eBay (NASDAQ:EBAY) Given a $106.00 Price Target at Wells Fargo & Company

Key Points

• Wells Fargo assigned eBay a $106 price target and Equal Weight rating, implying roughly 10.2% downside from the prior close. Across analysts, eBay has an average Hold rating and a consensus price target of $116.91.
• eBay’s latest quarter exceeded expectations, with revenue of $3.21 billion, earnings of $1.51 per share versus a $1.41 consensus, and revenue growth of 13.7% year over year.
• The company returned $827 million to shareholders through buybacks and dividends, while insiders sold 34,344 shares worth about $3.64 million over the past 90 days.

eBay (NASDAQ:EBAY - Get Free Report) has been assigned a $106.00 target price by research analysts at Wells Fargo & Company in a research note issued on Thursday, MarketBeat Ratings reports. The firm currently has an "equal weight" rating on the e-commerce company's stock. Wells Fargo & Company's target price points to a potential downside of 10.18% from the stock's previous close.

A number of other equities research analysts have also commented on the company. Citizens Jmp lowered eBay from an "outperform" rating to a "market perform" rating in a research report on Tuesday, August 4th. Barclays increased their price objective on shares of eBay from $114.00 to $123.00 and gave the stock an "overweight" rating in a research note on Thursday, August 6th. Erste Group Bank assumed coverage on shares of eBay in a research report on Wednesday, October 21st. They set a "buy" rating for the company. Weiss Ratings downgraded shares of eBay from a "buy (a-)" rating to a "buy (b+)" rating in a research report on Wednesday. Finally, Rosenblatt Securities assumed coverage on shares of eBay in a report on Thursday, August 20th. They issued a "buy" rating and a $120.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $116.91.

eBay Stock Performance

Shares of eBay stock opened at $118.02 on Thursday. The firm has a market capitalization of $52.52 billion, a P/E ratio of 24.43, a PEG 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. The company has a 50 day moving average price of $110.11 and a 200 day moving average price of $103.57. eBay has a 52 week low of $78.03 and a 52 week high of $124.59.

eBay (NASDAQ:EBAY - Get Free Report) last released its 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. The company had revenue of $3.21 billion for the quarter, compared to the consensus estimate of $3.12 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. eBay's revenue was up 13.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.36 EPS. Sell-side analysts expect that eBay will post 4.90 EPS for the current year.

Insider Activity at eBay

In other eBay news, SVP Jordan Sweetnam sold 1,014 shares of eBay stock in a transaction 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 sale, the senior vice president owned 35,546 shares of the company's stock, valued at $3,604,008.94. The trade was a 2.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available 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 company's stock in a transaction 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 of the company's stock, valued at $27,486,054.05. The trade was a 4.20% decrease in their position. 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. In the last 90 days, insiders sold 34,344 shares of company stock worth $3,635,567. Company insiders own 0.67% of the company's stock.

Hedge Funds Weigh In On eBay

Several hedge funds and other institutional investors have recently modified their holdings of the business. Rakuten Investment Management Inc. acquired a new stake in shares of eBay in the 2nd quarter valued at $7,929,000. Lombard Odier Asset Management Europe Ltd acquired a new stake in shares of eBay in the 2nd quarter valued at about $23,393,000. Marvin & Palmer Associates Inc. purchased a new stake in eBay in the second quarter valued at approximately $3,989,000. Empowered Funds LLC acquired a new stake in shares of eBay in the second quarter valued at approximately $16,967,000. Finally, Glenview Trust Co acquired a new stake in shares of eBay in the second quarter valued at approximately $1,544,000. 87.48% of the stock is owned by hedge funds and other institutional investors.

eBay News Roundup

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Q3 results exceeded expectations: eBay reported $3.2 billion in revenue, up 14% year over year, and gross merchandise volume of $23.2 billion, up 15%. Non-GAAP earnings were $1.51 per share, above the $1.41-$1.43 analyst consensus and up from $1.36 a year earlier. eBay Inc. Reports Third Quarter 2026 Results
• Positive Sentiment: Growth outlook remains favorable: eBay projected double-digit merchandise-volume growth, and CEO Jamie Iannone cited broad-based momentum across key categories. Collectibles remained the company’s largest growth driver, while live shopping also contributed to sales strength. eBay posts another earnings beat
• Positive Sentiment: Shareholder returns continue: eBay returned $827 million to stockholders during the quarter, including $689 million in share repurchases and $138 million in dividends. The company also declared a quarterly dividend of $0.31 per share, equivalent to $1.24 annually and a yield of approximately 1.1%. eBay Q3 Adjusted Earnings, Revenue Rise
• Neutral Sentiment: Analyst stance remains balanced: UBS raised its price target to $131 from $120 but maintained a Neutral rating, indicating improved fundamentals while suggesting that much of the upside may already be reflected in the valuation. UBS Adjusts Price Target on eBay

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.