eBay (NASDAQ:EBAY) Raised to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded eBay to a "Buy", though the broader analyst mix remains lukewarm with a consensus rating of "Hold" (14 Buys, 19 Holds, 1 Sell) and a consensus target of $98.94.
• eBay beat quarterly expectations — reported $1.41 EPS vs. $1.35 expected and $2.97B revenue (vs. $2.87B), with revenue up 15% year-over-year and Q1 2026 guidance of $1.53–$1.59 EPS.
• Notable risks include regulatory scrutiny and insider selling: UK review of the Depop acquisition could delay integration, while insiders offloaded about $11.3M of stock in the last 90 days amid profit-taking and valuation concerns.

eBay (NASDAQ:EBAY - Get Free Report) was upgraded by analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a report released on Sunday.

Several other research firms have also commented on EBAY. Morgan Stanley reduced their price target on eBay from $119.00 to $117.00 and set an "overweight" rating for the company in a research report on Friday, April 10th. Citizens Jmp reissued a "market outperform" rating and issued a $115.00 price target on shares of eBay in a research report on Wednesday, January 28th. Arete Research boosted their price target on eBay from $103.00 to $111.00 and gave the stock a "neutral" rating in a research report on Thursday, April 16th. President Capital upped their target price on eBay from $94.00 to $102.00 and gave the company a "buy" rating in a research report on Tuesday, March 31st. Finally, Jefferies Financial Group reduced their target price on eBay from $65.00 to $60.00 and set an "underperform" rating on the stock in a research report on Monday, February 23rd. Fourteen equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $98.94.

eBay Price Performance

EBAY opened at $97.94 on Friday. The business has a fifty day moving average of $92.64 and a 200 day moving average of $89.40. eBay has a 52-week low of $65.00 and a 52-week high of $107.34. 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 has a market cap of $43.88 billion, a P/E ratio of 22.51, a PEG ratio of 2.16 and a beta of 1.34.

eBay (NASDAQ:EBAY - Get Free Report) last posted its quarterly earnings data on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion during the quarter, compared to analysts' expectations of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.eBay's revenue was up 15.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.25 EPS. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. As a group, sell-side analysts anticipate that eBay will post 4.83 EPS for the current year.

Insider Transactions at eBay

In other eBay news, SVP Cornelius Boone sold 16,685 shares of the business's stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,542,361.40. Following the sale, the senior vice president owned 94,479 shares in the company, valued at approximately $8,733,638.76. The trade was a 15.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Jamie Iannone sold 21,000 shares of the business's stock in a transaction dated Monday, April 6th. The shares were sold at an average price of $97.37, for a total value of $2,044,770.00. Following the sale, the chief executive officer owned 352,653 shares in the company, valued at approximately $34,337,822.61. The trade was a 5.62% 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. Insiders have sold a total of 120,393 shares of company stock worth $11,327,504 in the last 90 days. 0.64% of the stock is owned by company insiders.

Institutional Trading of eBay

Several large investors have recently added to or reduced their stakes in the company. High Point Wealth Management LLC purchased a new stake in shares of eBay in the fourth quarter worth about $26,000. Abound Financial LLC purchased a new stake in shares of eBay in the fourth quarter worth about $26,000. Financial Consulate Inc. purchased a new stake in shares of eBay in the third quarter worth about $27,000. Jessup Wealth Management Inc purchased a new stake in shares of eBay in the fourth quarter worth about $27,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in shares of eBay in the third quarter worth about $28,000. Hedge funds and other institutional investors own 87.48% of the company's stock.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Analyst support: Cantor Fitzgerald and Bank of America have recently raised price targets and expressed bullish outlooks, which underpins medium-term upside expectations. Cantor Fitzgerald Raises eBay Price Target
• Positive Sentiment: Resale momentum: Klarna reports a 75% rise in in-app resell listings, signaling growing consumer adoption of resale channels that benefit eBay’s marketplace and fee revenue potential. Klarna resell sees 75% rise
• Positive Sentiment: Higher-ticket demand and arbitrage: Reports of marked-up Mac minis and rare collectible snacks selling for large sums on eBay show the platform continues to capture high-margin, specialty transactions that lift GMV and take rates. Marked-up Mac minis flood eBay ‘Rare’ Snacks Are Selling For $75,000 On eBay
• Positive Sentiment: Product/monetization upgrade: eBay is rolling out AI-driven “trend” ad campaigns — a sign management is pushing to improve ad monetization and seller ROI. That supports revenue diversification beyond transaction fees. eBay revamps advertising tools with AI trend campaigns
• Neutral Sentiment: Cost actions: eBay closed its San Francisco office and previously cut ~800 roles as it refocuses on fashion/resale — saves costs but also signals restructuring risk. EBay closes San Francisco office
• Neutral Sentiment: Mixed coverage on valuation: Several pieces question whether the recent share-price run has priced in too much growth; some analysts have moved from buy to hold as valuation rises. eBay: Rising Valuation ... Buy To Hold
• Negative Sentiment: Regulatory risk: UK regulators plan scrutiny of eBay’s Depop deal, which could delay or condition the transaction and create integration uncertainty — a near-term catalyst for volatility. eBay's deal for Depop will be scrutinized by UK regulators
• Negative Sentiment: Profit-taking and valuation concerns: After a strong multi-month rally and high trading volume, some investors are locking in gains; critical commentary about stretched valuation is pressuring the stock today. Assessing eBay Valuation After Strong Year

About eBay

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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