with EPS of $1.60 versus $1.50 expected and revenue of $3.13 billion versus $3.01 billion forecast; revenue grew 14.8% year over year.
• Investor sentiment is mixed: institutional ownership is high at 87.48%, while company insiders sold shares under pre-arranged trading plans. eBay’s shares opened at $109.61 and remain near their 52-week high of $119.31.

eBay (NASDAQ:EBAY - Get Free Report) had its price target reduced by stock analysts at Arete Research from $113.00 to $111.00 in a report issued on Thursday. The firm currently has a "neutral" rating on the e-commerce company's stock. Arete Research's price objective points to a potential upside of 1.27% from the stock's previous close.

Several other research firms also recently commented on EBAY. Mizuho set a $110.00 price objective on eBay in a report on Thursday, August 6th. Truist Financial boosted their price target on shares of eBay from $105.00 to $115.00 and gave the stock a "hold" rating in a report on Thursday, August 6th. Piper Sandler reaffirmed an "overweight" rating and issued a $133.00 price objective (up from $115.00) on shares of eBay in a research report on Thursday, August 6th. Susquehanna reiterated a "neutral" rating on shares of eBay in a research note on Friday, August 7th. Finally, Argus upgraded eBay from a "hold" rating to a "buy" rating and set a $133.00 price objective for the company in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $115.12.

eBay Trading Up 0.5%

Shares of eBay stock opened at $109.61 on Thursday. The firm's 50 day moving average is $107.87 and its 200 day moving average is $105.66. The firm has a market capitalization of $48.78 billion, a PE ratio of 22.85, a price-to-earnings-growth ratio of 2.90 and a beta of 1.34. eBay has a 1 year low of $78.03 and a 1 year high of $119.31. The company has a current ratio of 1.02, a quick ratio of 1.02 and a debt-to-equity ratio of 1.10.

eBay (NASDAQ:EBAY - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The e-commerce company reported $1.60 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion during the quarter, compared to the consensus estimate of $3.01 billion. eBay had a return on equity of 47.88% and a net margin of 18.50%.The firm's revenue was up 14.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Equities research analysts forecast that eBay will post 4.86 earnings per share for the current fiscal year.

Insider Activity at eBay

In other eBay news, CEO Jamie Iannone sold 11,110 shares of the company's stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $102.35, for a total value of $1,137,108.50. Following the completion of the transaction, the chief executive officer directly owned 230,991 shares in the company, valued at approximately $23,641,928.85. This represents a 4.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the company's stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the sale, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. The trade was a 2.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 34,344 shares of company stock valued at $3,705,005. Company insiders own 0.67% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of EBAY. Rakuten Investment Management Inc. bought a new stake in eBay in the 2nd quarter valued at $7,929,000. Lombard Odier Asset Management Europe Ltd purchased a new position in eBay during the 2nd quarter worth $23,393,000. Marvin & Palmer Associates Inc. purchased a new position in eBay during the second quarter valued at approximately $3,989,000. Empowered Funds LLC purchased a new stake in shares of eBay during the second quarter valued at about $16,967,000. Finally, Glenview Trust Co acquired a new stake in shares of eBay in the 2nd quarter worth $1,544,000. Institutional investors own 87.48% of the company's stock.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Revenue growth and Depop expansion support the investment case. eBay’s recent results showed revenue rising 14.8% year over year to $3.13 billion, ahead of consensus, while the Depop acquisition is expected to strengthen its position with younger and fashion-focused shoppers. The key concern is whether those gains are already reflected in the share price. eBay Reports Strong Revenue Growth and Depop Deal
• Positive Sentiment: Authentication initiatives could improve trust and higher-value sales. eBay is expanding authentication efforts across trading cards, sneakers, ancient coins and other collectibles. Better fraud prevention may support buyer confidence, transaction volumes and eBay’s position in growing collectibles markets. eBay’s Authentication Strategy
• Neutral Sentiment: GameStop’s large eBay stake keeps takeover speculation alive. GameStop reportedly held about 43.4 million eBay shares valued near $4.9 billion, but there is no confirmed acquisition offer. The stake creates possible strategic optionality for eBay shareholders while also adding uncertainty around GameStop’s intentions. GameStop CEO Purchases Shares
• Neutral Sentiment: Insider selling appears administrative rather than a bearish signal. CFO Peggy Alford sold 2,716 shares in a transaction described as tax-related, representing roughly 12% of her direct holdings. The relatively small sale provides limited information about management’s outlook. eBay CFO Share Sale
• Negative Sentiment: Airbag restrictions may modestly reduce marketplace activity in auto parts. eBay has banned airbag sales amid concerns over faulty and counterfeit components. The policy may enhance platform safety and reputation, but could remove some listings and sales from the marketplace. eBay Bans Airbag Sales

About eBay

eBay Inc NASDAQ: EBAY operates a global online marketplace that connects buyers and sellers. Its platform supports the sale of new, used, refurbished and collectible products across categories including electronics, apparel, footwear, home and garden, automotive parts, accessories and trading cards.

The company generates revenue primarily through seller fees and related services, including payments, advertising and shipping solutions. eBay also offers specialized experiences such as eBay Motors and authentication programs designed to help verify eligible luxury goods, sneakers, watches, handbags and collectibles.

Founded in 1995 by Pierre Omidyar, eBay serves customers and sellers in markets around the world.

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