Robert W. Baird Issues Positive Forecast for eBay (NASDAQ:EBAY) Stock Price

Key Points

• Robert W. Baird raised its price target on eBay to $117 from $105 (about a 14.5% upside), and several other firms also lifted targets even though the consensus rating remains a Hold with a $105.16 target.
• eBay beat Q1 estimates with $1.66 EPS on $3.09B revenue, but its Q2 guidance of $1.09–$1.14 EPS disappointed Street expectations and weighed on the stock.
• Insiders sold roughly 86,952 shares (~$8.25M) over the last quarter, while institutional investors own about 87.48% of the company.

eBay (NASDAQ:EBAY - Get Free Report) had its price objective upped by stock analysts at Robert W. Baird from $105.00 to $117.00 in a research note issued on Thursday,MarketScreener reports. Robert W. Baird's target price would indicate a potential upside of 14.46% from the stock's previous close.

A number of other brokerages also recently issued reports on EBAY. Wells Fargo & Company upped their price target on eBay from $100.00 to $104.00 and gave the company an "equal weight" rating in a report on Thursday. Rothschild & Co Redburn upped their price target on eBay from $90.00 to $100.00 and gave the company a "neutral" rating in a report on Tuesday, February 24th. BMO Capital Markets increased their target price on eBay from $120.00 to $130.00 in a report on Thursday. Needham & Company LLC reissued a "buy" rating and issued a $122.00 target price on shares of eBay in a report on Thursday. Finally, Citizens Jmp reissued a "market outperform" rating and issued a $115.00 target price on shares of eBay in a report on Wednesday, January 28th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, eBay presently has a consensus rating of "Hold" and a consensus target price of $105.16.

eBay Stock Down 1.2%

eBay stock traded down $1.26 during mid-day trading on Thursday, hitting $102.22. The company had a trading volume of 413,223 shares, compared to its average volume of 5,225,168. The company has a market capitalization of $45.80 billion, a PE 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 has a 12 month low of $67.48 and a 12 month high of $107.34. The stock's 50 day moving average price is $94.21 and its two-hundred day moving average price is $89.73.

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

Insider Activity

In related news, SVP Mazen Rawashdeh sold 23,167 shares of eBay stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $93.59, for a total value of $2,168,199.53. Following the transaction, the senior vice president owned 28,915 shares in the company, valued at $2,706,154.85. This trade represents a 44.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Jamie Iannone sold 21,000 shares of eBay stock in a transaction on Monday, April 6th. The stock was sold at an average price of $97.37, for a total transaction of $2,044,770.00. Following the completion of the transaction, the chief executive officer owned 352,653 shares in the company, valued at $34,337,822.61. This trade represents 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. Over the last quarter, insiders have sold 86,952 shares of company stock worth $8,251,267. Insiders own 0.64% of the company's stock.

Institutional Trading of eBay

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in eBay by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 57,613,332 shares of the e-commerce company's stock valued at $5,018,121,000 after acquiring an additional 468,833 shares during the period. Invesco Ltd. increased its stake in eBay by 8.3% in the fourth quarter. Invesco Ltd. now owns 9,020,923 shares of the e-commerce company's stock valued at $785,722,000 after acquiring an additional 692,805 shares during the period. First Trust Advisors LP increased its stake in eBay by 27.8% in 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 acquiring an additional 1,808,976 shares during the period. Independent Franchise Partners LLP increased its stake in eBay by 5.2% in the fourth quarter. Independent Franchise Partners LLP now owns 7,748,177 shares of the e-commerce company's stock valued at $674,866,000 after acquiring an additional 384,570 shares during the period. Finally, Legal & General Group Plc increased its stake in eBay by 2.8% in the third quarter. Legal & General Group Plc now owns 5,263,191 shares of the e-commerce company's stock valued at $478,687,000 after acquiring an additional 141,057 shares during the period. 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.

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.