Susquehanna Raises eBay (NASDAQ:EBAY) Price Target to $110.00

Key Points

• Susquehanna raised its price target on eBay to $110 from $95 while keeping a "neutral" rating, implying about a 6.3% upside; analyst coverage is mixed with an average target of $104.16 (14 Buys, 18 Holds, 1 Sell).
• eBay beat Q1 estimates, reporting $1.66 EPS vs. $1.58 and $3.09B revenue (+19.5% YoY) and returning $639M to shareholders, but its conservative Q2 guidance of $1.09–$1.14 has increased near‑term investor uncertainty.

eBay (NASDAQ:EBAY - Get Free Report) had its price objective raised by Susquehanna from $95.00 to $110.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has a "neutral" rating on the e-commerce company's stock. Susquehanna's price objective suggests a potential upside of 6.30% from the company's previous close.

Several other equities research analysts also recently issued reports on the stock. JPMorgan Chase & Co. raised their target price on shares of eBay from $87.00 to $100.00 and gave the company a "neutral" rating in a research note on Thursday. Benchmark increased their price target on shares of eBay from $110.00 to $115.00 and gave the company a "buy" rating in a report on Thursday, February 19th. Stifel Nicolaus set a $98.00 price target on shares of eBay in a report on Thursday. Needham & Company LLC reissued a "buy" rating and issued a $122.00 price target on shares of eBay in a report on Thursday. Finally, Wall Street Zen raised shares of eBay from a "hold" rating to a "buy" rating in a report on Sunday, April 26th. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $104.16.

eBay Trading Down 0.3%

Shares of NASDAQ:EBAY opened at $103.48 on Friday. eBay has a 52-week low of $67.19 and a 52-week high of $107.34. The company has a market capitalization of $46.36 billion, a P/E ratio of 23.46, a price-to-earnings-growth ratio of 2.16 and a beta of 1.34. The company has a 50-day simple moving average of $94.21 and a 200 day simple moving average of $89.73. The company has a debt-to-equity ratio of 1.30, a quick ratio of 1.10 and a current ratio of 1.10.

eBay (NASDAQ:EBAY - Get Free Report) last issued its earnings results on Wednesday, April 29th. The e-commerce company reported $1.66 earnings per share (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 business had revenue of $3.09 billion during the quarter, compared to the consensus estimate of $3.04 billion. During the same period last year, the business posted $1.38 EPS. eBay's revenue was up 19.5% on a year-over-year basis. eBay has set its Q2 2026 guidance at 1.090-1.140 EPS. Sell-side analysts forecast that eBay will post 4.85 earnings per share for the current year.

Insider Activity at eBay

In other news, CEO Jamie Iannone sold 21,000 shares of the firm's stock in a transaction that occurred 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 approximately $34,337,822.61. This trade represents a 5.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 firm's stock in a transaction that occurred 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 $3,970,113.12. This represents a 23.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 86,952 shares of company stock valued at $8,251,267 in the last 90 days. Insiders own 0.64% of the company's stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Cedar Mountain Advisors LLC increased its holdings in shares of eBay by 128.9% during the first quarter. Cedar Mountain Advisors LLC now owns 277 shares of the e-commerce company's stock worth $25,000 after purchasing an additional 156 shares during the period. High Point Wealth Management LLC bought a new position in shares of eBay during the fourth quarter worth approximately $26,000. Abound Financial LLC bought a new position in shares of eBay during the fourth quarter worth approximately $26,000. Financial Consulate Inc. bought a new position in shares of eBay during the third quarter worth approximately $27,000. Finally, Jessup Wealth Management Inc bought a new position in shares of eBay during the fourth quarter worth approximately $27,000. 87.48% of the stock is owned by institutional investors.

Key Stories Impacting eBay

Here are the key news stories impacting eBay this week:

• Positive Sentiment: Reported a solid Q1: revenue $3.09B, GMV up ~18% and non‑GAAP EPS $1.66, beating estimates; management highlighted strong U.S. and collectibles performance and returned $639M to shareholders (buybacks + dividend). eBay Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Several analysts raised targets or kept positive views this week — Cantor Fitzgerald to $110, Wells Fargo to $104, JPMorgan to $100 and Morgan Stanley to $117 — signaling continued analyst confidence in the medium‑term story. eBay NASDAQ: EBAY Given New $110.00 Price Target at Cantor Fitzgerald eBay NASDAQ: EBAY Price Target Raised to $104.00 at Wells Fargo & Company eBay NASDAQ: EBAY Price Target Raised to $100.00 at JPMorgan Chase & Co.
• Positive Sentiment: Company reiterated capital returns: $500M of repurchases this quarter and a newly announced dividend (0.31 per share), which supports shareholder value. eBay Inc. Reports First Quarter 2026 Results
• Neutral Sentiment: Earnings call/transcript and highlights describe AI investments and strong U.S. momentum—useful context for medium‑term strategy but not immediate catalysts. eBay Inc. (EBAY) Q1 2026 Earnings Call Transcript eBay Inc. Earnings Call Highlights Surging U.S. Growth
• Neutral Sentiment: Reuters and other outlets note eBay expects Q2 revenue slightly above estimates, showing steady demand but limited upside versus consensus. EBay forecasts quarterly revenue above estimates on steady demand
• Negative Sentiment: Conservative Q2 guidance and soft near‑term earnings outlook: management set Q2 EPS at $1.09–$1.14, materially below Street’s prior consensus, which prompted profit‑taking despite the beat. eBay (EBAY) Stock Slides Despite Strong Q1 Beat — Here’s Why
• Negative Sentiment: Analysts and commentators flagged potential H2 deceleration risk—investors are weighing that slowdown risk against current momentum, increasing near‑term uncertainty. eBay's strong first half overshadowed by second-half growth 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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