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Morgan Stanley Has Lowered Expectations for eBay (NASDAQ:EBAY) Stock Price

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Key Points

  • Morgan Stanley lowered its price target on eBay to $117 from $119 but maintained an overweight rating, implying roughly a 15% upside from recent prices.
  • Analyst views are mixed—14 rate eBay Buy, 19 Hold and 1 Sell, resulting in a consensus Hold rating and a consensus price target of $99.81.
  • eBay recently beat quarterly estimates (EPS $1.41 vs. $1.35; revenue $2.97B vs. $2.87B) and set Q1 2026 guidance of $1.53–$1.59 EPS, but faces near‑term risks from prolonged marketplace outages and notable insider selling.
  • MarketBeat previews the top five stocks to own by May 1st.

eBay (NASDAQ:EBAY - Get Free Report) had its price objective lowered by stock analysts at Morgan Stanley from $119.00 to $117.00 in a report released on Tuesday,MarketScreener reports. The firm currently has an "overweight" rating on the e-commerce company's stock. Morgan Stanley's price objective suggests a potential upside of 15.01% from the company's current price.

EBAY has been the topic of a number of other research reports. Bank of America increased their price target on eBay from $102.00 to $110.00 and gave the stock a "neutral" rating in a research report on Tuesday, April 21st. Evercore increased their price target on eBay from $93.00 to $94.00 in a research report on Thursday, February 19th. Barclays lowered their price target on eBay from $105.00 to $104.00 and set an "overweight" rating on the stock in a research report on Thursday, February 19th. Stifel Nicolaus increased their price target on eBay from $88.00 to $94.00 and gave the stock a "hold" rating in a research report on Thursday, February 19th. Finally, Needham & Company LLC increased their price target on eBay from $115.00 to $122.00 and gave the stock a "buy" rating in a research report on Thursday, February 19th. Fourteen analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $99.81.

Check Out Our Latest Stock Analysis on EBAY

eBay Stock Performance

Shares of EBAY traded up $1.37 during mid-day trading on Tuesday, reaching $101.73. The company had a trading volume of 212,545 shares, compared to its average volume of 5,114,538. The stock has a market capitalization of $45.58 billion, a P/E ratio of 23.40, a PEG ratio of 2.10 and a beta of 1.34. The stock has a 50 day moving average of $93.41 and a two-hundred day moving average of $89.54. The company has a quick ratio of 1.10, a current ratio of 1.10 and a debt-to-equity ratio of 1.30. eBay has a 52-week low of $65.23 and a 52-week high of $107.34.

eBay (NASDAQ:EBAY - Get Free Report) last issued its quarterly earnings results on Wednesday, February 18th. The e-commerce company reported $1.41 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.35 by $0.06. The company had revenue of $2.97 billion for the quarter, compared to the consensus estimate of $2.87 billion. eBay had a return on equity of 43.04% and a net margin of 18.30%.eBay's revenue for the quarter was up 15.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.25 earnings per share. eBay has set its Q1 2026 guidance at 1.530-1.590 EPS. On average, analysts expect that eBay will post 4.83 earnings per share for the current year.

Insider Transactions at eBay

In other eBay news, SVP Jordan Douglas Bradle Sweetnam sold 33,441 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $91.99, for a total transaction of $3,076,237.59. Following the completion of the transaction, the senior vice president owned 4,733 shares of the company's stock, valued at $435,388.67. This represents a 87.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jamie Iannone sold 21,000 shares of the stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 352,653 shares of the company's stock, valued at $34,337,822.61. The trade was a 5.62% 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. Insiders sold 120,393 shares of company stock worth $11,327,504 over the last three months. 0.64% of the stock is owned by insiders.

Hedge Funds Weigh In On eBay

A number of hedge funds have recently made changes to their positions in the company. Integrated Advisors Network LLC increased its holdings in shares of eBay by 17.8% in the first quarter. Integrated Advisors Network LLC now owns 6,409 shares of the e-commerce company's stock valued at $583,000 after purchasing an additional 967 shares during the last quarter. Greatmark Investment Partners Inc. acquired a new stake in shares of eBay in the first quarter valued at approximately $205,000. Kathmere Capital Management LLC increased its holdings in shares of eBay by 7.4% in the first quarter. Kathmere Capital Management LLC now owns 16,360 shares of the e-commerce company's stock valued at $1,489,000 after purchasing an additional 1,129 shares during the last quarter. Marietta Investment Partners LLC increased its holdings in shares of eBay by 3.0% in the first quarter. Marietta Investment Partners LLC now owns 6,465 shares of the e-commerce company's stock valued at $588,000 after purchasing an additional 187 shares during the last quarter. Finally, DGS Capital Management LLC increased its holdings in shares of eBay by 25.9% in the first quarter. DGS Capital Management LLC now owns 3,037 shares of the e-commerce company's stock valued at $276,000 after purchasing an additional 624 shares during the last quarter. Institutional investors and hedge funds own 87.48% of the company's stock.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

eBay Company Profile

(Get Free Report)

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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Analyst Recommendations for eBay (NASDAQ:EBAY)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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