eBay (EBAY) News Today

eBay Inc. (EBAY) — shares are trading higher after a string of analyst upgrades, bullish research notes on collectibles/AI, and attention ahead of Q3 results. Below are the key headlines likely driving the move and how each may affect the stock.

• Positive Sentiment: Citizens/JMP upgraded EBAY to Outperform/Market Outperform and set a $115 price target, signaling ~18% upside and increased analyst conviction that recent execution (collectibles, UX improvements) can accelerate growth. Citizens JMP Upgrade
• Positive Sentiment: JMP/Benzinga coverage highlights an AI-driven transformation and focus-category improvement (collectibles, live commerce) that could deliver mid-single-digit GMV growth and stronger monetization, supporting a $115 PT. Benzinga JMP Note
• Positive Sentiment: Investing.com notes an upgrade driven by eBay’s improved liquidity and product tools that are cementing its leadership in collectibles — a higher-margin category showing strong demand. Investing.com Collectibles Story
• Neutral Sentiment: Zacks previews the upcoming Q3 report, noting potential upside from collectibles, live commerce and AI tools but also calling out Europe softness — the print and guidance will likely dictate near-term volatility. Zacks Q3 Preview
• Neutral Sentiment: Other analyst notes and previews dig into metric-level estimates (GMV, take rate, active buyers) — useful for earnings gamesmanship but outcome-dependent for the stock. Zacks Metrics Deep Dive
• Neutral Sentiment: Brand/merchant initiatives like the 2025 eBay Top Seller Awards provide positive PR and seller engagement but are unlikely to move the stock materially on their own. Top Seller Awards
• Negative Sentiment: Stifel raised its target to $89 but kept a "hold" rating — the $89 PT is below the current price, signaling some analysts still see limited near-term upside and providing a counterweight to the bullish notes. Stifel PT Raise

Bottom line for investors: bullish analyst actions (multiple upgrades and a $115 PT) and positive coverage of collectibles/AI are the main catalysts lifting the stock. Watch the upcoming Q3 print and management commentary for confirmation — that report will likely determine whether the momentum continues or reverses.