eBay (NASDAQ:EBAY) Stock Gets Price Target Increase from Susquehanna

Key Points

• Susquehanna raised eBay’s price target from $110 to $125 while maintaining a neutral rating, implying approximately 3.14% upside from the reported share price.
• Analyst sentiment remains mixed: eBay has an average “Hold” rating and a consensus price target of $122.91, despite several firms raising targets and Needham and Rosenblatt issuing buy ratings.
• eBay’s latest quarterly results exceeded expectations, with adjusted EPS of $1.51 versus the $1.41 consensus and revenue of $3.21 billion versus $3.12 billion expected; shares were trading up 2.7% at $121.19.

eBay (NASDAQ:EBAY - Get Free Report) had its price objective increased by equities research analysts at Susquehanna from $110.00 to $125.00 in a research note issued on Friday, Benzinga reports. The firm presently has a "neutral" rating on the e-commerce company's stock. Susquehanna's price objective would suggest a potential upside of 3.14% from the company's current price.

A number of other brokerages have also weighed in on EBAY. Robert W. Baird set a $135.00 price objective on eBay in a report on Thursday. Needham & Company LLC upped their price target on eBay from $135.00 to $140.00 and gave the stock a "buy" rating in a research note on Thursday. Truist Financial raised their target price on shares of eBay from $115.00 to $133.00 and gave the company a "hold" rating in a research note on Thursday. William Blair assumed coverage on eBay in a research report on Thursday. They issued a "market perform" rating for the company. Finally, Rosenblatt Securities upped their price objective on shares of eBay from $132.00 to $137.00 and gave the company a "buy" rating in a research report on Thursday. Fifteen equities research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average price target of $122.91.

eBay Trading Up 2.7%

Shares of NASDAQ:EBAY opened at $121.19 on Friday. The business's 50-day moving average is $110.49 and its 200 day moving average is $103.72. The firm has a market capitalization of $53.93 billion, a P/E ratio of 26.46, a P/E/G ratio of 2.95 and a beta of 1.33. eBay has a 1 year low of $78.03 and a 1 year high of $124.59. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02.

eBay (NASDAQ:EBAY - Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The e-commerce company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.41 by $0.10. The company had revenue of $3.21 billion during the quarter, compared to analysts' expectations of $3.12 billion. eBay had a return on equity of 48.79% and a net margin of 16.84%. eBay's quarterly revenue was up 13.7% on a year-over-year basis. During the same period last year, the business earned $1.36 earnings per share. On average, research analysts predict that eBay will post 4.90 earnings per share for the current fiscal year.

Insider Activity at eBay

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 business's 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 directly owned 253,211 shares in the company, valued at $27,486,054.05. The trade was a 4.20% 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. Insiders sold 34,344 shares of company stock valued at $3,635,567 in the last quarter. Corporate insiders own 0.67% of the company's stock.

Institutional Trading of eBay

A number of hedge funds and other institutional investors have recently made changes to their positions in EBAY. BlackRock Inc. bought a new stake in eBay during the second quarter valued at about $4,406,897,000. Dimensional Fund Advisors LP increased 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 valued at $446,042,000 after buying an additional 80,450 shares during the period. Legal & General Group Plc bought a new stake in eBay during the 2nd quarter valued at $506,653,000. Amundi boosted its position in eBay by 26.4% during the second quarter. Amundi now owns 4,014,323 shares of the e-commerce company's stock valued at $448,601,000 after purchasing an additional 838,057 shares in the last quarter. Finally, Bank of America Corp DE raised its stake in shares of eBay by 0.8% during the 1st quarter. Bank of America Corp DE now owns 3,722,253 shares of the e-commerce company's stock worth $338,799,000 after acquiring an additional 30,761 shares in the last quarter. 87.48% of the stock is currently owned by institutional investors.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Raised 2026 outlook: eBay now expects full-year adjusted EPS of $6.25–$6.30, well above the $5.89 consensus estimate. Revenue guidance of $12.6–$12.7 billion also exceeds the $12.5 billion consensus. Fourth-quarter EPS guidance of $1.48–$1.53 is above the $1.42 estimate, while revenue guidance of approximately $3.2 billion is in line with expectations.
• Positive Sentiment: Strong Q3 operating performance: Revenue rose 14% year over year to $3.2 billion, while gross merchandise volume increased 15% to $23.2 billion. Adjusted EPS of $1.51 beat analysts’ $1.41 estimate, supported by marketplace growth, advertising and collectibles. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Growth initiatives are gaining traction: Depop’s U.S. merchandise volume more than doubled year over year, fashion sales across eBay and Depop reached $9 billion over the past year, and eBay Live continued to expand. These trends support management’s expectation for durable growth. Gen Z’s obsession with secondhand clothes is paying off for eBay
• Positive Sentiment: Analyst sentiment improved: Oppenheimer raised its price target to $140 and reaffirmed an outperform rating, while Rosenblatt increased its target to $137 with a buy rating. JPMorgan also lifted its target to $125, although it retained a neutral rating. Analysts Raise Forecasts on eBay After Q3 Results
• Neutral Sentiment: Risks to monitor: Higher spending narrowed margins, and the stock’s valuation has risen after the rally. Wells Fargo upgraded eBay to equal weight but maintained a $106 target, below the current trading level, highlighting limited upside for more cautious investors.

eBay Company Profile

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.

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