eBay Inc. (NASDAQ:EBAY) Stock Has Average Price Target of $115.84

Key Points

• Analysts rate eBay “Hold” overall: Of 33 covering firms, 16 recommend holding, 13 recommend buying and two recommend strong buying. The average 12-month price target is $115.84.
• Recent performance and guidance have been positive: eBay beat quarterly earnings and revenue expectations, while its third-quarter EPS outlook of $1.36–$1.42 exceeded consensus estimates.
• Workforce reductions add a risk factor: eBay plans to eliminate roughly 1,000–1,100 jobs, or about 9% of its global workforce, as it redirects investment toward faster-growing areas and seeks improved cost alignment.

eBay Inc. (NASDAQ:EBAY - Get Free Report) has earned a consensus recommendation of "Hold" from the thirty-three ratings firms that are covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, sixteen have assigned a hold recommendation, thirteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $115.84.

A number of research firms have recently issued reports on EBAY. Erste Group Bank began coverage on eBay in a report on Wednesday. They issued a "buy" rating for the company. Barclays lifted their price target on eBay from $114.00 to $123.00 and gave the company an "overweight" rating in a report on Thursday, August 6th. Wells Fargo & Company dropped their price target on eBay from $92.00 to $91.00 and set an "underweight" rating on the stock in a research report on Monday, October 12th. Rosenblatt Securities assumed coverage on eBay in a research report on Thursday, August 20th. They set a "buy" rating and a $120.00 price target on the stock. Finally, Sanford C. Bernstein reissued a "market perform" rating and issued a $115.00 price objective on shares of eBay in a research note on Monday, August 3rd.

Key Headlines Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Third-quarter guidance was raised above expectations. eBay issued adjusted EPS guidance of $1.36–$1.42, ahead of the $1.35 consensus, while revenue guidance of approximately $3.1 billion matched expectations. The company also indicated that third-quarter results were tracking above its prior guidance. eBay confirms 9% workforce reduction and sees Q3 results above guidance
• Positive Sentiment: Analysts and quantitative indicators remain supportive. Erste Group initiated coverage with a “Buy” rating, while Zacks highlighted eBay’s strong earnings-surprise history, favorable momentum characteristics and the potential for another earnings beat. Erste Group initiates coverage on eBay
• Neutral Sentiment: Investors are focused on the upcoming quarterly report. Wall Street estimates and projections for key operating metrics suggest expectations are elevated ahead of eBay’s earnings release, increasing the importance of the company’s actual results and forward guidance. eBay Q3 earnings estimates
• Negative Sentiment: eBay plans to eliminate about 1,000–1,100 jobs, or roughly 9% of its global workforce. Management says the restructuring will redirect investment toward faster-growing areas and improve cost alignment, but the second mass layoff round this year may signal organizational disruption or pressure to accelerate growth. eBay to cut about 9% of global workforce
• Negative Sentiment: Regulatory and reputational risks remain limited but notable. French officials are pressing resale platforms, including eBay, to remove allegedly looted goods listed after riots, potentially increasing monitoring and compliance requirements. Looted goods appear on resale sites after French riots

Insider Activity

In other news, CEO Jamie Iannone sold 11,110 shares of the stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $108.55, for a total value of $1,205,990.50. Following the completion of the sale, the chief executive officer directly owned 253,211 shares of the company's stock, valued at $27,486,054.05. This represents a 4.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Sweetnam sold 1,014 shares of the firm's stock in a transaction that occurred 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 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 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. In the last ninety days, insiders have sold 34,344 shares of company stock worth $3,635,567. Company insiders own 0.67% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. BlackRock Inc. purchased a new position in shares of eBay during the 2nd quarter valued at $4,406,897,000. Legal & General Group Plc purchased a new stake in shares of eBay during the second quarter worth $506,653,000. Amundi raised its holdings in shares of eBay by 26.4% during the second quarter. Amundi now owns 4,014,323 shares of the e-commerce company's stock worth $448,601,000 after acquiring an additional 838,057 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings 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 worth $446,042,000 after acquiring an additional 80,450 shares in the last quarter. Finally, Bank of America Corp DE acquired a new stake in eBay during the second quarter valued at $405,182,000. Institutional investors and hedge funds own 87.48% of the company's stock.

eBay Price Performance

EBAY stock opened at $121.41 on Friday. 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 has a one year low of $78.03 and a one year high of $124.59. The firm has a market capitalization of $54.03 billion, a PE ratio of 25.14, a P/E/G ratio of 3.06 and a beta of 1.33. The firm has a 50-day moving average of $109.16 and a two-hundred day moving average of $108.97.

eBay (NASDAQ:EBAY - Get Free Report) last announced its earnings results on Wednesday, August 5th. The e-commerce company reported $1.60 EPS for the quarter, topping the consensus estimate of $1.50 by $0.10. The company had revenue of $3.13 billion during the quarter, compared to analysts' expectations of $3.01 billion. eBay had a net margin of 18.50% and a return on equity of 47.88%. The business's revenue for the quarter was up 14.8% on a year-over-year basis. During the same period last year, the company posted $1.37 earnings per share. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. On average, analysts forecast that eBay will post 4.89 earnings per share for the current year.

eBay Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, September 11th. Shareholders of record on Friday, August 28th were paid a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, August 28th. eBay's payout ratio is 25.67%.

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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