Jefferies Financial Group Raises eBay (NASDAQ:EBAY) Price Target to $65.00

Key Points

• Jefferies raised its price target on eBay to $65, a level that the report says implies roughly a 36% downside from the stock's current price.
• Analyst coverage is mixed: 14 Buys, 18 Holds and 1 Sell leave a consensus rating of "Hold" with an average target of about $105.16.
• eBay beat Q1 estimates (EPS $1.66 vs. $1.58; revenue $3.09B vs. $3.04B) and returned $639M to shareholders, but gave weak Q2 EPS guidance of $1.09–$1.14—well below Street expectations—creating near‑term downside risk.

eBay (NASDAQ:EBAY - Get Free Report) had its price target increased by stock analysts at Jefferies Financial Group from $60.00 to $65.00 in a report issued on Thursday,MarketScreener reports. Jefferies Financial Group's price objective points to a potential downside of 36.41% from the company's current price.

Other analysts also recently issued research reports about the stock. UBS Group upped their price target on shares of eBay from $96.00 to $110.00 and gave the company a "neutral" rating in a research report on Tuesday. President Capital upped their price target on shares of eBay from $94.00 to $102.00 and gave the company a "buy" rating in a research report on Tuesday, March 31st. Citigroup reissued an "outperform" rating on shares of eBay in a research note on Friday. The Goldman Sachs Group boosted their price objective on shares of eBay from $88.00 to $100.00 and gave the company a "neutral" rating in a research note on Thursday. Finally, Needham & Company LLC reissued a "buy" rating and issued a $122.00 price objective on shares of eBay in a research note on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $105.16.

eBay Stock Performance

EBAY stock traded down $1.26 on Thursday, hitting $102.22. The company's stock had a trading volume of 413,223 shares, compared to its average volume of 5,225,168. The firm has a 50 day moving average of $94.21 and a two-hundred day moving average of $89.73. eBay has a 1 year low of $67.48 and a 1 year high of $107.34. The stock 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. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.30.

eBay (NASDAQ:EBAY - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 EPS for the quarter, beating the consensus estimate of $1.58 by $0.08. eBay had a net margin of 17.58% and a return on equity of 45.42%. The firm had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. During the same quarter in the prior year, the firm earned $1.38 EPS. eBay's revenue for the quarter was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Equities analysts predict that eBay will post 4.85 EPS for the current fiscal year.

Insider Activity at eBay

In other news, CEO Jamie Iannone sold 21,000 shares of the company's stock in a transaction on Monday, April 6th. The shares were sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the transaction, the chief executive officer directly owned 352,653 shares of the company's stock, valued at $34,337,822.61. This represents a 5.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Jordan Douglas Bradle Sweetnam sold 12,978 shares of the company's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $92.44, for a total transaction of $1,199,686.32. Following the transaction, the senior vice president directly owned 42,948 shares in the company, valued at approximately $3,970,113.12. This trade represents a 23.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 86,952 shares of company stock valued at $8,251,267. Company insiders own 0.64% of the company's stock.

Institutional Investors Weigh In On eBay

A number of large investors have recently added to or reduced their stakes in EBAY. Cedar Mountain Advisors LLC grew its stake in eBay by 128.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company's stock valued at $25,000 after acquiring an additional 156 shares during the last quarter. High Point Wealth Management LLC acquired a new stake in eBay in the 4th quarter valued at about $26,000. Abound Financial LLC acquired a new stake in eBay in the 4th quarter valued at about $26,000. Financial Consulate Inc. acquired a new stake in eBay in the 3rd quarter valued at about $27,000. Finally, Jessup Wealth Management Inc acquired a new stake in eBay in the 4th quarter valued at about $27,000. 87.48% of the stock is owned by institutional investors and hedge funds.

eBay News Roundup

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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