eBay (NASDAQ:EBAY) Price Target Raised to $88.00

Key Points

• TD Cowen raised eBay's price target to $88, but analyst sentiment is mixed—14 Buys, 18 Holds and 1 Sell—with an average target of $105.16, leaving the consensus rating at "Hold."
• Q1 beat but Q2 guidance disappointed: eBay reported $1.66 EPS on $3.09B revenue and returned $639M to shareholders, yet issued Q2 EPS guidance of $1.09–$1.14 and lower GMV guidance, which has pressured the stock.

eBay (NASDAQ:EBAY - Get Free Report) had its price objective upped by investment analysts at TD Cowen from $87.00 to $88.00 in a research report issued to clients and investors on Friday,MarketScreener reports. TD Cowen's target price suggests a potential downside of 13.91% from the company's previous close.

A number of other research firms also recently issued reports on EBAY. Truist Financial set a $94.00 price target on shares of eBay and gave the stock a "hold" rating in a research note on Thursday, February 19th. Piper Sandler reissued an "overweight" rating and issued a $115.00 price target (up from $105.00) on shares of eBay in a research note on Thursday. Wells Fargo & Company increased their price target on shares of eBay from $100.00 to $104.00 and gave the stock an "equal weight" rating in a research note on Thursday. Morgan Stanley increased their price target on shares of eBay to $117.00 and gave the stock an "overweight" rating in a research note on Tuesday. Finally, Rothschild & Co Redburn increased their price target on shares of eBay from $90.00 to $100.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 24th. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average target price of $105.16.

eBay Trading Down 1.2%

Shares of eBay stock traded down $1.26 during trading on Friday, reaching $102.22. 413,223 shares of the stock were exchanged, compared to its average volume of 5,225,168. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. The stock's fifty day moving average is $94.21 and its 200 day moving average is $89.73. The firm has a market cap of $45.80 billion, a price-to-earnings ratio of 23.14, a price-to-earnings-growth ratio of 2.16 and a beta of 1.34. eBay has a 1 year low of $67.48 and a 1 year high of $107.34.

eBay (NASDAQ:EBAY - Get Free Report) last posted its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share for the quarter, topping analysts' consensus estimates of $1.58 by $0.08. The company had revenue of $3.09 billion during the quarter, compared to analyst estimates of $3.04 billion. eBay had a net margin of 17.58% and a return on equity of 45.42%. eBay's revenue for the quarter was up 19.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.38 earnings per share. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. As a group, equities research analysts expect that eBay will post 4.85 earnings per share for the current fiscal year.

Insider Buying and Selling at eBay

In other eBay news, SVP Cornelius Boone sold 16,685 shares of the firm's stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the completion of the transaction, the senior vice president owned 94,479 shares of the company's stock, valued at approximately $8,733,638.76. This trade represents a 15.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Mazen Rawashdeh sold 23,167 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total transaction of $2,168,199.53. Following the transaction, the senior vice president directly owned 28,915 shares of the company's stock, valued at $2,706,154.85. This represents a 44.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 86,952 shares of company stock worth $8,251,267 over the last three months. Company insiders own 0.64% of the company's stock.

Institutional Investors Weigh In On eBay

A number of institutional investors have recently made changes to their positions in EBAY. Altshuler Shaham Ltd grew its holdings in shares of eBay by 4,452,655.3% during the fourth quarter. Altshuler Shaham Ltd now owns 2,092,795 shares of the e-commerce company's stock valued at $182,282,000 after buying an additional 2,092,748 shares during the last quarter. First Trust Advisors LP grew its holdings in shares of eBay by 27.8% during the third quarter. First Trust Advisors LP now owns 8,309,698 shares of the e-commerce company's stock valued at $755,767,000 after buying an additional 1,808,976 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of eBay by 214.6% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,858,383 shares of the e-commerce company's stock valued at $161,865,000 after buying an additional 1,267,601 shares during the last quarter. Pacer Advisors Inc. grew its holdings in shares of eBay by 3,248.7% during the fourth quarter. Pacer Advisors Inc. now owns 1,256,975 shares of the e-commerce company's stock valued at $109,483,000 after buying an additional 1,219,439 shares during the last quarter. Finally, Allianz Asset Management GmbH grew its holdings in shares of eBay by 47.5% during the fourth quarter. Allianz Asset Management GmbH now owns 3,626,424 shares of the e-commerce company's stock valued at $315,862,000 after buying an additional 1,167,019 shares during the last quarter. 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: Q1 results beat expectations: eBay reported $1.66 non‑GAAP EPS on $3.09B revenue, GMV growth, and returned $639M to shareholders (including $500M buybacks and a $0.31 dividend). Those fundamentals underpin the rally. eBay Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Morgan Stanley raised its price target to $117 and kept an overweight rating — a bullish signal from a major shop that likely supported buying. Morgan Stanley Adjusts eBay Price Target
• Positive Sentiment: Needham reaffirmed a Buy and kept a $122 target, adding upside interest from growth-focused analysts. Needham Reaffirms Buy
• Neutral Sentiment: Several firms raised price targets but kept neutral/equal‑weight ratings: Cantor Fitzgerald to $110, Susquehanna to $110, Wells Fargo to $104 and JPMorgan to $100 — these moves support the stock but stop short of broad bullish conviction. Cantor Fitzgerald PT Susquehanna/Benzinga Wells Fargo PT JPMorgan PT
• Negative Sentiment: Management’s Q2 guidance disappointed on the earnings front: EPS guidance of $1.09–$1.14 is well below Street estimates (consensus ~ $1.44), and Q2 GMV guidance is below Q1 GMV — this is the key reason the stock fell on the initial print and remains a downside risk. Reuters: eBay forecasts Q2 revenue
• Negative Sentiment: Analyst and media notes flag second‑half growth uncertainty; several writeups explain why investors trimmed positions despite the beat. Watch H2 guidance commentary for the next move. Blockonomi: Stock Slides Despite Beat Proactive: H2 Concerns

eBay Company Profile

eBay Inc is a global e-commerce company that operates an online marketplace connecting individual consumers and businesses for the sale and purchase of new, used and collectible goods. Founded in 1995 by Pierre Omidyar and headquartered in San Jose, California, eBay grew from its early auction-style site into a diversified platform offering both auction-format listings and fixed-price "Buy It Now" transactions. The company completed an initial public offering in the late 1990s and has since evolved its platform and services to support a broad range of product categories and buyer preferences.

The company's core business centers on its marketplace platform, which provides listing, search and transaction capabilities for millions of items across consumer goods, electronics, fashion, collectibles and more.

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