eBay's (EBAY) Outperform Rating Reiterated at Oppenheimer

Key Points

• Oppenheimer reiterated its Outperform rating on eBay and raised its price target to $140 from $133, implying 14.81% potential upside from the prior close.
• eBay reported quarterly earnings of $1.51 per share versus the $1.41 consensus estimate, while revenue rose 13.7% year over year to $3.21 billion, exceeding expectations.
• Analyst sentiment remains mixed: eBay has an overall consensus rating of Hold with a $119.12 average price target, despite several firms raising their targets and maintaining positive ratings.

eBay (NASDAQ:EBAY - Get Free Report)'s stock had its "outperform" rating reissued by stock analysts at Oppenheimer in a note issued to investors on Thursday, Benzinga reports. They presently have a $140.00 price objective on the e-commerce company's stock, up from their prior price objective of $133.00. Oppenheimer's price objective indicates a potential upside of 14.81% from the stock's previous close.

Other research analysts have also recently issued research reports about the company. Rosenblatt Securities increased their price objective on eBay from $132.00 to $137.00 and gave the stock a "buy" rating in a research note on Thursday. UBS Group upped their target price on eBay from $120.00 to $131.00 and gave the company a "neutral" rating in a research report on Tuesday. Wedbush lifted their target price on eBay from $135.00 to $137.00 and gave the company an "outperform" rating in a research note on Thursday, August 20th. BMO Capital Markets restated an "outperform" rating on shares of eBay in a research report on Thursday. Finally, Sanford C. Bernstein reiterated a "market perform" rating and issued a $115.00 price target on shares of eBay in a research note on Monday, August 3rd. Sixteen research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $119.12.

eBay Trading Up 3.3%

EBAY opened at $121.94 on Thursday. 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 $54.26 billion, a PE ratio of 24.86, a P/E/G ratio of 3.04 and a beta of 1.33. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.02 and a quick ratio of 1.02. The company's 50-day moving average is $110.11 and its 200 day moving average is $103.57.

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 analysts' consensus estimates of $1.41 by $0.10. eBay had a return on equity of 47.88% and a net margin of 18.50%. The company had revenue of $3.21 billion during the quarter, compared to the consensus estimate of $3.12 billion. During the same quarter in the previous year, the company posted $1.36 EPS. eBay's quarterly revenue was up 13.7% compared to the same quarter last year. As a group, research analysts predict that eBay will post 4.90 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, SVP Jordan Sweetnam sold 1,014 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $101.39, for a total value of $102,809.46. Following the completion of the transaction, the senior vice president directly owned 35,546 shares of the company's stock, valued at $3,604,008.94. This represents a 2.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 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 value 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 34,344 shares of company stock worth $3,635,567. 0.67% of the stock is owned by company insiders.

Hedge Funds Weigh In On eBay

Institutional investors have recently made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of eBay during the 2nd quarter worth $4,406,897,000. Legal & General Group Plc acquired a new stake in shares of eBay in the second quarter valued at $506,653,000. Bank of America Corp DE purchased a new position in eBay in the second quarter worth approximately $405,182,000. Bank of New York Mellon Corp purchased a new stake in eBay during the second quarter worth approximately $282,479,000. Finally, Nykredit A S purchased a new stake in eBay in the second quarter valued at $256,983,000. Hedge funds and other institutional investors own 87.48% of the company's stock.

Trending Headlines about eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Strong Q3 performance: eBay reported adjusted earnings of $1.51 per share versus the $1.41 consensus estimate, while revenue reached $3.21 billion, ahead of expectations for $3.12 billion. Revenue increased 13.7% year over year. eBay third-quarter earnings report
• Positive Sentiment: Marketplace growth remained broad-based: Gross merchandise volume rose 15% to $23.2 billion, with collectibles and live shopping identified as key growth drivers. Management also projected continued double-digit merchandise-volume growth, reinforcing the company’s improving operating momentum. eBay Q3 2026 results
• Positive Sentiment: Analyst price targets moved higher: Rosenblatt Securities raised its target from $132 to $137 and maintained a Buy rating. Citi analyst Ronald Josey reaffirmed a Buy rating and a $130 target, citing broad-based outperformance. Citi analyst rating on eBay
• Positive Sentiment: Shareholder returns continued: eBay returned $827 million to shareholders 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.
• Neutral Sentiment: Mixed analyst signals: Wells Fargo upgraded eBay from Underweight to Equal Weight but set a $106 price target, below the current trading level. UBS separately raised its target to $131 while retaining a Neutral rating.

About eBay

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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