eBay (NASDAQ:EBAY) Rating Increased to Buy at Argus

Key Points

• Argus upgraded eBay to “Buy” from “Hold” and set a $133 price target, implying approximately 20.76% upside from the prior close.
• eBay reported strong quarterly results, with revenue up 14.8% year over year to $3.13 billion and EPS of $1.60 beating the $1.50 consensus estimate.
• Despite bullish revisions from several analysts, the broader consensus remains “Hold”, with 14 Buy, 17 Hold and 2 Sell ratings and an average price target of $116.69.

eBay (NASDAQ:EBAY - Get Free Report) was upgraded by equities researchers at Argus from a "hold" rating to a "buy" rating in a research note issued to investors on Friday. The firm presently has a $133.00 price target on the e-commerce company's stock. Argus' target price would suggest a potential upside of 20.76% from the stock's previous close.

Several other equities research analysts also recently weighed in on EBAY. Weiss Ratings reaffirmed a "buy (b)" rating on shares of eBay in a research note on Friday, June 12th. President Capital lifted their target price on eBay from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, June 25th. Mizuho set a $110.00 target price on eBay in a research note on Thursday. Daiwa Securities Group upped their price target on eBay from $90.00 to $114.00 in a report on Monday, May 11th. Finally, Robert W. Baird set a $126.00 price target on eBay in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $116.69.

eBay Stock Down 0.9%

eBay stock opened at $110.14 on Friday. The company has a market capitalization of $48.90 billion, a PE ratio of 22.80, a price-to-earnings-growth ratio of 2.44 and a beta of 1.37. The company has a debt-to-equity ratio of 1.36, a quick ratio of 1.22 and a current ratio of 1.22. eBay has a fifty-two week low of $78.03 and a fifty-two week high of $119.31. The firm has a 50 day moving average price of $111.07 and a 200 day moving average price of $101.51.

eBay (NASDAQ:EBAY - Get Free Report) last released its quarterly 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. eBay had a return on equity of 48.10% and a net margin of 18.50%.The business had revenue of $3.13 billion during the quarter, compared to analyst estimates of $3.02 billion. During the same period last year, the business posted $1.37 earnings per share. The company's quarterly revenue was up 14.8% on a year-over-year basis. eBay has set its Q3 2026 guidance at 1.360-1.420 EPS. Research analysts expect that eBay will post 4.89 earnings per share for the current year.

Insider Buying and Selling at eBay

In other eBay news, CEO Jamie Iannone sold 11,110 shares of the firm's stock in a transaction on Monday, July 6th. The shares were sold at an average price of $113.33, for a total transaction of $1,259,096.30. Following the transaction, the chief executive officer directly owned 275,431 shares of the company's stock, valued at approximately $31,214,595.23. This trade represents a 3.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 863 shares of the firm's stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $109.17, for a total value of $94,213.71. Following the transaction, the senior vice president directly owned 34,533 shares in the company, valued at approximately $3,769,967.61. This represents a 2.44% decrease in their position. 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 quarter, insiders sold 76,012 shares of company stock worth $8,747,852. 0.67% of the stock is owned by insiders.

Institutional Investors Weigh In On eBay

Several large investors have recently modified their holdings of the stock. Guggenheim Capital LLC raised its position in eBay by 7.4% during the 2nd quarter. Guggenheim Capital LLC now owns 14,334 shares of the e-commerce company's stock worth $1,067,000 after buying an additional 988 shares during the last quarter. Jump Financial LLC purchased a new position in shares of eBay during the 2nd quarter worth approximately $275,000. NewEdge Advisors LLC lifted its holdings in eBay by 70.4% in the second quarter. NewEdge Advisors LLC now owns 108,572 shares of the e-commerce company's stock valued at $8,084,000 after acquiring an additional 44,851 shares during the period. Sei Investments Co. grew its stake in shares of eBay by 48.7% during the 2nd quarter. Sei Investments Co. now owns 471,543 shares of the e-commerce company's stock worth $35,111,000 after purchasing an additional 154,465 shares during the period. Finally, Treasurer of the State of North Carolina grew its stake in shares of eBay by 26.3% during the 2nd quarter. Treasurer of the State of North Carolina now owns 325,678 shares of the e-commerce company's stock worth $24,250,000 after purchasing an additional 67,731 shares during the period. 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: Q2 results exceeded expectations. Revenue rose 14.8% year over year to $3.13 billion, while non-GAAP EPS of $1.60 topped the $1.50 consensus estimate. Gross merchandise volume increased 15% to $22.4 billion, supported by luxury, collectibles, refurbished goods and advertising growth. eBay Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: eBay raised its growth outlook. Management increased its 2026 GMV growth forecast to 11.5%-12.5% and issued third-quarter revenue guidance above analyst expectations. The company also returned $448 million to shareholders during Q2 through buybacks and dividends. EBAY Q2 Earnings Beat Estimates on Higher GMV and Ad Growth
• Positive Sentiment: Several analysts remain bullish. Wedbush reaffirmed its “Outperform” rating with a $135 price target, while Needham raised its target to $135 and maintained a “Buy” rating. Truist also increased its target to $115, although it kept a “Hold” rating. eBay Given Outperform Rating at Wedbush
• Neutral Sentiment: Management is pursuing selective innovation. CEO Jamie Iannone highlighted efforts to attract Gen Z shoppers, expand live shopping and use AI tools to improve the marketplace. However, eBay is taking a cautious approach to AI purchasing agents and is prioritizing customer control and transaction quality. eBay Continues to Bet on Live Shopping
• Negative Sentiment: Analyst views and valuation remain a headwind. UBS and Citizens JMP rate the shares “Hold” or “Market Perform,” while Cantor Fitzgerald cut its price target to $106. Commentary also cited potential margin pressure from integrating Depop, and some investors believe eBay’s valuation already reflects much of the recent growth. eBay Rated Hold as Margin Pressure Offsets Momentum

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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