eBay (NASDAQ:EBAY) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised eBay’s price target to $125 from $107 but maintained a neutral rating, implying roughly 3.1% upside from the reported share price.
• Analyst sentiment remains mixed: Wedbush lifted its target to $153 with an outperform rating, while Citigroup and Citizens JMP downgraded the stock. Overall, MarketBeat’s consensus rating is Hold, with an average target of $122.33.
• eBay reported stronger-than-expected quarterly results, with adjusted EPS of $1.51 and revenue of $3.21 billion, up 13.7% year over year. Shares traded near their 52-week high at $121.19, while recent insider transactions showed net selling.

eBay (NASDAQ:EBAY - Get Free Report) had its target price increased by research analysts at JPMorgan Chase & Co. from $107.00 to $125.00 in a report issued on Thursday, Benzinga reports. The brokerage currently has a "neutral" rating on the e-commerce company's stock. JPMorgan Chase & Co.'s target price would suggest a potential upside of 3.14% from the company's current price.

Several other equities research analysts have also commented on the company. Wedbush boosted their price objective on eBay from $137.00 to $153.00 and gave the stock an "outperform" rating in a research note on Thursday. Citigroup downgraded eBay from a "buy" rating to a "market perform" rating in a research report on Thursday. Piper Sandler reaffirmed an "overweight" rating on shares of eBay in a research note on Thursday. Citizens Jmp cut eBay from an "outperform" rating to a "market perform" rating in a research report on Tuesday, August 4th. Finally, Susquehanna reissued a "neutral" rating on shares of eBay in a research note on Friday, August 7th. Fifteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $122.33.

eBay Price Performance

Shares of NASDAQ EBAY traded up $3.17 during trading on Thursday, hitting $121.19. The company had a trading volume of 7,409,464 shares, compared to its average volume of 4,876,491. The stock has a fifty day simple moving average of $110.11 and a two-hundred day simple moving average of $103.57. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $124.59. The firm has a market capitalization of $53.93 billion, a price-to-earnings ratio of 25.09, a price-to-earnings-growth ratio of 3.04 and a beta of 1.33. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 1.10.

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. eBay had a net margin of 18.50% and a return on equity of 47.88%. The firm had revenue of $3.21 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the prior year, the firm earned $1.36 EPS. The company's revenue for the quarter was up 13.7% on a year-over-year basis. On average, research analysts expect that eBay will post 4.90 earnings per share for the current year.

Insiders Place Their Bets

In other news, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $101.39, for a total transaction of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares in the company, valued at approximately $3,604,008.94. This represents a 2.77% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 firm's stock in a transaction dated Monday, October 5th. The stock was sold at an average price of $107.08, for a total value of $1,189,658.80. Following the sale, the chief executive officer directly owned 226,269 shares of the company's stock, valued at $24,228,884.52. The trade was a 4.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 34,344 shares of company stock worth $3,635,567 in the last 90 days. Company insiders own 0.67% of the company's stock.

Institutional Trading of eBay

Institutional investors and hedge funds have recently bought and sold shares of the stock. Mirae Asset Global Investments Co. Ltd. acquired a new position in eBay in the third quarter valued at $14,872,000. Vise Technologies Inc. boosted its stake in shares of eBay by 19.2% during the third quarter. Vise Technologies Inc. now owns 83,488 shares of the e-commerce company's stock worth $8,854,000 after buying an additional 13,435 shares during the period. Cidel Asset Management Inc. boosted its stake in shares of eBay by 3.1% during the third quarter. Cidel Asset Management Inc. now owns 5,956 shares of the e-commerce company's stock worth $632,000 after buying an additional 178 shares during the period. MGO One Seven LLC grew its holdings in shares of eBay by 1.3% during the third quarter. MGO One Seven LLC now owns 8,532 shares of the e-commerce company's stock worth $905,000 after buying an additional 109 shares during the last quarter. Finally, Avestar Capital LLC grew its holdings in shares of eBay by 14.7% during the third quarter. Avestar Capital LLC now owns 9,359 shares of the e-commerce company's stock worth $993,000 after buying an additional 1,199 shares during the last quarter. 87.48% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q3 earnings beat expectations: eBay reported adjusted EPS of $1.51 versus the $1.41 consensus estimate, while revenue rose 14% year over year to $3.21 billion, exceeding expectations of approximately $3.12 billion. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Marketplace momentum remained broad: Gross merchandise volume reached $23.2 billion, up 15% year over year, supported by collectibles, advertising and live shopping. Depop merchandise volume in the United States more than doubled, while organic GMV growth was reported at 13%. eBay: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Improved guidance boosted confidence: eBay projected fourth-quarter adjusted EPS of $1.48 to $1.53 and raised its full-year 2026 adjusted EPS outlook to $6.25-$6.30. The company also returned $827 million to shareholders through buybacks and dividends. eBay Rises After Strong Q3 Results and Higher Full-Year Outlook
• Positive Sentiment: Analysts raised their targets: Oppenheimer increased its target to $140, Rosenblatt raised its target to $137 with a Buy rating, and other analysts maintained bullish views following the earnings beat. Analysts Raise Their Forecasts on eBay
• Neutral Sentiment: eBay is promoting engagement through a gaming-inspired vehicle collection and live auction at SEMA, while seller-focused content highlights tools for checking auto-parts compatibility. These initiatives may support brand visibility but are unlikely to materially affect near-term earnings. eBay Unveils Collection of Cars Inspired by Gaming's Most Iconic Rides
• Negative Sentiment: Higher spending narrowed margins, creating a potential watchpoint despite the revenue and earnings beats. In addition, reported insider activity showed substantially more selling than buying, which could weigh on sentiment.
• Negative Sentiment: Analyst views remain mixed: Wells Fargo upgraded eBay only to Equal Weight with a $106 target, below recent trading levels, while UBS maintained a Neutral rating despite raising its target to $131.

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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